Physician Family Financial Advisors Podcast

Physician Family Financial Advisors Podcast

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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 W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Through our podcast, we provide expert financial advice tailored to physicians, covering essential topics such as wealth management, retirement savings, tax-efficient investing, and estate planning. Gain valuable insights into wealth accumulation strategies, investment strategies, and asset allocation techniques to optimize your financial portfolio. Enhance your financial literacy with practical budgeting tips and learn how to set and achieve long-term financial goals. Discover effective risk management strategies to protect your assets and ensure a secure future for your family. Whether you’re planning for retirement, saving for your children’s education, or considering estate planning options, our podcast offers actionable advice to help you make informed decisions. Explore college savings plans, retirement income strategies, and specialized financial planning for physicians to maximize your financial well-being and investment. Subscribe now to our podcast to access guidance on navigating the complex world of finance and visit https://physicianfamily.com/podcast to learn more about how we can help you achieve financial peace of mind and secure your future investments See Marketing Disclosure at www.physicianfamily.com/disclosures

Recent Episodes

  • #124 One Big Beautiful Episode: What Physicians Need to Know About the New Budget Bill

    6 days ago
  • #123: Tax Saving Strategies for Physician Parents with Ken Eremita, CPA

    2 weeks ago
  • Kevin M.D Featuring Ben Utley: How Physicians Can Find True Happiness Beyond Wealth

    3 weeks ago
  • Should physicians hire their spouses? Fishy or fine?

    4 weeks ago
  • Father’s Day Finances: Teaching the Value of Money and Hard Work to Physician Kids

    1 month ago
  • Probate & Protection: Christine Roberts, J.D. on Physician Estate Planning

    1 month ago
  • 529 Saving Surprises: What Can Physicians Do With an Overflowing College Fund?

    2 months ago
  • Exterminating Emergencies: How can Physicians cover unexpected expenses

    2 months ago
  • Fishing for Conversions: Physician Mistakes on Backdoor Roth Accounts

    2 months ago
  • From Scrubs to Shrubs: A Doctor’s Guide to Financing a Home

    2 months ago