GET STARTED
Physician Family Finances Podcast

Physician Family Finances Podcast

Hosted by: W. Ben Utley and Nate Reineke

Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options,...

Episodes

10 Tips and Traps for the Relocating Physician

Episode #25

A physician has made the decision to change jobs or move out of state. What answers should a physician receive before they accept a new position? What key factors should a physician know before they establish new...
View Episode

Your First Physician Mortgage: How does it work?

Episode #24

A physician has made the decision to buy a house, so what’s the next step? How should physicians acquire a mortgage? What is the difference between a preferred lender vs. a standard bank loan? What type of loan is the...
View Episode

Why Physicians Should NOT Refinance Student Loans

Episode #23

Most physicians–even those well into their career as an attending–will face decisions about student loans. What is the difference between refinancing and consolidating student loans and which one is better? What...
View Episode

Changing Jobs: How To Make Your Physician Family Work Better

Episode #22

Changing jobs is common for physicians, but is money the main motivator? What are some other driving factors that lead physicians to change jobs? What if a new job requires a physician to move their family across the...
View Episode

S.A.F.E. Money: Your Physician Family Emergency Fund

Episode #21

Emergency funds are essential for unexpected events that happen in life. Every physician should have one, but how much money should be in that emergency fund? What constitutes an emergency and what doesn’t? Should...
View Episode

Index Funds: Better investing for overtaxed doctors

Episode #20

Index Funds have numerous benefits for overtaxed doctors. But what is an index fund?  Should doctors invest in index funds or keep their taxable account? What makes index funds different and what if a doctor wishes to...
View Episode

Backdoor Roth: Tax-Free Retirement for Doctors

Episode #19

Backdoor Roths are useful, tax-free strategies for physicians to invest in their futures. But what exactly is a Backdoor Roth and how does it differ from a traditional IRA account? Does ‘Backdoor’ mean it’s illegal?...
View Episode

What are most physicians doing about college?

Episode #18

What was once a privilege in the past, college seems more like a necessity in today’s society. And a plan to save for college takes discipline, however, it is a worthwhile investment.  So, how should physicians...
View Episode

Should doctors buy Bitcoin?

Episode #17

Bitcoin has grown both in popularity and in value, but should doctors invest in Bitcoin? Are cryptocurrencies a safe investment? Is Bitcoin a diversified investment? What if a doctor just wanted to purchase a tiny...
View Episode

How should physicians prepare for a disability?

Episode #16

As a physician, preparation for a disability is a must. So, how do you prepare for a disability?  Will group coverage be enough to get you and your family through a disability? How much should a physician save for an...
View Episode

What should doctor's do with an extra $1,000,000?

Episode #15

Whether it’s a buyout, a bonus, an inheritance or even the gradual piling up of cash in your bank account, many physicians are wondering what to do with a large chunk of money. Should you invest it? Pay down debt?...
View Episode

Should doctors give their kids money?

Episode #14

As a physician, have you felt an obligation to save large amounts of money to give your children when they’ve become an adult or graduated college? This gesture may seem like a no-brainer, an act you’ve never...
View Episode