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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

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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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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The Single Best Tax Deduction for Physicians Might be the HSA family physician hsa physician tax break tax deduction Oct 05, 2022

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...

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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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