All Episodes
Episodes
Should I put my cash in treasuries?
Episode Overview:In this episode of the Physician Family Financial Advisors podcast, hosts Nate Reineke and Ben Utley, both Certified Financial Planners, discuss financial strategies for physician families. They...
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Should you contribute to your company’s cash balance plan?
Episode Overview:Join Nate Reineke and Ben Utley as they unveil insights into optimizing retirement and investment strategies tailored for self-employed physicians. This episode explores why a solo 401(k) might be...
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Are we on track for retirement?
On today’s episode we answer more of your questions!Are we on track for retirement?My mom and dad need a little help with money - how much can I help?Is now the right time to upgrade in house?Another physician...
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How will you invest my money?
On today's episode we answer YOUR questions!Should I stop contributing to my taxable account and 529s if we are going to move in a year?How much can we contribute to our grandchildren's 529 accounts without going over...
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Should I pay off my house with my inheritance?
How do I use my 529 to pay for college? Should I make regular 529 withdrawals or can I leave the 529 money in the account growing tax free as long as possible? I received a large inheritance, should I pay off my 2.5%...
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Should I pay down debt or invest?
On today’s show… Is it finally time to pay off my student loans? I make $700,000 a year and I want my spouse to work..am I wrong? Should I put my college money in cash or 529s? Did my $2M home purchase derail...
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How should I choose a tax preparer?
On today’s show…  • How do I choose the right tax preparer?  • Why didn’t my automatic payment come out for my mortgage?  • Should we move closer to our parents?  • Should I count on hitting my RVUs?  • Should I buy...
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Are Financial Advisors Worth it for Physicians?
You’ve been waiting for it all this time. So here we are, on our 67th episode - here comes the shameless self promotion. Right? I mean what advisor doesnt think they are worth it.Well not only do we believe we are...
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Physician College Planning: What your colleagues are saying now
Physician culture is a funny thing. Your colleagues may be thinking the same thing you’re thinking (about paying for college) but you would never know.Well, we do.As our in house college planning specialist, Nate...
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Demystifying Defined Benefit Plans with Courtenay Shipley
If something seems too good to be true, it probably is (not?) When physicians hear that they could save tens of thousands of dollars in taxes by utilizing a Defined Benefit Plan for retirement saving, it sounds like a...
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Physician Vacation Homes: Swipe right? Or left?
Happy (somewhat belated) Valentine’s Day physician moms and dads. Did you remember to make a date or buy your sweetie flowers? If you failed it’s not too late, you can still buy them a vacation home!But should...
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How Can Physicians Balance Their Health With Their Work And Family Lives?
“If you don’t make time for your health now, you will be forced to make time for your illness later.”You have heard quotes like this before but they don’t change the fact that it is difficult for physicians to make...
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