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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

Physician College Planning: What your colleagues are saying now 529 529account 529plan college savings physician physician families physician family podcast physician financial planning planning for college Mar 20, 2024

Physician culture is a funny thing. Your colleagues may be thinking the same thing you’re thinking (about paying for college) but you would...

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Demystifying Defined Benefit Plans with Courtenay Shipley benefit plan defined benefit plan financial advisor investing physician physician family advisors physician financial planning Mar 06, 2024

If something seems too good to be true, it probably is (not?)

When physicians hear that they could save tens of thousands of dollars in taxes by...

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Open enrollment blunder costs physician $366,000 benefits financial advisors insurance open enrollment physician physician family taxes Nov 15, 2023

Did you brush your teeth today? Of course you did.

But did you actually think about what you were doing? Probably not.

Insurance open enrollment is...

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Physician investing basics: what are ETFs? efts exchange traded funds financial advisor physician physician family taxes Oct 18, 2023

Investing is a strange thing: the less you pay, the more you get.

And for physician investors, keeping more of what you earn means paying less...

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Physician student loans, what should you do right now? financial advisors physician physician family pslf public service loan forgiveness student loan debt student loans Sep 20, 2023

Fake news. It’s everywhere and some people even believe it. Some unintentional fake news you have heard recently is that Public Service Loan...

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7 Questions to ask your next physician financial advisor family financial advisors financial advisors physician physician family physician family advisors Jul 05, 2023

Have you ever hired a babysitter? You know, someone you trust to love and care for your child while you’re away?

 

Well, hiring a...

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Financial Freedom: Do Doctors Actually Retire Early? financial freedom financial independence physician physician family retire early retirement May 17, 2023

If you’re a physician, you’ve probably heard of F.I.R.E. (financial independence, retire early). It sounds amazing, but do physicians...

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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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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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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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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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