Fire your financial advisor

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Today I am going to drop a review. If you like what you read, and you decide to purchase the below described course, then I make some money…WIN! WIN! If you are going to buy the course, please use this link so I can make some cash.

What is the latest, greatest course I am reviewing? Well it is The White Coat Investor’s new on-line course “Fire your Financial Advisor!”. I started reading White Coat Investor many years ago and was one of the first people to buy his book. I liked his book so much, that I recommended to my wife. It is the ONLY financial book I have recommended to her, ever…well the only one she actually read.

It made sense that when Jim came out with a new course, I would check it out.

First let’s talk about who this book is for:

  • Beginners in personal finance and life planning
  • High income earners. I would say those making at least a $100k a year.
  • People interested in DIY finances.
  • Those interested in hiring an advisor, but making sure they are getting a good deal.
  • Anyone not interested in reading books or blogs. Most of this info can be found on White Coat Investor’s site and some of it can be found on my site.

Who is it NOT for:

  • People who hate presentations. If you do not like sitting in class, you will likely not like this course.
  • Those who do not care about finances one bit. If you are one of those people, thanks for checking out my site and please let me know what keeps you coming back!
  • If you have a ton of credit card or high interest debt. Do not spend the almost $500 on this course. Use that money to pay off your debt! Then come back and talk to me.

What does the course cover?

Lots of things. I mean seriously a ton of stuff. I have been going through it and am still not half way done.

Through the course you will learn about financial planning, insurance, house purchasing, student loans, spending for happiness, investing including asset allocation and use of tax advantaged accounts, estate planning, and asset protection. Pretty much everything and anything you can think about. It is an inclusive course but easy to follow.

My favorite part?

This is a tough question. I do like the tests after each section. Weird I know, that my favorite part would be tests. I like the tests because they make me humble. Show me what I do not know. 

For instance, the pre-test kicked my butt when I got only 13 out of 25 questions right. That is embarrassing considering I write about personal finance. The tests are important to help you build on the foundation your are setting.

Highest yield part?

The highest yield part for most people is the first section. Setting up a financial plan. As Jim says, “if you fail to plan, you plan to fail.” This is the single most important thing in the course. The rest of the material just builds on this concept.

The section on insurance hit close to home. As someone who recently lost his home in a fire, I know the value of good insurance. In fact, insurance has helped me pay off my student loans and grow my nest egg substantially. Sure it cost me my home and everything I own, but trading stuff for financial freedom is worth it. 

This course goes over various types of insurance and what you should consider in coverage. In fact, I went out and asked about personal disability insurance after completing this section. So there you go, the course has led to direct action and change in my life.


Okay, that is enough. I think it is a great course for those who want to learn but not put in the effort. It’s not cheap, and I get that. $499 is some serious dough. So please use it to pay off debt if you have high interest loans

If however, you can afford the $499 it could potentially save you $1,000 to $20,000 in adviser fees. Seriously, check out this article. If you are considering hiring an advisor, please take this course first.

Plus there is a 7 day money back guarantee. No questions asked. You can do all 100% of the course in the first 5 days and return. Jim has promised a refund. If it is worth your time and money, then keep it. If not, return it.

For those who take the course, please let me know what you thought in the comments section below. Thanks and remember, buy the course through this link.

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I am a Dad and Doctor trying to make sure I am living life in the best way possible. Whether it is having my finances together, being a great parent, or balancing my home life with work, I am here to kick a$$ and help you do the same.

2 thoughts on “Fire your financial advisor

  • March 22, 2018 at 4:18 pm

    I don’t think financial advisors are worth it. Maybe hiring one made sense in the pre-internet days, but nowadays most people can just find the common personal finance advice online. And it’s really not hard. “Save money, cut debt, budget…..”

    • March 22, 2018 at 10:26 pm

      Agreed. So much info out there if you want to take the time…I think it’s harder to cut spending for most people….but then again if you are reading this you are not most people.


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