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Physician Family Financial Advisors Podcast

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...