
All Episodes
Episodes
Three Ways Physicians Can Get The Things That Money Cannot Buy
Money won’t buy you happiness.You have all heard this before and by and large everyone agrees with this statement, yet for many physicians your actions say otherwise.Listen in as Nate lays out how working with...
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Good news for physicians planning for college
Remember the good old days?I’m not talking about the days where teenagers consistently used words like “sir” and “ma’am”, I’m talking about when those teenagers could get away with paying for college with nothing but...
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The wrong way to think about your physician inheritance
Einstein famously said “Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn't … pays it.”In today’s episode Nate and Ben discover that this compounding effect is not...
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Open enrollment blunder costs physician $366,000
Did you brush your teeth today? Of course you did.But did you actually think about what you were doing? Probably not.Insurance open enrollment is like that. It’s something you do every year and you probably don’t...
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Your Old Physician 401k: Time Bomb or Treasure Chest?
Imagine your physician Retirement Fund is one big pie. If you look closely, that pie will primarily be made of a physician 401k or 403b and the entire financial services industry wants a piece. If you’re not careful...
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Physician investing basics: what are ETFs?
Investing is a strange thing: the less you pay, the more you get.And for physician investors, keeping more of what you earn means paying less taxes on your investments.For the past three decades Exchange Traded Funds...
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Physician retirement planning sucks, now what?
Imagine a big sack of donuts. Now imagine a big stack of plywood.What do these have in common?They are stories Ben and Nate share on today’s show.While every physician wants to be responsible with money, most...
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Physician student loans, what should you do right now?
Fake news. It’s everywhere and some people even believe it. Some unintentional fake news you have heard recently is that Public Service Loan Forgiveness is not real.In today's show, Ben and Nate share stories of real...
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Tax loss harvesting: another hidden physician tax break
Every physician wants to lower their tax bill. But, of all the best-known tax strategies for doctors that you may have heard about, which ones are both possible and worth your time? Tax loss harvesting just might be...
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New baby? Take an inside look at real college planning
College is getting more and more expensive every year. For most people, the cost of college results in a six-figure ball and chain of student loan debt. Have you ever wondered how your children can show up to their...
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7 things physicians can do with extra money now
Lets face it; you have WAY too much cash in the bank. Maybe you got a buy-out. Or an inheritance. Or maybe cash has been piling up in your bank account because you just haven’t had time to invest it. Well, now is the...
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How doctors can spot bad target date funds
Good medicine requires a good treatment plan for each patient and the tools needed to implement it. But what do you do when your most efficient tool is broken? Listen in as Nate asks Kyle what to do when you have a...
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