Kanav Jain (CEO, Andwise)
Outline:
I. The Unique Financial Challenges Facing 1099 Physicians
Responsible for own taxes, retirement savings, and insurance
At risk of falling victim to unscrupulous actors in financial services
II. The Importance of Building a Financial Team
Need a financial team to guide through complex world of finance
Can help stay on top of taxes, invest wisely, and secure insurance coverage
III. The Key Players on Your Financial Team
Trusted Certified Public Accountant (CPA) for tax-related matters
Knowledgeable Financial Advisor for creating a comprehensive financial plan
Reputable Insurance Agent for insurance coverage
IV. How to Choose the Right Financial Team Members
Look for Experience and Expertise
Verify Credentials
Check References
V. Conclusion
Building a financial team is essential to protecting yourself as a 1099 physician
Choose the right financial team members for financial success
Investing in a financial team is an investment in yourself and your future