Keys to Retirement Success
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....
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 you...
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 why ...
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 Wel...
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 Savi...
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 quali...
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 Philos...
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 Wiscon...
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 R...
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 being talked into buying an insurance product that did not fit his financial needs and goals, third-year medical student Rufus Sweeney decided to do something about it. Funded by a grant from the Wisconsin Medial Society Foundation, he developed a financial wellness course that is being offered to students at the School of Medic...
Presented by WisMed Assure and the Wisconsin Medical Society Foundation Guest: Robert Foulks, retired Wisconsin Medical Society Chief Financial Officer Bob and Peter discuss the basics of business accounting—Balance sheets and income statements. Learn more about how these tools work and why they’re critical to managing your business finances and planning for the future.
Presented by WisMed Assure and the Wisconsin Medical Society Foundation Guest: Robert Foulks, retired Wisconsin Medical Society Chief Financial Officer Bob and Peter discuss budgets. Learn more about how creating a budget can help organize your finances—to alleviate stress and pave the way for a sound financial future.
Presented by WisMed Assure and the Wisconsin Medical Society Foundation Guest: Robert Foulks, retired Wisconsin Medical Society Chief Financial Officer Bob and Peter discuss the pros and cons of buying versus leasing a car. Learn how each method works, which one may be more suitable for you depending on your individual situation and how to protect yourself when entering into a lease agreement or purchasing your automobile outright.
Presented by WisMed Assure and the Wisconsin Medical Society Foundation Guest: Tom Shorter, JD, FACHE, the Public Vice President of the Wisconsin Medical Society Foundation Board Host John Rather, JD, and Tom Shorter, JD, FACHE, discuss what physician employment contracts are, how they are prepared, what you can expect to see and what to look out for when seeking your first job as a physician.
Presented by WisMed Assure and the Wisconsin Medical Society Foundation Guest: Darren Martin, former student services coordinator for the Office of Student Financial Aid at UW-Madison Host John Rather, JD, and Darren Martin discuss student loan basics, what kinds of student loans there are and the best strategies to manage them.
In this episode of WisMed OnCall, Society past president Molli Rolli, MD, speaks with Joshua Mezrich, MD, about his book When Death Becomes Life: Notes from a Transplant Surgeon , how it came to be written, and why he is passionate about his career as a transplant surgeon.
As emerging health care technology continues to impact physicians and patient care, it is vital that physicians are involved in the process. One of the Society’s many efforts to ensure that physicians are part of the conversation include an immersive networking event—the OnRamp Healthcare Conference—taking place this summer on June 19 at Lambeau Field. In this episode of WisMed OnCall, host Peter Welch and Tim Bartholow, MD, VP and CMO of NeuGen, discuss why NeuGen is supporting the OnRamp Healt...
The Periscope Project is a free resource for health care providers treating perinatal women struggling with mental health and/or substance use disorders. In this episode of WisMed OnCall, host Peter Welch and Christina Wichman, DO, Medical Director of the Periscope Project, discuss the successes of this program and how the Periscope Project aims to empower caregivers to give patients a path to recovery. Additional Show Notes: The Periscope Project the-periscope-project.org theperiscopeproject@mc...
Society lobbyists Lisa Davidson, Mark Grapentine and H.J. Waukau sat down for this latest WisMed OnCall podcast to discuss some health care highlights contained in Gov. Tony Evers’ state budget proposal, as well as the likely timeline and political pressures facing the two-year spending plan. Additional Show Notes: Read the budget bill here . Register for Doctor Day 2019 here ....
In the latest episode of the Society’s WisMed OnCall podcast, current Medical Examining Board (MEB) chair Ken Simons, MD, talks with host Mark Grapentine, JD, about what it’s like to serve on the MEB, what initiatives he’s fostered since joining the MEB in 2011 and how the opioid crisis has affected recent MEB activity.
In the latest episode of WisMed OnCall, host Peter Welch and Phraze Founder Brandon McCutchen, MD, discuss why physicians should think like entrepreneurs and how Phraze is looking to disrupt the current health care environment with AI solutions that will improve the patient physician encounter and decrease physician burnout. Resources: Visit the Phraze website here .
In the latest episode of WisMed OnCall, Society CEO Bud Chumbley, MD, and Robert Neaderthal, MD, discuss how with the appropriate tools and knowledge, physicians can avoid peer-to-peer calls and gain back a considerable amount of time to do what they do best – patient care. This podcast is a preview to a free webinar being offered to Society members by Dr. Neaderthal on Wednesday, March 20 at noon. (Register for the webinar here .) Resources: How To Avoid Peer-to-Peer Phone Calls...
November’s election results sealed the deal for a Democratic governor and Republican Senate and Assembly for the next legislative biennium, but what does that mean for health care legislation in Wisconsin? In this latest episode of WisMed OnCall, Society staff Mark Grapentine, JD, and Gwyn Guenther of The Wheeler Report discuss health care issues that will top the legislative agenda in 2019 as well as the evolution of legislative reporting. Notes: Visit The Wheeler Report website here . Check th...
“Burnout is really a dilemma; it’s not a problem. If it’s a problem, we fix it. But, when you have a dilemma you have to come up with multiple solutions and habits and methods to deal with something that’s constantly in a flow and flux and changing,” says Arthur S. Hengerer, MD, in this episode of WisMed OnCall. Recorded on November 28, 2018, during his visit to Wisconsin, host Peter Welch interviews Dr. Hengerer about the systemic causes of burnout in health care and some of the national effort...
It’s been a year since Clyde “Bud” Chumbley, MD, MBA, was named CEO of the Wisconsin Medical Society. In the latest episode of WisMed OnCall, he and Lisa Davidson, the Society’s vice president of advocacy and membership, look back on some of the highlights from his first 12 months and discuss priorities for 2019, including the launch of “Partners for Life,” a new program that features new and improved benefits for members at every stage of their career.
In this episode, Society staff Mark Grapentine, JD, and Lisa Davidson discuss the outcomes of several key races in Tuesday’s midterm election and what some of the changes in leadership in Madison and Washington, DC, might mean for physicians and their patients.
In this episode of WisMed OnCall, host Peter Welch talks with George Lange, MD, FACP, about the importance of Advance Care Planning, what it involves, and why he believes everyone should talk with their family and physician about their future health care wishes. Resources: Honoring Choices Wisconsin