Physician Family Finances Podcast
Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming.
Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Through our podcast, we provide expert financial advice tailored to physicians, covering essential topics such as wealth management, retirement savings, tax-efficient investing, and estate planning.
Gain valuable insights into wealth accumulation strategies, investment strategies, and asset allocation techniques to optimize your financial portfolio. Enhance your financial literacy with practical budgeting tips and learn how to set and achieve long-term financial goals. Discover effective risk management strategies to protect your assets and ensure a secure future for your family.
Whether you're planning for retirement, saving for your children's education, or considering estate planning options, our podcast offers actionable advice to help you make informed decisions. Explore college savings plans, retirement income strategies, and specialized financial planning for physicians to maximize your financial well-being and investment.
Subscribe now to our podcast to access guidance on navigating the complex world of finance and visit https://physicianfamily.com/podcast to learn more about how we can help you achieve financial peace of mind and secure your future investments
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- Update frequency
- every 10 days
- Average duration
- 27 minutes
- Episodes
- 253
- Years Active
- 2021 - 2025
#133 Dependent Care FSA: Time Suck or Tax Saver?
There are a thousand opinions out there on how to raise kids, but the one thing everyone can agree on is that raising kids is expensive. Luckily, there’s a way that doctors like you can save on taxes…
#132 Should Physicians Own AI Stock?
Before Amazon was Amazon, some people took a huge risk and bought stock in the company. Luckily, that risk paid off for them! Now, history is repeating itself with some AI stocks where they could be …
#131 Physicians' Guide to Disability Insurance with Lawrence B. Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF
Disability insurance may feel like just another thing physicians have to figure out. Like a retirement account, your employer may offer a plan, but that is almost never enough to cover your bases. Na…
#130 Retirement Spending Done Right: What Should Physicians Spend First?
You’ve planned, you’ve saved, and finally, you've retired. Now it’s time to spend what you’ve saved and enjoy all the retirement vacations you’ve been planning. Listen in as Nate Reineke and Chelsea …
#129 Will a Summer Splurge Spoil Physicians' Savings Plans?
Summer means vacations, and vacations can lead to splurges. While following a plan is important, the occasional splurge is inevitable, even for the pros. Listen in as Nate Reineke, Chelsea Jones, and…
#128 Physicians’ Investment Sundae: Minor IRAs, Form 8606 & Other Common Investing Missteps
Summer is a great time to teach kids about finances by running a lemonade stand or selling ice cream at the park. However, if you try to teach them too much, kids will miss some of the important stuf…
#127 A Physician Parent’s Guide to College Admissions with Lorry Krone, M.A., C.A.C
As a physician parent, you went through more school than the average Joe. You may think you know the system but college admissions is constantly evolving. Listen in as Nate Reineke and Ben Utley are …
#126 One (More) Big Beautiful Episode with Ken Eremita, CPA
The One Big Beautiful Bill remains long and confusing. Some people think that the new tax laws are barking mad, while others are wagging their tails with delight. Listen in as Ben and Nate are joined…
#125 Should Physicians Bother with a Backdoor Roth Right Before Retirement?
Finally being ready to retire is a huge milestone. It takes years of planning and hard work. There is nothing worse than feeling like you missed something in all that preparation. Listen in as Ben Ut…
#124 One Big Beautiful Episode: What Physicians Need to Know About the New Budget Bill
Whether you are excited about the budget bill that just passed, or it causes you to be SALTy, we can all agree it’s big, with 870 pages, and it’s confusing. Listen in as Nate Reineke and Chelsea Jone…
#123: Tax Saving Strategies for Physician Parents with Ken Eremita, CPA
Even as a physician mom or dad, the thought of taking your kid to the ED can be scary. Lots of docs, especially self-employed docs, also dread the idea of taking on the IRS alone. If that's you, list…
Kevin M.D Featuring Ben Utley: How Physicians Can Find True Happiness Beyond Wealth
Happy 4th of July! Summer vacation is in full swing, but that doesn’t mean financial planning is taking time off. Even though Ben and Nate are taking a much-deserved break, podcasts can’t miss a week…
Kevin M.D Featuring Ben Utley: How Physicians Can Find True Happiness Beyond Wealth
Happy 4th of July! Summer vacation is in full swing, but that doesn’t mean financial planning is taking time off. Even though Ben and Nate are taking a much-deserved break, podcasts can’t miss a week…
Should physicians hire their spouses? Fishy or fine?
Some tax strategies are fishier than others. This week, you’ll hear about how things are going with Nate and his son’s development as a fisherman, and we’ll also tackle a somewhat fishy 401(k) questi…
Should physicians hire their spouses? Fishy or fine?
Some tax strategies are fishier than others. This week, you’ll hear about how things are going with Nate and his son’s development as a fisherman, and we’ll also tackle a somewhat fishy 401(k) questi…
Father’s Day Finances: Teaching the Value of Money and Hard Work to Physician Kids
To a child, a father is often their first hero and is always one of their first teachers. Parenting doesn’t come with an instruction manual or a training period, so it can be easy to feel like you’re…
Father’s Day Finances: Teaching the Value of Money and Hard Work to Physician Kids
To a child, a father is often their first hero and is always one of their first teachers. Parenting doesn’t come with an instruction manual or a training period, so it can be easy to feel like you’re…
Probate & Protection: Christine Roberts, J.D. on Physician Estate Planning
Paperwork is boring, and we all try to avoid it. While estate planning is a lot of paperwork, it is a crucial part of making sure your children and family are taken care of after you’re gone. Listen …
Probate & Protection: Christine Roberts, J.D. on Physician Estate Planning
Paperwork is boring, and we all try to avoid it. While estate planning is a lot of paperwork, it is a crucial part of making sure your children and family are taken care of after you’re gone. Listen …
529 Saving Surprises: What Can Physicians Do With an Overflowing College Fund?
We all love it when something costs less than we think it will, especially something pricey like college. If you plan to send your kids to a private university and they go to a state school, what can…