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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
Investing in Real Estate

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
Replay Event

Not a Society Member?

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

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