Financial Considerations for Mid-Career Physicians
The WSMA has partnered with Northern Capital Management to produce a four-part series focused on the many financial considerations for mid-career physicians. The series is hosted by the WSMA President, Dr. Bridget Bush, MD who is joined by Jim Wilson, a Financial Advisor and CERTIFIED FINANCIAL PLANNER® with Northern Capital Management.
Jim Wilson has worked extensively with medical practitioners for more than three decades and brings a wealth of experience and knowledge to the discussion. The series takes a deep dive into areas that are fundamental to the financial planning process, including common pitfalls and how to avoid them.
The podcast is available to all physicians and health professionals either as audio or audio and video.
The WSMA is a client of Northern Capital Management and receives compensation for promoting their services resulting in an inherent conflict of interest.
Disclosure
Episode 1: Estate Planning
In this episode, Jim Wilson explains the most common estate planning documents, alternative documents that may be beneficial, the importance of properly registered assets, and estate tax considerations particularly for Washington state residents.
Audio-only Versions
Listen to audio for episode 1:
Apple Podcasts | Spotify | MP3
Episode 2: Risk Management
In this episode, Jim Wilson dives into the benefits of various insurance products and how they may be used effectively to mitigate your financial risk in the event of an untimely death or disability.
Audio-only Versions
Listen to audio for episode 2:
Apple Podcasts | Spotify | MP3
Episode 3: Investment Management
In this episode, Jim Wilson discusses investment management strategies for physicians, including asset allocation, portfolio construction, and common investment pitfalls to avoid throughout your career.
Audio-only Versions
Listen to audio for episode 3:
Apple Podcasts | Spotify | MP3
Episode 4: Financial Planning Considerations
In this final episode, Jim Wilson brings together the key financial planning concepts from the series, discussing comprehensive strategies for mid-career physicians to maximize their financial well-being.
Audio-only Versions
Listen to audio for episode 4:
Apple Podcasts | Spotify | MP3