
Don't be the richest doctor in the cemetery
Bryan Jepson MD, CFP®, ChSNC®, MSF is a “mostly retired” emergency medicine physician and full-time fee-only financial planner who works for Targeted Wealth Solutions (www.targetedwealthsolutions.com). He is the author of a book entitled The Physician’s Path to True Wealth: 12 steps to gaining control over your money and your time, available on Amazon. He also has a personal finance blog at www.bryanjepson.com. He hosts “The Financial Checkup with Dr. Bryan Jepson” for Medical Economics.

Don't be the richest doctor in the cemetery

High earnings don't equal financial freedom. This session gives physicians the framework to build both.

Should you handle your own retirement planning or leave it to the professionals?

Don't let lifestyle creep derail your retirement plan

Getting off to a strong investment start can pay huge dividends later

Retirement isn't just about the money; it requires the right mindset going into it.

The right Roth conversion can save you thousands of dollars in taxes when used correctly

With the right strategy, you can still progress toward your goals.

It's never too late to start planning for your retirement.

After you retire, where should you withdraw your money from first?
Discover essential tips for choosing a financial advisor and learn whether DIY investing or professional guidance suits your retirement planning needs.

April 21st 2026

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February 16th 2026

December 15th 2025

June 24th 2026

March 18th 2026