Beyond the paycheck: Building wealth, time freedom and career optionality for physicians

Many physicians earn strong incomes yet still feel financially pressured, burned out or constrained by the careers they worked hard to build. Bryan Jepson, M.D., CFP, ChSNC, a physician, financial planner and author, will explore what he calls the "physician financial paradox" and introduce his Financial Clarity Blueprint framework, examining the structural and behavioral factors that drive true financial stability — including lifestyle management, investing discipline and career optionality. Attendees will leave with practical strategies to build greater flexibility and control over both their finances and their future.

Meet the presenter

Bryan Jepson M.D., CFP, ChSNC, is a retired emergency medicine physician and full-time fee-only financial planner who works for Targeted Wealth Solutions. 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 regularly contributes educational content related to personal finance for physicians on his website at www.bryanjepson.com. He is also the cohost of a podcast called The Second Shift which focuses on the psychological, behavioral and financial side of transitioning away from a high impact career like medicine.

Bryan contributes monthly videos to Medical Economics at “The Financial Checkup with Dr. Bryan Jepson” and is a member of the advisory board. He also serves as a CFP Board Ambassador.