Physician Family Financial Advisors Podcast

You’ve been waiting for it all this time.
So here we are, on our 67th episode - here comes the shameless self promotion. 
Right? I mean what advisor doesnt think they are worth it.

Well not only do we believe we are worth it, we can prove it.
On today’s show, Nate and Ben share three ultra-simple moves that are so basic and so valuable that even super-smart physicians often miss out.
And this missing out costs you multiples of what...

Physician culture is a funny thing. Your colleagues may be thinking the same thing you’re thinking (about paying for college) but you would never know.

Well, we do.

As our in house college planning specialist, Nate Reineke has written college plans to help the physician moms and dad we serve send more than 300 children to college.

So maybe your colleagues don’t talk to you about college but we hear about it all the time.
At least t...

If something seems too good to be true, it probably is (not?)
When physicians hear that they could save tens of thousands of dollars in taxes by utilizing a Defined Benefit Plan for retirement saving, it sounds like a pipe dream.

Before you write this retirement savings tool off, think of it like this:
If something seems too good to be true, it probably is for most.
But if you are a high earning physician this tax savings dream cou...

Happy (somewhat belated) Valentine’s Day physician moms and dads.
Did you remember to make a date or buy your sweetie flowers?
If you failed it’s not too late, you can still buy them a vacation home!

But should you?

Whether they are dreaming of a house in the mountains or a condo on the beach, your colleagues often cite three reasons to tie the knot on a second home and only one will end in true love.

Listen in as Nate and Ben pla...

“If you don’t make time for your health now, you will be forced to make time for your illness later.”

You have heard quotes like this before but they don’t change the fact that it is difficult for physicians to make time for much of anything other than work and their family lives.

Listen in as Hannah Brandt - an expert in nutrition and helping busy physicians carve out time for a healthy lifes...

Money won’t buy you happiness.

You have all heard this before and by and large everyone agrees with this statement, yet for many physicians your actions say otherwise.

Listen in as Nate lays out how working with hundreds of physician families has shaped his thinking on what living an abundant life really means and how you can shift your perspective about money to actually start living one.

Remember the good old days?

I’m not talking about the days where teenagers consistently used words like “sir” and “ma’am”, I’m talking about when those teenagers could get away with paying for college with nothing but the income they earned from their summer jobs. 

While those days are gone, the College Board just came out with some good news about the rising cost of college. Listen in as Ben ...

Einstein famously said “Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn't … pays it.”

In today’s episode Nate and Ben discover that this compounding effect is not unique to your investments with money. It works the same way with your joy and ability to create memories early in your life. Listen in to find out how thinking about your physician inheritance ...

Did you brush your teeth today? Of course you did.

But did you actually think about what you were doing? Probably not.

Insurance open enrollment is like that. It’s something you do every year and you probably don’t think about it. In fact, you just might choose to do the same thing you did last year but that could cost you hundreds of thousands of dollars over the span of your career.

Read more