Mom Swipes Left is a weekly podcast with two middle-aged women who can’t seem to grow up. In defiance of aging and conformity, they talk about everything, swipe right on nothing, and are always up for something.
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Believer Morgan's Mom Life Transformation Strategist Author of MAN MIGHT Speaker
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Physician Family Financial Advisors Podcast; Personal Finance for Doctors with Children
W. Ben Utley and 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 W. Ben Utley and Nate Reineke, 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. Throug ...
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Should you contribute to your company’s cash balance plan?
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Find the secrets to optimizing your retirement and investment strategies with our latest episode! Discover why solo 401(k) might outshine SEP IRAs for self-employed physicians, especially if backdoor Roth conversions are on your radar. We'll also guide you through the critical decision-making process around contributing to 457(B) plans, dissecting …
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On today’s episode we answer more of your questions! Are we on track for retirement? My mom and dad need a little help with money - how much can I help? Is now the right time to upgrade in house? Another physician inheritance: what should I do with my extra money? I am looking at hiring a financial advisor, what questions should I ask them? I keep …
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On today's episode we answer YOUR questions! Should I stop contributing to my taxable account and 529s if we are going to move in a year? How much can we contribute to our grandchildren's 529 accounts without going over the gift limit? How much does college cost? If I go with Physician Family and you manage my accounts, how will you invest my money…
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Should I pay off my house with my inheritance?
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23:19
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How do I use my 529 to pay for college? Should I make regular 529 withdrawals or can I leave the 529 money in the account growing tax free as long as possible? I received a large inheritance, should I pay off my 2.5% mortgage? Should I count on merit based scholarships? Should I let my 1-year CD rollover at Alliant or move it to a cash reserves acc…
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On today’s show… Is it finally time to pay off my student loans? I make $700,000 a year and I want my spouse to work..am I wrong? Should I put my college money in cash or 529s? Did my $2M home purchase derail my retirement? Am I putting too much in my 529? New city, new job. Can I wait a while to start saving for retirement while everything is in f…
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On today’s show… • How do I choose the right tax preparer? • Why didn’t my automatic payment come out for my mortgage? • Should we move closer to our parents? • Should I count on hitting my RVUs? • Should I buy into my surgery center? • I am 10-years from retirement, should I cancel my life and DI insurance? • How do we combine finances in my secon…
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Are Financial Advisors Worth it for Physicians?
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You’ve been waiting for it all this time. So here we are, on our 67th episode - here comes the shameless self promotion. Right? I mean what advisor doesnt think they are worth it. Well not only do we believe we are worth it, we can prove it. On today’s show, Nate and Ben share three ultra-simple moves that are so basic and so valuable that even sup…
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Physician College Planning: What your colleagues are saying now
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Physician culture is a funny thing. Your colleagues may be thinking the same thing you’re thinking (about paying for college) but you would never know. Well, we do. As our in house college planning specialist, Nate Reineke has written college plans to help the physician moms and dad we serve send more than 300 children to college. So maybe your col…
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Demystifying Defined Benefit Plans with Courtenay Shipley
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If something seems too good to be true, it probably is (not?) When physicians hear that they could save tens of thousands of dollars in taxes by utilizing a Defined Benefit Plan for retirement saving, it sounds like a pipe dream. Before you write this retirement savings tool off, think of it like this: If something seems too good to be true, it pro…
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Physician Vacation Homes: Swipe right? Or left?
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Happy (somewhat belated) Valentine’s Day physician moms and dads. Did you remember to make a date or buy your sweetie flowers? If you failed it’s not too late, you can still buy them a vacation home! But should you? Whether they are dreaming of a house in the mountains or a condo on the beach, your colleagues often cite three reasons to tie the kno…
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Yep, you read that right. Say goodbye to Mom Swipes Left. For now. This week, we thank all the people who made these last five years worthwhile.
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This week, Jen is on a tear about fruits, vegetables, and vegans. A noteworthy Animal News warns of the impending thumbed-dolphin apocalypse, and who knew fish could beat box? Also, movies that seem to bring nothing that bad luck. Be sure to call us at (207) EL-TUNA1 and tell us what you think of our big reveal.…
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How Can Physicians Balance Their Health With Their Work And Family Lives?
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“If you don’t make time for your health now, you will be forced to make time for your illness later.” You have heard quotes like this before but they don’t change the fact that it is difficult for physicians to make time for much of anything other than work and their family lives. Listen in as Hannah Brandt - an expert in nutrition and helping busy…
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The ladies are back! This week, Carol explains why she helped her elderly mother adopt a cat that will, no doubt, cause a broken hip. Why toddlers are dumber than animals and meet the man who sold his genitals for $1,500. Also, Real Musical Or Not: The Quiz! Be sure to call us at (207) EL-TUNA1.
