
Shape Your Path (Session 3) – Top 5 Financial Tasks to Set Yourself Up for Success
Get advice on protecting yourself, reviewing benefits, maximizing retirement accounts, being strategic about time off and making sure you understand your schedule and expectations in this third session of the Shape Your Path: Empowering New Physicians series.
Tuesday, August 12, 2025
7:00 - 8:00 pm

Get advice on protecting yourself, reviewing benefits, maximizing retirement accounts, being strategic about time off and making sure you understand your schedule and expectations.
Lisha Taylor, MD, MPH, host of the podcast Wealth Minded MD, leads this third session of the Shape Your Path: Empowering New Physicians series.
Registration
Open to all AAFP members. No cost to participate.
Registration deadline is August 10, 2025. The Zoom meeting link will be provided by email the day before the session.
Registration opening soon!
Registration for Session 3: Top 5 Financial Tasks to Set Yourself Up for Success
Presenter
Lisha Taylor, MD, MPH, host of the podcast Wealth Minded MD

Olusola Adegoke, MD, MPH, FAAFP
Staff Physician, HealthPartners
Adegoke is a family physician currently practicing as a hospitalist within the HealthPartners system. He serves as a preceptor for the Western Wisconsin Rural Family Medicine Residency and is passionate about clinician well-being, particularly through systems improvement, EMR optimization, AI integration in medicine and quality improvement initiatives. After completing his family medicine residency at the University of Minnesota’s St. Cloud campus, he earned a master’s degree in public health from the same institution. He is a graduate of the Leading Physician Well-being Program through the American Academy of Family Physicians, where he now serves as a co-facilitator, helping other physicians develop personal and systems well-being strategies for sustainable practice.

Chaun Cox, MD
Assistant Professor, Northridge Clinic Mayo Clinic Health System
Cox has been serving the Mankato area for over 20 years, clinically and within the community. As a former clinic lead and patient experience lead, his journey has been rewarding and challenging. As a Leading Physician Well-being Program graduate, he has been able to meld the challenges faced in his clinic and support his team, giving him a better perspective on his own purpose and profession.
Objectives
- Review the top 5 financial tasks for physicians.
- Discuss implementation strategies to set yourself up for success.
- Understand how to avoid common financial pitfalls.
Continuing Medical Education (CME)
This session will not be accredited the American Academy of Family Physicians.
Partnership Opportunities
Help family medicine residents and early career family physicians gain essential tools and insights to confidently navigate the early years of their family medicine career by supporting this informative series. Limited to three partners.