All Episodes
Episodes
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...
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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...
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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...
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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...
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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...
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Market goes bananas: What should physicians do?
Bananas are cheap but not as cheap as they used to be and the price of almost everything else is going up faster than a monkey up a tree. Everything else but stock prices that is. We’ve gotten several questions from...
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Right before retirement, what should physicians buy?
Spring has sprung just like the freshly assembled Adirondack chairs in Ben’s back yard. Fumbling around while constructing Costco lawn furniture is normal, Ben proves that, but, you don’t want to stumble around with...
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Physicians ask: Does PSLF still work?
Things in the government are changing but, you already knew that, right? What you may not know is that public student loan forgiveness is still alive and well! Nate Reineke and Ben Utley discuss one pediatrician’s...
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Investing with a Deadline: What's a Doctor's Best Move?
Introduction:
In this new episode, hosts Nate Reineke and Chelsea Jones tackle the crucial topic of investment strategies for physicians with deadlines, particularly when facing urgent financial goals such as buying a...
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Physicians still confused about backdoor Roth basics
Introduction:
In Episode, hosts Nate Reineke and Ben Utley delve into the complexities of the backdoor Roth IRA, a popular strategy for high-income earners. They address common misunderstandings and provide clarity on...
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How much DO physicians spend ? And save ?
Introduction:
In this episode, hosts Nate Reineke and Ben Utley dive into the often-asked question: How much do physicians actually spend and save? They explore spending patterns among doctors, discuss financial...
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Becoming a Physician Mom Again in your 40's! Now what?
Introduction:
Welcome to Physician Family Financial Advisors Podcast. In this episode, hosts Nate Reineke and Ben Utley address the joys and financial complexities of becoming a physician mom in your 40's, and what...
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