أفضل بودكاسات Physician Finance (2024)

1
Are we on track for retirement? 38:58

15d ago38:58

38:58

On today’s episode we answer more of your questions! Are we on track for retirement? My mom and dad need a little help with money - how much can I help? Is now the right time to upgrade in house? Another physician inheritance: what should I do with my extra money? I am looking at hiring a financial advisor, what questions should I ask them? I keep …

1
How will you invest my money? 26:47

29d ago26:47

26:47

On today's episode we answer YOUR questions! Should I stop contributing to my taxable account and 529s if we are going to move in a year? How much can we contribute to our grandchildren's 529 accounts without going over the gift limit? How much does college cost? If I go with Physician Family and you manage my accounts, how will you invest my money…

1
Should I pay off my house with my inheritance? 23:19

2M ago23:19

23:19

How do I use my 529 to pay for college? Should I make regular 529 withdrawals or can I leave the 529 money in the account growing tax free as long as possible? I received a large inheritance, should I pay off my 2.5% mortgage? Should I count on merit based scholarships? Should I let my 1-year CD rollover at Alliant or move it to a cash reserves acc…

1
Should I pay down debt or invest? 21:32

2M ago21:32

21:32

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 f…

1
How should I choose a tax preparer? 17:09

3M ago17:09

17:09

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 secon…

1
Are Financial Advisors Worth it for Physicians? 29:52

3M ago29:52

29:52

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 sup…

1
Physician College Planning: What your colleagues are saying now 22:12

4M ago22:12

22:12

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 col…

1
Demystifying Defined Benefit Plans with Courtenay Shipley 25:10

4M ago25:10

25:10

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 pro…

1
Physician Vacation Homes: Swipe right? Or left? 24:48

4M ago24:48

24:48

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 kno…

1
How Can Physicians Balance Their Health With Their Work And Family Lives? 31:11

5M ago31:11

31:11

“If you don’t make time for your health now, you will be forced to make time for your illness later.” You have heard quotes like this before but they don’t change the fact that it is difficult for physicians to make time for much of anything other than work and their family lives. Listen in as Hannah Brandt - an expert in nutrition and helping busy…

1
Three Ways Physicians Can Get The Things That Money Cannot Buy 17:34

6M ago17:34

17:34

Money won’t buy you happiness. You have all heard this before and by and large everyone agrees with this statement, yet for many physicians your actions say otherwise. Listen in as Nate lays out how working with hundreds of physician families has shaped his thinking on what living an abundant life really means and how you can shift your perspective…

1
Good news for physicians planning for college 29:46

7M ago29:46

29:46

Remember the good old days? I’m not talking about the days where teenagers consistently used words like “sir” and “ma’am”, I’m talking about when those teenagers could get away with paying for college with nothing but the income they earned from their summer jobs. While those days are gone, the College Board just came out with some good news about …

1
The wrong way to think about your physician inheritance 30:08

7M ago30:08

30:08

Einstein famously said “Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn't … pays it.” In today’s episode Nate and Ben discover that this compounding effect is not unique to your investments with money. It works the same way with your joy and ability to create memories early in your life. Listen in…

1
Open enrollment blunder costs physician $366,000 25:37

8M ago25:37

25:37

Did you brush your teeth today? Of course you did. But did you actually think about what you were doing? Probably not. Insurance open enrollment is like that. It’s something you do every year and you probably don’t think about it. In fact, you just might choose to do the same thing you did last year but that could cost you hundreds of thousands of …

1
Your Old Physician 401k: Time Bomb or Treasure Chest? 35:29

8M ago35:29

35:29

Imagine your physician Retirement Fund is one big pie. If you look closely, that pie will primarily be made of a physician 401k or 403b and the entire financial services industry wants a piece. If you’re not careful where the filling lands, you might cut them more than their fair share. Listen to Nate and Kyle discuss how to keep more 401k money fo…

1
Physician investing basics: what are ETFs? 29:20

9M ago29:20

29:20

Investing is a strange thing: the less you pay, the more you get. And for physician investors, keeping more of what you earn means paying less taxes on your investments. For the past three decades Exchange Traded Funds (ETFs) have made it easy for all investors to own a balanced, diversified, low cost, tax efficient portfolio. But what are ETFs and…

1
Physician retirement planning sucks, now what? 33:51

9M ago33:51

33:51

Imagine a big sack of donuts. Now imagine a big stack of plywood. What do these have in common? They are stories Ben and Nate share on today’s show. While every physician wants to be responsible with money, most physicians come to realize that retirement planning simply sucks. It’s laborious, time consuming and overwhelming. So what do you do? List…

