All Episodes
Episodes
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...
View Episode
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...
View Episode
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,...
View Episode
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...
View Episode
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...
View Episode
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...
View Episode
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,...
View Episode
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...
View Episode
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...
View Episode
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...
View Episode
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...
View Episode
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...
View Episode