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Hosted by Nate Reineke · 🇺🇸 US · EN · 175 episodes
Established thought leaders with verified media credentials.
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 managemen
Nate Reineke hosts Physician Family Finances Podcast, a business show with 175 episodes published.
When planning for your children's future education, a lack of an upfront state income tax deduction can make saving feel like a raw deal. Nate Reineke breaks down a question from a Florida surgeon tempted to skip 529 pla
When you need an extra bedroom and a bathroom remodel, it is incredibly easy to turn a lifestyle dilemma into a stressful math equation. Nate Reineke and Chelsea Jones look at a question from a double-doctor family in Vi
Our Summer Encore Series continues! We’re revisiting episode 138, where we chatted with Brian Leet about life insurance. Life insurance is becoming a standard benefit for employers to offer, but is the group policy enoug
Today we're going all the way back to episode 40. Do you remember that guy? The friendly insurance agent you met as a resident, back when you assumed everyone was as well-intentioned as doctors are. Your family was vulne
When you change jobs, a rollover rep may offer to help move your old retirement account, stressing how much control you'll have over your investment options in an IRA. But is that what this decision is really about? Nate
With summer starting, we wanted to revisit the hot topic of college! Enjoy this encore episode with College Admissions Counselor, Lorry Krone, M.A., C.A.C. As a physician parent, you went through more school than the ave
What would you do with an uninterrupted four-hour block of quiet time? Nate shares how a family flight to Hawaii turned into a deep dive into the wartime history of Vanguard and its legendary founder, Jack Bogle. Nate hi
When you're trying to execute a clean backdoor Roth IRA, having a completely empty Traditional IRA account feels like a green light. But does the IRS see it that way? Kyle Hoelzle and Chelsea Jones answer a critical ques
As a busy physician mom or dad, you put everything into your practice and your kids, meaning you want to make sure you're doing the absolute right thing with the money you earn. But when it comes to safeguarding your fam
Between managing a packed clinic and a chaotic home life, the last thing any physician needs is a financial statement that looks as cluttered as a playroom floor. Nate and Kyle tackle a question from a Washington dermato
It’s time to talk about the "cash itch,” that restless feeling doctors get when a healthy high-yield savings account starts to look like a missed opportunity. Nate Reineke and Chelsea Jones dive into a dilemma from a rad
As we head into Mother’s Day this weekend, we reflect on everything moms do for us. In today’s world, more and more parents are supporting their children for longer. Nate Reineke looks at the question “What should my kid
As we head into Mother’s Day this weekend, we reflect on everything moms do for us. In today’s world, more and more parents are supporting their children for longer. Nate Reineke looks at the question “What should my kid
When you’re sitting in the 37% tax bracket, the opportunity to shield more wealth from the IRS through a Mega Backdoor Roth feels like a no-brainer. But is the promise of tax-free growth worth the price of locking your m
Building on the momentum of your high-earning years can sometimes feel like a puzzle with missing pieces. When it comes to finding a home for your extra savings, it can seem like there are a million account types, and it
The transition from a high-earning career to retirement might hide a major—and expensive—cliff. When it comes to managing your health insurance after you stop practicing, it can seem like there are a million moving piece
If you’ve been working with a CPA this tax season, they may have recommended a cash balance plan. Generally, these plans can help docs like you save in taxes. Nate Reineke and Chelsea Jones look at one doctor in Californ
The end of a career brings a lot of transitions. After working for decades to be successful, you want to ensure your transition into retirement is smooth and that you aren’t missing any last-minute savings opportunities.
If you have a tax-inefficient portfolio, it can be like swimming with a giant t-shirt on. You can do it, but there is a lot of unnecessary drag. Nate Reineke and Kyle Hoelzle break down what tax drag in a portfolio means
Mortgage rates are on the move once again, and if you have an ARM that is coming up on a variable rate period, it may be time to consider changing your mortgage type. The answer to knowing if you should is easier than yo
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Physician Family Finances Podcast is hosted by Nate Reineke. The show is categorised under business (investing) and has published 175 episodes.
Physician Family Finances Podcast has published 175 episodes.
Physician Family Finances Podcast regularly covers business, investing, kids. It sits in the business category, with a investing focus.
Physician Family Finances Podcast is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
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Episodes of Physician Family Finances Podcast average 28 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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