Physician Family Finances Podcast

Physician Family Finances Podcast

Author: Nate Reineke Language: English Episodes: 100
Finding a clear path through financial planning feels uniquely challenging when your career is in medicine and your heart is at home with family. The Physician Family Finances Podcast exists in that specific, demanding space. Host Nate Reineke, alongside co-host Chelsea Jones, brings their experience as Certified Financial Planner™ professionals directly to conversations with physician parents. They understand the dual pressures of managing a practice, caring for kids, and making smart long-term decisions with your earnings. Each episode moves beyond generic advice to tackle the real questions you face, from navigating student loan strategies and investment options tailored to a physician's timeline to planning for retirement without sacrificing your family's present. This isn't about quick tips; it's about building a sustainable framework that aligns with your values and goals. Tune in for a candid, practical discussion that makes complex topics like tax laws and wealth building accessible, so you can gain confidence and clarity with your finances. The entire podcast is built on the principle that securing your future should feel like an achievable part of your life's work, not an overwhelming distraction from it.
Episodes
Should you increase stocks before retirement? [not-audio_url] [/not-audio_url]

Duration: 35:49
Episode Overview: In this milestone 80th episode of the Physician Family Financial Advisors podcast, Ben Utley and Nate Reineke celebrate their journey before addressing pressing financial questions from their listeners.…
Great income and a job I love but no balance - What should I do? [not-audio_url] [/not-audio_url]

Duration: 34:30
Episode Overview: In this episode, Ben Utley and Nate Reineke explore estate planning and work-life balance with a focus on the unique needs of physicians. They share strategies for securing your financial future while e…
Why does it feel like we don't make great money? [not-audio_url] [/not-audio_url]

Duration: 27:43
Episode Overview: In this episode, Nate Reineke and Ben Utley discuss financial strategies for high-earning physicians. They explore how a $50,000 inheritance could potentially support your child’s education through a 52…
Should I be taking more risk? [not-audio_url] [/not-audio_url]

Duration: 35:53
Episode Overview: In this episode, Nate Reineke and Ben Utley discuss socially responsible investing (SRI) and how physicians can align their investment choices with their values. They cover the importance of diversifica…
Tight on cash, where do I start saving first? [not-audio_url] [/not-audio_url]

Duration: 37:56
Episode Overview: In this episode, Nate Reineke and Ben Utley discuss financial planning tailored for physicians. They explore the challenges of high-performing stocks like Tesla and the tax implications of practice buy-…
Should I be more aggressive with my college investments? [not-audio_url] [/not-audio_url]

Duration: 27:18
Episode Overview: In this engaging episode, we explore the multifaceted aspects of financial planning designed specifically for physician families. Hosts Nate Reineke and Ben Utley share insights on navigating topics lik…
Should I put my cash in treasuries? [not-audio_url] [/not-audio_url]

Duration: 24:25
Episode Overview: In this episode of the Physician Family Financial Advisors podcast, hosts Nate Reineke and Ben Utley, both Certified Financial Planners, discuss financial strategies for physician families. They explore…
Should you contribute to your company’s cash balance plan? [not-audio_url] [/not-audio_url]

Duration: 32:25
Episode Overview: Join Nate Reineke and Ben Utley as they unveil insights into optimizing retirement and investment strategies tailored for self-employed physicians. This episode explores why a solo 401(k) might be more…
Are we on track for retirement? [not-audio_url] [/not-audio_url]

Duration: 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 inheri…
How will you invest my money? [not-audio_url] [/not-audio_url]

Duration: 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…

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