The Myth Of The Rich Doctor – Get Your FREE Copy
June 29th, 2020
FOREWORD & AFTERWORD by Joseph Vecchio CPA, CFP®, MBA
When I met my wife Colleen, she was pursuing her professional dream, making a positive difference for children with special needs and their families. She was in graduate school at New York University, training to become an Occupational Therapist (OT). She incurred tremendous debt to follow her heart. She was working three jobs and living with her parents to make her dream a reality.
Like my wife and my doctor clients, you most likely followed your heart into a career in medicine. I’m sure you made great sacrifices and incurred debt to get to where you are today. Chances are, that you did not learn tax and financial planning in medical school.
I’m following my professional dreams too. My career has a central theme: helping my clients achieve financial independence and peace of mind. It’s so rewarding helping healthcare professionals pursue activities that give their lives purpose throughout their careers and into retirement. I identify ways to minimize taxes and increase your wealth with the least amount of risk. The first step is an honest assessment of where you are now. That is what this book is about.
This book is my gift to you. Dr. Vicki Rackner is a retired surgeon with unique insight regarding financial strife and burden. She has also overcome financial debt and has 30 years plus of experience helping her colleagues achieve the financial clarity they deserve. Please let me know what you think of this book.
Sincerely, Joseph Vecchio CPA, CFP®, MBA
Shore Financial Planning 29 Beach Road #206 Monmouth Beach, NJ 07750
Congratulations for making this investment in yourself. It takes courage to take an honest look at where you are financially and where you would like to be. Reading this book is just the beginning! Now it’s time to take action. Where do you begin?
As you see from this cartoon, taxes represent your biggest lifetime expense.
So…when was the last time your tax preparer called you with a strategy to lower or minimize your personal and/or business taxes?
This lack of strategic tax planning is the main roadblock to financial wealth.
How about beginning there? You’re welcome to schedule a complimentary conversation with me. I am happy to help you begin to chart a course that will enable you to better navigate each of these obstacles.
Wealth provides the financial security we all desire. We also understand that money is not an end in itself—it’s the means to building a better life with the people and experiences we cherish. It would be our honor to help you get there.
Joseph Vecchio CPA, CFP®, MBA
Shore Financial Planning
29 Beach Road #206
Monmouth Beach, NJ 07750 732-704-8982