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.

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Resources

 

Download Slideshow

 

Download Blue Printing

 

Family Love Letter

 

Saving & Planning for College








Recommendations

INVESTING GUIDE FOR KIDS

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.

Growing Money, A Complete Investing Guide for Kids

A RANDOM WALK DOWN WALL STREET

One of the definitive books advocating for index investing. Written by Burton Malkiel.

A Random Walk Down Wall Street

MALCOLM GLADWELL

Best selling books from this New Yorker staff writer include Blink, Outliers, and Tipping Point.

Malcolm Gladwell

THE DOWNHILL LIE

A comedic take on learning to golf. Written by Carl Hiaasen.

The Downhill Lie

STUMBLING ON HAPPINESS

Harvard Professor, Daniel Gilbert, lectures on what makes us happy.

Stumbling On Happiness

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.

How to Retire Happy, Wild, and Free

THE LAST LECTURE

“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.”

The Last Lecture




JIM STOVALL

You will laugh and you will cry, but you will never be the same!

www.jimstovall.com

DANIEL KAHNEMAN

“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.”

Daniel Kahneman

DAN ARIELY

“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.”

Dan Ariely

GEORGE KINDER

Internationally recognized as the father of the Life Planning movement, the Harvard-educated Kinder is the founder of the Kinder Institute of Life Planning.

www.kinderinstitute.com/



Vision

Looking ahead requires a VISION without boundaries. Do you have one?

Find

On the path of life, you will FIND many directions that you could follow. Which one will you take?


Discover

A journey is about DISCOVERY. What do you hope to find?


Purpose

Happiness in life comes down to a simple PURPOSE.


Beliefs

Holding true to your beliefs is important. What are yours?

Live

How do you aspire to live? What are your priorities?



Happiness in life comes down to a simple purpose. True Wealth MD can guide and inspire you.

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