Season 1
Episodes
Should physicians who plan to work as long as possible have an aggressive investment portfolio?
Episode Overview:
In this episode, Ben Utley and Nate Reineke explore the complexities of maintaining an aggressive investment portfolio for physicians who might work well into their later years. The discussion...
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Should physicians pay off their mortgage or invest more before retiring ?
Episode Overview:
In this episode, Ben Utley and Nate Reineke discuss the question of whether it might be advisable for physicians to prioritize paying off their mortgage or investing additional resources as they...
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How should physicians adjust their investments right before retirement
Episode Overview:
In this episode, Ben Utley and Nate Reineke focus on the important topic of investment adjustments that physicians might want to consider as they approach retirement. They explore how these...
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Should we push hard now and slow down in our 50's
Episode Overview:
In this episode, Ben Utley and Nate Reineke address the important question of whether physicians should focus on intense work and savings early in their careers to achieve the possibility of slowing...
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Should we put all our resources toward our student loans?
Episode Overview:
In this episode, Ben Utley and Nate Reineke address essential financial decisions that physician families might encounter, particularly regarding student loan management and resource allocation. They...
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Am I eligible for a Solo 401k ?
Episode Overview:
In this episode, Ben Utley and Nate Reineke explore the specifics of solo 401(k) eligibility for physicians. They address common misconceptions and complexities related to retirement accounts,...
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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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