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
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?…
Are Financial Advisors Worth it for Physicians?
You’ve been waiting for it all this time. So here we are, on our 67th episode - here comes the shameless self promotion. Right? I mean what advisor doesnt think they are worth it.
Well not only do we…
Are Financial Advisors Worth it for Physicians?
You’ve been waiting for it all this time. So here we are, on our 67th episode - here comes the shameless self promotion. Right? I mean what advisor doesnt think they are worth it.
Well not only do w…
Physician College Planning: What your colleagues are saying now
Physician culture is a funny thing. Your colleagues may be thinking the same thing you’re thinking (about paying for college) but you would never know.
Well, we do.
As our in house college planning spe…
Physician College Planning: What your colleagues are saying now
Physician culture is a funny thing. Your colleagues may be thinking the same thing you’re thinking (about paying for college) but you would never know.
Well, we do.
As our in house college planning…
Demystifying Defined Benefit Plans with Courtenay Shipley
If something seems too good to be true, it probably is (not?) When physicians hear that they could save tens of thousands of dollars in taxes by utilizing a Defined Benefit Plan for retirement saving…
Demystifying Defined Benefit Plans with Courtenay Shipley
If something seems too good to be true, it probably is (not?) When physicians hear that they could save tens of thousands of dollars in taxes by utilizing a Defined Benefit Plan for retirement saving…
Physician Vacation Homes: Swipe right? Or left?
Happy (somewhat belated) Valentine’s Day physician moms and dads. Did you remember to make a date or buy your sweetie flowers? If you failed it’s not too late, you can still buy them a vacation home!
…
Physician Vacation Homes: Swipe right? Or left?
Happy (somewhat belated) Valentine’s Day physician moms and dads. Did you remember to make a date or buy your sweetie flowers? If you failed it’s not too late, you can still buy them a vacation home!
…
How Can Physicians Balance Their Health With Their Work And Family Lives?
“If you don’t make time for your health now, you will be forced to make time for your illness later.”
You have heard quotes like this before but they don’t change the fact that it is difficult for ph…
How Can Physicians Balance Their Health With Their Work And Family Lives?
“If you don’t make time for your health now, you will be forced to make time for your illness later.”
You have heard quotes like this before but they don’t change the fact that it is difficult for phy…
Three Ways Physicians Can Get The Things That Money Cannot Buy
Money won’t buy you happiness.
You have all heard this before and by and large everyone agrees with this statement, yet for many physicians your actions say otherwise.
Listen in as Nate lays out how wo…
Three Ways Physicians Can Get The Things That Money Cannot Buy
Money won’t buy you happiness.
You have all heard this before and by and large everyone agrees with this statement, yet for many physicians your actions say otherwise.
Listen in as Nate lays out ho…
Good news for physicians planning for college
Remember the good old days?
I’m not talking about the days where teenagers consistently used words like “sir” and “ma’am”, I’m talking about when those teenagers could get away with paying for college…
Good news for physicians planning for college
Remember the good old days?
I’m not talking about the days where teenagers consistently used words like “sir” and “ma’am”, I’m talking about when those teenagers could get away with paying for colleg…
The wrong way to think about your physician inheritance
Einstein famously said “Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn't … pays it.”
In today’s episode Nate and Ben discover that this compoundin…
The wrong way to think about your physician inheritance
Einstein famously said “Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn't … pays it.”
In today’s episode Nate and Ben discover that this compounding…
Open enrollment blunder costs physician $366,000
Did you brush your teeth today? Of course you did.
But did you actually think about what you were doing? Probably not.
Insurance open enrollment is like that. It’s something you do every year and you p…
Open enrollment blunder costs physician $366,000
Did you brush your teeth today? Of course you did.
But did you actually think about what you were doing? Probably not.
Insurance open enrollment is like that. It’s something you do every year and y…
Your Old Physician 401k: Time Bomb or Treasure Chest?
Imagine your physician Retirement Fund is one big pie. If you look closely, that pie will primarily be made of a physician 401k or 403b and the entire financial services industry wants a piece. If yo…