True Wealth MD
Overview
Do you feel like your life does not have meaning and purpose? To aspire to the fulfillment you need and deserve, True Wealth MD provides a clear roadmap to help guide you towards finding your life’s vision. As a forward-thinking evolution of the wealth management approach, you will identify core values and beliefs, prioritize goals and develop meaningful purpose. Then, we work with you to develop a comprehensive financial plan that will allow you to live in congruence with your vision. Together with YOUR commitment and OUR guidance and motivation, you will take an inspiring journey that will transform your manner of living for greater personal satisfaction
Vision
True Wealth MD is a community designed to meet the wealth management and life planning needs of health care professionals. Through ongoing blog and social media posts, Jason will provide financial and planning information that is tailored to physicians and that is tangible, personal, relevant, timely, and fun. Search our blog for categories including “The Nerds’ Corner” for articles that are more intellectual and academic, Wealth Management, “True Wealth” for life planning articles, Travel and Lifestyle, “The Biz” for health industry issues, and “The Lighter Side” for an irreverent and humorous diversion.
Philosophy
What We Are: a community for healthcare professionals that takes a holistic approach to life and wealth planning. Unabashedly supportive of physicians. Indefatigably optimistic.
What We Are Not: True Wealth MD will purposely not create content about the latest and greatest investment fads or in fact anything specifically related to timing the market or prognostication. Further we will not take stands on issues related to politics or religion. Posts with any possible biases are not intentional.
Recommendations
This is an excellent primer on investing for children. It is probably most suitable for those kids ages 10 and up. Written by Gail Karlitz. | A RANDOM WALK DOWN WALL STREET One of the definitive books advocating for index investing. Written by Burton Malkiel. | Best selling books from this New Yorker staff writer include Blink, Outliers, and Tipping Point. |
A comedic take on learning to golf. Written by Carl Hiaasen. | Harvard Professor, Daniel Gilbert, lectures on what makes us happy. | HOW TO RETIRE HAPPY, WILD, AND FREE Website, book, and ebook from author Ernie J. Zelinski who has a bit of an irreverent take on retirement. |
“On September 18, 2007, Carnegie Mellon professor and alumnus Randy Pausch delivered a one-of-a-kind last lecture that made the world stop and pay attention.” |
You will laugh and you will cry, but you will never be the same! | “Widely regarded as the world’s most influential living psychologist, Daniel Kahneman won the Nobel in Economics for his pioneering work in behavioral economics – exploring the irrational ways we make decisions about risk.” | “I do research in behavioral economics and try to describe it in plain language. These findings have enriched my life, and my hope is that they will do the same for you.” |
Internationally recognized as the father of the Life Planning movement, the Harvard-educated Kinder is the founder of the Kinder Institute of Life Planning. |