Preview Mode Links will not work in preview mode

Physician Family Financial Advisors Podcast

Dec 20, 2023

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...


Dec 6, 2023

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...


Nov 15, 2023

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...


Nov 1, 2023

Imagine your physician Retirement Fund is one big pie. If you look closely, that pie will primarily be made of a physician 401k or 403b and the entire financial services industry wants a piece. If you’re not careful where the filling lands, you might cut them more than their fair share. Listen to Nate and Kyle...


Oct 18, 2023

Investing is a strange thing: the less you pay, the more you get.

And for physician investors, keeping more of what you earn means paying less taxes on your investments.

For the past three decades Exchange Traded Funds (ETFs) have made it easy for all investors to own a balanced, diversified, low cost, tax efficient...