Best W Ben Utley Podcasts (2024)

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553. The Burnout Solution w/ Ben Utley 55:19

23d ago55:19

55:19

Feeling burned-out at work? At life? We discuss the root causes of burnout and moral injury with Ben Utley who is a CFP and team leader at Physician Family Financial Advisors. We compare and contrast this phenomenon in medicine and corporate America and Ben offers solutions. Learn more about your ad choices. Visit megaphone.fm/adchoices…

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561. Fear, Obligation, Guilt: The Movie w/ Alex Anderson 56:14

14h ago56:14

56:14

Alex Anderson, a comedian, wrote a very serious movie about family estrangement and the idea of going "no contact" with a family member. We discuss his new movie, FOG, and delve into how he went from comedian to filmmaker. We also delve into the finances of movie production. This Episode is Sponsored by: Monarch Money: Monarch is the top-rated, all…

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At what net worth should I begin a financial plan? 29:33

2d ago29:33

29:33

At what net worth should you begin a financial plan? Nate and Ben tackle this critical question, along with other financial challenges faced by physician families, including investment opportunities, insurance needs, and managing unexpected financial situations. Drawing on real-life conversations with physicians, they provide practical insights int…

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560. How to Retire w/ Christine benz 47:23

4d ago47:23

47:23

Christine Benz is one of the foremost retirement researchers who works for Morningstar. Her new book, How to Retire, is a deep dive into what retirement should look like financially, physically, and emotionally. Her book highlights interviews with some of the most studied retirement experts. This Episode is Sponsored by: Monarch Money: Monarch is t…

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559. High Earners, Not Rich Ever w/ Tae Kim 51:41

8d ago51:41

51:41

We talk with Tae Kim, creator of the Financial Tortoise YouTube channel, and the ten dumb things that high income earners do with their money. We chat about the difference between rich and wealthy and how to navigate the two expertly. What mistakes have you made with your spending and how did you recover? This Episode is Sponsored by: Monarch Money…

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What Insurance Strategies Should you Consider for your Future? 33:31

2d ago33:31

33:31

In this episode, Nate and Ben discuss various financial situations and questions from physician families, focusing on investment strategies, insurance options, and effective management of inherited assets. Key Points: - Investing $700,000: The hosts address a question from an OB-GYN who has $700,000 in their bank account. They emphasize the importa…

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558. Is FIRE Still Possible in 2024 w/ Millennial Revolution 52:37

11d ago52:37

52:37

We chat with Canada's youngest retirees Kristy Shen and Bryce Leung from the ever-popular website Millennial Revolution. Is FIRE still possible is 2024 with inflation, political unrest, and the fallout of our COVID economy? Kristy and Bryce run the numbers and come up with some interesting conclusions. This Episode is Sponsored by: Monarch Money: M…

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557. Beware of the Dopamine Cartel w/ Fritz Gilbert 51:52

15d ago51:52

51:52

Today we discuss, with Fritz from the Retirement Manifesto, what has been called the dopamine cartel. This episode explores how our quick dopamine hit culture may bee leading to depression and anxiety both in our finances as well as everything else. Maybe more and faster is not necessarily better. This Episode is Sponsored by: Monarch Money: Monarc…

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Are adjustable rate mortgages right for you? 31:35

16d ago31:35

31:35

In this episode, Nate and Ben explore essential financial topics for physician families, including the management of inherited assets and considerations for insurance coverage. The conversation also touches on investment strategies and mortgage options relevant in today's climate. Key Points: - Consolidating Inherited Accounts: Consolidation of inh…

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556. If You Dream of Being an Author: Listen to This w/ Henry Neff 1:05:56

11d ago1:05:56

1:05:56

Henry Neff is a corporate consultant turned teacher who is the author and illustrator of several acclaimed fantasy novels including his most recent: The Witchstone. We discuss how he became an author and the business and numbers behind a book deal. If you have ever dreamed of being an author, this episode is for you. Learn more about your ad choice…

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555. Cuban Drove a Clunker, Should You? (Community Episode) 53:11

15d ago53:11

53:11

In this community episode we talk with Kyle Collins and Joe Saul-Sehy about some very specific advice from Mark Cuban. We chat about a Benziga article in which Cuban describes his early financial proclivity for cheap cars and frugality. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Jordan Grumet (Doc G)

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Should you increase stocks before retirement? 35:49

