Mar 11, 2021

Roetzel HealthLaw HotSpot: Financial Planning For Health Care Professionals


Roetzel HealthLaw HotSpot® is a podcast and YouTube channel for physicians and health professionals that covers the legal issues and trends that affect the health care industry. Roetzel Health Law attorney Ericka Adler is joined by Brady Petersen, CFP and Jake Whipp of Larson Financial Group in this episode of Roetzel’s HealthLaw HotSpot. Together, they discuss the importance of financial planning from the beginning through the end of a physician’s professional career. The career path of a physician takes a unique trajectory, as they quickly transition from a negative net worth to a high positive net worth in just a few short years, and with that path comes specific financial challenges, including massive debt, high tax rates and a shorter time frame to save for retirement.  Focusing early and seeking advice from professionals who specialize in guiding physicians are key factors in ensuring the financial security and success throughout their medical career.

To listen, download the episode on Apple Podcasts, or click here. To watch the episode on YouTube, click the link below:

Watch Financial Planning For Health Care Professionals