All Episodes
Episodes
#176 Remodel or Relocate: Should Doctors Stay or Should They Go?
When you need an extra bedroom and a bathroom remodel, it is incredibly easy to turn a lifestyle dilemma into a stressful math equation. Nate Reineke and Chelsea Jones look at a question from a double-doctor family in...
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#175 Encore Episode: A Physician’s Guide to Life Insurance with Brian Leet, MBA, FLMI
Our Summer Encore Series continues! We’re revisiting episode 138, where we chatted with Brian Leet about life insurance. Life insurance is becoming a standard benefit for employers to offer, but is the group policy...
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#174: Encore episode: VUL-nerable No More: Unwinding Variable Universal Life Insurance for Doctors
Today we're going all the way back to episode 40.Do you remember that guy? The friendly insurance agent you met as a resident, back when you assumed everyone was as well-intentioned as doctors are. Your family was...
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#173 Think Twice Before Rolling Your Old 403(b) into a Traditional IRA
When you change jobs, a rollover rep may offer to help move your old retirement account, stressing how much control you'll have over your investment options in an IRA. But is that what this decision is really...
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#172: Encore Episode: #127 A Physician Parent’s Guide to College Admissions with Lorry Krone, M.A., C.A.C
With summer starting, we wanted to revisit the hot topic of college! Enjoy this encore episode with College Admissions Counselor, Lorry Krone, M.A., C.A.C. As a physician parent, you went through more school than the...
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#171 Is Vanguard Really the Gold Standard for Physician Families?
What would you do with an uninterrupted four-hour block of quiet time?
Nate shares how a family flight to Hawaii turned into a deep dive into the wartime history of Vanguard and its legendary founder, Jack Bogle. Nate...
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#170 The Coffee & Cream Trap: Why "Empty" IRAs Can Still Trigger a Massive Tax Bill
When you're trying to execute a clean backdoor Roth IRA, having a completely empty Traditional IRA account feels like a green light. But does the IRS see it that way? Kyle Hoelzle and Chelsea Jones answer a critical...
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#169 Is Physician Workplace Insurance Enough to Protect Your Family?
As a busy physician mom or dad, you put everything into your practice and your kids, meaning you want to make sure you're doing the absolute right thing with the money you earn. But when it comes to safeguarding your...
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#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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