All Episodes
Episodes
Should I open an ABLE account for my child with a disability?
Episode Overview:In this episode, Ben Utley and Nate Reineke discuss the importance of financial planning for families with children who have disabilities, focusing on the benefits of ABLE accounts. They explain how...
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Pension or 403b: Which should I choose ?
Episode Overview:In this episode, Ben Utley and Nate Reineke explore the important decision-making process physicians face when selecting between pension plans and 403(b) retirement plans. They discuss the specifics...
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Should my taxable account mirror the investments in my Roth IRA?
Episode Overview:In this episode, Ben Utley and Nate Reineke explore important considerations for physician families regarding investment strategies. They discuss whether taxable accounts should mirror the asset...
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At what net worth should I begin a financial plan?
Episode Overview:In this episode, Ben Utley and Nate Reineke address a key question: At what net worth should you begin a financial plan? They explore various financial challenges faced by physician families,...
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What Insurance Strategies Should you Consider for your Future?
Episode Overview:In this episode, Ben Utley and Nate Reineke address various financial situations and questions from physician families, focusing on investment strategies, insurance options, and the effective...
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Are adjustable rate mortgages right for you?
Episode Overview:In this episode, Ben Utley and Nate Reineke discuss important financial topics for physician families, including managing inherited assets and evaluating insurance coverage. They also touch on...
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Should you increase stocks before retirement?
Episode Overview:In this milestone 80th episode of the Physician Family Financial Advisors podcast, Ben Utley and Nate Reineke celebrate their journey before addressing pressing financial questions from their...
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Great income and a job I love but no balance - What should I do?
Episode Overview:In this episode, Ben Utley and Nate Reineke explore estate planning and work-life balance with a focus on the unique needs of physicians. They share strategies for securing your financial future while...
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Why does it feel like we don't make great money?
Episode Overview:In this episode, Nate Reineke and Ben Utley discuss financial strategies for high-earning physicians. They explore how a $50,000 inheritance could potentially support your child’s education through a...
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Should I be taking more risk?
Episode Overview:In this episode, Nate Reineke and Ben Utley discuss socially responsible investing (SRI) and how physicians can align their investment choices with their values. They cover the importance of...
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Tight on cash, where do I start saving first?
Episode Overview:In this episode, Nate Reineke and Ben Utley discuss financial planning tailored for physicians. They explore the challenges of high-performing stocks like Tesla and the tax implications of practice...
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Should I be more aggressive with my college investments?
Episode Overview:In this engaging episode, we explore the multifaceted aspects of financial planning designed specifically for physician families. Hosts Nate Reineke and Ben Utley share insights on navigating topics...
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