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Artwork for Physician Family Finances Podcast

Physician Family Finances Podcast

Nate Reineke
Retirement Planning
Financial Planning
Work-Life Balance
Estate Planning
Wealth Accumulation
Income Management
Stress Management
Adjustable Rate Mortgages
Financial Independence
529 Plans
Investment Strategies
Tax Planning
Student Loans
Cash Balance Plans
Disability Insurance
College Investment Strategies
Taxes
Market Risks
Aging Parents Care
Home Investments

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

PublishesWeeklyEpisodes143Founded4 years ago
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BusinessKids & FamilyParentingInvesting

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Artwork for Physician Family Finances Podcast

Latest Episodes

If you are on track for retirement, college, have an emergency fund, have bought all your cars in cash, and check all the other planning boxes, but find yourself with extra cash, where is the best place to put it? It may seem like a simple math probl... more

The seasons have changed, and fall is coming to an end, which means the holidays are here! While Nate may not be the biggest fan of Thanksgiving food, he and Chelsea take some time to reflect on life and money lessons they are thankful to have learne... more

If you get a distribution from your 457, it may feel like income that you can do whatever with. This time of year, it may be tempting to spend it on a Christmas retreat or a New Year’s reset, but is that going to steal your retirement nest egg? Nate ... more

CAUTION: Tax season is quickly approaching. We know that it can be shocking to see a huge or unexpected tax bill, and this time of year, it seems like everyone is advertising a way to save. How can physicians like you know if these methods are legit ... more

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Recent Guests

Brian Leet
Expert in life and disability insurance specializing in services for physician families
Income Protection Advisor
Episode: #138 A Physician’s Guide to Life Insurance with Brian Leet, MBA, FLMI
Lawrence B. Keller
Specialist in disability insurance for physicians
Physician Financial Services
Episode: #131 Physicians' Guide to Disability Insurance with Lawrence B. Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF
Lorry Krone
College Admissions Counselor
Anderson and Krone College Admissions Advising
Episode: #127 A Physician Parent’s Guide to College Admissions with Lorry Krone, M.A., C.A.C
Ken Eremita
CPA from Los Angeles specializing in serving self-employed physicians
Episode: #126 One (More) Big Beautiful Episode with Ken Eremita, CPA
Kyle Hoelzle
Financial advisor specializing in retirement investing
Physician Family
Episode: Father’s Day Finances: Teaching the Value of Money and Hard Work to Physician Kids
Christine Roberts
Estate planning attorney with expertise in retirement plans and taxation
Mullen and Hensel
Episode: Probate & Protection: Christine Roberts, J.D. on Physician Estate Planning
Jordan Grumet
Physician, two-time author, and host of the Earn & Invest podcast
Episode: Cracking The Purpose Code with Jordan Grumet MD

Hosts

Nate Reineke
Certified Financial Planner™ professional and primary advisor specializing in financial planning for physician families. He empowers listeners by breaking down complex financial topics to help manage their investments and secure their financial future.
Ben Utley
Certified Financial Planner and Service Team Leader, providing expertise in financial planning particularly for the physician community.

Reviews

4.8 out of 5 stars from 31 ratings
  • Very informative!

    Such a great podcast. I love the way they break down complex questions in a way that’s very easy to understand.

    Apple Podcasts
    5
    Sigurdsdynasty
    United States5 months ago
  • Top-Notch Financial Advice

    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

    Apple Podcasts
    5
    RKW Main ITunes
    United States8 months ago
  • Helpful and reassuring

    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!

    Apple Podcasts
    5
    JMCinOK
    United States8 months ago
  • Great conversation

    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 !

    Apple Podcasts
    5
    ons2101
    United States8 months ago
  • 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.

    Apple Podcasts
    5
    Michael from California
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The financial advice provided is seen as highly practical and applicable, especially to families and professionals in the healthcare field.
Listeners appreciate the podcast for breaking down complex financial topics into easily understandable segments.
Many find the discussions relevant, particularly for those managing financial decisions within households, often praising the hosts' expertise.
Reviewers commend the hosts for their relatable approach and genuine care for their audiences' financial well-being.

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Talking Points

Recent interactions between the hosts and their guests.

#142 Holiday Splurge or Retirement Nest Egg? What Should Doctors Do With 457 Distributions
Q: What should I do with my distribution from my 457 account?
It's important to treat the distribution as retirement money and reinvest the proceeds rather than spending it outright.
#142 Holiday Splurge or Retirement Nest Egg? What Should Doctors Do With 457 Distributions
Q: Should we consider taking more than just the Required Minimum Distribution from our inherited IRA to avoid a spike in taxable income later?
Yes, you should consider taking more out if you have a low tax bracket to fill, as it helps to manage future tax liabilities effectively.
#142 Holiday Splurge or Retirement Nest Egg? What Should Doctors Do With 457 Distributions
Q: Should we slow down saving for our children's college education because we're ahead?
No, it is advised to continue saving until you reach your goal. Early contributions lead to better growth, and having a cushion is beneficial for potential market corrections.
#143 Giving Thanks for Money Lessons Learned and Answering Physician Questions
Q: What do you think about buying a rental property from in-laws?
Generally, it's not a good investment for busy physicians unless they can find great deals.
#143 Giving Thanks for Money Lessons Learned and Answering Physician Questions
Q: Should I have an HSA?
If you have qualifying coverage and don't require frequent doctor visits, you should get a high deductible plan with an HSA for tax advantages.

Audience Metrics

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Frequently Asked Questions About Physician Family Finances Podcast

What is Physician Family Finances Podcast about and what kind of topics does it cover?

Targeting physician parents, the content focuses on empowering them with essential financial knowledge and tools necessary for long-term financial security. It addresses critical topics such as investment strategies, tax laws, retirement planning, and estate planning, emphasizing the unique financial challenges faced by medical professionals juggling family and career responsibilities. Listeners can expect practical insights into wealth management, budgeting, and risk management, all tailored to meet their specific needs. The approach is educational yet relatable, providing actionable advice that helps physicians navigate the intricacies of personal finance while maintaining their professional commitments and family life.

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Which podcasts are similar to Physician Family Finances Podcast?

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. Bogleheads On Investing Podcast
5. Earn & Invest

How many episodes of Physician Family Finances Podcast are there?

Physician Family Finances Podcast launched 4 years ago and published 143 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Physician Family Finances Podcast?

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What guests have appeared on Physician Family Finances Podcast?

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

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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