All Episodes
Episodes
#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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#123: Tax Saving Strategies for Physician Parents with Ken Eremita, CPA
Even as a physician mom or dad, the thought of taking your kid to the ED can be scary. Lots of docs, especially self-employed docs, also dread the idea of taking on the IRS alone. If that's you, listen in as Nate...
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Kevin M.D Featuring Ben Utley: How Physicians Can Find True Happiness Beyond Wealth
Happy 4th of July! Summer vacation is in full swing, but that doesn’t mean financial planning is taking time off. Even though Ben and Nate are taking a much-deserved break, podcasts can’t miss a week. This week is a...
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Should physicians hire their spouses? Fishy or fine?
Some tax strategies are fishier than others. This week, you’ll hear about how things are going with Nate and his son’s development as a fisherman, and we’ll also tackle a somewhat fishy 401(k) question: can you, or...
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Father’s Day Finances: Teaching the Value of Money and Hard Work to Physician Kids
To a child, a father is often their first hero and is always one of their first teachers. Parenting doesn’t come with an instruction manual or a training period, so it can be easy to feel like you’re flying, or rather...
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Probate & Protection: Christine Roberts, J.D. on Physician Estate Planning
Paperwork is boring, and we all try to avoid it. While estate planning is a lot of paperwork, it is a crucial part of making sure your children and family are taken care of after you’re gone. Listen in as Nate Reineke...
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529 Saving Surprises: What Can Physicians Do With an Overflowing College Fund?
We all love it when something costs less than we think it will, especially something pricey like college. If you plan to send your kids to a private university and they go to a state school, what can you do with the...
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Exterminating Emergencies: How can Physicians cover unexpected expenses
Bug infestations are stressful. Having an established relationship with a “bug guy” helps exterminate that stress. All emergencies are more stressful when you try to handle them alone, but having a financial planner...
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