Physician Family Finances Podcast

By Nate Reineke

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Category: Investing

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Subscribers: 3
Reviews: 1
Episodes: 168

slcronin
 Apr 9, 2025
great, sensible financial advice and answers to common financial questions, geared toward physicians and their specific financial issues.

Description

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 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

Episode Date
#169 Is Physician Workplace Insurance Enough to Protect Your Family?
May 27, 2026
#168 Why Your Physician Portfolio Doesn't Need to Be Busy
May 20, 2026
#167 Are Physicians Itchy About High-Yield Savings Accounts?
May 13, 2026
#166 Physician Mothers Need To Put On Their Oxygen Mask First
May 06, 2026
#165 Does Tax-Free Growth Beat Liquidity for Docs?
Apr 29, 2026
#164 Extra, Extra: Hear All About Where Docs Can Keep Extra Savings
Apr 22, 2026
#163 Physician Retirement Health Insurance: Lower Your Income or Jump Off the Cliff?
Apr 15, 2026
#162 Do Cash Balance Plans Help Physicians Balance What’s Paid In Taxes?
Apr 08, 2026
#161 The Physician’s Final Sprint: Balancing IRA Contributions with a Mid-Year Retirement
Apr 01, 2026
#160 Taxes are a drag. How can physicians cut the weight?
Mar 25, 2026
#159 How Do Doctors Know When To Break Their ARM?
Mar 18, 2026
#158 What Should Doctors Upgrade Right Before Moving
Mar 11, 2026
#157 Paying Off A Mortgage And Saving For Retirement: How Physicians Can Balance Both
Mar 04, 2026
#156 What is a Mega Backdoor Roth, And When Should Doctors Use One?
Feb 25, 2026
#155 Taking Care Of Aging Parents And Saving For Retirement: How Doctors Can Balance Both
Feb 18, 2026
#154 Doctor Dilemma: Pension Plan or Higher Compensation
Feb 11, 2026
#153 Doctors Preparing for Retirement: What Changes Near the Finish Line?
Feb 04, 2026
#152 A Physician's PE Dilemma: Cross the Finish Line or Another Lap?
Jan 28, 2026
#151 Signing Bonus or Forgivable Loan: What Should Doctors Do With the Money
Jan 21, 2026
#150 Should Doctors Wait to Close on a New House?
Jan 14, 2026
#149 Three Ways Physicians Can Still Get The Things That Money Cannot Buy
Jan 07, 2026
#148 New Year, New 401K Catch-Up Contribution Rules for Doctors
Dec 31, 2025
#147 What End-of-Year Tax Breaks Should Physicians Utilize?
Dec 24, 2025
#146 Are Mega Backdoor Roths Mega Awesome for Doctors?
Dec 17, 2025
#145 Should Doctors Refinance a Mortgage Less Than a Year After Buying?
Dec 10, 2025
#144 Invest or Reduce A Mortgage: What’s the Best Option for Docs With Extra Cash
Dec 03, 2025
#143 Giving Thanks for Money Lessons Learned and Answering Physician Questions
Nov 26, 2025
#142 Holiday Splurge or Retirement Nest Egg? What Should Doctors Do With 457 Distributions
Nov 19, 2025
#141 How Can Doctors Save in a More Tax-Efficient Way as Tax Season Approaches?
Nov 12, 2025
#140 Managing Risk and Staying on Target: When Should Doctors Pay Capital Gains?
Nov 05, 2025
#139 This or That: What Retirement Plan Should Physicians Choose?
Oct 29, 2025
#138 A Physician’s Guide to Life Insurance with Brian Leet, MBA, FLMI
Oct 22, 2025
#137 Should Physicians Have a Whole Life Policy?
Oct 15, 2025
#136 Municipal Bonds: Physician Brokerage Account Superhero or Just Another Asset?
Oct 08, 2025
#135 W-2 or 1099: Are the Tax Savings Actually Worth It for Doctors?
Oct 01, 2025
#134 PSLF: History, Changes, and Where the Program Stands Now for Physicians
Sep 24, 2025
#133 Dependent Care FSA: Time Suck or Tax Saver for Doctors?
Sep 17, 2025
#132 Should Physicians Own AI Stock?
Sep 10, 2025
#131 Physicians' Guide to Disability Insurance with Lawrence B. Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF
Sep 03, 2025
#130 Retirement Spending Done Right: What Should Physicians Spend First?
Aug 27, 2025
#129 Will a Summer Splurge Spoil Physicians' Savings Plans?
Aug 20, 2025
#128 Physicians’ Investment Sundae: Minor IRAs, Form 8606 & Other Common Investing Missteps
Aug 13, 2025
#127 A Physician Parent’s Guide to College Admissions with Lorry Krone, M.A., C.A.C
