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Physician Family Financial Advisors Podcast

As a physician mom or dad, you put everything into your practice and your kids so you want to do the right thing with the money you earn. Hosts Ben Utley and Nate Reineke answer your questions about investing for retirement, saving for college and raising financially responsible children.

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Latest Episodes

Three New Tax Mistakes Doctors Will Make in 2023 physician family tax savings taxes Nov 16, 2022

There are three new tax changes happening for 2023. Although they may seem insignificant, the changes can have big impacts for financial security...

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Should Physicians STOP Investing Now? family physician investing investments physician Nov 02, 2022

Nowadays, investments are looking unfavorable, which leads to the question: should physicians keep investing? The answer is yes! You should...

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Physician Retirement: How to Double Your Money in Half the Time family physician physician physician retirement Oct 19, 2022

Through strategy, habits, and mindset change, physicians can easily double their money in half the time to create a comfortable retirement. Using...

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The Single Best Tax Deduction for Physicians Might be the HSA family physician hsa physician tax break tax deduction Oct 05, 2022

What might be the single best tax break for a physician’s family? Surprisingly, a health savings account (HSA) may be the right option for...

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How Much Life Insurance Do Doctors Really Need? cash value insurance life insurance physician life insurance term insurance Sep 21, 2022

What does a physician need to know about life insurance? What is the difference between cash value and term insurance? Do you have at least the ...

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How to Save Huge Taxes with a Cash Balance Plan for Physicians cash balance plan defined benefits plan pension physician families retirement tax savings Sep 07, 2022

Too often physicians will overlook benefits that can boost their retirement. A cash balance plan offers huge tax savings and is a type of defined...

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What Every Physician Should Know About I-Bonds emergencyfund i-bonds inflation investment physicianfamily Aug 24, 2022

I-Bonds are an excellent component of a physician’s fully-funded emergency fund. They are state income tax-free and they pay interest that is...

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The Eternal Physician, What if you never ever retire? earlyretirement eternalphysician neverretire retirement retirementprosandcons Aug 10, 2022

What would it look like if you never retire? What are the pros and cons of working for the rest of your life? What if there was a reason you could...

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Are UTMAs a no-no for physician mommies and daddies? childhoodsavings financial parenting investment utmas Jul 27, 2022

UTMAs can seem appealing to a physician for the tax break. However, using this account to hide money and present it to a child when they reach...

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10 Tips and Traps for the Relocating Physician  changingphysicianjobs moving physicianfamily physicianmoving relocation Jul 13, 2022

A physician has made the decision to change jobs or move out of state. What answers should a physician receive before they accept a new position?...

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Your First Physician Mortgage: How does it work? buyingahome financing lender mortgage physicianfamily Jun 29, 2022

A physician has made the decision to buy a house, so what’s the next step? How should physicians acquire a mortgage? What is the difference...

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Why Physicians Should NOT Refinance Student Loans financial stability physician family refinancing student loans Jun 15, 2022

Most physicians–even those well into their career as an attending–will face decisions about student loans. What is the difference...

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This is a production of Physician Family Financial Advisors Inc. It is intended for educational purposes only and does not intend to make an offer or recommendation of any specific security or investment strategy.

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Physician Family Financial Advisors

Physician Family Financial Advisors Inc.
9450 SW Gemini Dr PMB 52736
Beaverton OR 97008-7105
[email protected]
(541) 463-0899

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