Apr 17, 2024
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...
Apr 3, 2024
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...
Mar 20, 2024
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...
Mar 6, 2024
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...
Feb 21, 2024
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...