Book | John Moakler

The Book

The time is now. It has never been more important for doctors to take care of their financial health.

The pandemic has only magnified just how crucial it is for our incredibly giving doctors and dentists to take care of themselves first.

“A must-read for any doctor, young or old, who is looking to get their personal and financial house in order.”

Dr. S. Grewal, MD

John Moakler was so disappointed in the financial advice he was receiving, he became a highly-credentialed and -awarded financial planner himself. Then doctors and dentists saved his life from osteosarcoma, so John decided to work exclusively with members of those professions as a way of paying them back. That included codifying his doctor-specific advice for all time in the bestselling Heal Thy Wealth®: How Doctors are Misdiagnosing Their Own Financial Health and What They Can Do About It.

Something John quickly realized from working with doctors and dentists is that very often, they take better care of their patients’ health than they do of their own financial health. In Heal Thy Wealth, John introduces you to Financial Health Care for Doctors® in 10 value-packed chapters that will have doctors and dentists alike nodding in approval—and also shaking their heads in amazement at the simple, masterful way in which John explains many strategies of which they were unaware.

Heal Thy Wealth is just what the doctors ordered: for themselves!

The Chapters

1. Interviewing your Future Financial Planner

2. Incorporation – Professional Corporations

3. Risk Management – Bumper Guards

4. Income Splitting Strategies

5. Health Spending Accounts (HSA)

6. Developing a Pension Plan

7. Investment Management

8. Retirement Planning

9. Wills and Powers of Attorney

10. Estate Planning

“A must-read for any doctor, young or old, who is looking to get their personal and financial house in order.”

Dr. S. Grewal, MD

“In my opinion, Heal Thy Wealth by John Moakler is a blueprint for all doctors to follow when it comes to comprehensive financial planning.”

Dr. A. Singh, MD

“John Moakler breaks down complicated financial information into simple digestive material. He is detail oriented and is always helpful. He is the right and best financial planner for me.”

Dr. S. Dautey, MD

“This book goes beyond what a typical financial planner might present and focuses on what is important to us and to our families. It helps us to organize our personal and business goals.”

The Chapters

“A must-read for any doctor, young or old, who is looking to get their personal and financial house in order.”

Dr. S. Grewal, MD

“In my opinion, Heal Thy Wealth by John Moakler is a blueprint for all doctors to follow when it comes to comprehensive financial planning.”

Dr. A. Singh, MD

“John Moakler breaks down complicated financial information into simple digestive material. He is detail oriented and is always helpful. He is the right and best financial planner for me.”

Dr. S. Dautey, MD

“This book goes beyond what a typical financial planner might present and focuses on what is important to us and to our families. It helps us to organize our personal and business goals.”

Dr. R. Folman, MD