
Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join Nate Reineke and Chelsea Jones, seasoned Certified Financial Planner™ professionals, on a mission to empower physician par... more
| Publishes | Weekly | Episodes | 169 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingKids & FamilyBusinessParenting | |||

When you're trying to execute a clean backdoor Roth IRA, having a completely empty Traditional IRA account feels like a green light. But does the IRS see it that way? Kyle Hoelzle and Chelsea Jones answer a critical question from a Pediatric Endocrin... more
As a busy physician mom or dad, you put everything into your practice and your kids, meaning you want to make sure you're doing the absolute right thing with the money you earn. But when it comes to safeguarding your family’s future, is the life and ... more
Between managing a packed clinic and a chaotic home life, the last thing any physician needs is a financial statement that looks as cluttered as a playroom floor. Nate and Kyle tackle a question from a Washington dermatologist who is tired of seeing ... more
It’s time to talk about the "cash itch,” that restless feeling doctors get when a healthy high-yield savings account starts to look like a missed opportunity. Nate Reineke and Chelsea Jones dive into a dilemma from a radiologist in Texas who’s wonder... more
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Such a great podcast. I love the way they break down complex questions in a way that’s very easy to understand.
Having worked with a variety of financial advisors over the years, I can say that Ben Utley is the most experienced, holistically-oriented, and well-informed FP that I have worked with. He has sharp insight into the minds and work worlds of physicians, yet the topics discussed in these podcasts are usually applicable to all investors, young and old, and particularly those with families. These podcasts move briskly and are not lengthy, yet provide a great deal of practical insights. Nate’s a grea... more
This podcast is very helpful and informative. The episodes cover questions that people have about retirement, saving, and paying for college. I appreciate the honest and thoughtful approach to these topics. Highly recommend!
I have been listening to Ben and Nate for a long time now. I have know Ben for more than 10 years now as a client. This podcast is great to listen (I listen on the way to work). Turns out most physicians have very similar questions and concerns - and this podcast does a great job to answer those questions and provides a lot of insight for personal finance. Would highly recommend that you follow this podcast !
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.
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The show focuses on practical personal finance strategies tailored to physician families, covering retirement planning, college savings, tax optimization, investment choices, and estate planning. Across episodes, the hosts answer listener questions with real-world scenarios, emphasize balancing short-term moves with long-term goals, and frequently discuss mortgage decisions, retirement accounts, and specialized planning for physicians. A standout theme is translating complex financial concepts into actionable steps for busy clinicians and their families, with clear comparisons of accounts, investment vehicles, and debt strategies to help listeners make informed decisions.
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These podcasts share a similar audience with Physician Family Finances Podcast:
1. Money Meets Medicine
2. White Coat Investor Podcast
3. The Passive Income MD Podcast
4. Point Me To First Class
5. Frequent Miler on the Air
Physician Family Finances Podcast launched 5 years ago and published 169 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Physician Family Finances Podcast include:
1. Brian Leet
2. Lawrence B. Keller
3. Lorry Krone
4. Ken Eremita
5. Kyle Hoelzle
6. Christine Roberts
7. Jordan Grumet
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