About this event
From major tax legislation to the accelerating impact of AI, the start of 2026 demands a disciplined approach. Join Earned’s Chief Wealth Officer, Bill Martin, CFA, for a 2026 Market Outlook webinar on Tuesday, January 13 at 11:00 AM PST, designed specifically for physicians navigating complex financial decisions with limited time and high stakes.
In this session, we’ll translate Earned’s 2026 Market Outlook into actionable guidance, helping doctors understand how today’s market forces intersect with tax planning, portfolio risk, and long-term financial well-being.
We’ll cover:
- What the latest tax legislation means for high-earning physicians — and where planning opportunities still exist in 2026
- AI’s impact in portfolios — and how to size exposure without taking unnecessary risk
- How a disciplined, noise-resistant strategy can support long-term goals across demanding medical careers
Hosted by
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External speaker
Bill Martin 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
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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Team member
Amber Eckerfield Marketing Manager @ EarnedT
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,
