Season 1
Episodes
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...
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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?
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If you have ever felt the shock and awe that comes from a surprise tax bill bomb, this episode is for you.
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Listen in...
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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...
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Tax free, investing for physicians just got more interesting
Bonds are boring, aren't they? Well, not anymore.
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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...
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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...
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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...
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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...
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Why NOT Choose Physician Family Financial Advisors
As we look forward to 2023, we also look back on 2022. We found many physician families who are so happy they’ve been with us for years, and decades even, while others move on after a brief engagement. This got us...
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The Physician Retirement Time Machine
What do you need to focus on throughout your career to enjoy a happy retirement? Today, it’s time to hop in the “Physician Retirement Time Machine” to see how things might look a couple of decades from now. How can...
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The Simple Truth About College Savings for Doctors
What is the simple truth about college savings for doctors? When do physicians need to start saving for their children's college education? How much should a doctor save for public or private college and how can you...
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Three New Tax Mistakes Doctors Will Make in 2023
There are three new tax changes happening for 2023. Although they may seem insignificant, the changes can have big impacts for financial security down the road. Tune in to learn what you as a physician need to know...
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Should Physicians STOP Investing Now?
Nowadays, investments are looking unfavorable, which leads to the question: should physicians keep investing? The answer is yes! You should continue to invest. The state of the economy is creating an ideal time to...
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