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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. Throug ...
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Welcome to *Children First Family Law*, a podcast dedicated to transforming the way families navigate the challenging landscape of divorce. In an industry too often focused on litigation, financial battles, and a war-like approach, we advocate for a radical shift in priorities—putting the well-being of children at the forefront. Join us as we explore how to handle divorce in a way that protects children from the collateral damage of parental conflict and legal battles. We offer resources, in ...
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The Nick Blevins Family Ministry Podcast is where you can hear from top leaders in children’s ministry, student ministry and family ministry. You’ll learn the principles and practices they use to lead families with the goal of helping you maximize the potential in your ministry. For more content and notes, head to nickblevins.com.
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In this episode, Nate and Ben discuss the crucial financial decision physicians face when choosing between pension plans and 403(b) retirement plans. They explain the nuances of each option, emphasizing the impact these choices can have on long-term financial stability. The discussion addresses common concerns about retirement savings, tax implicat…
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In this episode, Nate and Ben dive into the specific considerations that physician families should take into account regarding investment strategies. They discuss whether taxable accounts should reflect the asset allocation of Roth IRAs, the intricacies of life insurance needs, and the importance of proactive identity protection. The hosts also sha…
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At what net worth should you begin a financial plan? Nate and Ben tackle this critical question, along with other financial challenges faced by physician families, including investment opportunities, insurance needs, and managing unexpected financial situations. Drawing on real-life conversations with physicians, they provide practical insights int…
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In this episode, Nate and Ben discuss various financial situations and questions from physician families, focusing on investment strategies, insurance options, and effective management of inherited assets. Key Points: - Investing $700,000: The hosts address a question from an OB-GYN who has $700,000 in their bank account. They emphasize the importa…
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Send us a text Today’s episode is a summing up of the topic Unnatural Deaths in Children. This is not the end of the topic but rather a summarisation of the reasons why one could conclude that there was no justice for children in the Norman Era. The conclusion here I propose is that although the scales of Lady Justice were skewed, somehow, amidst t…
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In this episode, Nate and Ben explore essential financial topics for physician families, including the management of inherited assets and considerations for insurance coverage. The conversation also touches on investment strategies and mortgage options relevant in today's climate. Key Points: - Consolidating Inherited Accounts: Consolidation of inh…
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In this milestone 80th episode of the Physician Family Financial Advisors podcast, Nate Reineke and Ben Utley celebrate their journey with some lighthearted banter before diving into pressing financial questions from their listeners. They cover key topics like maximizing health savings accounts (HSAs) under COBRA, the best practices for rebalancing…
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A new MP3 sermon from Providence Baptist Church is now available on SermonAudio with the following details: Title: "Protecting our Children" Subtitle: "Protecting Our Children" Speaker: Pastor Kyle Pope Broadcaster: Providence Baptist Church Event: Sunday - AM Date: 8/25/2024 Bible: Proverbs 4:10-27 Length: 45 min.…
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In this enlightening episode, we delve into the world of estate planning and work-life balance specifically tailored for physicians. We cover essential strategies to secure your financial future while maintaining a fulfilling personal life. Learn about the crucial differences between wills and trusts, the importance of durable power of attorney, he…
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Welcome to *Children First Family Law*, a podcast dedicated to transforming the way families navigate the challenging landscape of divorce. In an industry too often focused on litigation, financial battles, and a war-like approach, we advocate for a radical shift in priorities—putting the well-being of children at the forefront. Join us as we explo…
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In this new episode, we dive deep into financial strategies that can help secure your family's future, especially for high-earning physicians. Discover how a $50,000 inheritance can be a game-changer for your child’s education when invested in a 529 plan. We also explore how to efficiently manage large cash reserves in business accounts to optimize…
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In this episode, we dive deep into the realm of socially responsible investing (SRI) and how physicians can align their investment portfolios with their personal values. We explore the core principles of SRI, including the pros and cons of avoiding investments in controversial industries like tobacco and firearms, and discuss the potential for a te…
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In this new episode, we delve into the nuanced world of financial planning tailored specifically for physicians. We tackle the intricate challenges and opportunities that come with high-performing stocks like Tesla, navigate the complexities of tax implications associated with practice buy-in loans, and explore robust investment strategies perfect …
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In this insightful episode, we delve into the multifaceted world of financial planning for physician families. Hosts Nate Reineke and Ben Utley provide expert advice on navigating home building, real estate transactions, and investment strategies, all tailored to the unique needs of medical professionals. From addressing the emotional and financial…
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In this episode of the Physician Family Financial Advisors podcast, hosts Nate Reineke and Ben Utley, both Certified Financial Planners, delve into a variety of financial strategies tailored specifically for physician families. They explore how to maximize the safety and returns on extra cash by examining different investment options such as U.S. T…
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Find the secrets to optimizing your retirement and investment strategies with our latest episode! Discover why solo 401(k) might outshine SEP IRAs for self-employed physicians, especially if backdoor Roth conversions are on your radar. We'll also guide you through the critical decision-making process around contributing to 457(B) plans, dissecting …
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On today’s episode we answer more of your questions! Are we on track for retirement? My mom and dad need a little help with money - how much can I help? Is now the right time to upgrade in house? Another physician inheritance: what should I do with my extra money? I am looking at hiring a financial advisor, what questions should I ask them? I keep …
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Send us a text We continue our journey into unnatural deaths of children in the Norman era. We will delve into the act of filicide and its legal repercussions, and the impact if any on the welfare of the childrenBertha Belmore
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On today's episode we answer YOUR questions! Should I stop contributing to my taxable account and 529s if we are going to move in a year? How much can we contribute to our grandchildren's 529 accounts without going over the gift limit? How much does college cost? If I go with Physician Family and you manage my accounts, how will you invest my money…
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How do I use my 529 to pay for college? Should I make regular 529 withdrawals or can I leave the 529 money in the account growing tax free as long as possible? I received a large inheritance, should I pay off my 2.5% mortgage? Should I count on merit based scholarships? Should I let my 1-year CD rollover at Alliant or move it to a cash reserves acc…
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In this episode, Andrew Snead spends time unpacking his journey from youth into children's ministry and how his passions have aligned in both areas. Andrew also shares the key focuses of River Valley Kids and the importance they place on trying new things that involve kids! Andrew Snead Connect with Porfirio by Email | Phone: 612.619.5404 The Volun…
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On today’s show… Is it finally time to pay off my student loans? I make $700,000 a year and I want my spouse to work..am I wrong? Should I put my college money in cash or 529s? Did my $2M home purchase derail my retirement? Am I putting too much in my 529? New city, new job. Can I wait a while to start saving for retirement while everything is in f…
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On today’s show… • How do I choose the right tax preparer? • Why didn’t my automatic payment come out for my mortgage? • Should we move closer to our parents? • Should I count on hitting my RVUs? • Should I buy into my surgery center? • I am 10-years from retirement, should I cancel my life and DI insurance? • How do we combine finances in my secon…
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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 sup…
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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 col…
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