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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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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 goal…

00:33:19  |   Wed 26 Mar 2025
Physicians still confused about backdoor Roth basics

Physicians still confused about backdoor Roth basics

Introduction:

In Episode, hosts Nate Reineke and Ben Utley delve into the complexities of the backdoor Roth IRA, a popular strategy for high-income earners. They address common misunderstandings and p…

00:22:19  |   Wed 19 Mar 2025
Physicians still confused about backdoor Roth basics

Physicians still confused about backdoor Roth basics

Introduction:

In Episode, hosts Nate Reineke and Ben Utley delve into the complexities of the backdoor Roth IRA, a popular strategy for high-income earners. They address common misunderstandings and …

00:22:19  |   Wed 19 Mar 2025
How much DO physicians spend ? And save ?

How much DO physicians spend ? And save ?

Introduction:

In this episode, hosts Nate Reineke and Ben Utley dive into the often-asked question: How much do physicians actually spend and save? They explore spending patterns among doctors, discu…

00:24:55  |   Wed 12 Mar 2025
How much DO physicians spend ? And save ?

How much DO physicians spend ? And save ?

Introduction:

In this episode, hosts Nate Reineke and Ben Utley dive into the often-asked question: How much do physicians actually spend and save? They explore spending patterns among doctors, discus…

00:24:55  |   Wed 12 Mar 2025
Becoming a Physician Mom Again in your 40's! Now what?

Becoming a Physician Mom Again in your 40's! Now what?

Introduction:

Welcome to Physician Family Financial Advisors Podcast. In this episode, hosts Nate Reineke and Ben Utley address the joys and financial complexities of becoming a physician mom in your…

00:36:03  |   Wed 05 Mar 2025
Becoming a Physician Mom Again in your 40's! Now what?

Becoming a Physician Mom Again in your 40's! Now what?

Introduction:

Welcome to Physician Family Financial Advisors Podcast. In this episode, hosts Nate Reineke and Ben Utley address the joys and financial complexities of becoming a physician mom in your…

00:36:03  |   Wed 05 Mar 2025
Physician forever home mortgage, why not pay points?

Physician forever home mortgage, why not pay points?

Episode Summary:

In this episode Nate Reineke and Ben Utley discuss the nuances of mortgage options for physicians, specifically focusing on the decision to pay points. The hosts explore the implicat…

00:32:28  |   Wed 26 Feb 2025
Physician forever home mortgage, why not pay points?

Physician forever home mortgage, why not pay points?

Episode Summary:

In this episode Nate Reineke and Ben Utley discuss the nuances of mortgage options for physicians, specifically focusing on the decision to pay points. The hosts explore the implicati…

00:32:28  |   Wed 26 Feb 2025
Physicians ask,

Physicians ask, "What if Trump…?"

Episode Summary:

In this episode, Nate Reineke and Ben Utley discuss the potential financial implications for physicians in light of recent political changes, particularly focusing on the questions s…

00:28:09  |   Wed 19 Feb 2025
Physicians ask,

Physicians ask, "What if Trump…?"

Episode Summary:

In this episode, Nate Reineke and Ben Utley discuss the potential financial implications for physicians in light of recent political changes, particularly focusing on the questions su…

00:28:09  |   Wed 19 Feb 2025
What Physicians Should Think About Funding Their 529 plan

What Physicians Should Think About Funding Their 529 plan

Episode Summary:

In this episode, Nate Reineke and Ben Utley discuss important considerations for physicians when funding their 529 plans. The hosts share insights from personal experiences, highlight…

00:26:45  |   Wed 12 Feb 2025
What Physicians Should Think About Funding Their 529 plan

What Physicians Should Think About Funding Their 529 plan

Episode Summary:

In this episode, Nate Reineke and Ben Utley discuss important considerations for physicians when funding their 529 plans. The hosts share insights from personal experiences, highligh…

00:26:45  |   Wed 12 Feb 2025
Turning Quarterly Physician Bonuses Into Monthly Savings

Turning Quarterly Physician Bonuses Into Monthly Savings

Episode Summary:

In this episode, Nate Reineke and Ben Utley explore strategies for turning quarterly physician bonuses into effective monthly savings. They share insights into managing unexpected in…

00:18:02  |   Wed 05 Feb 2025
Turning Quarterly Physician Bonuses Into Monthly Savings

Turning Quarterly Physician Bonuses Into Monthly Savings

Episode Summary:

In this episode, Nate Reineke and Ben Utley explore strategies for turning quarterly physician bonuses into effective monthly savings. They share insights into managing unexpected inc…

00:18:02  |   Wed 05 Feb 2025
What is the best college savings goal for doctors ?

What is the best college savings goal for doctors ?

Episode Summary:

In this episode, Nate Reineke and Ben Utley explore the best college savings goals for doctors. They discuss strategies for saving effectively for education expenses and address list…

00:34:51  |   Wed 29 Jan 2025
What is the best college savings goal for doctors ?

What is the best college savings goal for doctors ?

Episode Summary:

In this episode, Nate Reineke and Ben Utley explore the best college savings goals for doctors. They discuss strategies for saving effectively for education expenses and address liste…

00:34:51  |   Wed 29 Jan 2025
Can Donor Advised Funds Cut Doctors Taxes Twice ?

Can Donor Advised Funds Cut Doctors Taxes Twice ?

Summary:

In this episode, Nate Reineke and Ben Utley explore how donor advised funds (DAFs) can provide significant tax benefits for physicians. They return from their holiday break to answer importa…

00:46:20  |   Wed 22 Jan 2025
Can Donor Advised Funds Cut Doctors Taxes Twice ?

Can Donor Advised Funds Cut Doctors Taxes Twice ?

Summary:

In this episode, Nate Reineke and Ben Utley explore how donor advised funds (DAFs) can provide significant tax benefits for physicians. They return from their holiday break to answer importan…

00:46:20  |   Wed 22 Jan 2025
What will the biggest physician financial question be for 2025

What will the biggest physician financial question be for 2025

Episode Summary:

In this episode, Nate Reineke and Ben Utley explore what the biggest physician financial question will be for 2025. They kick off the new year by addressing listener questions about …

00:25:22  |   Wed 15 Jan 2025
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