The objective of this book is to provide practical and nuanced advice doctors can use to make better personal financial decisions for themselves and their families. The book aims to provide a balanced discussion that recognizes subtleties and doesn’t resort to reflexive emotional responses. Ultimately, this book is about helping you to level the playing field. You don’t need to become a financial expert. You don’t need to compromise your science or patient focus. All you need to know are the basic facts. These will help you determine whether you can and should make decisions on your own, which questions to ask, and how to evaluate prospective providers of financial services in the event you elect to use their services.

The book covers all major areas of personal finance, including: building net worth, budgeting, debt management (student loans, home mortgages), investing basics, retirement planning, identifying insurance needs (life, disability, auto, and home), dealing with financial advisors, and estate-planning basics.

The content was prepared for doctors - in collaboration with doctors. The author comes from a medical family and is a financial risk-management expert. The content applies to other highly educated professionals such as dentists, pharmacists, attorneys, engineers, etc.