Financial Planning 101

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Experts
    • Internal Medicine
    • Quality Improvement
    • Hospital Medicine
    • Performance Improvement
    Hospitalist At Thomas Jefferson University and Medical Liaison at Jefferson's Digital Innovation and Consumer Experience (DICE) group, Leader, Entrepreneur, Sports and Food Junkie
    Hospitalist At Thomas Jefferson University and Medical Liaison at Jefferson's Digital Innovation and Consumer Experience (DICE)...

    I am a hospitalist at Thomas Jefferson University in Philadelphia, PA. I am also a medical liaison at Jefferson's Digital Innovation and Consumer Experience (DICE) group that is focused on bridging the gap between clinical medicine and innovation.C I have a strong interest in innovation and leadership in the field of medicine. In the pursuit of these interests, I have held multiple leadership positions such as President of Jefferson's Student Council and CEO of the Community of Health & Innovation Professionals (CHiP) to name a couple, where the sole mission was to revolutionize the medical field for both physicians and their patients. Other interests include being captain of Jefferson's flag football team, Wing Chun kung fu, cooking, and playing bass guitar in a local band. Very interested in networking with anyone who would like to help foster and develop ideas or projects for a better tomorrow, whether that be innovating inside the field of medicine or the individuals affected by it.

    • Working with medical students in managing their student loan portfolios.
    Director, Office of Student Financial Services at Indiana University School of Medicine
    Director, Office of Student Financial Services at Indiana University School of Medicine

    Jose Rivera Espada is the director of financial aid at the Indiana University School of Medicine, a 9-campus allopathic medical school within the state of Indiana with over 1500 medical students. His experience includes working at Butler University as an assistant director of financial aid and as a financial aid counselor at the Indiana University in Bloomington, IN. He has served on various committees at the Association of American Medical Colleges (AAMC) as well as within state and regional financial aid organizations. He speaks regularly on financing a medical education throughout the state of Indiana at colleges and universities. Additionally, he conducts financial planning workshops at medical school summer programs throughout the United States.  He earned his undergraduate degree from Indiana University and worked toward a master’s degree in music education before finding financial aid as a profession. His 30-plus years in the medical school financial aid field has revealed many financial literacy shortcomings among medical students. He has been voted as the most outstanding staff member for 29 years straight by his medical students and was recently mentioned by the LCME Reaccreditation site visitors as one of three bright spots at the medical school.  In 1992, he helped create the Evening of the Arts with a couple of medical schools that showcases medical student talents where the profits of the program go toward the funding of the student's outreach clinic and homeless shelters. He performs regularly with small professional choral ensembles in the Indianapolis area.

    • Cardiovascular Disease
    • Clinical Cardiologist at Massachusetts General Hospital
    Daniel Kirshenbaum, M.D. is a clinical cardiologist at the Massachusetts General Hospital. He received his M.D. degree from Boston University School of Medicine. He completed his internal medicine residency at Boston Medical Center (BMC), also serving as Chief Medical Resident, where he then went on to also complete his cardiology fellowship. He has academic interests in digital health, as well as the use of technology to enhance medical education. While at BMC he developed a personal finance curriculum for medical trainees and has helped hundreds of residents and fellows achieve financial success.

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