All Episodes
Episodes
7 Questions to ask your next physician financial advisor
Have you ever hired a babysitter? You know, someone you trust to love and care for your child while you’re away? Well, hiring a financial advisor is a lot like that. If you’re looking for a new financial advisor,...
View Episode
Is Real Estate Really For Doctors?
Doctors are smart and real estate is real but is real estate the right investment for real smart doctors?The answer is no.Listen in as Ben and Nate discuss the four reasons why physicians – at least those who want to...
View Episode
Is Physician Happiness Even A Thing?
Is “physician happiness” an oxymoron? Sometimes it may seem that way but you may be surprised to hear that some physicians have cracked the code on happiness. On this episode, Ben Utley, CFP® and Nate Reineke, CFP®...
View Episode
Financial Freedom: Do Doctors Actually Retire Early?
If you’re a physician, you’ve probably heard of F.I.R.E. (financial independence, retire early). It sounds amazing, but do physicians *actually* retire early? Why or why wouldn’t you? On this episode, Nate Reineke,...
View Episode
Exploring Physician Mom Guilt with Sandra Rood M.D.
If raising a physician family is like a circus, then physician moms are the jugglers keeping all the balls in the air. “You’ve got to know which balls are glass and which ones are rubber so you know which one it’s...
View Episode
Physician 401k, Right or Roth?
What do neurosurgeons and otolaryngologists have in common? Beyond the polysyllabic nature of their titles, they are both high earning physicians AND four out of five of them are making a BIG tax mistake with their...
View Episode
Why Do Physicians Get Big Surprise Tax Bills?
How was your tax bill this year? Was it smooth and easy? Or did you get a nasty surprise? If you have ever felt the shock and awe that comes from a surprise tax bill bomb, this episode is for you. Listen in as Ben and...
View Episode
What is the best investment for VA & military doctors?
When it comes to financial stuff, the US government usually gets a bad rap. But the Federal Employees Retirement System Thrift Savings Plan (FERS TSP) is a major exception. Ben and Nate field a question from a US Air...
View Episode
Tax free, investing for physicians just got more interesting
Bonds are boring, aren't they? Well, not anymore. Recent rate increases make bonds more interesting than they've been in years. Better, some bonds yield interest that's tax-free, making them a match for many overtaxed...
View Episode
VUL-nerable No More: Unwinding Variable Universal Life Insurance for Doctors
Do you remember that guy? You know, the friendly insurance agent you met when you were a resident? That was back when you thought everybody was as honest and well-intentioned as doctors are. And that was at a time...
View Episode
Sexy Financial Planning for Physician Families
For Valentine’s Day, we thought about getting you a big box of chocolates, but we decided to give you something less fattening and more fascinating: five tips to rekindle the flame of financial intimacy in your...
View Episode
Why is Physician Tax Advice SO Broken?
The tax code is so complicated that even doctors–some of the smartest people on the planet–struggle to make sense of it all. And the one person who is supposed to help, your tax preparer, doesn’t seem to care. Join...
View Episode