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
See Marketing Disclosure at www.physicianfamily.com/disclosures
- Update frequency
- every 10 days
- Average duration
- 27 minutes
- Episodes
- 253
- Years Active
- 2021 - 2025
Why NOT Choose Physician Family Financial Advisors
As we look forward to 2023, we also look back on 2022. We found many physician families who are so happy they’ve been with us for years, and decades even, while others move on after a brief engagemen…
The Physician Retirement Time Machine
What do you need to focus on throughout your career to enjoy a happy retirement? Today, it’s time to hop in the “Physician Retirement Time Machine” to see how things might look a couple of decades fr…
The Physician Retirement Time Machine
What do you need to focus on throughout your career to enjoy a happy retirement? Today, it’s time to hop in the “Physician Retirement Time Machine” to see how things might look a couple of decades fr…
The Simple Truth About College Savings for Doctors
What is the simple truth about college savings for doctors? When do physicians need to start saving for their children's college education? How much should a doctor save for public or private college…
The Simple Truth About College Savings for Doctors
What is the simple truth about college savings for doctors? When do physicians need to start saving for their children's college education? How much should a doctor save for public or private college…
Three New Tax Mistakes Doctors Will Make in 2023
There are three new tax changes happening for 2023. Although they may seem insignificant, the changes can have big impacts for financial security down the road. Tune in to learn what you as a physici…
Three New Tax Mistakes Doctors Will Make in 2023
There are three new tax changes happening for 2023. Although they may seem insignificant, the changes can have big impacts for financial security down the road. Tune in to learn what you as a physici…
Should Physicians STOP Investing Now?
Nowadays, investments are looking unfavorable, which leads to the question: should physicians keep investing? The answer is yes! You should continue to invest. The state of the economy is creating an…
Should Physicians STOP Investing Now?
Nowadays, investments are looking unfavorable, which leads to the question: should physicians keep investing? The answer is yes! You should continue to invest. The state of the economy is creating an…
Physician Retirement: How to Double Your Money in Half the Time
Through strategy, habits, and mindset change, physicians can easily double their money in half the time to create a comfortable retirement. Using the rule of 72, you can determine the amount needed t…
Physician Retirement: How to Double Your Money in Half the Time
Through strategy, habits, and mindset change, physicians can easily double their money in half the time to create a comfortable retirement. Using the rule of 72, you can determine the amount needed t…
The Single Best Tax Deduction for Physicians Might be the HSA
What might be the single best tax break for a physician’s family? Surprisingly, a health savings account (HSA) may be the right option for your physician family. An HSA account is a vehicle where a p…
The Single Best Tax Deduction for Physicians Might be the HSA
What might be the single best tax break for a physician’s family? Surprisingly, a health savings account (HSA) may be the right option for your physician family. An HSA account is a vehicle where a p…
How Much Life Insurance Do Doctors Really Need?
What does a physician need to know about life insurance? What is the difference between cash value and term insurance? Do you have at least the average amount a physician needs to have in a life insu…
How Much Life Insurance Do Doctors Really Need?
What does a physician need to know about life insurance? What is the difference between cash value and term insurance? Do you have at least the average amount a physician needs to have in a life insu…
How to Save Huge Taxes with a Cash Balance Plan for Physicians
Too often physicians will overlook benefits that can boost their retirement. A cash balance plan offers huge tax savings and is a type of defined benefit plan. So what are defined benefit plans, and …
How to Save Huge Taxes with a Cash Balance Plan for Physicians
Too often physicians will overlook benefits that can boost their retirement. A cash balance plan offers huge tax savings and is a type of defined benefit plan. So what are defined benefit plans, and …
What Every Physician Should Know About I-Bonds
I-Bonds are an excellent component of a physician’s fully-funded emergency fund. They are state income tax-free and they pay interest that is very similar or exactly the same as the inflation rate. B…
What Every Physician Should Know About I-Bonds
I-Bonds are an excellent component of a physician’s fully-funded emergency fund. They are state income tax-free and they pay interest that is very similar or exactly the same as the inflation rate. B…
The Eternal Physician, What if you never ever retire?
What would it look like if you never retire? What are the pros and cons of working for the rest of your life? What if there was a reason you could not retire? How might a physician structure their li…