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Episodes
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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Should I pay down debt or invest?
On today’s show…
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Is it finally time to pay off my student loans?
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I make $700,000 a year and I want my spouse to work..am I wrong?
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Should I put my college money in cash or 529s?
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Did my $2M home...
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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.
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As our in house college planning specialist, Nate...
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