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Physician Family Finances Podcast - Podcast

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

Investing Parenting Kids & Family Business How To Education
Update frequency
every 10 days
Average duration
27 minutes
Episodes
253
Years Active
2021 - 2025
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529 Saving Surprises: What Can Physicians Do With an Overflowing College Fund?

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…

00:28:27  |   Wed 04 Jun 2025
Exterminating Emergencies: How can Physicians cover unexpected expenses

Exterminating Emergencies: How can Physicians cover unexpected expenses

Bug infestations are stressful. Having an established relationship with a “bug guy” helps exterminate that stress. All emergencies are more stressful when you try to handle them alone, but having a f…

00:29:39  |   Wed 28 May 2025
Exterminating Emergencies: How can Physicians cover unexpected expenses

Exterminating Emergencies: How can Physicians cover unexpected expenses

Bug infestations are stressful. Having an established relationship with a “bug guy” helps exterminate that stress. All emergencies are more stressful when you try to handle them alone, but having a f…

00:29:39  |   Wed 28 May 2025
Fishing for Conversions: Physician Mistakes on Backdoor Roth Accounts

Fishing for Conversions: Physician Mistakes on Backdoor Roth Accounts

If fishing were easy, they’d call it catching. If backdoor Roths were easy, they’d call it a loophole. Listen in as Nate Reineke and Ben Utley answer a cumbersome backdoor Roth question from a physic…

00:29:03  |   Wed 21 May 2025
Fishing for Conversions: Physician Mistakes on Backdoor Roth Accounts

Fishing for Conversions: Physician Mistakes on Backdoor Roth Accounts

If fishing were easy, they’d call it catching. If backdoor Roths were easy, they’d call it a loophole. Listen in as Nate Reineke and Ben Utley answer a cumbersome backdoor Roth question from a physic…

00:29:03  |   Wed 21 May 2025
From Scrubs to Shrubs: A Doctor’s Guide to Financing a Home

From Scrubs to Shrubs: A Doctor’s Guide to Financing a Home

Buying a home is hard. As a physician, you want to make sure you get the best rate, use the right type of loan, and avoid the mistakes that drag out the process. Listen in as Ben Utley and Nate Reine…

00:56:52  |   Wed 14 May 2025
From Scrubs to Shrubs: A Doctor’s Guide to Financing a Home

From Scrubs to Shrubs: A Doctor’s Guide to Financing a Home

Buying a home is hard. As a physician, you want to make sure you get the best rate, use the right type of loan, and avoid the mistakes that drag out the process. Listen in as Ben Utley and Nate Reine…

00:56:52  |   Wed 14 May 2025
Physicians, Flowers, and 403(b)s: A Mother’s Day Finance Chat

Physicians, Flowers, and 403(b)s: A Mother’s Day Finance Chat

Let's be real here: You spent your first 20 years of life rolling your eyes at your mom's advice and the rest of your life realizing she was right. So right now, make sure you have a table reserved (…

00:27:54  |   Wed 07 May 2025
Physicians, Flowers, and 403(b)s: A Mother’s Day Finance Chat

Physicians, Flowers, and 403(b)s: A Mother’s Day Finance Chat

Let's be real here: You spent your first 20 years of life rolling your eyes at your mom's advice and the rest of your life realizing she was right. So right now, make sure you have a table reserved (…

00:27:54  |   Wed 07 May 2025
Doctor dad’s dilemma: Juggling Kids' Activities and Retirement Reality

Doctor dad’s dilemma: Juggling Kids' Activities and Retirement Reality

Your kids are growing up fast. That means more activities to keep track of on top of all your other commitments. How can you juggle being there for your family and working enough to save for retireme…

00:23:38  |   Wed 30 Apr 2025
Doctor dad’s dilemma: Juggling Kids' Activities and Retirement Reality

Doctor dad’s dilemma: Juggling Kids' Activities and Retirement Reality

Your kids are growing up fast. That means more activities to keep track of on top of all your other commitments. How can you juggle being there for your family and working enough to save for retireme…

00:23:38  |   Wed 30 Apr 2025
Is tax-loss harvesting a bad idea for physician investors?

Is tax-loss harvesting a bad idea for physician investors?

Influenza. It’s a word that sounds ominous when you don’t know what it means. To a physician like you, influenza is nothing more than the average flu, but to a patient, it may sound scary. Does tax-l…

00:14:27  |   Wed 23 Apr 2025
Is tax-loss harvesting a bad idea for physician investors?

Is tax-loss harvesting a bad idea for physician investors?

Influenza. It’s a word that sounds ominous when you don’t know what it means. To a physician like you, influenza is nothing more than the average flu, but to a patient, it may sound scary. Does tax-l…

00:14:27  |   Wed 23 Apr 2025
Market goes bananas: What should physicians do?

Market goes bananas: What should physicians do?

Bananas are cheap but not as cheap as they used to be and the price of almost everything else is going up faster than a monkey up a tree. Everything else but stock prices that is. We’ve gotten severa…

00:14:27  |   Wed 16 Apr 2025
Market goes bananas: What should physicians do?

Market goes bananas: What should physicians do?

Bananas are cheap but not as cheap as they used to be and the price of almost everything else is going up faster than a monkey up a tree. Everything else but stock prices that is. We’ve gotten severa…

00:14:27  |   Wed 16 Apr 2025
Right before retirement, what should physicians buy?

Right before retirement, what should physicians buy?

Spring has sprung just like the freshly assembled Adirondack chairs in Ben’s back yard. Fumbling around while constructing Costco lawn furniture is normal, Ben proves that, but, you don’t want to stu…

00:23:05  |   Wed 09 Apr 2025
Right before retirement, what should physicians buy?

Right before retirement, what should physicians buy?

Spring has sprung just like the freshly assembled Adirondack chairs in Ben’s back yard. Fumbling around while constructing Costco lawn furniture is normal, Ben proves that, but, you don’t want to stu…

00:23:05  |   Wed 09 Apr 2025
Physicians ask: Does PSLF still work?

Physicians ask: Does PSLF still work?

Things in the government are changing but, you already knew that, right? What you may not know is that public student loan forgiveness is still alive and well! Nate Reineke and Ben Utley discuss one …

00:18:55  |   Wed 02 Apr 2025
Physicians ask: Does PSLF still work?

Physicians ask: Does PSLF still work?

Things in the government are changing but, you already knew that, right? What you may not know is that public student loan forgiveness is still alive and well! Nate Reineke and Ben Utley discuss one …

00:18:55  |   Wed 02 Apr 2025
Investing with a Deadline: What's a Doctor's Best Move?

Investing with a Deadline: What's a Doctor's Best Move?

Introduction:

In this new episode, hosts Nate Reineke and Chelsea Jones tackle the crucial topic of investment strategies for physicians with deadlines, particularly when facing urgent financial goals…

00:33:19  |   Wed 26 Mar 2025
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