Financial Literacy Series: What I Wish I Knew

Presented by WisMed Assure and the Wisconsin Medical Society Foundation



Sponsored by:


The Wisconsin Medical Society, Wisconsin Medical Society Foundation and WisMed Assure have partnered to develop financial literacy resources for medical students and physicians. To learn more about financial literacy, click here, and for more information about the Foundation’s scholarship and student loan programs, click here.

Balance Sheets and Income Statements

Presented by WisMed Assure and the Wisconsin Medical Society Foundation

Guest: Robert Foulks, retired Wisconsin Medical Society Chief Financial Officer

Bob and Peter discuss the basics of business accounting—Balance sheets and income statements. Learn more about how these tools work and why they’re critical to managing your business finances and planning for the future.

Budget Basics

Presented by WisMed Assure and the Wisconsin Medical Society Foundation

Guest: Robert Foulks, retired Wisconsin Medical Society Chief Financial Officer

Bob and Peter discuss budgets. Learn more about how creating a budget can help organize your finances—to alleviate stress and pave the way for a sound financial future.

Buy vs. Lease a Car

Presented by WisMed Assure and the Wisconsin Medical Society Foundation

Guest: Robert Foulks, retired Wisconsin Medical Society Chief Financial Officer

Bob and Peter discuss the pros and cons of buying versus leasing a car. Learn how each method works, which one may be more suitable for you depending on your individual situation and how to protect yourself when entering into a lease agreement or purchasing your automobile outright.

 

Employment Contracts

Presented by WisMed Assure and the Wisconsin Medical Society Foundation

Guest: Tom Shorter, JD, FACHE, the Public Vice President of the Wisconsin Medical Society Foundation Board

Host John Rather, JD, and Tom Shorter, JD, FACHE, discuss what physician employment contracts are, how they are prepared, what you can expect to see and what to look out for when seeking your first job as a physician.

 

Managing Student Loans

Presented by WisMed Assure and the Wisconsin Medical Society Foundation

Guest: Darren Martin, former student services coordinator for the Office of Student Financial Aid at UW-Madison

Host John Rather, JD, and Darren Martin discuss student loan basics, what kinds of student loans there are and the best strategies to manage them.