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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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 f…
Episode Summary:
Join Nate Reineke and Ben Utley as they welcome Jordan Grumet, also known as Doc G, author of The Purpose Code and host of the Earn and Invest podcast. They discuss the vital connecti…
Episode Summary:
Join Nate Reineke and Ben Utley as they welcome Jordan Grumet, also known as Doc G, author of The Purpose Code and host of the Earn and Invest podcast. They discuss the vital connect…
Episode Overview:
In this episode, Ben Utley and Nate Reineke address the important topic of interest rates and how they might affect your financial decisions as a healthcare professional. They explor…
Episode Overview:
In this episode, Ben Utley and Nate Reineke address the important topic of interest rates and how they might affect your financial decisions as a healthcare professional. They explo…
Episode Overview:
In this episode, Ben Utley and Nate Reineke tackle the question of how much cryptocurrency is appropriate for doctors to own. They cover important considerations, such as the lack of…
Episode Overview:
In this episode, Ben Utley and Nate Reineke tackle the question of how much cryptocurrency is appropriate for doctors to own. They cover important considerations, such as the lack o…
Episode Overview:
In this episode, Ben Utley and Nate Reineke address the question: Can Physicians with Chronic Conditions Benefit from HSAs? They tackle various financial inquiries from listeners, of…
Episode Overview:
In this episode, Ben Utley and Nate Reineke address the question: Can Physicians with Chronic Conditions Benefit from HSAs? They tackle various financial inquiries from listeners,…
Episode Overview:
In this episode, Ben Utley and Nate Reineke discuss the often-overlooked topic of bonds and their role in a physician's investment portfolio. The conversation addresses a listener's …
Episode Overview:
In this episode, Ben Utley and Nate Reineke discuss the often-overlooked topic of bonds and their role in a physician's investment portfolio. The conversation addresses a listener's…
Episode Overview:
In this episode, Ben Utley and Nate Reineke explore the complexities of maintaining an aggressive investment portfolio for physicians who might work well into their later years. The…
Episode Overview:
In this episode, Ben Utley and Nate Reineke explore the complexities of maintaining an aggressive investment portfolio for physicians who might work well into their later years. The …
Episode Overview:
In this episode, Ben Utley and Nate Reineke discuss the question of whether it might be advisable for physicians to prioritize paying off their mortgage or investing additional reso…
Episode Overview:
In this episode, Ben Utley and Nate Reineke discuss the question of whether it might be advisable for physicians to prioritize paying off their mortgage or investing additional resou…
Episode Overview:
In this episode, Ben Utley and Nate Reineke focus on the important topic of investment adjustments that physicians might want to consider as they approach retirement. They explore ho…
Episode Overview:
In this episode, Ben Utley and Nate Reineke focus on the important topic of investment adjustments that physicians might want to consider as they approach retirement. They explore h…
Episode Overview:
In this episode, Ben Utley and Nate Reineke address the important question of whether physicians should focus on intense work and savings early in their careers to achieve the possi…
Episode Overview:
In this episode, Ben Utley and Nate Reineke address the important question of whether physicians should focus on intense work and savings early in their careers to achieve the possib…
Episode Overview:
In this episode, Ben Utley and Nate Reineke address essential financial decisions that physician families might encounter, particularly regarding student loan management and resourc…