Season 1
Episodes
#181 Lifting the Financial Hood: How Young Doctors Can Demystify Market Risk
Stock market charts can look like roller coasters, and most people assume the young riders are the ones who enjoy the drops.
Not always. Nate Reineke and Chelsea Jones answer a question from an emergency medicine...
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#180 Saving Beyond the 529: How Doctors Can Pass Down Wealth
There are two ways to get saving for your children wrong.
You can undersave and leave your kids with student loans. You can oversave and hand a nineteen year old a pile of money with no strings attached. Physician...
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#179 Is the Cash Balance Plan Tax Break Worth It for Doctors?
Should you choose a high tax break or high investment growth? Nate Reineke and Chelsea Jones break down a common dilemma for high-earning physicians: deciding between a Cash Balance Plan and a traditional taxable...
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#178 Online Comparison: The Thief of Physician Joy
When you log onto online physician forums, it’s incredibly easy to feel like you are losing a race you didn’t even know you were running. Nate Reineke and Chelsea Jones tackle a question from a 40-year-old family...
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#177 Should You Skip a 529 Without a State Tax Break?
When planning for your children's future education, a lack of an upfront state income tax deduction can make saving feel like a raw deal. Nate Reineke breaks down a question from a Florida surgeon tempted to skip 529...
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#176 Remodel or Relocate: Should Doctors Stay or Should They Go?
When you need an extra bedroom and a bathroom remodel, it is incredibly easy to turn a lifestyle dilemma into a stressful math equation. Nate Reineke and Chelsea Jones look at a question from a double-doctor family in...
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#175 Encore Episode: A Physician’s Guide to Life Insurance with Brian Leet, MBA, FLMI
Our Summer Encore Series continues! We’re revisiting episode 138, where we chatted with Brian Leet about life insurance. Life insurance is becoming a standard benefit for employers to offer, but is the group policy...
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#174: Encore episode: VUL-nerable No More: Unwinding Variable Universal Life Insurance for Doctors
Today we're going all the way back to episode 40.Do you remember that guy? The friendly insurance agent you met as a resident, back when you assumed everyone was as well-intentioned as doctors are. Your family was...
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#173 Think Twice Before Rolling Your Old 403(b) into a Traditional IRA
When you change jobs, a rollover rep may offer to help move your old retirement account, stressing how much control you'll have over your investment options in an IRA. But is that what this decision is really...
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#172: Encore Episode: #127 A Physician Parent’s Guide to College Admissions with Lorry Krone, M.A., C.A.C
With summer starting, we wanted to revisit the hot topic of college! Enjoy this encore episode with College Admissions Counselor, Lorry Krone, M.A., C.A.C. As a physician parent, you went through more school than the...
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#171 Is Vanguard Really the Gold Standard for Physician Families?
What would you do with an uninterrupted four-hour block of quiet time?
Nate shares how a family flight to Hawaii turned into a deep dive into the wartime history of Vanguard and its legendary founder, Jack Bogle. Nate...
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#170 The Coffee & Cream Trap: Why "Empty" IRAs Can Still Trigger a Massive Tax Bill
When you're trying to execute a clean backdoor Roth IRA, having a completely empty Traditional IRA account feels like a green light. But does the IRS see it that way? Kyle Hoelzle and Chelsea Jones answer a critical...
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