68 episodes
Physician Family Financial Advisors Podcast W. Ben Utley and Nate Reineke
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- Business
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4.9 • 16 Ratings
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As a physician mom or dad, you put everything into your practice and your kids and you want to make sure you’ll have enough for retirement some day. But work and family soak up most of your time and energy, so the last thing you want to do is sit down and dig through the ever-changing world of investment options and tax laws to find out what you’re missing and figure out what to do with your extra money.
Join hosts W. Ben Utley and Nate Reineke, two Certified Financial Planner™ professionals on a mission to turn your worries about taxes, investments and extra money into a lifelong feeling of financial security. Together, we’ll tackle the top issues you’ll face as you invest for retirement, save for college and strive to protect your family from uncertainty.
Subscribe now, then visit https://physicianfamily.com/podcast to learn more.
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Should I pay down debt or invest?
On today’s show…
Is it finally time to pay off my student loans?
I make $700,000 a year and I want my spouse to work..am I wrong?
Should I put my college money in cash or 529s?
Did my $2M home purchase derail my retirement?
Am I putting too much in my 529?
New city, new job. Can I wait a while to start saving for retirement while everything is in flux?
Should I keep my whole life insurance?
I am retiring in 5-years, should I invest my extra cash or pay off my mortgage?
ARE YOU GETTING ALL THE TAX BREAKS YOU REALLY DESERVE?
To find out, get your copy of The Overtaxed Doctor's Retirement Investing Checklist at https://physicianfamily.com/go
GOT A QUESTION?
Write to us at podcast@physicianfamily.com.
NOTICE
Physician Family Financial Advisors Inc., a registered investment advisor, has reasonable belief that the information and content as a whole does not include any false or materially misleading statements or omissions of facts regarding services, investments, or client experience. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account the specific situation or objectives of individuals and is not intended as recommendations appropriate for all individuals. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance. -
How should I choose a tax preparer?
On today’s show…
• How do I choose the right tax preparer?
• Why didn’t my automatic payment come out for my mortgage?
• Should we move closer to our parents?
• Should I count on hitting my RVUs?
• Should I buy into my surgery center?
• I am 10-years from retirement, should I cancel my life and DI insurance?
• How do we combine finances in my second marriage?
Listen in to hear the answers then ask your own question by emailing us at podcast@physician family.com
ARE YOU GETTING ALL THE TAX BREAKS YOU REALLY DESERVE?
To find out, get your copy of The Overtaxed Doctor's Retirement Investing Checklist at https://physicianfamily.com/go
GOT A QUESTION?
Write to us at podcast@physicianfamily.com.
NOTICE
Physician Family Financial Advisors Inc., a registered investment advisor, has reasonable belief that the information and content as a whole does not include any false or materially misleading statements or omissions of facts regarding services, investments, or client experience. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account the specific situation or objectives of individuals and is not intended as recommendations appropriate for all individuals. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance. -
Are Financial Advisors Worth it for Physicians?
You’ve been waiting for it all this time.
So here we are, on our 67th episode - here comes the shameless self promotion.
Right? I mean what advisor doesnt think they are worth it.
Well not only do we believe we are worth it, we can prove it.
On today’s show, Nate and Ben share three ultra-simple moves that are so basic and so valuable that even super-smart physicians often miss out.
And this missing out costs you multiples of what you might pay a decent advisor.
But wait, there's more!
Beyond the dollar-on-dollar benefits that come from hiring a good advisor, there is stuff you get for “free” that makes great advisors totally worth it.
Tune in to hear Nate squeeze so much value out of his co-host that Ben actually slips into falsetto.
It’s totally worth the listen (by the way, it’s free).
ARE YOU GETTING ALL THE TAX BREAKS YOU REALLY DESERVE?
To find out, get your copy of The Overtaxed Doctor's Retirement Investing Checklist at https://physicianfamily.com/go
GOT A QUESTION?
Write to us at podcast@physicianfamily.com.
NOTICE
Physician Family Financial Advisors Inc., a registered investment advisor, has reasonable belief that the information and content as a whole does not include any false or materially misleading statements or omissions of facts regarding services, investments, or client experience. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account the specific situation or objectives of individuals and is not intended as recommendations appropriate for all individuals. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance. -
Physician College Planning: What your colleagues are saying now
Physician culture is a funny thing. Your colleagues may be thinking the same thing you’re thinking (about paying for college) but you would never know.
Well, we do.
As our in house college planning specialist, Nate Reineke has written college plans to help the physician moms and dad we serve send more than 300 children to college.
So maybe your colleagues don’t talk to you about college but we hear about it all the time.
At least three things we hear regularly cause us concern.
Are you thinking these same three things?
Listen in as Nate and Ben tell all in this thought provoking episode. -
Demystifying Defined Benefit Plans with Courtenay Shipley
If something seems too good to be true, it probably is (not?)
When physicians hear that they could save tens of thousands of dollars in taxes by utilizing a Defined Benefit Plan for retirement saving, it sounds like a pipe dream.
Before you write this retirement savings tool off, think of it like this:
If something seems too good to be true, it probably is for most.
But if you are a high earning physician this tax savings dream could become a reality.
In today’s episode, Nate interviews guest Courtenay Shipley, the founder of Retirement Planology, to better understand Defined Benefit Plans and if they are right for you.
ARE YOU GETTING ALL THE TAX BREAKS YOU REALLY DESERVE?
To find out, get your copy of The Overtaxed Doctor's Retirement Investing Checklist at https://physicianfamily.com/go
GOT A QUESTION?
Write to us at podcast@physicianfamily.com.
NOTICE
Physician Family Financial Advisors Inc., a registered investment advisor, has reasonable belief that the information and content as a whole does not include any false or materially misleading statements or omissions of facts regarding services, investments, or client experience. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account the specific situation or objectives of individuals and is not intended as recommendations appropriate for all individuals. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
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Physician Vacation Homes: Swipe right? Or left?
Happy (somewhat belated) Valentine’s Day physician moms and dads.
Did you remember to make a date or buy your sweetie flowers?
If you failed it’s not too late, you can still buy them a vacation home!
But should you?
Whether they are dreaming of a house in the mountains or a condo on the beach, your colleagues often cite three reasons to tie the knot on a second home and only one will end in true love.
Listen in as Nate and Ben play real estate matchmakers by helping you decide whether to date a vacation home or buy the one you’ve been dreaming of so you can live happily ever after.
Customer Reviews
Wise and Genuinely Caring
Physician Family Advisors really understand personal finance for physicians deeply. They are educators that break it down in an understandable way, and are truly passionate about the material. You can tell in all they do that they genuinely care about providing solid financial frameworks for families…something that is so rare in the industry.
I write this as a physician who’s benefited greatly from the team’s knowledge and input. I hope more physicians start listening regularly.