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6 Keys to Retirement Success

6 Keys to Retirement Success

Replay from Jan. 20, 2023


You’ll learn about:

  • Social Security benefits and how spousal benefits impact married physicians
  • Bridging the health insurance gap from early retirement to Medicare and Medicare choices
  • Generating income from investments
  • Identifying a long-term care plan with or without insurance
  • Considerations for your estate plan
  • Why physician taxes usually drop at retirement, increase later, and what to do about it
Replay Event
Resident Financial Blueprint

Resident Financial Blueprint

Replay from Feb. 9, 2023


Topics addressed:

  • Prioritize where to focus dollars first
  • Developing a budget / cash flow plan
  • Determine insurance needs like disability and term life
  • Legal documents like power of attorney and when to get a will
  • Debt strategies for consumer debt and student loans
  • Investing for retirement using employer and personal accounts
Replay Event
2023 Tax-Smart Yearend Planning

2023 Tax-Smart Yearend Planning

Dec. 5, 2023 at 7:30 PM Central

Learn about tax items to consider for 2023 and 2024 including:

  • Maximizing deductions
  • Timing property tax payments
  • Charitable gift strategies
  • Tax loss harvesting
  • Whether to do a Roth conversion
  • Minimizing Medicare IRMAA premiums
  • Retirement and tax considerations for 2024


Download presentation slides

Replay Event

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All events are provided to WI Medical Society members free of charge by WisMed Financial's Mark Ziety, CFP®.

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