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This video package delivers a high-impact financial education experience designed specifically for 1099 locums physicians. Featuring full recordings from the FlexMedStaff Financial Literacy Summit—including Q&A sessions—it covers essential strategies across tax planning, entity structure (S-Corp vs PLLC vs sole proprietor), retirement optimization, cash flow and insurance planning, and long-term wealth building. Ideal for physicians transitioning to 1099 income or looking to optimize an existing locums financial strategy.
Includes:
• 12 recorded sessions
• ~9+ hours of content
• 6 months access
$0.00
This video package delivers a high-impact financial education experience designed specifically for 1099 locums physicians. Featuring full recordings from the FlexMedStaff Financial Literacy Summit—including Q&A sessions—it covers essential strategies across tax planning, entity structure (S-Corp vs PLLC vs sole proprietor), retirement optimization, cash flow and insurance planning, and long-term wealth building. Ideal for physicians transitioning to 1099 income or looking to optimize an existing locums financial strategy.
Includes:
• 12 recorded sessions
• ~9+ hours of content
• 6 months access
On-Demand Video Series | Recorded May 2026
This video package delivers a comprehensive, real-world financial education experience designed specifically for 1099 locums physicians. Featuring full recordings from the FlexMedStaff Financial Literacy Summit, this on-demand series brings together expert-led sessions from flat-fee financial advisors and an experienced CPA, focused on helping physicians optimize income, reduce tax burden, and build long-term wealth with clarity and control.
These sessions are designed to walk you through the most important financial decisions locums physicians face—from choosing the right entity structure and understanding tax strategy, to implementing retirement plans and evaluating investment opportunities. Each lecture is followed by a live Q&A session, giving you deeper insight into real-world questions and scenarios faced by physicians like you.
Across these sessions, you will learn how to:
• Optimize your tax strategy as a 1099 physician, including advanced deductions and compliance considerations
• Choose the right entity structure (S-Corp vs PLLC vs sole proprietor) based on your income and long-term goals
• Manage cash flow effectively while protecting your income with appropriate insurance strategies
• Understand the key differences between pre-tax and Roth retirement savings—and when to use each
• Implement advanced retirement strategies such as Backdoor Roth contributions at any income level
• Avoid costly mistakes related to asset location and account structure
• Gain insight into how foundations and endowments invest—and how to apply similar principles
• Evaluate private investment opportunities tailored to locums physicians
• Successfully transition from W-2 employment to 1099 income with a clear financial framework
• Apply the principles of the 4% rule—and explore how to optimize retirement spending for greater flexibility and enjoyment
This video collection is designed for physicians at any stage of their locums journey, including those new to independent contracting, physicians transitioning from W-2 roles, and experienced locums physicians seeking to optimize their financial strategy. The content is applicable across specialties and income levels, with a focus on building sustainable, tax-efficient wealth over time.
Video lectures include the following (each followed by a Q&A session):
• Why the Same Investment in the Wrong Account Costs You Thousands — Marcel Miu
• Building Your Most Flexible Retirement Asset via Backdoor Roth — Marcel Miu
• Cash Flow Management and Insurance Options for 1099 Physicians — Brad Champion
• Pre-tax vs Roth Retirement Savings — Brad Champion
• The Fixed Fee Revolution: The New Era of Efficient Wealth Management — Don Rudolph
• Reference Pricing in Today’s Wealth Services Marketplace — Don Rudolph
• How Foundations and Endowments Are Investing Today — Matt Zumbach
• Private Investments for the Locums Physician — Matt Zumbach
• Breaking Free from W-2: Transitioning to 1099 Income — Jon Clegg, CPA
• S-Corp vs PLLC vs Sole Proprietor: What’s Best for Locums Physicians? — Jon Clegg, CPA
• Contractors, Kids, and Compliance: Tax Strategies for Locums Physicians — Jon Clegg, CPA
• Keynote: A Richer Retirement: Supercharging the 4% Rule — Featuring Bill Bengen
Included:
• 12 recorded sessions
• ~9+ hours of content
• Q&A sessions included after each lecture
• 6 months of replay
Gain the tools, strategies, and confidence to take full control of your career as a locums physicians. This 14-part video series, which includes 15 hours of content walks physicians through every aspect of working through locums agencies. Learn how to work with agencies, navigate the contracts, negotiate better pay, understand 1099 tax structures, and malpractice insurance provided by agencies to have a successful career working through locums agencies.
Includes:
• 14 recorded sessions
• 15 hours of content
• 6 months access
This video package delivers a tremendous amount of education for physicians who want to contract directly with healthcare facilities instead of relying on locums agencies. Featuring content from previous FlexMedStaff events and YouTube channel, it covers how to find opportunities, negotiate terms, structure agreements, and building a personal brand. Ideal for physicians seeking greater long-term control over their locums careers by successfully contracting directly.
Includes:
• 71 recorded sessions
• 32 hours of content
• 6 months access
Gain the tools, strategies, and confidence to take control of your career as a locums physician with this 15-part video series from the 2025 Rise-up Summit which covers the fundamentals of working through locums agencies. Learn how to work with recruiters, find quality opportunities, review contracts, negotiate rates, understand 1099 tax considerations, and evaluate agency-provided malpractice coverage to build a successful locums career working through agencies.
Includes:
• 15 recorded sessions
• 10 hours of content
• 6 months access
This video package from the 2025 Rise-up Summit offers a practical roadmap for physicians building, growing, or refining a Direct Primary Care (DPC) practice. Through expert lectures and panel discussions, it covers sustainable practice design, pricing, revenue diversification, staffing, technology, patient growth, and service expansion. Content also explores specialty and rural DPC models, employer partnerships, advocacy, and the future of DPC, providing actionable guidance for real-world success.
Includes:
DISCLAIMER: The content created by FlexMedStaff, LLC is meant for entertainment and education purposes only. The material presented on this website is the sole opinion of FlexMedStaff, LLC, its content writers and affiliates. It is the sole responsibility of the user to do their own research and when necessary to contact certified/licensed professionals for assistance. Although this website makes many recommendations for products and services, the users of this platform must, at their sole discretion, evaluate the products and services before using them. The user is to hold FlexMedStaff, LLC harmless for any wrongdoings caused by the products or services provided or recommended on this website.
