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 Plannerâ„¢ 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

Recent Episodes

  • Should physicians pay off their mortgage or invest more before retiring ?

    3 days ago
  • How should physicians adjust their investments right before retirement

    1 week ago
  • Should we push hard now and slow down in our 50's

    2 weeks ago
  • Should we put all our resources toward our student loans?

    3 weeks ago
  • Am I eligible for a Solo 401k ?

    1 month ago
  • Should I open an ABLE account for my child with a disability?

    1 month ago
  • Pension or 403b: Which should I choose ?

    2 months ago
  • Should my taxable account mirror the investments in my Roth IRA?

    2 months ago
  • At what net worth should I begin a financial plan?

    2 months ago
  • What Insurance Strategies Should you Consider for your Future?

    2 months ago