
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 | 143 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessKids & FamilyParentingInvesting | |||

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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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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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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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
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.
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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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