Carole C. Foos, CPA and Jason M. O\'Dell, CWM
Why Doctors Get Sub-Standard Advice on Finance
- Friday, 01 July 2011
As authors of 4 books for physicians, including our latest, For Doctors Only: A Guide to Working Less & Building More, we have consulted with thousands of doctors of all specialties during the last decade. From this experience, we have become intimately familiar with the mistakes physicians make when working with their CPAs, attorneys, and other financial advisors. Whether it is in the area of tax, asset protection, retirement planning, or other areas, the result is almost always the same. We leave the meetings or conference calls asking ourselves, "How could this doctor get such [poor, uncreative, or just plain wrong] advice?" It would be laughable if it weren't so troubling.
Read more...
Tagged under
Most Read
-
-
Jan 07 2009
-
Written by News
-
-
-
Feb 16 2009
-
Written by Scott Koegler
-
-
-
Feb 18 2008
-
Written by Karen Corey
-
-
-
Apr 30 2010
-
Written by Jennifer Flaten
-