• IFM | Investing in Your Future: Financial Planning for Family Physicians

  • Feb 4 2025
  • Length: 15 mins
  • Podcast

IFM | Investing in Your Future: Financial Planning for Family Physicians

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  • Summary

  • Host Emily Holwick explores essential financial and retirement planning strategies tailored for family physicians. Joined by Jered Hunt from AAFP Insurance Services and Paul Andres from Prevail Innovative Wealth Strategies, this conversation dives into the importance of early planning, balancing student debt with savings, and leveraging insurance and investment options to build long-term security.

    Topics

    00:00 Introduction

    01:44 The Importance of Early Planning

    03:06 Balancing Debt & Savings

    04:39 Essential Financial Steps for Physicians

    05:27 Retirement Savings Options

    06:08 AAFP Insurance Services: Resources & Benefits

    10:11 Practical Savings Tips

    11:09 Key Takeaways

    13:26 Conclusion

    Resources

    AAFP Insurance Services

    Connect with Jered Hunt, President, AAFP Insurance Services

    Disclaimer Copyright 2025. AAFP. The views presented in this broadcast are the speaker’s own and do not represent those of AAFP. The information presented is for general, educational, or entertainment purposes and should not be considered legal, health, financial, or other advice. AAFP makes no representation as to the accuracy or completeness of the information and is not responsible for results that may arise from its use. Consult an appropriate professional concerning your specific situation and respective governing bodies for applicable laws. Reference to any specific product or entity does not constitute an endorsement or recommendation by AAFP unless specifically stated otherwise. AAFP and the AAFP logo are registered trademarks of American Academy of Family Physicians.
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