About this event
The most important number isn't what you earn. It's what you keep.
Investment returns tell only part of the story. Taxes and fees quietly erode physicians' wealth every year, making after-tax results the measure that matters most.
Join us live on Tuesday, July 28 at 2:30 PM ET as Bill Martin, CFA®, Chief Wealth Officer at Earned, and Myhanh Hoskin, CFP®, CWS®, AAMS®, Managing Director & Senior Wealth Advisor, and Jorge Sanchez, MD, of Physician on FIRE, have a practical discussion on After-Tax Alpha — the value you keep after taxes and fees — along with a timely mid-year market update and what today's investing environment means for your financial plan.
You'll learn:
- Why after-tax, after-fee returns are the most meaningful measure of investment success
- Tax-integrated wealth strategies designed specifically for physicians
- A mid-year market outlook, including what's driving markets and how long-term investors should think about today's headlines
- When market changes warrant action—and when staying disciplined is the better strategy
Submit your questions when you register and bring more to the live discussion on July 28.
Hosted by
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External speaker
Jorge Sanchez, M.D. Physician On FireE
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.
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External speaker
Bill Martin, CFA Chief Wealth Officer @ EarnedE
As Chief Wealth Officer and a CFA® charterholder, Bill is driven to accelerate wealth creation for doctor clients, by career stage and their unique career arc, using advanced technologies, deep data insights, and evidence-based methodologies. In this role, Bill leads development of Earned's perspective across the seven wealth domains that together most drive financial outcomes for doctors: investing, tax planning, career advisory, insurance, trust and estate, debt management, and cash management.
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External speaker
Myhanh Hoskin, CFP, CWS, AAMS Managing Director & Senior Wealth Advisor @ EarnedE
Myhanh Hoskin, CFP®, CWS®, AAMS® is a Managing Director and Senior Wealth Advisor at Earned, bringing more than 30 years of wealth-building experience to her work with physicians and high-net-worth clients. At Earned, she uses the firm's proprietary diagnostic framework and the 7 key building blocks of wealth to develop comprehensive, cohesive financial plans precisely tuned to each physician's unique career journey and personal goals.
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,
