Retirement Planning for Physician Couples

Join Kaylin and Enpo, with decades in the financial services space, as they present an enlightening session on the financial decisions they have helped hundreds of physician couples face while navigating their complex financial lives. This engaging presentation focuses on the importance of open communication and alignment of goals and focuses on cash flow, maximizing financial resources, and how best to protect your significant other. This is especially true as physician couples often have a perfect storm of high incomes, high taxes, societal and familial expectations, and debt management that exceed those of other mass-affluent individuals.

Through relatable scenarios, they show how couples can create joint financial decision-making frameworks that reflect their shared values and ambitions. They also emphasize understanding each partner's personal financial habits and history, which are crucial for long-term success.

Behavioral Objectives:
We seek to help physician couples to be better prepared to make financial decisions together based on how they generate income. There are many financial and non-financial considerations as physicians change jobs and roles throughout their careers that make financial decision-making as a couple more important than any one specific decision that they need to make in the moment. We hope to help create a template for those physicians who are navigating through all or some of these scenarios throughout their personal lives.