A physician’s generation can offer clues about their financial priorities. But the most useful conversation starts with the individual doctor—and the choices they want their money to make possible.

Join Dr. Vicki Rackner, a former surgeon, as she explores how financial advisors can connect with millennial and boomer physicians at different stages of their careers and financial lives.

In this episode, you’ll learn:

• How medical school debt can shape a younger physician’s choices.
• Why family responsibilities deserve a place in financial conversations.
• How retirement planning connects with identity, purpose, and legacy.
• How to choose between virtual and in-person meetings.
• Why satisfied physician clients introduce advisors to their colleagues.
• How to help physicians gain more control over their lives.

Generational patterns offer a starting point. Listening helps you understand the physician sitting across from you.

For financial advisors: What questions help you uncover what matters most to your physician clients? Share your experience in the comments.

Subscribe for more practical ideas about engaging doctors and building lasting relationships with physician clients.

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Sources

Jennifer Nelson. “Is Being a Millennial Doctor Actually Harder Financially Than Being a Boomer Doctor Was?” Medscape, September 29, 2026.

[1] Glattke K and colleagues. Residents and Fellows of US Medical Residencies and Fellowships Strongly Prefer In-Person to Virtual Conference Format. JBJS Open Access. April 12, 2024. https://pubmed.ncbi.nlm.nih.gov/38616848/

[2] Doximity. 2024 Physician Compensation Report. Importance of Autonomy and Work-Life Balance. https://www.doximity.com/reports/p

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