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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

Why Do Physicians Get Big Surprise Tax Bills? physician physician family advisors surprise tax bill taxes young physician Apr 05, 2023

How was your tax bill this year? Was it smooth and easy? Or did you get a nasty surprise?

 

If you have ever felt the shock and awe that comes...

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What is the best investment for VA & military doctors? air force reserves flight doc military doctors physician family advisors thrift savings plans us air force veteranaffairs Mar 15, 2023

When it comes to financial stuff, the US government usually gets a bad rap. But the Federal Employees Retirement System Thrift Savings Plan (FERS...

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Tax free, investing for physicians just got more interesting bond interest bonds physician physician family savings tax exempt bond tax free investing Mar 01, 2023

Bonds are boring, aren't they? Well, not anymore.

Recent rate increases make bonds more interesting than they've been in years. Better, some bonds...

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VUL-nerable No More: Unwinding Variable Universal Life Insurance for Doctors cash value life insurance life insurance physician family advisors tax break term life insurance variable universal life insurance Feb 15, 2023

Do you remember that guy? You know, the friendly insurance agent you met when you were a resident? That was back when you thought everybody was as...

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Sexy Financial Planning for Physician Families family financial advisors finance communication financial planning physician family advisors physician financial planning sex and finances sexy financial planning Feb 01, 2023

For Valentine’s Day, we thought about getting you a big box of chocolates, but we decided to give you something less fattening and more...

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Why is Physician Tax Advice SO Broken? physician physician family physician family podcast physician taxes tax advice tax breaks tax code Jan 18, 2023

The tax code is so complicated that even doctors–some of the smartest people on the planet–struggle to make sense of it all. And the...

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Why NOT Choose Physician Family Financial Advisors client goals financial advisors physician physician family physician family podcast successful planning Jan 04, 2023

As we look forward to 2023, we also look back on 2022. We found many physician families who are so happy they’ve been with us for years, and...

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The Physician Retirement Time Machine physician physician family physician family podcast retirement successful retirement Dec 21, 2022

What do you need to focus on throughout your career to enjoy a happy retirement? Today, it’s time to hop in the “Physician Retirement...

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The Simple Truth About College Savings for Doctors college savings physician family physicians savingforcollege Dec 07, 2022

What is the simple truth about college savings for doctors? When do physicians need to start saving for their children's college education? How...

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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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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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