Are we on track for retirement?

Are we on track for retirement?

Author: Nate Reineke June 20, 2024 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 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 getting surprised with big tax bills, what am I doing wrong?

 

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.

 

Disclaimer: See marketing disclosures at www.physicianfamily.com/disclosures


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.
Author: Language: English Episodes: 100

Physician Family Finances Podcast
Podcast Episodes
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