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Konten disediakan oleh W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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Physician retirement planning sucks, now what?

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Manage episode 378781598 series 2950605
Konten disediakan oleh W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Imagine a big sack of donuts. Now imagine a big stack of plywood.

What do these have in common?

They are stories Ben and Nate share on today’s show.

While every physician wants to be responsible with money, most physicians come to realize that retirement planning simply sucks.

It’s laborious, time consuming and overwhelming.

So what do you do?

Listen in to find out how you can have your cake and eat it too.

ARE YOU GETTING ALL THE TAX BREAKS YOU REALLY DESERVE?

To find out, get your copy of The Overtaxed Doctor's Retirement Investing Checklist at https://physicianfamily.com/go

GOT A QUESTION?

Write to us at podcast@physicianfamily.com.

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.

  continue reading

71 episode

Artwork
iconBagikan
 
Manage episode 378781598 series 2950605
Konten disediakan oleh W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Imagine a big sack of donuts. Now imagine a big stack of plywood.

What do these have in common?

They are stories Ben and Nate share on today’s show.

While every physician wants to be responsible with money, most physicians come to realize that retirement planning simply sucks.

It’s laborious, time consuming and overwhelming.

So what do you do?

Listen in to find out how you can have your cake and eat it too.

ARE YOU GETTING ALL THE TAX BREAKS YOU REALLY DESERVE?

To find out, get your copy of The Overtaxed Doctor's Retirement Investing Checklist at https://physicianfamily.com/go

GOT A QUESTION?

Write to us at podcast@physicianfamily.com.

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.

  continue reading

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