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.
Latest Episodes
There are three new tax changes happening for 2023. Although they may seem insignificant, the changes can have big impacts for financial security...
Nowadays, investments are looking unfavorable, which leads to the question: should physicians keep investing? The answer is yes! You should...
Through strategy, habits, and mindset change, physicians can easily double their money in half the time to create a comfortable retirement. Using...
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...
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 ...
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...
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...
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...
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...
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?...
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...
Most physicians–even those well into their career as an attending–will face decisions about student loans. What is the difference...
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 Inc.
9450 SW Gemini Dr PMB 52736
Beaverton OR 97008-7105
[email protected]
(541) 463-0899