All Episodes
Physician Family Finances Podcast — 166 episodes
#167 Are Physicians Itchy About High-Yield Savings Accounts?
#166 Physician Mothers Need To Put On Their Oxygen Mask First
#165 Does Tax-Free Growth Beat Liquidity for Docs?
#164 Extra, Extra: Hear All About Where Docs Can Keep Extra Savings
#163 Physician Retirement Health Insurance: Lower Your Income or Jump Off the Cliff?
#162 Do Cash Balance Plans Help Physicians Balance What’s Paid In Taxes?
#161 The Physician’s Final Sprint: Balancing IRA Contributions with a Mid-Year Retirement
#160 Taxes are a drag. How can physicians cut the weight?
#159 How Do Doctors Know When To Break Their ARM?
#158 What Should Doctors Upgrade Right Before Moving
#157 Paying Off A Mortgage And Saving For Retirement: How Physicians Can Balance Both
#156 What is a Mega Backdoor Roth, And When Should Doctors Use One?
#155 Taking Care Of Aging Parents And Saving For Retirement: How Doctors Can Balance Both
#154 Doctor Dilemma: Pension Plan or Higher Compensation
#153 Doctors Preparing for Retirement: What Changes Near the Finish Line?
#152 A Physician's PE Dilemma: Cross the Finish Line or Another Lap?
#151 Signing Bonus or Forgivable Loan: What Should Doctors Do With the Money
#150 Should Doctors Wait to Close on a New House?
#149 Three Ways Physicians Can Still Get The Things That Money Cannot Buy
#148 New Year, New 401K Catch-Up Contribution Rules for Doctors
#147 What End-of-Year Tax Breaks Should Physicians Utilize?
#146 Are Mega Backdoor Roths Mega Awesome for Doctors?
#145 Should Doctors Refinance a Mortgage Less Than a Year After Buying?
#144 Invest or Reduce A Mortgage: What’s the Best Option for Docs With Extra Cash
#143 Giving Thanks for Money Lessons Learned and Answering Physician Questions
#142 Holiday Splurge or Retirement Nest Egg? What Should Doctors Do With 457 Distributions
#141 How Can Doctors Save in a More Tax-Efficient Way as Tax Season Approaches?
#140 Managing Risk and Staying on Target: When Should Doctors Pay Capital Gains?
#139 This or That: What Retirement Plan Should Physicians Choose?
#138 A Physician’s Guide to Life Insurance with Brian Leet, MBA, FLMI
#137 Should Physicians Have a Whole Life Policy?
#136 Municipal Bonds: Physician Brokerage Account Superhero or Just Another Asset?
#135 W-2 or 1099: Are the Tax Savings Actually Worth It for Doctors?
#134 PSLF: History, Changes, and Where the Program Stands Now for Physicians
#133 Dependent Care FSA: Time Suck or Tax Saver for Doctors?
#132 Should Physicians Own AI Stock?
#131 Physicians' Guide to Disability Insurance with Lawrence B. Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF
#130 Retirement Spending Done Right: What Should Physicians Spend First?
#129 Will a Summer Splurge Spoil Physicians' Savings Plans?
#128 Physicians’ Investment Sundae: Minor IRAs, Form 8606 & Other Common Investing Missteps
#127 A Physician Parent’s Guide to College Admissions with Lorry Krone, M.A., C.A.C
#126 One (More) Big Beautiful Episode with Ken Eremita, CPA
#125 Should Physicians Bother with a Backdoor Roth Right Before Retirement?
#124 One Big Beautiful Episode: What Physicians Need to Know About the New Budget Bill
#123: Tax Saving Strategies for Physician Parents with Ken Eremita, CPA
Kevin M.D Featuring Ben Utley: How Physicians Can Find True Happiness Beyond Wealth
Should physicians hire their spouses? Fishy or fine?
Father’s Day Finances: Teaching the Value of Money and Hard Work to Physician Kids
Probate & Protection: Christine Roberts, J.D. on Physician Estate Planning
529 Saving Surprises: What Can Physicians Do With an Overflowing College Fund?
Exterminating Emergencies: How can Physicians cover unexpected expenses
Fishing for Conversions: Physician Mistakes on Backdoor Roth Accounts
From Scrubs to Shrubs: A Doctor’s Guide to Financing a Home
Physicians, Flowers, and 403(b)s: A Mother’s Day Finance Chat
Doctor dad’s dilemma: Juggling Kids' Activities and Retirement Reality
Is tax-loss harvesting a bad idea for physician investors?
Market goes bananas: What should physicians do?
Right before retirement, what should physicians buy?
Physicians ask: Does PSLF still work?
Investing with a Deadline: What's a Doctor's Best Move?
Physicians still confused about backdoor Roth basics
How much DO physicians spend ? And save ?