Aug 06, 2025
#126 One (More) Big Beautiful Episode with Ken Eremita, CPA
Jul 30, 2025
#125 Should Physicians Bother with a Backdoor Roth Right Before Retirement?
Jul 23, 2025
#124 One Big Beautiful Episode: What Physicians Need to Know About the New Budget Bill
Jul 16, 2025
#123: Tax Saving Strategies for Physician Parents with Ken Eremita, CPA
Jul 09, 2025
Kevin M.D Featuring Ben Utley: How Physicians Can Find True Happiness Beyond Wealth
Jul 02, 2025
Should physicians hire their spouses? Fishy or fine?
Jun 25, 2025
Father’s Day Finances: Teaching the Value of Money and Hard Work to Physician Kids
Jun 18, 2025
Probate & Protection: Christine Roberts, J.D. on Physician Estate Planning
Jun 11, 2025
529 Saving Surprises: What Can Physicians Do With an Overflowing College Fund?
Jun 04, 2025
Exterminating Emergencies: How can Physicians cover unexpected expenses
May 28, 2025
Fishing for Conversions: Physician Mistakes on Backdoor Roth Accounts
May 21, 2025
From Scrubs to Shrubs: A Doctor’s Guide to Financing a Home
May 14, 2025
Physicians, Flowers, and 403(b)s: A Mother’s Day Finance Chat
May 07, 2025
Doctor dad’s dilemma: Juggling Kids' Activities and Retirement Reality
Apr 30, 2025
Is tax-loss harvesting a bad idea for physician investors?
Apr 23, 2025
Market goes bananas: What should physicians do?
Apr 16, 2025
Right before retirement, what should physicians buy?
Apr 09, 2025
Physicians ask: Does PSLF still work?
Apr 02, 2025
Investing with a Deadline: What's a Doctor's Best Move?
Mar 26, 2025
Physicians still confused about backdoor Roth basics
Mar 19, 2025
How much DO physicians spend ? And save ?
Mar 12, 2025
Becoming a Physician Mom Again in your 40's! Now what?
Mar 05, 2025
Physician forever home mortgage, why not pay points?
Feb 26, 2025
Physicians ask, "What if Trump…?"
Feb 19, 2025
What Physicians Should Think About Funding Their 529 plan
Feb 12, 2025
Turning Quarterly Physician Bonuses Into Monthly Savings
Feb 05, 2025
What is the best college savings goal for doctors ?
Jan 29, 2025
Can Donor Advised Funds Cut Doctors Taxes Twice ?
Jan 22, 2025
What will the biggest physician financial question be for 2025
Jan 15, 2025
Cracking The Purpose Code with Jordan Grumet MD
Jan 08, 2025
Interest Rates: What doctors need to know now
Dec 18, 2024
How Much Crypto Should Doctors Own?
Dec 11, 2024
Can Physicians with Chronic Conditions Benefit from HSA?
Dec 04, 2024
Why should physicians own bonds?
Nov 27, 2024
Should physicians who plan to work as long as possible have an aggressive investment portfolio?
Nov 20, 2024
Should physicians pay off their mortgage or invest more before retiring ?
Nov 13, 2024
How should physicians adjust their investments right before retirement
Nov 06, 2024
Should we push hard now and slow down in our 50's
Oct 30, 2024
Should we put all our resources toward our student loans?
Oct 23, 2024
Am I eligible for a Solo 401k ?
Oct 16, 2024
Should I open an ABLE account for my child with a disability?
Oct 09, 2024
Pension or 403b: Which should I choose ?
Oct 02, 2024
Should my taxable account mirror the investments in my Roth IRA?
Sep 25, 2024
At what net worth should I begin a financial plan?
Sep 18, 2024
What Insurance Strategies Should you Consider for your Future?
Sep 11, 2024
Are adjustable rate mortgages right for you?
Sep 04, 2024
Should you increase stocks before retirement?
Aug 28, 2024
Great income and a job I love but no balance - What should I do?
Aug 21, 2024
Why does it feel like we don't make great money?
Aug 14, 2024
Should I be taking more risk?
Aug 07, 2024
Tight on cash, where do I start saving first?
Jul 31, 2024
Should I be more aggressive with my college investments?
Jul 24, 2024
Should I put my cash in treasuries?
Jul 17, 2024
Should you contribute to your company’s cash balance plan?
Jul 10, 2024
Are we on track for retirement?
Jun 20, 2024
How will you invest my money?
Jun 05, 2024
Should I pay off my house with my inheritance?
May 15, 2024
Should I pay down debt or invest?
May 01, 2024
How should I choose a tax preparer?
Apr 17, 2024
Are Financial Advisors Worth it for Physicians?
