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
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…
Physician investing basics: what are ETFs?
Investing is a strange thing: the less you pay, the more you get.
And for physician investors, keeping more of what you earn means paying less taxes on your investments.
For the past three decades …
Physician investing basics: what are ETFs?
Investing is a strange thing: the less you pay, the more you get.
And for physician investors, keeping more of what you earn means paying less taxes on your investments.
For the past three decades Exch…
Physician retirement planning sucks, now what?
Imagine a big sack of donuts. Now imagine a big stack of plywood.
What do these have in common?
They are stories Ben and Nate share on today’s show.
While every physician wants to be responsible …
Physician retirement planning sucks, now what?
Imagine a big sack of donuts. Now imagine a big stack of plywood.
What do these have in common?
They are stories Ben and Nate share on today’s show.
While every physician wants to be responsible with mo…
Physician student loans, what should you do right now?
Fake news. It’s everywhere and some people even believe it. Some unintentional fake news you have heard recently is that Public Service Loan Forgiveness is not real.
In today's show, Ben and Nate sha…
Physician student loans, what should you do right now?
Fake news. It’s everywhere and some people even believe it. Some unintentional fake news you have heard recently is that Public Service Loan Forgiveness is not real.
In today's show, Ben and Nate shar…
Tax loss harvesting: another hidden physician tax break
Every physician wants to lower their tax bill. But, of all the best-known tax strategies for doctors that you may have heard about, which ones are both possible and worth your time? Tax loss harvesti…
Tax loss harvesting: another hidden physician tax break
Every physician wants to lower their tax bill. But, of all the best-known tax strategies for doctors that you may have heard about, which ones are both possible and worth your time? Tax loss harvesti…
New baby? Take an inside look at real college planning
College is getting more and more expensive every year. For most people, the cost of college results in a six-figure ball and chain of student loan debt.
Have you ever wondered how your children can s…
New baby? Take an inside look at real college planning
College is getting more and more expensive every year. For most people, the cost of college results in a six-figure ball and chain of student loan debt.
Have you ever wondered how your children c…
7 things physicians can do with extra money now
Lets face it; you have WAY too much cash in the bank. Maybe you got a buy-out. Or an inheritance. Or maybe cash has been piling up in your bank account because you just haven’t had time to invest it.
…
7 things physicians can do with extra money now
Lets face it; you have WAY too much cash in the bank. Maybe you got a buy-out. Or an inheritance. Or maybe cash has been piling up in your bank account because you just haven’t had time to invest it.
…
How doctors can spot bad target date funds
Good medicine requires a good treatment plan for each patient and the tools needed to implement it. But what do you do when your most efficient tool is broken?
Listen in as Nate asks Kyle what to…
How doctors can spot bad target date funds
Good medicine requires a good treatment plan for each patient and the tools needed to implement it. But what do you do when your most efficient tool is broken?
Listen in as Nate asks Kyle what to do …
7 Questions to ask your next physician financial advisor
Have you ever hired a babysitter? You know, someone you trust to love and care for your child while you’re away?
Well, hiring a financial advisor is a lot like that. If you’re looking for a new f…
7 Questions to ask your next physician financial advisor
Have you ever hired a babysitter? You know, someone you trust to love and care for your child while you’re away?
Well, hiring a financial advisor is a lot like that. If you’re looking for a new finan…
Is Real Estate Really For Doctors?
Doctors are smart and real estate is real but is real estate the right investment for real smart doctors?
The answer is no.
Listen in as Ben and Nate discuss the four reasons why physicians – at least …
Is Real Estate Really For Doctors?
Doctors are smart and real estate is real but is real estate the right investment for real smart doctors?
The answer is no.
Listen in as Ben and Nate discuss the four reasons why physicians – at le…
Is Physician Happiness Even A Thing?
Is “physician happiness” an oxymoron? Sometimes it may seem that way but you may be surprised to hear that some physicians have cracked the code on happiness. On this episode, Ben Utley, CFP® and Nat…