Not sure where to start with retirement planning? Mark Ziety, Executive Director of WisMed Financial (https://www.wismedfinancial.org/lunch-learn) discusses the six keys to retirement planning in this episode of WisMed OnCall.Slide deck (https://static.fmgsuite.com/media/documents/6e90e25b-5c8c-4eeb-8934-435e51c20f6e.pdf)Webinar recording (https://www.youtube.com/watch?v=ovt5zQlyV5o)
10 Dec 2020
Year-End Giving
Mark Ziety, Executive Director of WisMed Financial and Marje Murray, Executive Director of the Wisconsin Medical Society Foundation discuss end of year giving in the latest episode of WisMed OnCall. Learn why it’s so important to the charities you support and how you can make a positive impact and earn a tax deduction now that most of us are filing using the standard deduction.
3 Sept 2020
The rule for retirement planning – never raid your retirement account
Presented by WisMed Assure and the Wisconsin Medical Society Foundation
Guest: Rufus Sweeney, third year medical student at UW School of Medicine and Public Health
Even knowing how much to save for retirement can be complicated.
In this eleventh and last podcast in the series, Rufus Sweeney and former Wisconsin Medical Society COO Peter Welch discuss the ins and outs of saving for your retirement. Timing is everything and Rufus explains how you can make the right choice at the right time. If you want to learn what you need to know about the investment vehicles and contribution strategies you can choose from, this podcast is for you.
Resources:
White Coat Investor®
* Percentage of Current Income Needed In Retirement (https://www.whitecoatinvestor.com/percentage-of-current-income-needed-in-retirement/)
* How to Retire Early as a Doctor (https://www.whitecoatinvestor.com/how-to-retire-early/)
* Retirement Archives (https://www.whitecoatinvestor.com/category/retirement/)
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