New Book: A Financial Prescription for Doctors and Dentists - Strategies for Achieving Your Personal and Career Goals by Financial Advisor David I. Katz

Share Article

The financial facts of life have never been more important for doctors, dentists and other medical professionals.

A Financial Prescription for Doctors and Dentists – Strategies for Achieving Your Personal and Career Goals by David I. Katz
My wife has been a physician for over 25 years. I understand the pressures and demands that medical professionals deal with every day.

The nation's healthcare system is undergoing a dramatic change – and many physicians are woefully unprepared to deal with the new reality.

'A Financial Prescription for Doctors and Dentists – Strategies for Achieving Your Personal and Career Goals' by Boca Raton financial advisor and wealth manager David I. Katz addresses that knowledge gap. It provides a clear, easy-to-read guide to help medical professionals address the many business challenges in their practices and the financial issues in their personal and family lives.

“My wife has been a physician for over 25 years. I understand the pressures and demands that medical professionals deal with every day. That's why I work with them - to help medical professionals focus on their financial health,” says Katz. “I deliver over two decades of experience helping medical professionals understand their financial position and develop a strategy that protects their futures.”

With an estimated 850,000 physicians, 195,000 dentists and millions of other healthcare professionals in the US, this book has a wide audience. In fact, the financial lessons from Katz’s new book also apply to attorneys, accountants and other professionals who never received formal training in business or finance – much less key issues like asset protection and estate planning.

"When doctors are in medical school, they focus on learning about the human body, not finances," says Stuart L. Markowitz, MD, Senior Associate Dean for Student Affairs, Charles E. Schmidt College of Medicine, Florida Atlantic University. "But residents and new doctors need to learn how to manage money, particularly since high debt loans are a big problem for so many people."

For busy medical professionals, Katz's book is an "easy read," presenting key lessons in an appealing, understandable manner. Rather than boring the reader with fact sheets, Katz has incorporated the stories of real doctors and dentists into his book, bringing the key points to life. He includes suggestions and strategies from attorneys, accountants and other financial professionals who work with medical specialists to provide a broad spectrum of advice.

'A Financial Prescription for Doctors and Dentists – Strategies for Achieving Your Personal and Career Goals' is published by OutSkirts Press and is available in hardcover, paperback and eBook at Amazon.com, Barnes and Nobles, iBook and other online booksellers.

Profits from 'A Financial Prescription for Doctors and Dentists' will be donated to charities, including SmileTrain and the National Multiple Sclerosis Society.

About the author:
In his 22-year career as a financial advisor, David I. Katz has worked extensively with doctors, dentists and their families, helping them put together solid financial plans for retirement. He knows the financial pitfalls – including poorly constructed trust plans, expensive divorces and costly lawsuits – that are among the top financial concerns for medical professionals.

David I. Katz is available to speak to medical groups and schools about financial planning for doctors and dentists.

David I. Katz is an Accredited Asset Management Specialist (AAMS®) and Accredited Investment Fiduciary (AIF®) who holds life and health insurance licenses. Katz’s honors include:

  • recognized by Medical Economics Magazine in 2011, 2012, 2013 and 2014 as one of the "Best Financial Advisers for Doctors"
  • named one of the "Best Financial Advisors for Dentists 2012, 2013and 2014" by Dental Product Reports
  • selected as a "5 Star Wealth ManagerSM Award Winner" by Five Star Professionals in 2012, 2013 and 2014

Visit David I. Katz’s on LinkedIn or his website for a free download: 20 Questions to Ask a Prospective Financial Advisor.

Share article on socal media or email:

View article via:

Pdf Print

Contact Author

David Katz

+1 (732) 616-1454
Email >
@DavidIKatz
since: 09/2014
Follow >
David I. Katz
since: 09/2014
Like >
Follow us on
Visit website