All Episodes
Episodes
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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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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