GET STARTED
Physician Family Finances Podcast

Physician Family Finances Podcast

Hosted by: W. Ben Utley and Nate Reineke

Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options,...

Episodes

Index Funds: Better investing for overtaxed doctors

Season #1 Episode #20

Index Funds have numerous benefits for overtaxed doctors. But what is an index fund?  Should doctors invest in index funds or keep their taxable account? What makes index funds different and what if a doctor wishes to...
View Episode

Backdoor Roth: Tax-Free Retirement for Doctors

Season #1 Episode #19

Backdoor Roths are useful, tax-free strategies for physicians to invest in their futures. But what exactly is a Backdoor Roth and how does it differ from a traditional IRA account? Does ‘Backdoor’ mean it’s illegal?...
View Episode

What are most physicians doing about college?

Season #1 Episode #18

What was once a privilege in the past, college seems more like a necessity in today’s society. And a plan to save for college takes discipline, however, it is a worthwhile investment.  So, how should physicians...
View Episode

How should physicians prepare for a disability?

Season #1 Episode #16

As a physician, preparation for a disability is a must. So, how do you prepare for a disability?  Will group coverage be enough to get you and your family through a disability? How much should a physician save for an...
View Episode

What should doctor's do with an extra $1,000,000?

Season #1 Episode #15

Whether it’s a buyout, a bonus, an inheritance or even the gradual piling up of cash in your bank account, many physicians are wondering what to do with a large chunk of money. Should you invest it? Pay down debt?...
View Episode

Should doctors give their kids money?

Season #1 Episode #14

As a physician, have you felt an obligation to save large amounts of money to give your children when they’ve become an adult or graduated college? This gesture may seem like a no-brainer, an act you’ve never...
View Episode

How can doctors improve their financial marriage?

Season #1 Episode #13

As a physician, are you and your partner confident with the finances in your marriage? Are you sure you're confident? Let’s test that! Which of these scenarios best describes your financial marriage circumstances? You...
View Episode

How much should doctors save for retirement?

Season #1 Episode #12

For physicians, retirement may be little more than a byproduct of a life well-lived since the work you do can bring meaning and purpose to your everyday existence. Still, it's a good idea to give some thought to life...
View Episode

Should doctors bother to set financial goals?

Season #1 Episode #11

You conquered a big goal when you became a doctor, so setting financial goals should come easy to you, right? Maybe not. A goal that’s not specific, measurable, attainable, rewarding, and timely is just a dream. So,...
View Episode

Which doctors should NOT use a financial advisor?

Season #1 Episode #10

Doctors are smart people, and personal finance isn't rocket surgery, so you might be curious about whether you really need a financial advisor or not. A good advisor can help you get a better outcome and a great one...
View Episode

Should doctors have a budget?

Season #1 Episode #9

As a doctor, does the word “budget” spark a sense of dread? Your days in Residency were the epitome of frugality but now that you’re an attending, the financial responsibilities have piled up. When you look at paying...
View Episode

Should doctors invest for passive income?

Season #1 Episode #8

Should doctors invest in passive income? Those two words spark curiosity in many doctors' minds, the elusive, “how can I make money without working?” But is passive income all it’s cracked up to be? Can it benefit you...
View Episode