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
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…
Are UTMAs a no-no for physician mommies and daddies?
UTMAs can seem appealing to a physician for the tax break. However, using this account to hide money and present it to a child when they reach adulthood is a no-no. So then are UTMAs still a valuable…
Are UTMAs a no-no for physician mommies and daddies?
UTMAs can seem appealing to a physician for the tax break. However, using this account to hide money and present it to a child when they reach adulthood is a no-no. So then are UTMAs still a valuable…
10 Tips and Traps for the Relocating Physician
A physician has made the decision to change jobs or move out of state. What answers should a physician receive before they accept a new position? What key factors should a physician know before they …
10 Tips and Traps for the Relocating Physician
A physician has made the decision to change jobs or move out of state. What answers should a physician receive before they accept a new position? What key factors should a physician know before they …
Your First Physician Mortgage: How does it work?
A physician has made the decision to buy a house, so what’s the next step? How should physicians acquire a mortgage? What is the difference between a preferred lender vs. a standard bank loan? What t…
Your First Physician Mortgage: How does it work?
A physician has made the decision to buy a house, so what’s the next step? How should physicians acquire a mortgage? What is the difference between a preferred lender vs. a standard bank loan? What t…
Why Physicians Should NOT Refinance Student Loans
Most physicians–even those well into their career as an attending–will face decisions about student loans. What is the difference between refinancing and consolidating student loans and which one is …
Why Physicians Should NOT Refinance Student Loans
Most physicians–even those well into their career as an attending–will face decisions about student loans. What is the difference between refinancing and consolidating student loans and which one is …
Changing Jobs: How To Make Your Physician Family Work Better
Changing jobs is common for physicians, but is money the main motivator? What are some other driving factors that lead physicians to change jobs? What if a new job requires a physician to move their …
Changing Jobs: How To Make Your Physician Family Work Better
Changing jobs is common for physicians, but is money the main motivator? What are some other driving factors that lead physicians to change jobs? What if a new job requires a physician to move their …
S.A.F.E. Money: Your Physician Family Emergency Fund
Emergency funds are essential for unexpected events that happen in life. Every physician should have one, but how much money should be in that emergency fund? What constitutes an emergency and what d…
S.A.F.E. Money: Your Physician Family Emergency Fund
Emergency funds are essential for unexpected events that happen in life. Every physician should have one, but how much money should be in that emergency fund? What constitutes an emergency and what d…
Index Funds: Better investing for overtaxed doctors
Index Funds have numerous benefits for overtaxed doctors. But what is an index fund? Should doctors invest in index funds or keep their taxable account? What makes index funds different and what if …
Index Funds: Better investing for overtaxed doctors
Index Funds have numerous benefits for overtaxed doctors. But what is an index fund? Should doctors invest in index funds or keep their taxable account? What makes index funds different and what if …
Backdoor Roth: Tax-Free Retirement for Doctors
Backdoor Roths are useful, tax-free strategies for physicians to invest in their futures. But what exactly is a Backdoor Roth and how does it differ from a traditional IRA account? Does ‘Backdoor’ me…
Backdoor Roth: Tax-Free Retirement for Doctors
Backdoor Roths are useful, tax-free strategies for physicians to invest in their futures. But what exactly is a Backdoor Roth and how does it differ from a traditional IRA account? Does ‘Backdoor’ me…
What are most physicians doing about college?
What was once a privilege in the past, college seems more like a necessity in today’s society. And a plan to save for college takes discipline, however, it is a worthwhile investment. So, how should…
What are most physicians doing about college?
What was once a privilege in the past, college seems more like a necessity in today’s society. And a plan to save for college takes discipline, however, it is a worthwhile investment. So, how should…
Should doctors buy Bitcoin?
Bitcoin has grown both in popularity and in value, but should doctors invest in Bitcoin? Are cryptocurrencies a safe investment? Is Bitcoin a diversified investment? What if a doctor just wanted to p…