Happy 4th of July! Summer vacation is in full swing, but that doesn’t mean financial planning is taking time off. Even though Ben and Nate are taking a much-deserved break, podcasts can’t miss a week. This week is a special episode of Physician Family Finances. It features the guest appearance Ben Utley made on Kevin M.D. In this episode, Ben and Kevin talk about how physicians can find true happiness beyond wealth. They explore how doctors can escape the pressure of paying off debt while maintaining relationships with their families, define what “enough money” actually means, and find balance between financial success and personal fulfillment.

Ben also wrote an article to accompany this episode! It can be found here.

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

Some tax strategies are fishier than others. This week, you’ll hear about how things are going with Nate and his son’s development as a fisherman, and we’ll also tackle a somewhat fishy 401(k) question: can you, or SHOULD you, hire your spouse for your 401(k)? Like a fresh-caught fish, it’s a slippery question with a tricky answer. You can also catch answers to your colleagues' questions from Ben Utley and Nate Reineke.

Practice Buy-in: An Orthopedic surgeon in Oregon is anticipating a cash call buy-in and wants to know where they should get the funds from.

Social Security: An Oregon Urologist is turning 70 in about 6 months (Happy early birthday). He wants to know if he can apply for Social Security even though he is still working.

401 (k) changes: A listener emailed with a 401 (k) question. Their 401(k) is changing from the more typical ETFs to a collective trust fund, and they want to know the pros and cons of this.

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/disclosure

To a child, a father is often their first hero and is always one of their first teachers. Parenting doesn’t come with an instruction manual or a training period, so it can be easy to feel like you’re flying, or rather parenting, blind. In this special Father’s Day episode, Nate Reineke and Kyle Hoelzle chat about how they are raising their kids to understand the value of money, why delayed gratification can be a good thing, how hard work pays off, and the importance of saving. They also play a round of “teach me like I’m 5,” where they break down complicated financial terms, like credit and investing, in a way their 5-year-olds can understand.

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