Who should listen to the Physician Family Financial Advisors Podcast?May 24, 2021
Physician moms and dads: wouldn't it be sweet if there was a podcast made just for you? We hope this is it. Welcome to the Physician Family Financial Advisors Podcast, where we turn today’s worries about money into a comfortable feeling of financial security to last you and your family a lifetime. As CERTIFIED FINANCIAL PLANNER™ professionals, we are here to answer your questions about how to become financially secure. And as parents, we are here to help you raise financially responsible children. In this first episode, we talk about exactly which doctors should listen and what makes us qualified to cover these important issues. You'll also Find out why we became financial advisors. how we're leading our clients and our own families into the financial world and what you can do to join us on this journey. Got questions about taxes, investing, extra money, retirement, college or raising kids with money? Your colleagues do, too. Listen to the questions we'll answer for them or submit a question of your own by emailing [email protected] or by leaving a question on the Physician Family Answer Line at (503) 308-8733. We hope you'll enjoy the show!
ASK US A QUESTION
Email [email protected] or call the Physician Family Answer Line at (503) 308-8733.
IN THIS EPISODE
[ 0:33 ] Why Ben and Nate created the podcast.
[ 1:22 ] Ben’s work experience, how he got started as a financial advisor for physicians and started his firm Physician Family Financial Advisors.
[ 5:17 ] The questions they typically receive from their clients.
[ 5:43 ] Why Nate chose to join the Physician Family Financial Advisors firm and his background as a financial advisor.
[ 11:05 ] What makes Ben and Nate qualified as financial advisors for physicians and their families?
[ 14:18] What kind of physician this podcast is specifically focused on.
[ 18:07 ] How listeners can submit questions for the Physician Family Financial Advisors Podcast to answer.
Copyright Physician Family Financial Advisors Inc. For educational purposes only, not an offer or recommendation of any specific security or investment strategy.