What Medical School Doesn't Teach You About Money

In this episode, Scott Sturgeon, Senior Wealth Advisor at Oread Wealth Partners, explores five essential financial planning strategies that can make a significant impact on the financial health of physicians. Despite similar starting points, the differences between financial success and struggle often come down to careful planning.

Topics covered include the benefits of Health Savings Accounts (HSAs), maximizing workplace retirement plans, investing surplus income efficiently, the importance of comprehensive insurance coverage, and the necessity of thorough estate planning. Whether you are early in your career or preparing for retirement, these actionable tips are designed to help you navigate your financial journey effectively. If you’re a physician seeking expert advice for retirement planning, tax planning, investment management, and more, this episode is for you.

#physicianfinance #physician #physicianwellness #financialplanning #investing #doctor

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00:00 Introduction: The Financial Discrepancy Among Physicians

01:18 The Importance of Health Savings Accounts (HSAs)

02:38 Maximizing Workplace Retirement Plans

03:37 Excess Investing Strategies

05:50 Comprehensive Insurance Coverage

09:21 The Essentials of Estate Planning

10:28 Conclusion and Final Thoughts