Episodes 170
Avg. Duration 26m
Activity Highly Active
Apple Rating 4.9 (26)
Since Jul 2021
Latest Episode Jun 2026

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Publishing Details

Schedule
Weekly
Format
Episodic
Consistency
100%
Hosting
app.kajabi.com

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About This Podcast

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

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Recent Episodes

S1 #171 Is Vanguard Really the Gold Standard for Physician Families?

Jun 10, 2026 18m

What would you do with an uninterrupted four-hour block of quiet time? Nate shares how a family flight to Hawaii turned into a deep dive into the wartime history of Vanguard and its legendary…

S1 #170 The Coffee & Cream Trap: Why "Empty" IRAs Can Still Trigger a Massive Tax Bill

Jun 03, 2026 27m

When you're trying to execute a clean backdoor Roth IRA, having a completely empty Traditional IRA account feels like a green light. But does the IRS see it that way? Kyle Hoelzle and Chelsea Jones…

S1 #169 Is Physician Workplace Insurance Enough to Protect Your Family?

May 27, 2026 32m

As a busy physician mom or dad, you put everything into your practice and your kids, meaning you want to make sure you're doing the absolute right thing with the money you earn. But when it comes to…

S1 #168 Why Your Physician Portfolio Doesn't Need to Be Busy

May 20, 2026 27m

Between managing a packed clinic and a chaotic home life, the last thing any physician needs is a financial statement that looks as cluttered as a playroom floor. Nate and Kyle tackle a question from…

S1 #167 Are Physicians Itchy About High-Yield Savings Accounts?

May 13, 2026 26m

It’s time to talk about the "cash itch,” that restless feeling doctors get when a healthy high-yield savings account starts to look like a missed opportunity. Nate Reineke and Chelsea Jones dive into…

S1 #166 Physician Mothers Need To Put On Their Oxygen Mask First

May 06, 2026 18m

As we head into Mother’s Day this weekend, we reflect on everything moms do for us. In today’s world, more and more parents are supporting their children for longer. Nate Reineke looks at the…

S1 #166 Physician Mothers Need To Put On Their Oxygen Mask First

May 06, 2026 18m

As we head into Mother’s Day this weekend, we reflect on everything moms do for us. In today’s world, more and more parents are supporting their children for longer. Nate Reineke looks at the…

S1 #165 Does Tax-Free Growth Beat Liquidity for Docs?

Apr 29, 2026 27m

When you’re sitting in the 37% tax bracket, the opportunity to shield more wealth from the IRS through a Mega Backdoor Roth feels like a no-brainer. But is the promise of tax-free growth worth the…

S1 #164 Extra, Extra: Hear All About Where Docs Can Keep Extra Savings

Apr 22, 2026 27m

Building on the momentum of your high-earning years can sometimes feel like a puzzle with missing pieces. When it comes to finding a home for your extra savings, it can seem like there are a million…

S1 #163 Physician Retirement Health Insurance: Lower Your Income or Jump Off the Cliff?

Apr 15, 2026 34m

The transition from a high-earning career to retirement might hide a major—and expensive—cliff. When it comes to managing your health insurance after you stop practicing, it can seem like there are a…

S1 #162 Do Cash Balance Plans Help Physicians Balance What’s Paid In Taxes?

Apr 08, 2026 38m

If you’ve been working with a CPA this tax season, they may have recommended a cash balance plan. Generally, these plans can help docs like you save in taxes. Nate Reineke and Chelsea Jones look at…

S1 #161 The Physician’s Final Sprint: Balancing IRA Contributions with a Mid-Year Retirement

Apr 01, 2026 18m

The end of a career brings a lot of transitions. After working for decades to be successful, you want to ensure your transition into retirement is smooth and that you aren’t missing any last-minute…

S1 #160 Taxes are a drag. How can physicians cut the weight?

Mar 25, 2026 34m

If you have a tax-inefficient portfolio, it can be like swimming with a giant t-shirt on. You can do it, but there is a lot of unnecessary drag. Nate Reineke and Kyle Hoelzle break down what tax drag…

S1 #159 How Do Doctors Know When To Break Their ARM?

Mar 18, 2026 22m

Mortgage rates are on the move once again, and if you have an ARM that is coming up on a variable rate period, it may be time to consider changing your mortgage type. The answer to knowing if you…

S1 #158 What Should Doctors Upgrade Right Before Moving

Mar 11, 2026 26m

The housing market seems to be heating up again as mortgage rates start to come down. If you’re planning a move, it can be hard to determine what upgrades to do on a house that will actually have a…

S1 #157 Paying Off A Mortgage And Saving For Retirement: How Physicians Can Balance Both

Mar 04, 2026 20m

Interest rates are coming down again. You may find yourself asking, should I pay off my 5% mortgage aggressively or invest more for retirement? Nate Reineke looks at how each option may benefit…

S1 #156 What is a Mega Backdoor Roth, And When Should Doctors Use One?

Feb 25, 2026 27m

If you plan to hit your 401K contribution limit for the year, but see that you can still add money through “after-tax contributions,” you may be wondering if that is a Mega Backdoor Roth and, more…

S1 #155 Taking Care Of Aging Parents And Saving For Retirement: How Doctors Can Balance Both

Feb 18, 2026 30m

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…

S1 #154 Doctor Dilemma: Pension Plan or Higher Compensation

Feb 11, 2026 29m

Valentine's Day is right around the corner, and love is in the air! If there’s one thing most people love, it’s receiving a great job offer. Even better is when you get more than one. But job offers…

S1 #153 Doctors Preparing for Retirement: What Changes Near the Finish Line?

Feb 04, 2026 33m

You’ve worked and saved your whole career to have the best retirement possible. Now that you are close to retirement, what actually needs to change? Nate Reineke and Chelsea Jones answer questions…

Frequently Asked Questions

How many episodes does Physician Family Finances Podcast have?

Physician Family Finances Podcast has published 170 episodes since July 2021, covering topics in Business, Education.

Is Physician Family Finances Podcast still active?

Physician Family Finances Podcast is currently highly active with new episodes weekly. Average episode length is 26m.

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