How Doctors & Patients Will Pay for Healthcare and Other Expenses Now & in Retirement:

Healthcare expenses are climbing at double the general inflation rate. Many put off a desired retirement out of concern of their inability to pay for them. Patients and doctors alike are unaware that hitting the "magic" Medicare eligibility age of 65 does not eliminate all of their health care costs. In this talk, I will describe the role of the doctor in limiting health care expenses, how Medicare really works, and how you, and your patients, can pay for healthcare and the other expenses of retirement without going broke. There will also be a lengthy discussion of how retirement accounts boost investment returns, reduce taxes, protect assets, and facilitate estate planning.

Objectives:
• Discuss your fiduciary duty to your patients
• Describe what Medicare does and does not cover
• Outline non-traditional methods used to pay for health care
• Discuss the use and benefits of retirement accounts both before and during retirement
• Explain why a Health Savings Account may be the best investing account

  • Course Code: T14
  • Time: 1:00pm-2:59pm
  • Location: Renaissance Main Floor, Solana C
  • CE Credit: 2
  • Audience:
  • Seating Taken:
    18%
James Dahle

James Dahle

James M. Dahle, MD is a practicing emergency physician and veteran from Salt Lake City, UT. He developed a passion for personal finance and investing early in his career after being ripped off by a variety of financial professionals. After a lengthy self-education process, he realized nobody was teaching this material to physicians and similar high-income professionals and many of them were making the same mistakes he made. He has been helping them avoid those errors and get their financial lives in order since 2011 when he founded The White Coat Investor website. It rapidly grew into the most widelyread, physician specific website in the world. His first book, The White Coat Investor: A Doctor's Guide to Personal Finance and Investing, has remained an Amazon top-seller since publication in February 2014. He is convinced that increasing the financial security of doctors enables them to be better partners, parents, and doctors along with reducing burnout, decreasing suicide risk, and improving patient care.
Conflict Of Interest: white coat investor

Courses by James Dahle
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