Apr 03, 2024
Physician College Planning: What your colleagues are saying now
Mar 20, 2024
Demystifying Defined Benefit Plans with Courtenay Shipley
Mar 06, 2024
Physician Vacation Homes: Swipe right? Or left?
Feb 21, 2024
How Can Physicians Balance Their Health With Their Work And Family Lives?
Feb 07, 2024
Three Ways Physicians Can Get The Things That Money Cannot Buy
Jan 18, 2024
Good news for physicians planning for college
Dec 20, 2023
The wrong way to think about your physician inheritance
Dec 06, 2023
Open enrollment blunder costs physician $366,000
Nov 15, 2023
Your Old Physician 401k: Time Bomb or Treasure Chest?
Nov 01, 2023
Physician investing basics: what are ETFs?
Oct 18, 2023
Physician retirement planning sucks, now what?
Oct 04, 2023
Physician student loans, what should you do right now?
Sep 20, 2023
Tax loss harvesting: another hidden physician tax break
Sep 06, 2023
New baby? Take an inside look at real college planning
Aug 16, 2023
7 things physicians can do with extra money now
Aug 02, 2023
How doctors can spot bad target date funds
Jul 19, 2023
7 Questions to ask your next physician financial advisor
Jul 05, 2023
Is Real Estate Really For Doctors?
Jun 21, 2023
Is Physician Happiness Even A Thing?
Jun 07, 2023
Financial Freedom: Do Doctors Actually Retire Early?
May 17, 2023
Exploring Physician Mom Guilt with Sandra Rood M.D.
May 03, 2023
Physician 401k, Right or Roth?
Apr 19, 2023
Why Do Physicians Get Big Surprise Tax Bills?
Apr 05, 2023
What is the best investment for VA & military doctors?
Mar 15, 2023
Tax free, investing for physicians just got more interesting
Mar 01, 2023
VUL-nerable No More: Unwinding Variable Universal Life Insurance for Doctors
Feb 15, 2023
Sexy Financial Planning for Physician Families
Feb 01, 2023
Why is Physician Tax Advice SO Broken?
Jan 18, 2023
Why NOT Choose Physician Family Financial Advisors
Jan 04, 2023
The Physician Retirement Time Machine
Dec 21, 2022
The Simple Truth About College Savings for Doctors
Dec 07, 2022
Three New Tax Mistakes Doctors Will Make in 2023
Nov 16, 2022
Should Physicians STOP Investing Now?
Nov 02, 2022
Physician Retirement: How to Double Your Money in Half the Time
Oct 19, 2022
The Single Best Tax Deduction for Physicians Might be the HSA
Oct 05, 2022
How Much Life Insurance Do Doctors Really Need?
Sep 21, 2022
How to Save Huge Taxes with a Cash Balance Plan for Physicians
Sep 07, 2022
What Every Physician Should Know About I-Bonds
Aug 24, 2022
The Eternal Physician, What if you never ever retire?
Aug 10, 2022
Are UTMAs a no-no for physician mommies and daddies?
Jul 27, 2022
10 Tips and Traps for the Relocating Physician
Jul 13, 2022
Your First Physician Mortgage: How does it work?
Jun 29, 2022
Why Physicians Should NOT Refinance Student Loans
Jun 15, 2022
Changing Jobs: How To Make Your Physician Family Work Better
Jun 01, 2022
S.A.F.E. Money: Your Physician Family Emergency Fund
May 18, 2022
Index Funds: Better investing for overtaxed doctors
May 04, 2022
Backdoor Roth: Tax-Free Retirement for Doctors
Apr 20, 2022
What are most physicians doing about college?
Apr 06, 2022
Should doctors buy Bitcoin?
Mar 23, 2022
How should physicians prepare for a disability?
Mar 09, 2022
What should doctor's do with an extra $1,000,000?
Feb 23, 2022
Should doctors give their kids money?
Feb 09, 2022
How can doctors improve their financial marriage?
Jan 26, 2022
How much should doctors save for retirement?
Jan 12, 2022
Should doctors bother to set financial goals?
Dec 29, 2021
Which doctors should NOT use a financial advisor?
Dec 15, 2021
Should doctors have a budget?
Dec 01, 2021
Should doctors invest for passive income?
Nov 17, 2021
Should I rescue my child from money mistakes?
Nov 02, 2021
Is PSLF worth it for an attending physician?
Oct 19, 2021
How can I make my child start saving money?
Oct 05, 2021
How much house should I buy as a doctor?
Sep 21, 2021
Should physicians set themselves on FIRE?
Jul 14, 2021
When should I start teaching my kids about money?
Jul 14, 2021
Who should listen to the Physician Family Financial Advisors Podcast?
Jul 09, 2021