Season 1
Episodes
#155 Taking Care Of Aging Parents And Saving For Retirement: How Doctors Can Balance Both
Your parents have supported your goals and dreams your whole life, and now that they are growing older, you want to help care for them. The predicament many physicians face is how to balance giving money to their...
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#154 Doctor Dilemma: Pension Plan or Higher Compensation
Valentine's Day is right around the corner, and love is in the air! If there’s one thing most people love, it’s receiving a great job offer. Even better is when you get more than one. But job offers aren’t always as...
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#153 Doctors Preparing for Retirement: What Changes Near the Finish Line?
You’ve worked and saved your whole career to have the best retirement possible. Now that you are close to retirement, what actually needs to change? Nate Reineke and Chelsea Jones answer questions from physicians like...
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#152 A Physician's PE Dilemma: Cross the Finish Line or Another Lap?
After years of building your private practice, the time has come to sell. The business you have poured your time, energy, and money into is being bought by private equity. Should you take the payout in PE shares or...
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#151 Signing Bonus or Forgivable Loan: What Should Doctors Do With the Money
After years of studying, tests, and residency, you’ve finally moved up and the job offer comes with a forgivable loan they’re calling a signing bonus. Nate Reineke and Chelsea Jones look at one case where the numbers...
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#150 Should Doctors Wait to Close on a New House?
New year, new interest rates? It’s a strong maybe. That isn’t the most helpful answer, but if you are close to closing on a new house, should you wait to see if they drop or lock in now? Nate Reineke and Chelsea Jones...
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#149 Three Ways Physicians Can Still Get The Things That Money Cannot Buy
As we all reflect on 2025 and move into the first week of 2026, we wanted to reflect on some ideas that still hold true to this day. Money won’t buy you happiness. You have all heard this before, and by and large,...
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#148 New Year, New 401K Catch-Up Contribution Rules for Doctors
It’s New Year’s Eve! We hope that you have had a wonderful 2025. As we look ahead to 2026, you may be making resolutions or setting goals for yourself. This is a time we all reflect on what changes we’d like to make....
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#147 What End-of-Year Tax Breaks Should Physicians Utilize?
The holiday season brings many fun traditions, like going to see the lights, opening Advent calendars, baking, or shopping for the perfect gift. Since the holidays also signal the end of the year, it can be a time to...
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#146 Are Mega Backdoor Roths Mega Awesome for Doctors?
That benefits packet you skimmed might hide a major opportunity. When it comes to saving for retirement, it can seem like there are a million account types, and it is becoming more common for employers to offer even...
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#145 Should Doctors Refinance a Mortgage Less Than a Year After Buying?
If we had a crystal ball, we’d all like to know what the housing market will do. However, we do know that rates have dropped in the last 8 to 12 months, in some cases saving people a whole percent! Nate Reineke and...
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#144 Invest or Reduce A Mortgage: What’s the Best Option for Docs With Extra Cash
If you are on track for retirement, college, have an emergency fund, have bought all your cars in cash, and check all the other planning boxes, but find yourself with extra cash, where is the best place to put it? It...
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