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Sorry people, Shit's hit the fan. We'll be back next week, god willing.
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There's a terrible snowstorm and Jen and Carol are forced to take the show to the phone. This week, what's up with the herpes monkeys of Florida, and why are men so cocky? Also, if a woman fakes an orgasm and no one hears, does it even matter? Be sure to call us at (207) EL-TUNA1.
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Three Ways Physicians Can Get The Things That Money Cannot Buy
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Money won’t buy you happiness. You have all heard this before and by and large everyone agrees with this statement, yet for many physicians your actions say otherwise. Listen in as Nate lays out how working with hundreds of physician families has shaped his thinking on what living an abundant life really means and how you can shift your perspective…
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It's that time of year and the ladies are feeling antsy. This week, a game of "Real Children's Book or Not" sparks some true creativity. Stay tuned. Also, what makes a Vietnamese headache so dangerous and how much shit would you sift through to recover cash? Be sure to contact us at (207) EL-TUNA1!
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Episode 256 Promo
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Jen and Carol are finally back to ring in the new year! This week, the ladies discuss their annual "Dead List" and move on to newly banned words for 2024. Why are there so many pastas? And why should you give the cold shoulder to that lunch you packed? Be sure to call us at (207) EL-TUNA1!
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Good news for physicians planning for college
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Remember the good old days? I’m not talking about the days where teenagers consistently used words like “sir” and “ma’am”, I’m talking about when those teenagers could get away with paying for college with nothing but the income they earned from their summer jobs. While those days are gone, the College Board just came out with some good news about …
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It's a jam packed episode with the official MSL White Trash Holiday Beano card reveal! Be sure to find it on our website. Jen and Carol talk to Seth, the guy they accidentally cock-blocked, and then they attempt a love connection. Also, an 80s quiz that screams "Tits" and "Ass". Call us on our phone at (207) EL-TUNA1.…
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Episode 254 Promo
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Episode 253: Portrait of an Old Woman on a Cell Phone
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35:48
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This week, Carol and Joel have a public confession, and Jen's feelings are hurt by Sharon. What makes the ladies so grinchy? And who doesn't laugh at "Spotted Dick"? Also, if you thought some of MSL's games were stupid, wait until you hear the "Superlative Quiz". Be sure to call us at (207) EL-TUNA1.…
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Episode 253 Promo
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The wrong way to think about your physician inheritance
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Einstein famously said “Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn't … pays it.” In today’s episode Nate and Ben discover that this compounding effect is not unique to your investments with money. It works the same way with your joy and ability to create memories early in your life. Listen in…
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A grievance with a fan leaves Jen reeling, and Carol is physically shaken by a fly in the colon. Why don't people play golf the way God intended? And why aren't pantyhose less porous? Also, the ladies play a game guessing the names of animal gangs. Be sure to leave us a message at (207) EL-TUNA1!
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Episode 252 Promo
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This week, Jen and Carol are horrified by how their favorite Thanksgiving side dishes are being maligned on social media. Why are mating balls such a bad idea? And why did UPS name their biggest hiring day after a clogged toilet? Also, we play "I like my men/women like I like my..." with traveling fan Clint! Don't miss out on the first 2023 install…
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This week the ladies are celebrating their semiquincentennial episode! And what better way to celebrate than talking with Sharon about the pork? Why do nose sores hurt so hard? Also, what's with all the cloacas? Cloacae? Be sure to call us at 207-EL-TUNA1.
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Episode 250 Promo
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Open enrollment blunder costs physician $366,000
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Did you brush your teeth today? Of course you did. But did you actually think about what you were doing? Probably not. Insurance open enrollment is like that. It’s something you do every year and you probably don’t think about it. In fact, you just might choose to do the same thing you did last year but that could cost you hundreds of thousands of …
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This week, Jen and Carol fail to add anything important or interesting to the discussion of the Lewiston shooting that happened down the road. Be warned: ass breath may contain peanuts. Also, we are totally in love with Oobah Butler and want him to be our friend. Be sure to give us a call at (207) EL-TUNA1 and give us your what-for.…
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Episode 249 Promo
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Your Old Physician 401k: Time Bomb or Treasure Chest?
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35:29
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Imagine your physician Retirement Fund is one big pie. If you look closely, that pie will primarily be made of a physician 401k or 403b and the entire financial services industry wants a piece. If you’re not careful where the filling lands, you might cut them more than their fair share. Listen to Nate and Kyle discuss how to keep more 401k money fo…
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