Earned invites you to their event

Beyond the W-2: How Physicians Can Maximize Retirement Contributions Across Income Types

About this event

Most physicians believe their retirement options are limited to what their employer provides. That W-2 mindset often leads to unnecessary taxes and missed planning opportunities. 

Join Nick Gizzarelli, Senior Advisor | Retirement Plan Specialist on Tuesday, 2/24 at 2:30pm EST/11:30am PST to learn how physicians with any 1099 income—moonlighting, private practice, or side work—can access retirement accounts that traditional employers don’t offer. 

See how Solo 401(k)s and private-practice retirement structures can help physicians shelter significantly more income, reduce tax exposure, and regain control over their financial strategy. 

What You’ll Learn 

  • How even minimal 1099 income can unlock advanced retirement options 
  • Ways physicians can legally shelter up to $69,000+ per year
  • Why employer plans can leave high earners under-optimized 
  • The most common planning mistakes that drive unnecessary taxes 

Hosted by

  • External speaker
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    Jorge Sanchez, M.D. Physician On Fire

    After donating his kidney to his mother, Jorge Sanchez became a physician. He was a clinical professor at Rutgers University Medical School. As an internist, he practiced hospital medicine and worked with underserved Latino populations and rural healthcare systems. Previously, he co-founded a hospitalist company spanning South Florida, which he successfully exited. He co-founded Alertive.com with Dr. Nirav Shah and sold it to Carbon Health, allowing him to reach FIRE.

  • Team member
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    Amber Eckerfield Marketing Manager @ Earned
  • Team member
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    Nick Gizzarelli

    Nick has more than 15 years of experience in the retirement industry, working with some of the largest retirement plans at Earned. As a key leader in building the enterprise retirement business, he helps expand Earned’s services to new medical groups, offering comprehensive wealth and tax advice to more doctors. An active member of the American Retirement Association, Nick holds multiple designations from the National Association of Plan Advisors and the American Society of Pension Professionals and Actuaries.

Earned

You care for our health. We help you build your wealth.

Earned is a fully integrated, technology-driven financial services firm built specifically for healthcare professionals, their families, and their practices. With a tech-forward, human-led approach, Earned is purpose-built to address the unique financial challenges doctors face — such as high taxes,