1
Physician student loans, what should you do right now? 27:53

10M ago27:53

27:53

Fake news. It’s everywhere and some people even believe it. Some unintentional fake news you have heard recently is that Public Service Loan Forgiveness is not real. In today's show, Ben and Nate share stories of real live physicians who have gotten real relief through the Public service loan forgiveness program. We break down the must-know news ab…

1
Tax loss harvesting: another hidden physician tax break 24:46

10M ago24:46

24:46

Every physician wants to lower their tax bill. But, of all the best-known tax strategies for doctors that you may have heard about, which ones are both possible and worth your time? Tax loss harvesting just might be the winning answer for a mid-career physician. Listen in as Kyle and Nate discuss tax loss harvesting and if it’s right for you ARE YO…

1
New baby? Take an inside look at real college planning 30:45

11M ago30:45

30:45

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. Have you ever wondered how your children can show up to their college graduation ceremony free from this financial burden? Listen in on some LIVE college planning with Nate and Chelsea where they d…

1
Flosonics CEO Joe Eibl 34:34

11M ago34:34

34:34

Joe Eibl, the CEO and co-founder of Flosonics joins the podcast to discuss building a medical device for measuring blood flow non-invasively. The first prototype Raising that initial friends/family round Raising $20m Creating devices that actually benefit patients Publishing peer-reviewed literature Flosonics Medical -- https://flosonicsmedical.com…

1
7 things physicians can do with extra money now 20:40

11M ago20:40

20:40

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. Well, now is the time to think about all the things you can do with that extra money and maybe even start to take action. Join Nate and Ben to learn h…

1
How doctors can spot bad target date funds 28:37

12M ago28:37

28:37

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? Listen in as Nate asks Kyle what to do when you have a sound treatment plan for your investments - target date investing - but the target date funds in your 401(k) are busted. ARE YOU GETTIN…

1
7 Questions to ask your next physician financial advisor 32:00

1y ago32:00

32:00

Have you ever hired a babysitter? You know, someone you trust to love and care for your child while you’re away? Well, hiring a financial advisor is a lot like that. If you’re looking for a new financial advisor, you’ll undoubtedly want to ask all the right questions. In this episode, Ben and Nate give you seven questions you can use to choose not …

1
STS -- Ronak and Greg are back! 19:17

1y ago19:17

19:17

Ronak and Greg discuss where they've been the past week or so and what they've been up to. Throw in a couple references to Bezos, Jobs, Buffett. And hear us discuss thinking through a new startup idea and whether we will do anything about it. Join the newsletter -- thephysicianjobboard.substack.com

1
Is Real Estate Really For Doctors? 22:35

1y ago22:35

22:35

Doctors are smart and real estate is real but is real estate the right investment for real smart doctors? The answer is no. Listen in as Ben and Nate discuss the four reasons why physicians – at least those who want to focus on their marriages, their children and their practices – can just say NO to the problems, perils and broken promises of real …

المدونة الصوتية تستحق الاستماع

Physician Finance بودكاست

المدونة الصوتية تستحق الاستماع

1
Physician Family Financial Advisors Podcast; Personal Finance for Doctors with Children

W. Ben Utley and Nate Reineke

1
The Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal Finance

Gregory Hanson, MD, MPH & Ronak Parekh, MBA

1
Are we on track for retirement? 38:58

1
How will you invest my money? 26:47

1
Should I pay off my house with my inheritance? 23:19

1
Should I pay down debt or invest? 21:32

1
How should I choose a tax preparer? 17:09

1
Are Financial Advisors Worth it for Physicians? 29:52

1
Physician College Planning: What your colleagues are saying now 22:12

1
Demystifying Defined Benefit Plans with Courtenay Shipley 25:10

1
Physician Vacation Homes: Swipe right? Or left? 24:48

1
How Can Physicians Balance Their Health With Their Work And Family Lives? 31:11

1
Three Ways Physicians Can Get The Things That Money Cannot Buy 17:34

1
Good news for physicians planning for college 29:46

1
The wrong way to think about your physician inheritance 30:08

1
Open enrollment blunder costs physician $366,000 25:37

1
Your Old Physician 401k: Time Bomb or Treasure Chest? 35:29

1
Physician investing basics: what are ETFs? 29:20

1
Physician retirement planning sucks, now what? 33:51

1
Physician student loans, what should you do right now? 27:53

1
Tax loss harvesting: another hidden physician tax break 24:46

1
New baby? Take an inside look at real college planning 30:45

1
Flosonics CEO Joe Eibl 34:34

1
7 things physicians can do with extra money now 20:40

1
How doctors can spot bad target date funds 28:37

1
7 Questions to ask your next physician financial advisor 32:00

1
STS -- Ronak and Greg are back! 19:17

1
Is Real Estate Really For Doctors? 22:35

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