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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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As a physician mom or dad, you put everything into your practice and your kids and you want to make sure you’ll have enough for retirement some day. But work and family soak up most of your time and energy, so the last thing you want to do is sit down and dig through the ever-changing world of investment options and tax laws to find out what you’re missing and figure out what to do with your extra money. Join hosts W. Ben Utley and Nate Reineke, two Certified Financial Planner™ professionals ...
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As millennials, we know that navigating the dating scene can be both exhilarating and challenging. Join us as we share humorous and heartfelt dating stories, discuss the impact of technology on modern relationships, and offer practical advice on building meaningful connections in the digital age. We'll also dive into the unique struggles and triumphs of being a millennial. From managing student loans and saving for the future to juggling multiple passions and side hustles, we'll explore the ...
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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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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 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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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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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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“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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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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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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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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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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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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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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This week, Jen has a shitlist about the suckiness of Halloween costumes and Carol makes a declaration. Why does China think it owns all the pandas? And yes, we're not so good at mathy word problems. Also, Jen tries again with spoooooky news. NOTE: This episode was recorded before the mass shooting in Lewiston, Maine. Which explains the absence of o…
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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…
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Carol's irritated by her work week with Jen despite perfectly reasonable explanations. What's up with the backlash with a middle school teacher just trying to make Health more fun? And buckle up for that old chestnut: That's Amore Quiz! Be sure to leave us a voice mail and maybe you'll hear yourself on the airs. 207-EL-TUNA1…
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Imagine a big sack of donuts. Now imagine a big stack of plywood. What do these have in common? They are stories Ben and Nate share on today’s show. While every physician wants to be responsible with money, most physicians come to realize that retirement planning simply sucks. It’s laborious, time consuming and overwhelming. So what do you do? List…
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Fake news. It’s everywhere and some people even believe it. Some unintentional fake news you have heard recently is that Public Service Loan Forgiveness is not real. In today's show, Ben and Nate share stories of real live physicians who have gotten real relief through the Public service loan forgiveness program. We break down the must-know news ab…
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Every physician wants to lower their tax bill. But, of all the best-known tax strategies for doctors that you may have heard about, which ones are both possible and worth your time? Tax loss harvesting just might be the winning answer for a mid-career physician. Listen in as Kyle and Nate discuss tax loss harvesting and if it’s right for you ARE YO…
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With a journey spanning two decades, James Gaddis has carved an indelible path through the diverse realms of media, journalism, and communication. Anchorage, Alaska, has been both his canvas and inspiration as he navigated the dynamic landscapes of television news, public relations, digital marketing, and more. From early roots in the heart of New …
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It's Carol's birthday and the ladies are talking about goals and the final wish of a dying woman. You'll be entertained by a behind-the-scenes look at how MSL creates those memorable Notable News sing-ins. Also, what Jorge doesn't know about his upcoming vacation can't hurt him...or could it? Be sure to check out Mom Swipes Left!…
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