Get Back on Track:
Retirement Planning for Physicians
As a physician, balancing your demanding career with personal financial planning can be a challenge. Years of study, student loans, and the pressures of a high-income lifestyle often leave many physicians feeling behind when it comes to retirement savings. But it’s never too late to take control.
Whether you’re an independent practitioner or employed at a hospital, our Catch-Up Retirement Planning for Physicians e-guide is designed to help you regain momentum by focusing on key financial strategies, from managing debt to optimizing savings and reducing tax burdens.
Download Your Free Guide Now!
Start your catch-up retirement plan today.
What You'll Learn:
Retirement planning as a physician often comes with unique challenges. This guide breaks down key strategies to help you manage debt, plan investments, and navigate tax complexities—all tailored to support your financial future with clarity.
What You'll Learn:
How Much You’ll Need for Retirement:
Gain clarity on how much it will take to maintain your current lifestyle once you retire, factoring in high living costs, medical school debt, and personal financial commitments.
Strategies to Reduce Debt:
Learn how to reduce or eliminate lingering student loans, mortgage payments, and other high-interest debt before retirement.
Creating a Tax-Efficient Investment Plan:
Physicians face unique tax challenges due to high incomes. Discover how to structure your investments for growth while minimizing tax liabilities.
Optimizing Retirement Contributions
Explore advanced strategies like combining 401(k)s with defined benefit plans to help accelerate your retirement savings.
Meet Your Financial Advisor
Iván M. Mendoza, founder of Mendoza Private Wealth, brings over two decades of experience in financial services to guide clients through their financial journeys with confidence.
As a first-generation American from a Peruvian family, Iván combines his unique personal background, psychology degree, and extensive professional training to approach financial decision-making with clarity and objectivity.
With a deep commitment to understanding each client's personal "why," Iván crafts tailored financial plans that align with their unique goals, lifestyle, and aspirations, focusing on protecting, building, and transferring wealth while empowering clients to take control of their financial futures.
The CFA credential is the most respected and recognized investment designation int he world. To obtain the CFA designation, candidates must pass Levels I, II, and III of the CFA Program, accrue the required work experience, and be approved as a regular member. Earning the CFA charter is a highly selective process. Fewer than one in five candidates become a CFA charterholder.
Get Your Free Guide Now
Download Catch-Up Retirement Planning for Physicians today and start taking steps toward a well-prepared financial future. Whether you need to restructure debt, maximize savings, or develop a tax-efficient strategy, this guide is your road map to retirement.
Don’t wait—plan your financial future now!
MENDOZA PRIVATE WEALTH, INC. (“MENDOZA PRIVATE WEALTH”) is a Registered Investment Advisor registered in the state of Florida. MENDOZA PRIVATE WEALTH provides asset management and related services for clients nationally. MENDOZA PRIVATE WEALTH will file and maintain all applicable registrations as required by the state securities regulators and/or the Securities and Exchange Commission (“SEC”), as applicable. MENDOZA PRIVATE WEALTH renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion.
This web site is intended to provide general information about MENDOZA PRIVATE WEALTH. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to include information about our investment philosophy, our strategies and to be able to contact us for further information. Presentation of the information via the Internet is not intended to create, and receipt does not constitute, a client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant, attorney and/or financial advisor. Click here to read more.
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