Earned Wealth

This financial literacy month, Earned (formerly known as Forme Financial) is excited to share our most popular webinar on physician financial freedom! We’ve opened up our vault to unlock our 45-minute Practice Academy session. Listen to Earned’s CEO, John Clendening and Earned’s managing director, Myhanh Hoskin, CFP®, AAMS®, CWS® in their joint production “Taking control of your financial future: A physician’s playbook for success”. Listen to the webinar here: https://lnkd.in/eAiJEmsG Questions? Let us know in the comments!

Curious how to get the most financially from your practice? Learn more:  https://lnkd.in/gvNiMHDU Here are some of the topics covered: 1. Blueprints to grow your practice  2. Strategies to reduce your taxes as a practice owner 3. Improving M&A outcomes 4. Optimize your personal wealth from a practice sale Presented by Earned Wealth's Bill Martin, CFA and Skytale Group. #PrivatePractice #MedicalAesthetics

Dating back to 1933, this holiday honors the unwavering commitment and quality of care physicians bring to their patients. On behalf of all of us at Earned Wealth, thank you for what you do! Happy #DoctorsDay

Physicians, don’t miss key considerations to optimize your finances: https://lnkd.in/eEN_KSFy Take our quick quiz now to unlock your detailed recommendations, tailored to hospital and private practice physicians. #physicianfinances #physicians

Physicians are at a unique financial position–due to long years of school and the accompanying loans–strategic planning can make the difference between a successful retirement or continuing to work long past age 65. Bill Martin, CFA, and Dr. Andrew Wilner, MD, FAAN, FACP discuss the financial considerations physicians should look out for as they grow in their careers, such as tax-smart investing, career development, and reviewing trust and estate plans. Take a listen and comment your thoughts below! https://lnkd.in/eMgGfPTE #physicianfinances #physicians #wealthmanagement 

Burned out already in January? Check if you're working in a practice type suited for you, with our quiz: https://lnkd.in/gBe2Cqaq Whether you are just starting out practicing medicine or considering switching options, our Practice Type Evaluator can point you in the right direction. Do any of these preferences ring a bell to you? - You like predictability and salary stability. - You like to set your schedule and work autonomously. - You like to own processes from beginning to end. Take our quiz to see which practice type suits you: https://lnkd.in/gBe2Cqaq

It’s that time of year! Check-in on your finances to make sure you aren’t leaving money on the table. Here are the top 3 things you should check before 2023 comes to an end, from our very own Chief Wealth Officer, Bill Martin, CFA. Maximize your retirement benefits: You’ve probably heard of a 401(k) or a 403(b), but have you heard of a 457(b)? Physicians that work for tax-exempt organizations like a nonprofit hospital or government entity are often eligible for these types of plans, which allow employee contributions up to $22,500 for 2023 (or 100% of gross annual compensation, if less). Harvest losses in taxable accounts: Tax loss harvesting is a strategy that can help lower your overall tax bill by selling investments that have lost value in your taxable accounts to offset taxable gains from other investments. Assess how you donate to charities: Try donating highly appreciated stock instead of cash, or use the “bunching” strategy to max out your benefits in one year. Read more on our blog: https://lnkd.in/eJ9ShTAx

Start your new year right! Join Earned Wealth's Chief Wealth Officer, Bill Martin, CFA along with orthopedic surgeon Dr. Alfred Atanda Jr at the highly anticipated webinar "How to Avoid Costly Physician Tax Mistakes" featured on the American Academy of Orthopaedic Surgeons (AAOS). This webinar will explore the most common financial pitfalls physicians face when planning their taxes, such as missing big deductions or not taking advantage of key tax-smart investing strategies. Don't miss your opportunity to avoid tax mistakes! Sign up here:  https://lnkd.in/edp_P5BU #tax #physicians #financialadvisor

Join Earned Wealth at Medical Economics® Winter Practice Academy, where healthcare professionals gather to explore the latest industry trends and best practices. Sign up here: https://bit.ly/3sdwvlD Our highly anticipated session, "Achieving Financial Independence: Learning financial secrets from physician multi-millionaires," will explore crucial topics, such as learning to identify and understand the common challenges and obstacles that individuals face when striving to retire with substantial savings. Bill Martin, CFA, Chief Wealth Officer at the physician-centric wealth management firm Earned Wealth, will review three effective strategies designed to increase your likelihood of maximizing retirement savings. The session will conclude with detailed case studies, and real-world applications from Dr. Jordan Frey, plastic surgeon and founder of physician financial wellness brand “The Prudent Plastic Surgeon”. You will learn how these strategies can be applied in real-life scenarios from the physician perspective, offering practical solutions and guidance for securing your financial future. Register now for our exclusive session on Thursday, November 16 at 2:50 pm ET and stay ahead in the competitive healthcare landscape. Sign up here: https://bit.ly/3sdwvlD

Our November advisor feature is Earned's very own Coleman Levy! Cole is an Associate Wealth Advisor who joined us recently. He hails from a diverse background working at large asset management firms and boutique advisories. As an advisor, Cole is motivated to provide tailored, nuanced financial advice to his clients, and believes that the future of wealth management is augmented by technology. Swipe on to read more about Cole's story! #qanda #advisorfeature #physicianwealth #advisor #wealthadvisor #wealthplanning