All Episodes
Episodes
#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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#156 What is a Mega Backdoor Roth, And When Should Doctors Use One?
If you plan to hit your 401K contribution limit for the year, but see that you can still add money through “after-tax contributions,” you may be wondering if that is a Mega Backdoor Roth and, more importantly, if you...
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#155 Taking Care Of Aging Parents And Saving For Retirement: How Doctors Can Balance Both
Your parents have supported your goals and dreams your whole life, and now that they are growing older, you want to help care for them. The predicament many physicians face is how to balance giving money to their...
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#154 Doctor Dilemma: Pension Plan or Higher Compensation
Valentine's Day is right around the corner, and love is in the air! If there’s one thing most people love, it’s receiving a great job offer. Even better is when you get more than one. But job offers aren’t always as...
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#153 Doctors Preparing for Retirement: What Changes Near the Finish Line?
You’ve worked and saved your whole career to have the best retirement possible. Now that you are close to retirement, what actually needs to change? Nate Reineke and Chelsea Jones answer questions from physicians like...
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#152 A Physician's PE Dilemma: Cross the Finish Line or Another Lap?
After years of building your private practice, the time has come to sell. The business you have poured your time, energy, and money into is being bought by private equity. Should you take the payout in PE shares or...
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#151 Signing Bonus or Forgivable Loan: What Should Doctors Do With the Money
After years of studying, tests, and residency, you’ve finally moved up and the job offer comes with a forgivable loan they’re calling a signing bonus. Nate Reineke and Chelsea Jones look at one case where the numbers...
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#150 Should Doctors Wait to Close on a New House?
New year, new interest rates? It’s a strong maybe. That isn’t the most helpful answer, but if you are close to closing on a new house, should you wait to see if they drop or lock in now? Nate Reineke and Chelsea Jones...
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