Julie Weyer at MedPoint Wealth

06/09/2026

Three important questions to consider before you start taking.

When to start? Should I continue to work? How can I maximize my benefit?

06/08/2026

Maxing out your 401(k), 403(b), or 457 is important… but it’s not a retirement strategy by itself.

Real retirement planning means preparing for the “what ifs.”

✔️ What if taxes increase in the future?
✔️ What if the market corrects right before or during retirement?
✔️ What if your safe withdrawal assumptions don’t hold up?
✔️ What if everything in your portfolio moves in the same direction at the same time?

Many physicians are excellent accumulators of wealth but haven’t fully stress-tested how that wealth will behave during retirement.

Diversification isn’t just about owning different investments. It’s about understanding how those investments behave together — especially during difficult markets.

A strong retirement strategy should focus on flexibility, tax efficiency, risk management, and creating income that can adapt to changing conditions over time.

At MedPoint Wealth, we help medical professionals build retirement strategies designed for real life — not just ideal market conditions.

06/08/2026

06/06/2026

Life with children is a rollercoaster ride. Throw in budgeting and college planning and it can feel overwhelming. A sound financial strategy can help put your nerves at ease — so you can treasure every moment and enjoy watching your children grow up.

Life with children is a rollercoaster ride. A sound financial strategy can help put your nerves at ease.

06/04/2026

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

06/02/2026

Did you know you can insure a stay-at-home parent?

Most families protect the primary income earner…
But what about the person holding everything together at home?

Because if something happens to them, the impact is real:

Childcare needs don’t go away
Someone still has to manage the home
The working spouse may need to step back from work
And the cost of replacing that support adds up quickly

The interesting part 👇
As long as the primary income earner has coverage, their spouse can often qualify for a small disability policy too.

Not to replace income…
👉 But to help cover the cost of everything they do

💬 Curious—have you ever thought about the financial impact if your stay-at-home partner couldn’t do what they do today?

06/02/2026

Have a strategy for discussing healthcare with your parents.

As our nation ages, many Americans are turning their attention to caring for aging parents.

05/30/2026

More than half of Gen Xers say they’re not on track to save enough to maintain the lifestyle they want in retirement. Here are five things you can start doing today that may help you feel more on track with your retirement planning

Planning for retirement can be daunting, especially for Gen Xers. Starting with these five tips is a great first step

05/28/2026

In retirement planning, evaluating your insurance policies is a good policy. Here are three areas where your insurance coverage may need adjusting.

In retirement planning, evaluating your insurance policies is a good policy.