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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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Should we put all our resources toward our student loans?

Should we put all our resources toward our student loans?

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 resource…

00:24:05  |   Wed 23 Oct 2024
Am I eligible for a Solo 401k ?

Am I eligible for a Solo 401k ?

Episode Overview:

In this episode, Ben Utley and Nate Reineke explore the specifics of solo 401(k) eligibility for physicians. They address common misconceptions and complexities related to retirement…

00:26:19  |   Wed 16 Oct 2024
Am I eligible for a Solo 401k ?

Am I eligible for a Solo 401k ?

Episode Overview:

In this episode, Ben Utley and Nate Reineke explore the specifics of solo 401(k) eligibility for physicians. They address common misconceptions and complexities related to retiremen…

00:26:19  |   Wed 16 Oct 2024
Should I open an ABLE account for my child with a disability?

Should I open an ABLE account for my child with a disability?

Episode Overview:

In this episode, Ben Utley and Nate Reineke discuss the importance of financial planning for families with children who have disabilities, focusing on the benefits of ABLE accounts. …

00:22:08  |   Wed 09 Oct 2024
Should I open an ABLE account for my child with a disability?

Should I open an ABLE account for my child with a disability?

Episode Overview:

In this episode, Ben Utley and Nate Reineke discuss the importance of financial planning for families with children who have disabilities, focusing on the benefits of ABLE accounts.…

00:22:08  |   Wed 09 Oct 2024
Pension or 403b: Which should I choose ?

Pension or 403b: Which should I choose ?

Episode Overview:

In this episode, Ben Utley and Nate Reineke explore the important decision-making process physicians face when selecting between pension plans and 403(b) retirement plans. They disc…

00:22:44  |   Wed 02 Oct 2024
Pension or 403b: Which should I choose ?

Pension or 403b: Which should I choose ?

Episode Overview:

In this episode, Ben Utley and Nate Reineke explore the important decision-making process physicians face when selecting between pension plans and 403(b) retirement plans. They discu…

00:22:44  |   Wed 02 Oct 2024
Should my taxable account mirror the investments in my Roth IRA?

Should my taxable account mirror the investments in my Roth IRA?

Episode Overview:

In this episode, Ben Utley and Nate Reineke explore important considerations for physician families regarding investment strategies. They discuss whether taxable accounts should mirr…

00:29:27  |   Wed 25 Sep 2024
Should my taxable account mirror the investments in my Roth IRA?

Should my taxable account mirror the investments in my Roth IRA?

Episode Overview:

In this episode, Ben Utley and Nate Reineke explore important considerations for physician families regarding investment strategies. They discuss whether taxable accounts should mir…

00:29:27  |   Wed 25 Sep 2024
At what net worth should I begin a financial plan?

At what net worth should I begin a financial plan?

Episode Overview:

In this episode, Ben Utley and Nate Reineke address a key question: At what net worth should you begin a financial plan? They explore various financial challenges faced by physician…

00:29:33  |   Wed 18 Sep 2024
At what net worth should I begin a financial plan?

At what net worth should I begin a financial plan?

Episode Overview:

In this episode, Ben Utley and Nate Reineke address a key question: At what net worth should you begin a financial plan? They explore various financial challenges faced by physician …

00:29:33  |   Wed 18 Sep 2024
What Insurance Strategies Should you Consider for your Future?

What Insurance Strategies Should you Consider for your Future?

Episode Overview:

In this episode, Ben Utley and Nate Reineke address various financial situations and questions from physician families, focusing on investment strategies, insurance options, and the…

00:33:31  |   Wed 11 Sep 2024
What Insurance Strategies Should you Consider for your Future?

What Insurance Strategies Should you Consider for your Future?

Episode Overview:

In this episode, Ben Utley and Nate Reineke address various financial situations and questions from physician families, focusing on investment strategies, insurance options, and the …

00:33:31  |   Wed 11 Sep 2024
Are adjustable rate mortgages right for you?

Are adjustable rate mortgages right for you?

Episode Overview:

In this episode, Ben Utley and Nate Reineke discuss important financial topics for physician families, including managing inherited assets and evaluating insurance coverage. They al…

00:31:35  |   Wed 04 Sep 2024
Are adjustable rate mortgages right for you?

Are adjustable rate mortgages right for you?

Episode Overview:

In this episode, Ben Utley and Nate Reineke discuss important financial topics for physician families, including managing inherited assets and evaluating insurance coverage. They als…

00:31:35  |   Wed 04 Sep 2024
Should you increase stocks before retirement?

Should you increase stocks before retirement?

Episode Overview:

In this milestone 80th episode of the Physician Family Financial Advisors podcast, Ben Utley and Nate Reineke celebrate their journey before addressing pressing financial questions …

00:35:49  |   Wed 28 Aug 2024
Should you increase stocks before retirement?

Should you increase stocks before retirement?

Episode Overview:

In this milestone 80th episode of the Physician Family Financial Advisors podcast, Ben Utley and Nate Reineke celebrate their journey before addressing pressing financial questions f…

00:35:49  |   Wed 28 Aug 2024
Great income and a job I love but no balance - What should I do?

Great income and a job I love but no balance - What should I do?

Episode Overview:

In this episode, Ben Utley and Nate Reineke explore estate planning and work-life balance with a focus on the unique needs of physicians. They share strategies for securing your fina…

00:34:30  |   Wed 21 Aug 2024
Great income and a job I love but no balance - What should I do?

Great income and a job I love but no balance - What should I do?

Episode Overview:

In this episode, Ben Utley and Nate Reineke explore estate planning and work-life balance with a focus on the unique needs of physicians. They share strategies for securing your fin…

00:34:30  |   Wed 21 Aug 2024
Why does it feel like we don't make great money?

Why does it feel like we don't make great money?

Episode Overview:

In this episode, Nate Reineke and Ben Utley discuss financial strategies for high-earning physicians. They explore how a $50,000 inheritance could potentially support your child’s ed…

00:27:43  |   Wed 14 Aug 2024
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