All Episodes
Episodes
#123: Tax Saving Strategies for Physician Parents with Ken Eremita, CPA
Even as a physician mom or dad, the thought of taking your kid to the ED can be scary. Lots of docs, especially self-employed docs, also dread the idea of taking on the IRS alone. If that's you, listen in as Nate...
View Episode
Kevin M.D Featuring Ben Utley: How Physicians Can Find True Happiness Beyond Wealth
Happy 4th of July! Summer vacation is in full swing, but that doesn’t mean financial planning is taking time off. Even though Ben and Nate are taking a much-deserved break, podcasts can’t miss a week. This week is a...
View Episode
Should physicians hire their spouses? Fishy or fine?
Some tax strategies are fishier than others. This week, you’ll hear about how things are going with Nate and his son’s development as a fisherman, and we’ll also tackle a somewhat fishy 401(k) question: can you, or...
View Episode
Father’s Day Finances: Teaching the Value of Money and Hard Work to Physician Kids
To a child, a father is often their first hero and is always one of their first teachers. Parenting doesn’t come with an instruction manual or a training period, so it can be easy to feel like you’re flying, or rather...
View Episode
Probate & Protection: Christine Roberts, J.D. on Physician Estate Planning
Paperwork is boring, and we all try to avoid it. While estate planning is a lot of paperwork, it is a crucial part of making sure your children and family are taken care of after you’re gone. Listen in as Nate Reineke...
View Episode
529 Saving Surprises: What Can Physicians Do With an Overflowing College Fund?
We all love it when something costs less than we think it will, especially something pricey like college. If you plan to send your kids to a private university and they go to a state school, what can you do with the...
View Episode
Exterminating Emergencies: How can Physicians cover unexpected expenses
Bug infestations are stressful. Having an established relationship with a “bug guy” helps exterminate that stress. All emergencies are more stressful when you try to handle them alone, but having a financial planner...
View Episode
Fishing for Conversions: Physician Mistakes on Backdoor Roth Accounts
If fishing were easy, they’d call it catching. If backdoor Roths were easy, they’d call it a loophole. Listen in as Nate Reineke and Ben Utley answer a cumbersome backdoor Roth question from a physician who fears they...
View Episode
From Scrubs to Shrubs: A Doctor’s Guide to Financing a Home
Buying a home is hard. As a physician, you want to make sure you get the best rate, use the right type of loan, and avoid the mistakes that drag out the process. Listen in as Ben Utley and Nate Reineke dissect the...
View Episode
Physicians, Flowers, and 403(b)s: A Mother’s Day Finance Chat
Let's be real here: You spent your first 20 years of life rolling your eyes at your mom's advice and the rest of your life realizing she was right. So right now, make sure you have a table reserved (or groceries...
View Episode
Doctor dad’s dilemma: Juggling Kids' Activities and Retirement Reality
Your kids are growing up fast. That means more activities to keep track of on top of all your other commitments. How can you juggle being there for your family and working enough to save for retirement? Listen in as...
View Episode
Is tax-loss harvesting a bad idea for physician investors?
Influenza. It’s a word that sounds ominous when you don’t know what it means. To a physician like you, influenza is nothing more than the average flu, but to a patient, it may sound scary. Does tax-loss harvesting...
View Episode