Episodes

Not sure where to start with retirement planning? Mark Ziety, Executive Director of WisMed Financial discusses the six keys to retirement planning in this episode of WisMed OnCall. Slide deck Webinar recording

Not sure where to start with retirement planning? Mark Ziety, Executive Director of WisMed Financial discusses the six keys to retirement planning in this episode of WisMed OnCall. Slide deck Webinar recording

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.

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.

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 ...

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 ...

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 You can significantly impact your finances with just some strategic tax planning. In this tenth podcast in this series presented by WisMed Assure and the Wisconsin Medical Society Foundation, medical student Rufus Sweeney and former Wisconsin Medical Society COO Peter Welch discuss how to avoid overpaying income tax. They explain w...

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 You can significantly impact your finances with just some strategic tax planning. In this tenth podcast in this series presented by WisMed Assure and the Wisconsin Medical Society Foundation, medical student Rufus Sweeney and former Wisconsin Medical Society COO Peter Welch discuss how to avoid overpaying income tax. They explain w...

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 Insurance can help mitigate the stress that an injury or illness will prevent you from supporting your family or maintaining your quality of life. In this ninth podcast in the series presented by WisMed Assure and the Wisconsin Medical Society Foundation, medical student Rufus Sweeney and former Wisconsin Medical Society COO Peter ...

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 Insurance can help mitigate the stress that an injury or illness will prevent you from supporting your family or maintaining your quality of life. In this ninth podcast in the series presented by WisMed Assure and the Wisconsin Medical Society Foundation, medical student Rufus Sweeney and former Wisconsin Medical Society COO Peter ...

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 In this eighth episode in the series, UW School of Medicine and Public Health medical student Rufus Sweeney and former Wisconsin Medical Society COO Peter Welch, explore why you need to set up an emergency fund, how to go about doing it and when to use it. Resources: Allied Bank: Savings and Term Deposits 9 Best High-Yield Online ...

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 In this eighth episode in the series, UW School of Medicine and Public Health medical student Rufus Sweeney and former Wisconsin Medical Society COO Peter Welch, explore why you need to set up an emergency fund, how to go about doing it and when to use it. Resources: Allied Bank: Savings and Term Deposits 9 Best High-Yield Online ...

For those who qualify, Public Service Loan Forgiveness (PSLF) may be a way to help repay student loans. However, there are many factors to consider when determining whether this is a viable option. In this seventh podcast in the series presented by WisMed Assure and the Wisconsin Medical Society Foundation, medical student Rufus Sweeney and former Wisconsin Medical Society COO Peter Welch, discuss the ins and outs of PSLF. Specifically, they explore reasons to pursue PSLF or not and how to qual...

For those who qualify, Public Service Loan Forgiveness (PSLF) may be a way to help repay student loans. However, there are many factors to consider when determining whether this is a viable option. In this seventh podcast in the series presented by WisMed Assure and the Wisconsin Medical Society Foundation, medical student Rufus Sweeney and former Wisconsin Medical Society COO Peter Welch, discuss the ins and outs of PSLF. Specifically, they explore reasons to pursue PSLF or not and how to qual...

Presented by WisMed Assure and the Wisconsin Medical Society Foundation Choosing the best plan for repaying your federal student loans depends on your ability to pay and your financial goals. In this sixth podcast in the series, medical student Rufus Sweeney and former Wisconsin Medical Society COO Peter Welch discuss the commonalities and differences of the various types of Income Driven Repayment plans available.

Presented by WisMed Assure and the Wisconsin Medical Society Foundation Choosing the best plan for repaying your federal student loans depends on your ability to pay and your financial goals. In this sixth podcast in the series, medical student Rufus Sweeney and former Wisconsin Medical Society COO Peter Welch discuss the commonalities and differences of the various types of Income Driven Repayment plans available.

Knowing the difference between simple and compound interest as well as loan capitalization is critical to understanding how to manage your debt and maximize your savings. In this fifth podcast in the series presented by WisMed Assure and the Wisconsin Medical Society Foundation, medical student Rufus Sweeney and former Wisconsin Medical Society COO Peter Welch, discuss the various types of interest and when it might work for or against you. Resources: The White Coat Investor The Physician Phi...

Knowing the difference between simple and compound interest as well as loan capitalization is critical to understanding how to manage your debt and maximize your savings. In this fifth podcast in the series presented by WisMed Assure and the Wisconsin Medical Society Foundation, medical student Rufus Sweeney and former Wisconsin Medical Society COO Peter Welch, discuss the various types of interest and when it might work for or against you. Resources: The White Coat Investor The Physician Phi...

Presented by WisMed Assure and the Wisconsin Medical Society Foundation Amassing a considerable amount of debt during medical school is standard for the majority of medical students. Even though debt is rarely seen as a good thing, there’s a difference between good debt, bad debt and debt to be avoided at all cost. In this fourth podcast in the series, medical student Rufus Sweeney and former Wisconsin Medical Society COO Peter Welch discuss the various types of debt students accumulate and how...

Presented by WisMed Assure and the Wisconsin Medical Society Foundation Amassing a considerable amount of debt during medical school is standard for the majority of medical students. Even though debt is rarely seen as a good thing, there’s a difference between good debt, bad debt and debt to be avoided at all cost. In this fourth podcast in the series, medical student Rufus Sweeney and former Wisconsin Medical Society COO Peter Welch discuss the various types of debt students accumulate and how...

Presented by WisMed Assure and the Wisconsin Medical Society Foundation There are many factors to consider when deciding whether to buy or rent a home, especially during residency. Additional expenses such as closing costs, maintenance and repairs and the potential for declining home values may make home ownership much more costly than anticipated. Additionally, residents won’t know where they’ll be practicing once becoming an attending. Third-year medical student Rufus Sweeney and former Wisc...

Presented by WisMed Assure and the Wisconsin Medical Society Foundation There are many factors to consider when deciding whether to buy or rent a home, especially during residency. Additional expenses such as closing costs, maintenance and repairs and the potential for declining home values may make home ownership much more costly than anticipated. Additionally, residents won’t know where they’ll be practicing once becoming an attending. Third-year medical student Rufus Sweeney and former Wisc...

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 After scrimping for years of medical school and residency, it’s completely understandable to want to enjoy your hard-earned salary once you become an attending. But, how you manage your money will determine how big your payback will be for all those years of hard work. In this second podcast in the series, third-year medical student...

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 After scrimping for years of medical school and residency, it’s completely understandable to want to enjoy your hard-earned salary once you become an attending. But, how you manage your money will determine how big your payback will be for all those years of hard work. In this second podcast in the series, third-year medical student...