Season 1
Episodes
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.
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For the past three decades Exchange Traded...
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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?
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They are stories Ben and Nate share on today’s show.
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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.
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Have you ever wondered how your children can show up to...
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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.
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Well, now is...
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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?
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Listen in as Nate asks Kyle what to do when you have...
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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?
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Well, hiring a financial advisor is a lot like that. If you’re looking for a new financial advisor,...
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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.
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Listen in as Ben and Nate discuss the four reasons why physicians – at least those who want...
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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®...
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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,...
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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...
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