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.
