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Physician investing basics: what are ETFs?

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Manage episode 380167099 series 2950605
Content provided by W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Investing is a strange thing: the less you pay, the more you get.

And for physician investors, keeping more of what you earn means paying less taxes on your investments.

For the past three decades Exchange Traded Funds (ETFs) have made it easy for all investors to own a balanced, diversified, low cost, tax efficient portfolio.

But what are ETFs and how can you use them?

Listen in as Ben and Nate discuss some ETFs basics and explain why physicians should own them today.

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

90 episodes

Artwork
iconShare
 
Manage episode 380167099 series 2950605
Content provided by W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Investing is a strange thing: the less you pay, the more you get.

And for physician investors, keeping more of what you earn means paying less taxes on your investments.

For the past three decades Exchange Traded Funds (ETFs) have made it easy for all investors to own a balanced, diversified, low cost, tax efficient portfolio.

But what are ETFs and how can you use them?

Listen in as Ben and Nate discuss some ETFs basics and explain why physicians should own them today.

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

90 episodes

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