Season 1
Episodes
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...
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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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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...
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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?
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I received a large inheritance, should I pay off my...
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