Season 1
Episodes
#142 Holiday Splurge or Retirement Nest Egg? What Should Doctors Do With 457 Distributions
If you get a distribution from your 457, it may feel like income that you can do whatever with. This time of year, it may be tempting to spend it on a Christmas retreat or a New Year’s reset, but is that going to...
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#141 How Can Doctors Save in a More Tax-Efficient Way as Tax Season Approaches?
CAUTION: Tax season is quickly approaching. We know that it can be shocking to see a huge or unexpected tax bill, and this time of year, it seems like everyone is advertising a way to save. How can physicians like you...
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#140 Managing Risk and Staying on Target: When Should Doctors Pay Capital Gains?
The market is always moving, and it can be tempting to try to rebalance when you’d have to pay the least capital gains taxes. Tax savings are great, but is this really the best way to decide when to rebalance? Nate...
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#139 This or That: What Retirement Plan Should Physicians Choose?
It is Halloween! The kids are out trick-or-treating, and the air is a little crisper as the seasons change. A change in jobs or open enrollment can lead to the spooky decision of what retirement plan is best: a...
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#138 A Physician’s Guide to Life Insurance with Brian Leet, MBA, FLMI
Life insurance is becoming a standard benefit for employers to offer, but is the group policy enough for a doctor like you? Nate Reineke is joined by Brian Leet, who helps families across the country navigate life and...
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#137 Should Physicians Have a Whole Life Policy?
As a young doc, it can seem like everyone has something to sell you. Many physicians can end up with a whole life policy that they don’t actually need, and that policy can have a loan against it without you really...
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#136 Municipal Bonds: Physician Brokerage Account Superhero or Just Another Asset?
Have you ever been told to keep municipal bonds, instead of corporate bonds, in your brokerage account? You may think that there isn’t that big of a difference… after all, they’re both bonds. Nate Reineke and Kyle...
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#135 W-2 or 1099: Are the Tax Savings Actually Worth It for Doctors?
Starting a new job always brings changes and new opportunities. For some docs, it may bring the question if being a 1099 contractor will create tax savings or a headache? Nate Reineke breaks down what you should...
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#134 PSLF: History, Changes, and Where the Program Stands Now for Physicians
Old IBR, New IBR, PAYE, REPAYE, RAP, it may seem like a fruit salad of letters. In reality, these are just some of the payment plans doctors have used on their quest to PSLF. It can be confusing, especially in recent...
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#133 Dependent Care FSA: Time Suck or Tax Saver for Doctors?
There are a thousand opinions out there on how to raise kids, but the one thing everyone can agree on is that raising kids is expensive. Luckily, there’s a way that doctors like you can save on taxes and use pretax...
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#132 Should Physicians Own AI Stock?
Before Amazon was Amazon, some people took a huge risk and bought stock in the company. Luckily, that risk paid off for them! Now, history is repeating itself with some AI stocks where they could be the next Amazon,...
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#131 Physicians' Guide to Disability Insurance with Lawrence B. Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF
Disability insurance may feel like just another thing physicians have to figure out. Like a retirement account, your employer may offer a plan, but that is almost never enough to cover your bases. Nate Reineke and Ben...
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