Spring Clean Your Finances to Maximize 2025

​Don’t coast into the second half of the year — find new ways to optimize your financial strategy. Join Shannon Blackmon, Senior Wealth Advisor at Earned, and Dr. Jorge Sanchez of Physician on FIRE for a physician-focused check-in to ensure you’re on track to hit your 2025 goals.

​This midyear session is designed for physicians who want to sharpen their approach across key areas: eliminating idle cash and aligning spending with goals, rebalancing portfolios and improving asset location, timing Roth conversions and charitable giving, and updating estate documents after major life changes. We’ll also cover the benefits of DIY investing — and when it might be time to get a second opinion.