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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 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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Tax loss harvesting: another hidden physician tax break financial advisors physician family tax break tax loss harvesting Sep 06, 2023

Every physician wants to lower their tax bill. But, of all the best-known tax strategies for doctors that you may have heard about, which ones are...

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New baby? Take an inside look at real college planning college college goal financial advisors financialparenting physician family planning for college Aug 16, 2023

College is getting more and more expensive every year. For most people, the cost of college results in a six-figure ball and chain of student loan...

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7 things physicians can do with extra money now emergency fund extra money financial advisors investing physician family physicians Aug 02, 2023

Lets face it; you have WAY too much cash in the bank. Maybe you got a buy-out. Or an inheritance. Or maybe cash has been piling up in your bank...

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How doctors can spot bad target date funds 401k investing investment physician family target date investing Jul 19, 2023

Good medicine requires a good treatment plan for each patient and the tools needed to implement it. But what do you do when your most efficient...

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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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Exploring Physician Mom Guilt with Sandra Rood, MD mom guilt physician families physician family physician moms physicians work life balance May 03, 2023

If raising a physician family is like a circus, then physician moms are the jugglers keeping all the balls in the air. “You’ve got to...

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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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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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