Becoming a Physician Mom Again in your 40's! Now what?
Physician forever home mortgage, why not pay points?
Physicians ask, "What if Trump…?"
What Physicians Should Think About Funding Their 529 plan
Turning Quarterly Physician Bonuses Into Monthly Savings
What is the best college savings goal for doctors ?
Can Donor Advised Funds Cut Doctors Taxes Twice ?
What will the biggest physician financial question be for 2025
Cracking The Purpose Code with Jordan Grumet MD
Interest Rates: What doctors need to know now
How Much Crypto Should Doctors Own?
Can Physicians with Chronic Conditions Benefit from HSA?
Why should physicians own bonds?
Should physicians who plan to work as long as possible have an aggressive investment portfolio?
Should physicians pay off their mortgage or invest more before retiring ?
How should physicians adjust their investments right before retirement
Should we push hard now and slow down in our 50's
Should we put all our resources toward our student loans?
Am I eligible for a Solo 401k ?
Should I open an ABLE account for my child with a disability?
Pension or 403b: Which should I choose ?
Should my taxable account mirror the investments in my Roth IRA?
At what net worth should I begin a financial plan?
What Insurance Strategies Should you Consider for your Future?
Are adjustable rate mortgages right for you?
Should you increase stocks before retirement?
Great income and a job I love but no balance - What should I do?
Why does it feel like we don't make great money?
Should I be taking more risk?
Tight on cash, where do I start saving first?
Should I be more aggressive with my college investments?
Should I put my cash in treasuries?
Should you contribute to your company’s cash balance plan?
Are we on track for retirement?
How will you invest my money?
Should I pay off my house with my inheritance?
Should I pay down debt or invest?
How should I choose a tax preparer?
Are Financial Advisors Worth it for Physicians?
Physician College Planning: What your colleagues are saying now
Demystifying Defined Benefit Plans with Courtenay Shipley
Physician Vacation Homes: Swipe right? Or left?
How Can Physicians Balance Their Health With Their Work And Family Lives?
Three Ways Physicians Can Get The Things That Money Cannot Buy
Good news for physicians planning for college
The wrong way to think about your physician inheritance
Open enrollment blunder costs physician $366,000
Your Old Physician 401k: Time Bomb or Treasure Chest?
Physician investing basics: what are ETFs?
Physician retirement planning sucks, now what?
Physician student loans, what should you do right now?
Tax loss harvesting: another hidden physician tax break
New baby? Take an inside look at real college planning
7 things physicians can do with extra money now
How doctors can spot bad target date funds
7 Questions to ask your next physician financial advisor
Is Real Estate Really For Doctors?
Is Physician Happiness Even A Thing?
Financial Freedom: Do Doctors Actually Retire Early?
Exploring Physician Mom Guilt with Sandra Rood M.D.
Physician 401k, Right or Roth?
Why Do Physicians Get Big Surprise Tax Bills?
What is the best investment for VA & military doctors?
Tax free, investing for physicians just got more interesting
VUL-nerable No More: Unwinding Variable Universal Life Insurance for Doctors
Sexy Financial Planning for Physician Families
Why is Physician Tax Advice SO Broken?
Why NOT Choose Physician Family Financial Advisors
The Physician Retirement Time Machine
The Simple Truth About College Savings for Doctors
Three New Tax Mistakes Doctors Will Make in 2023
Should Physicians STOP Investing Now?
Physician Retirement: How to Double Your Money in Half the Time
The Single Best Tax Deduction for Physicians Might be the HSA
How Much Life Insurance Do Doctors Really Need?
How to Save Huge Taxes with a Cash Balance Plan for Physicians
What Every Physician Should Know About I-Bonds
The Eternal Physician, What if you never ever retire?
Are UTMAs a no-no for physician mommies and daddies?
10 Tips and Traps for the Relocating Physician
Your First Physician Mortgage: How does it work?
Why Physicians Should NOT Refinance Student Loans
Changing Jobs: How To Make Your Physician Family Work Better
S.A.F.E. Money: Your Physician Family Emergency Fund
Index Funds: Better investing for overtaxed doctors
Backdoor Roth: Tax-Free Retirement for Doctors
What are most physicians doing about college?
Should doctors buy Bitcoin?
How should physicians prepare for a disability?
What should doctor's do with an extra $1,000,000?
Should doctors give their kids money?
How can doctors improve their financial marriage?
How much should doctors save for retirement?
Should doctors bother to set financial goals?
Which doctors should NOT use a financial advisor?
Should doctors have a budget?
Should doctors invest for passive income?
Should I rescue my child from money mistakes?
Is PSLF worth it for an attending physician?
How can I make my child start saving money?
How much house should I buy as a doctor?
When should I start teaching my kids about money?
Should physicians set themselves on FIRE?
Who should listen to the Physician Family Financial Advisors Podcast?