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Episodes
#148 New Year, New 401K Catch-Up Contribution Rules for Doctors
It’s New Year’s Eve! We hope that you have had a wonderful 2025. As we look ahead to 2026, you may be making resolutions or setting goals for yourself. This is a time we all reflect on what changes we’d like to make....
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#147 What End-of-Year Tax Breaks Should Physicians Utilize?
The holiday season brings many fun traditions, like going to see the lights, opening Advent calendars, baking, or shopping for the perfect gift. Since the holidays also signal the end of the year, it can be a time to...
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#146 Are Mega Backdoor Roths Mega Awesome for Doctors?
That benefits packet you skimmed might hide a major opportunity. When it comes to saving for retirement, it can seem like there are a million account types, and it is becoming more common for employers to offer even...
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#145 Should Doctors Refinance a Mortgage Less Than a Year After Buying?
If we had a crystal ball, we’d all like to know what the housing market will do. However, we do know that rates have dropped in the last 8 to 12 months, in some cases saving people a whole percent! Nate Reineke and...
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#144 Invest or Reduce A Mortgage: What’s the Best Option for Docs With Extra Cash
If you are on track for retirement, college, have an emergency fund, have bought all your cars in cash, and check all the other planning boxes, but find yourself with extra cash, where is the best place to put it? It...
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#143 Giving Thanks for Money Lessons Learned and Answering Physician Questions
The seasons have changed, and fall is coming to an end, which means the holidays are here! While Nate may not be the biggest fan of Thanksgiving food, he and Chelsea take some time to reflect on life and money lessons...
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#142 Holiday Splurge or Retirement Nest Egg? What Should Doctors Do With 457 Distributions
If you get a distribution from your 457, it may feel like income that you can do whatever with. This time of year, it may be tempting to spend it on a Christmas retreat or a New Year’s reset, but is that going to...
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#141 How Can Doctors Save in a More Tax-Efficient Way as Tax Season Approaches?
CAUTION: Tax season is quickly approaching. We know that it can be shocking to see a huge or unexpected tax bill, and this time of year, it seems like everyone is advertising a way to save. How can physicians like you...
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#140 Managing Risk and Staying on Target: When Should Doctors Pay Capital Gains?
The market is always moving, and it can be tempting to try to rebalance when you’d have to pay the least capital gains taxes. Tax savings are great, but is this really the best way to decide when to rebalance? Nate...
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#139 This or That: What Retirement Plan Should Physicians Choose?
It is Halloween! The kids are out trick-or-treating, and the air is a little crisper as the seasons change. A change in jobs or open enrollment can lead to the spooky decision of what retirement plan is best: a...
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#138 A Physician’s Guide to Life Insurance with Brian Leet, MBA, FLMI
Life insurance is becoming a standard benefit for employers to offer, but is the group policy enough for a doctor like you? Nate Reineke is joined by Brian Leet, who helps families across the country navigate life and...
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#137 Should Physicians Have a Whole Life Policy?
As a young doc, it can seem like everyone has something to sell you. Many physicians can end up with a whole life policy that they don’t actually need, and that policy can have a loan against it without you really...
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