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
- Update frequency
- every 10 days
- Average duration
- 27 minutes
- Episodes
- 253
- Years Active
- 2021 - 2025
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 e…
Should I be taking more risk?
Episode Overview:
In this episode, Nate Reineke and Ben Utley discuss socially responsible investing (SRI) and how physicians can align their investment choices with their values. They cover the impo…
Should I be taking more risk?
Episode Overview:
In this episode, Nate Reineke and Ben Utley discuss socially responsible investing (SRI) and how physicians can align their investment choices with their values. They cover the impor…
Tight on cash, where do I start saving first?
Episode Overview:
In this episode, Nate Reineke and Ben Utley discuss financial planning tailored for physicians. They explore the challenges of high-performing stocks like Tesla and the tax implicat…
Tight on cash, where do I start saving first?
Episode Overview:
In this episode, Nate Reineke and Ben Utley discuss financial planning tailored for physicians. They explore the challenges of high-performing stocks like Tesla and the tax implicati…
Should I be more aggressive with my college investments?
Episode Overview:
In this engaging episode, we explore the multifaceted aspects of financial planning designed specifically for physician families. Hosts Nate Reineke and Ben Utley share insights on n…
Should I be more aggressive with my college investments?
Episode Overview:
In this engaging episode, we explore the multifaceted aspects of financial planning designed specifically for physician families. Hosts Nate Reineke and Ben Utley share insights on …
Should I put my cash in treasuries?
Episode Overview:
In this episode of the Physician Family Financial Advisors podcast, hosts Nate Reineke and Ben Utley, both Certified Financial Planners, discuss financial strategies for physician f…
Should I put my cash in treasuries?
Episode Overview:
In this episode of the Physician Family Financial Advisors podcast, hosts Nate Reineke and Ben Utley, both Certified Financial Planners, discuss financial strategies for physician fa…
Should you contribute to your company’s cash balance plan?
Episode Overview:
Join Nate Reineke and Ben Utley as they unveil insights into optimizing retirement and investment strategies tailored for self-employed physicians. This episode explores why a solo …
Should you contribute to your company’s cash balance plan?
Episode Overview:
Join Nate Reineke and Ben Utley as they unveil insights into optimizing retirement and investment strategies tailored for self-employed physicians. This episode explores why a solo 4…
Are we on track for retirement?
On today’s episode we answer more of your questions!
- Are we on track for retirement?
- My mom and dad need a little help with money - how much can I help?
- Is now the right time to upgrade in house?
- Another…
Are we on track for retirement?
On today’s episode we answer more of your questions!
- Are we on track for retirement?
- My mom and dad need a little help with money - how much can I help?
- Is now the right time to upgrade in house?
- An…
How will you invest my money?
On today's episode we answer YOUR questions!
- Should I stop contributing to my taxable account and 529s if we are going to move in a year?
- How much can we contribute to our grandchildren's 529 accoun…
How will you invest my money?
On today's episode we answer YOUR questions!
- Should I stop contributing to my taxable account and 529s if we are going to move in a year?
- How much can we contribute to our grandchildren's 529 accounts …
Should I pay off my house with my inheritance?
How do I use my 529 to pay for college?
Should I make regular 529 withdrawals or can I leave the 529 money in the account growing tax free as long as possible?
I received a large inheritance, shoul…
Should I pay off my house with my inheritance?
How do I use my 529 to pay for college?
Should I make regular 529 withdrawals or can I leave the 529 money in the account growing tax free as long as possible?
I received a large inheritance, should …
Should I pay down debt or invest?
On today’s show…
- Is it finally time to pay off my student loans?
- I make $700,000 a year and I want my spouse to work..am I wrong?
- Should I put my college money in cash or 529s?
- …
Should I pay down debt or invest?
On today’s show…
- Is it finally time to pay off my student loans?
- I make $700,000 a year and I want my spouse to work..am I wrong?
- Should I put my college money in cash or 529s?
- Did my $2M home…
How should I choose a tax preparer?
On today’s show… • How do I choose the right tax preparer? • Why didn’t my automatic payment come out for my mortgage? • Should we move closer to our parents? • Should I count on hitting my RVUs?…