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
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
Investing in Real Estate
Replay from March 17, 2023.
You’ll learn about:
- Benefits of real estate in a portfolio
- Publicly and privately traded REITs
- Crowdfunding
- Rental property, 2nd homes, and flips
- Paying off your own home
- Plus, hear from special guest, Investors Associated LLP and their portfolio of real estate