23d ago35:49

35:49

In this milestone 80th episode of the Physician Family Financial Advisors podcast, Nate Reineke and Ben Utley celebrate their journey with some lighthearted banter before diving into pressing financial questions from their listeners. They cover key topics like maximizing health savings accounts (HSAs) under COBRA, the best practices for rebalancing…

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554. How to Destroy Terministic Screens w/ Mark Matson 1:02:26

18d ago1:02:26

1:02:26

In this broad ranging conversation with author and financial advisor Mark Matson, we talk terministic screens and academic based investing strategies. He describes how his family escaped poverty and what we can all learn from his experiences. His book is Experiencing The American Dream: How to Invest Your Time, Energy, and Money to Create an Extrao…

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Great income and a job I love but no balance - What should I do? 34:30

1M ago34:30

34:30

In this enlightening episode, we delve into the world of estate planning and work-life balance specifically tailored for physicians. We cover essential strategies to secure your financial future while maintaining a fulfilling personal life. Learn about the crucial differences between wills and trusts, the importance of durable power of attorney, he…

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552. How to Master Lifestyle Creep w/ Joel Larsgaard and Matt Altmix 1:06:14

26d ago1:06:14

1:06:14

There are so many reasons to spend more money today than you did five years ago. Whether gross economic inflation vs personal lifestyle inflation, it's important to keep track of your budget. On this episode, Joel and Matt from How to Money join us as we delve into spending growth. Learn more about your ad choices. Visit megaphone.fm/adchoices…

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551. You're Not Spending Enough (Rewind) w/ Brandon Ganch and Nick Maggiulli 58:18

29d ago58:18

58:18

Do we have a problem with over saving? Well, if you are part of the portion of the population who actually has a retirement portfolio, then yes, you probably are. We discuss with Nick Maggiulli and Brandon Ganch their article on MAD FIENTIST. Be sure to click over the article to look at the heat chart and go more in depth. Learn more about your ad …

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Why does it feel like we don't make great money? 27:43

1M ago27:43

27:43

In this new episode, we dive deep into financial strategies that can help secure your family's future, especially for high-earning physicians. Discover how a $50,000 inheritance can be a game-changer for your child’s education when invested in a 529 plan. We also explore how to efficiently manage large cash reserves in business accounts to optimize…

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550. More Than You'll Ever Need (Rewind) w/ Mike Piper 57:56

1M ago57:56

57:56

Can you ever have too much money? More than you will ever need? What do you do then? We talk with Mike Piper in this rewind episode about his new book More Than Enough. We discuss prudent financial moves when you have enough to take care of your own immediate needs. We also delve into giving in the most financially impactful way. Learn more about y…

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549, How to Diffuse Your Ticking Tax Time Bomb w/ Ed Slott 1:05:08

1M ago1:05:08

1:05:08

Whether you like it or not, you probably have a ticking tax time bomb that will wreak havoc on your finances if you don't take the time to diffuse it. We discuss with IRA expert, Ed Slott, how to keep more of your money now and leave more for your heirs. His new book is The Retirement Savings Time Bomb Ticks Louder: How to Avoid Unnecessary Tax Lan…

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Should I be taking more risk? 35:53

1M ago35:53

35:53

In this episode, we dive deep into the realm of socially responsible investing (SRI) and how physicians can align their investment portfolios with their personal values. We explore the core principles of SRI, including the pros and cons of avoiding investments in controversial industries like tobacco and firearms, and discuss the potential for a te…

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548. The Crushing Cost of Conservative Retirement Planning w/ Jesse Cramer 53:42

1M ago53:42

53:42

Can you be too conservative when it comes to retirement planning? Jesse Cramer and I, The Best Interest Blog and Podcast, discuss the consequences on such behavior on the timing of retirement. If you don't watch out, you may end accumulating far too much. Today we discuss why that is a bad thing. Learn more about your ad choices. Visit megaphone.fm…

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547. How to Afford Everything With the Ten Spending Commandments w/ Darla Bishop 54:46

2M ago54:46

54:46

We discuss with Dr. Darla Bishop her new book, How To Afford Everything. She has a background in public health and used her skills to create the ten commandments of spending. In this episode we enumerate those as well as discuss much more. Learn more about your ad choices. Visit megaphone.fm/adchoices…

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Tight on cash, where do I start saving first? 37:56

2M ago37:56

37:56

In this new episode, we delve into the nuanced world of financial planning tailored specifically for physicians. We tackle the intricate challenges and opportunities that come with high-performing stocks like Tesla, navigate the complexities of tax implications associated with practice buy-in loans, and explore robust investment strategies perfect …

