All Episodes
Episodes
#135 W-2 or 1099: Are the Tax Savings Actually Worth It?
Starting a new job always brings changes and new opportunities. For some docs, it may bring the question if being a 1099 contractor will create tax savings or a headache? Nate Reineke breaks down what you should...
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#134 PSLF: History, Changes, and Where the Program Stands Now
Old IBR, New IBR, PAYE, REPAYE, RAP, it may seem like a fruit salad of letters. In reality, these are just some of the payment plans doctors have used on their quest to PSLF. It can be confusing, especially in recent...
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#133 Dependent Care FSA: Time Suck or Tax Saver?
There are a thousand opinions out there on how to raise kids, but the one thing everyone can agree on is that raising kids is expensive. Luckily, there’s a way that doctors like you can save on taxes and use pretax...
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#132 Should Physicians Own AI Stock?
Before Amazon was Amazon, some people took a huge risk and bought stock in the company. Luckily, that risk paid off for them! Now, history is repeating itself with some AI stocks where they could be the next Amazon,...
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#131 Physicians' Guide to Disability Insurance with Lawrence B. Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF
Disability insurance may feel like just another thing physicians have to figure out. Like a retirement account, your employer may offer a plan, but that is almost never enough to cover your bases. Nate Reineke and Ben...
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#130 Retirement Spending Done Right: What Should Physicians Spend First?
You’ve planned, you’ve saved, and finally, you've retired. Now it’s time to spend what you’ve saved and enjoy all the retirement vacations you’ve been planning. Listen in as Nate Reineke and Chelsea Jones dive into...
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#129 Will a Summer Splurge Spoil Physicians' Savings Plans?
Summer means vacations, and vacations can lead to splurges. While following a plan is important, the occasional splurge is inevitable, even for the pros. Listen in as Nate Reineke, Chelsea Jones, and Kyle Hoelzle...
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#128 Physicians’ Investment Sundae: Minor IRAs, Form 8606 & Other Common Investing Missteps
Summer is a great time to teach kids about finances by running a lemonade stand or selling ice cream at the park. However, if you try to teach them too much, kids will miss some of the important stuff. Physicians are...
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#127 A Physician Parent’s Guide to College Admissions with Lorry Krone, M.A., C.A.C
As a physician parent, you went through more school than the average Joe. You may think you know the system but college admissions is constantly evolving. Listen in as Nate Reineke and Ben Utley are joined by Lorry...
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#126 One (More) Big Beautiful Episode with Ken Eremita, CPA
The One Big Beautiful Bill remains long and confusing. Some people think that the new tax laws are barking mad, while others are wagging their tails with delight. Listen in as Ben and Nate are joined by Ken Eremita,...
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#125 Should Physicians Bother with a Backdoor Roth Right Before Retirement?
Finally being ready to retire is a huge milestone. It takes years of planning and hard work. There is nothing worse than feeling like you missed something in all that preparation. Listen in as Ben Utley and Nate...
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#124 One Big Beautiful Episode: What Physicians Need to Know About the New Budget Bill
Whether you are excited about the budget bill that just passed, or it causes you to be SALTy, we can all agree it’s big, with 870 pages, and it’s confusing. Listen in as Nate Reineke and Chelsea Jones dive into some...
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