All Episodes
Episodes
#168 Why Your Physician Portfolio Doesn't Need to Be Busy
Between managing a packed clinic and a chaotic home life, the last thing any physician needs is a financial statement that looks as cluttered as a playroom floor. Nate and Kyle tackle a question from a Washington...
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#167 Are Physicians Itchy About High-Yield Savings Accounts?
It’s time to talk about the "cash itch,” that restless feeling doctors get when a healthy high-yield savings account starts to look like a missed opportunity. Nate Reineke and Chelsea Jones dive into a dilemma from a...
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#166 Physician Mothers Need To Put On Their Oxygen Mask First
As we head into Mother’s Day this weekend, we reflect on everything moms do for us. In today’s world, more and more parents are supporting their children for longer. Nate Reineke looks at the question “What should my...
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#165 Does Tax-Free Growth Beat Liquidity for Docs?
When you’re sitting in the 37% tax bracket, the opportunity to shield more wealth from the IRS through a Mega Backdoor Roth feels like a no-brainer. But is the promise of tax-free growth worth the price of locking...
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#164 Extra, Extra: Hear All About Where Docs Can Keep Extra Savings
Building on the momentum of your high-earning years can sometimes feel like a puzzle with missing pieces. When it comes to finding a home for your extra savings, it can seem like there are a million account types, and...
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#163 Physician Retirement Health Insurance: Lower Your Income or Jump Off the Cliff?
The transition from a high-earning career to retirement might hide a major—and expensive—cliff. When it comes to managing your health insurance after you stop practicing, it can seem like there are a million moving...
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#162 Do Cash Balance Plans Help Physicians Balance What’s Paid In Taxes?
If you’ve been working with a CPA this tax season, they may have recommended a cash balance plan. Generally, these plans can help docs like you save in taxes. Nate Reineke and Chelsea Jones look at one doctor in...
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#161 The Physician’s Final Sprint: Balancing IRA Contributions with a Mid-Year Retirement
The end of a career brings a lot of transitions. After working for decades to be successful, you want to ensure your transition into retirement is smooth and that you aren’t missing any last-minute savings...
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#160 Taxes are a drag. How can physicians cut the weight?
If you have a tax-inefficient portfolio, it can be like swimming with a giant t-shirt on. You can do it, but there is a lot of unnecessary drag. Nate Reineke and Kyle Hoelzle break down what tax drag in a portfolio...
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#159 How Do Doctors Know When To Break Their ARM?
Mortgage rates are on the move once again, and if you have an ARM that is coming up on a variable rate period, it may be time to consider changing your mortgage type. The answer to knowing if you should is easier than...
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#158 What Should Doctors Upgrade Right Before Moving
The housing market seems to be heating up again as mortgage rates start to come down. If you’re planning a move, it can be hard to determine what upgrades to do on a house that will actually have a good return on...
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#157 Paying Off A Mortgage And Saving For Retirement: How Physicians Can Balance Both
Interest rates are coming down again. You may find yourself asking, should I pay off my 5% mortgage aggressively or invest more for retirement? Nate Reineke looks at how each option may benefit doctors like you and...
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