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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

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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Changing Jobs: How To Make Your Physician Family Work Better changingjobs finances physicianfamily qualityoflife worklifebalance Jun 01, 2022

Changing jobs is common for physicians, but is money the main motivator? What are some other driving factors that lead physicians to change jobs?...

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S.A.F.E. Money: Your Physician Family Emergency Fund emergencyfund financialsecurity inflation physicianfamily safemoney May 18, 2022

Emergency funds are essential for unexpected events that happen in life. Every physician should have one, but how much money should be in that...

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Index Funds: Better investing for overtaxed doctors aftertaxreturn indexfund mutualfunds physicianfamily taxableaccount May 04, 2022

Index Funds have numerous benefits for overtaxed doctors. But what is an index fund?  Should doctors invest in index funds or keep their...

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Backdoor Roth: Tax-Free Retirement for Doctors backdoorroth physicianfamily retirement rothira taxsavings traditionalira Apr 20, 2022

Backdoor Roths are useful, tax-free strategies for physicians to invest in their futures. But what exactly is a Backdoor Roth and how does it...

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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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