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
Is Physician Happiness Even A Thing?
Is “physician happiness” an oxymoron? Sometimes it may seem that way but you may be surprised to hear that some physicians have cracked the code on happiness. On this episode, Ben Utley, CFP® and Nat…
Financial Freedom: Do Doctors Actually Retire Early?
If you’re a physician, you’ve probably heard of F.I.R.E. (financial independence, retire early). It sounds amazing, but do physicians *actually* retire early? Why or why wouldn’t you? On this episode…
Financial Freedom: Do Doctors Actually Retire Early?
If you’re a physician, you’ve probably heard of F.I.R.E. (financial independence, retire early). It sounds amazing, but do physicians *actually* retire early? Why or why wouldn’t you? On this episode…
Exploring Physician Mom Guilt with Sandra Rood M.D.
If raising a physician family is like a circus, then physician moms are the jugglers keeping all the balls in the air. “You’ve got to know which balls are glass and which ones are rubber so you know …
Exploring Physician Mom Guilt with Sandra Rood M.D.
If raising a physician family is like a circus, then physician moms are the jugglers keeping all the balls in the air. “You’ve got to know which balls are glass and which ones are rubber so you know …
Physician 401k, Right or Roth?
What do neurosurgeons and otolaryngologists have in common? Beyond the polysyllabic nature of their titles, they are both high earning physicians AND four out of five of them are making a BIG tax mis…
Physician 401k, Right or Roth?
What do neurosurgeons and otolaryngologists have in common? Beyond the polysyllabic nature of their titles, they are both high earning physicians AND four out of five of them are making a BIG tax mis…
Why Do Physicians Get Big Surprise Tax Bills?
How was your tax bill this year? Was it smooth and easy? Or did you get a nasty surprise?
If you have ever felt the shock and awe that comes from a surprise tax bill bomb, this episode is for you.
Li…
Why Do Physicians Get Big Surprise Tax Bills?
How was your tax bill this year? Was it smooth and easy? Or did you get a nasty surprise?
If you have ever felt the shock and awe that comes from a surprise tax bill bomb, this episode is for you…
What is the best investment for VA & military doctors?
When it comes to financial stuff, the US government usually gets a bad rap. But the Federal Employees Retirement System Thrift Savings Plan (FERS TSP) is a major exception. Ben and Nate field a quest…
What is the best investment for VA & military doctors?
When it comes to financial stuff, the US government usually gets a bad rap. But the Federal Employees Retirement System Thrift Savings Plan (FERS TSP) is a major exception. Ben and Nate field a quest…
Tax free, investing for physicians just got more interesting
Bonds are boring, aren't they? Well, not anymore.
Recent rate increases make bonds more interesting than they've been in years. Better, some bonds yield interest that's tax-free, making them a match …
Tax free, investing for physicians just got more interesting
Bonds are boring, aren't they? Well, not anymore.
Recent rate increases make bonds more interesting than they've been in years. Better, some bonds yield interest that's tax-free, making them a ma…
VUL-nerable No More: Unwinding Variable Universal Life Insurance for Doctors
Do you remember that guy? You know, the friendly insurance agent you met when you were a resident? That was back when you thought everybody was as honest and well-intentioned as doctors are. And that…
VUL-nerable No More: Unwinding Variable Universal Life Insurance for Doctors
Do you remember that guy? You know, the friendly insurance agent you met when you were a resident? That was back when you thought everybody was as honest and well-intentioned as doctors are. And that…
Sexy Financial Planning for Physician Families
For Valentine’s Day, we thought about getting you a big box of chocolates, but we decided to give you something less fattening and more fascinating: five tips to rekindle the flame of financial intim…
Sexy Financial Planning for Physician Families
For Valentine’s Day, we thought about getting you a big box of chocolates, but we decided to give you something less fattening and more fascinating: five tips to rekindle the flame of financial intim…
Why is Physician Tax Advice SO Broken?
The tax code is so complicated that even doctors–some of the smartest people on the planet–struggle to make sense of it all. And the one person who is supposed to help, your tax preparer, doesn’t see…
Why is Physician Tax Advice SO Broken?
The tax code is so complicated that even doctors–some of the smartest people on the planet–struggle to make sense of it all. And the one person who is supposed to help, your tax preparer, doesn’t see…
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…