Your kids are growing up fast. That means more activities to keep track of on top of all your other commitments. How can you juggle being there for your family and working enough to save for retirement? Listen in as Nate Reineke and Ben Utley provide some tips on how to keep all the balls in the air while still planning for the future.
We also answer your colleagues' questions.
Retirement Investing: An ENT from Kansas City who is moving and changing jobs wants to know what we think of some advice they got from a local planner about rolling a 401(k) into an IRA.
Family planning: A surgeon in Connecticut is “financially nesting” as they prepare for a third child at the end of July. They ask what they can do now to prepare financially.
Tax Mistakes: A New Jersey Neurosurgeon was recently shocked by a big tax bill and is wondering if using a Roth 401(K) is a good idea.
Are you ready to turn worries about taxes and investing into all the money you need for college and retirement? It’s time to make a plan and get on track. To find out if we’re a match visit physicianfamily.com and click get started or, you can ask a question of your own by emailing podcast@physicianfamily.com.
See marketing disclosures at physicianfamily.com/disclosures
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