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Physician Family Financial Advisors Podcast

Jul 19, 2023

Good medicine requires a good treatment plan for each patient and the tools needed to implement it. But what do you do when your most efficient tool is broken?

 

Listen in as Nate asks Kyle what to do when you have a sound treatment plan for your investments - target date investing - but the target date funds in your...


Jul 5, 2023

Have you ever hired a babysitter? You know, someone you trust to love and care for your child while you’re away?

 

Well, hiring a financial advisor is a lot like that. If you’re looking for a new financial advisor, you’ll undoubtedly want to ask all the right questions. In this episode, Ben and Nate give you seven...