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Physician Family Finances PodcastAuthor: Nate Reineke
Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join Nate Reineke and Chelsea Jones, seasoned Certified Financial Planner professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Through our podcast, we provide expert financial advice tailored to physicians, covering essential topics such as wealth management, retirement savings, tax-efficient investing, and estate planning. Gain valuable insights into wealth accumulation strategies, investment strategies, and asset allocation techniques to optimize your financial portfolio. Enhance your financial literacy with practical budgeting tips and learn how to set and achieve long-term financial goals. Discover effective risk management strategies to protect your assets and ensure a secure future for your family. Whether you're planning for retirement, saving for your children's education, or considering estate planning options, our podcast offers actionable advice to help you make informed decisions. Explore college savings plans, retirement income strategies, and specialized financial planning for physicians to maximize your financial well-being and investment. Subscribe now to our podcast to access guidance on navigating the complex world of finance and visit https://physicianfamily.com/podcast to learn more about how we can help you achieve financial peace of mind and secure your future investments See Marketing Disclosure at www.physicianfamily.com/disclosures Language: en Genres: Business, Investing, Kids & Family, Parenting Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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#155 Taking Care Of Aging Parents And Saving For Retirement: How Doctors Can Balance Both
Wednesday, 18 February, 2026
Your parents have supported your goals and dreams your whole life, and now that they are growing older, you want to help care for them. The predicament many physicians face is how to balance giving money to their parents and save enough for retirement. Nate Reineke and Chelsea Jones discuss some changes you can make to accomplish this goal and how trade-offs are inevitable. We also answer your colleagues’ questions. Cardiologist in Texas says, “I am a W2 employee but I have $100k of additional 1099 income. Should I open a SEP IRA or a Solo 401k?” Dermatologist In Florida asks, “My spouse makes $500k/year. Is it worth it for me to take a job that makes $80k/year while my children are pre-teen?” A Urologist in New York wonders, “If I am going to be in a high tax bracket in retirement, and I’m in a high tax bracket now, should I put money in a Roth or taxable account instead of making pre-tax contributions?” Are you ready to turn worries about taxes and investing into all the money you need for college and retirement? It’s time to make a plan and get on track. To find out if we’re a match visit physicianfamily.com and click get started or, you can ask a question of your own by emailing podcast@physicianfamily.com. See marketing disclosures at physicianfamily.com/disclosures
