Jul 9, 2021
Physician moms and dads: wouldn't it be sweet if there was a podcast made just for you? We hope this is it. Welcome to the Physician Family Financial Advisors Podcast, where we turn today’s worries about money into a comfortable feeling of financial security to last you and your family a lifetime. As CERTIFIED FINANCIAL PLANNER™ professionals, we are here to answer your questions about how to become financially secure. And as parents, we are here to help you raise financially responsible children. In this first episode, we talk about exactly which doctors should listen and what makes us qualified to cover these important issues. You'll also Find out why we became financial advisors. how we're leading our clients and our own families into the financial world and what you can do to join us on this journey. Got questions about taxes, investing, extra money, retirement, college or raising kids with money? Your colleagues do, too. Listen to the questions we'll answer for them or submit a question of your own by emailing podcast@physicianfamily.com or by leaving a question on the Physician Family Answer Line at (503) 308-8733. We hope you'll enjoy the show!
ASK US A QUESTION
Email podcast@physicianfamily.com or call the Physician Family Answer Line at (503) 308-8733.
IN THIS EPISODE
[ 0:33 ] Why Ben and Nate created the podcast.
[ 1:22 ] Ben’s work experience, how he got started as a financial advisor for physicians and started his firm Physician Family Financial Advisors.
[ 5:17 ] The questions they typically receive from their clients.
[ 5:43 ] Why Nate chose to join the Physician Family Financial Advisors firm and his background as a financial advisor.
[ 11:05 ] What makes Ben and Nate qualified as financial advisors for physicians and their families?
[ 14:18] What kind of physician this podcast is specifically focused on.
[ 18:07 ] How listeners can submit questions for the Physician Family Financial Advisors Podcast to answer.
NOTICE
Physician Family Financial Advisors Inc., a registered investment advisor, has reasonable belief that the information and content as a whole does not include any false or materially misleading statements or omissions of facts regarding services, investments, or client experience. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account the specific situation or objectives of individuals and is not intended as recommendations appropriate for all individuals. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.