Financial Preparedness, Physician Lifestyle, Retirement, US Physicians Research

2018 Report on U.S. Physicians’ Financial Preparedness: Retired Physicians Segment

November 07, 2018

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Insights and Conclusions

Our first financial preparedness report focused on retired physicians delivers good news: After surveying 1,202 retired physicians in the U.S., most (80 percent) say they are satisfied or very satisfied with their retirement, and they’re confident that their retirement savings will last.

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Benchmarks and Advice

The report shares what today’s retired physician looks like, explores how retired physicians are spending their time and takes a look at five factors that impact physicians’ satisfaction with their retirement. Our goal is to provide benchmarks that can assist with your retirement strategies, whether you are preparing for, settling into or actively living your retirement dream. 

The report also offers valuable insights and expert tips from independent financial advisor Marti Mason, CEO of Taylor Wealth Solutions, a member of the AMA Insurance Physicians Financial Partners program since 2010. 

Additionally, the report gives a rich sampling of the sage advice from the 1,200 retired physicians who so generously shared their experience in retirement to assist those getting ready to retire.

Top Considerations for Soon-to-Retire Physicians

Within the report is a special feature specifically developed for physicians who are planning to retire in the next few years. We found eight factors among practicing physicians over age 60 that have an impact on financial preparedness ahead of retirement, and financial advisor Marti Mason provides insights into what you need to consider as you get ready for retirement.

We look forward to your comments and feedback.

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Pamela Moy

President and General Manager

AMA Insurance

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J. Michael Hegwood

Assistance Vice President

Brokerage Marketing

AMA Insurance

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