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546. How to Survive an Election Year w/ Disha Spath 48:21

2M ago48:21

48:21

This episode is different. We talk with Disha Spath, The Frugal Physician, about the upcoming presidential elections. What does this mean to us financially? Are there specific fiscal moves we should make? Not Make? Disha and I talk politics...without talking politics. Learn more about your ad choices. Visit megaphone.fm/adchoices…

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545. Community Episode: Cardone Thinks 401ks are a Scam, Do You? 54:20

2M ago54:20

54:20

On this community episode we chat with Joe Saul-Sehy and Catie Lawrence about 401ks. Specifically we work through an article from Benziga in which Grant Cardone, money guru extraordinaire, badmouths retirement savings. Do you agree? Disagree? Learn more about your ad choices. Visit megaphone.fm/adchoices…

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Should I be more aggressive with my college investments? 27:18

2M ago27:18

27:18

In this insightful episode, we delve into the multifaceted world of financial planning for physician families. Hosts Nate Reineke and Ben Utley provide expert advice on navigating home building, real estate transactions, and investment strategies, all tailored to the unique needs of medical professionals. From addressing the emotional and financial…

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544. What We Can Learn From Broke Gen Xers w/ Kerry Hannon 57:19

2M ago57:19

57:19

Kerry hannon is a financial journalist and author of several books about employment and retirement. Today, we discuss an article she wrote for Yahoo Finance about the median 401k balances for 55 year olds and what we can learn from them. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Jordan Grumet (Doc G)

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543. Finding Purpose Through Philanthropy and AI w/ Milos Miracic 55:10

2M ago55:10

55:10

Milos Maricic is a philanthropy expert who uses artificial intelligence in his philanthropy consultancy, the Altruist League. In this episode we talk about what he learned about purpose working on philanthropy. We also discuss how philanthropy and humanitarianism has changed over the last few decades. Learn more about your ad choices. Visit megapho…

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Should I put my cash in treasuries? 24:25

2M ago24:25

24:25

In this episode of the Physician Family Financial Advisors podcast, hosts Nate Reineke and Ben Utley, both Certified Financial Planners, delve into a variety of financial strategies tailored specifically for physician families. They explore how to maximize the safety and returns on extra cash by examining different investment options such as U.S. T…

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542. Lessons From a White Hat Hacker w/ Garrett Gee 45:44

2M ago45:44

45:44

Garrett Gee was pulled out of high school to go work for a governmental agency to crack cybersecurity systems. Today, we discuss his book, The Hacker Mindset, and how we can bring a better understanding of systems into winning at every day life. Listen as he describes how we can all get ahead. Learn more about your ad choices. Visit megaphone.fm/ad…

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541. The Art of Wealth w/ David Drebin 56:34

2M ago56:34

56:34

We chat with David Drebin who is a photographer and artist who has sold his prints for as much as $100,000. We discuss how to make a living as an artist, building a brand, and how you support yourself in the beginning. Do you have what it takes to build wealth with your craft? Learn more about your ad choices. Visit megaphone.fm/adchoices…

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Should you contribute to your company’s cash balance plan? 32:25

2M ago32:25

32:25

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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540. How to Build Capacity w/ Robert Glazer 51:55

2M ago51:55

51:55

Robert Glazer is the founder and chairman of the global marketing agency, Acceleration partners. He is a serial entrepreneur and author with a passion for helping individuals and organizations. In this episode we talk about the important skill of capacity building and how it makes us better in the workplace as well as in life. Learn more about your…

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539. John Hope Bryant on Financial Literacy For All 53:37

2M ago53:37

53:37

We chat with John Hope Bryant, the founder of Operation Hope, about his book Financial Literacy for All. We discuss about the problems of "bad capitalism" and how to bring everyone, no matter what color, creed, or gender, the badly needed financial education that is lacking in many communities. Learn more about your ad choices. Visit megaphone.fm/a…

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538. Retiring Isn't Easy w/ Liz Weston (Feed Swap Smart Money Podcast) 36:39

3M ago36:39

36:39

In this feed swap we join Nerd Wallet's Smart Money Podcast. Liz Weston is interviewed about life after retirement and how her activities and identity have changed. Are you ready to retire? Also, what happens when your identity is stolen. A listener calls in to discuss identity theft. Learn more about your ad choices. Visit megaphone.fm/adchoices…

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537. Community Episode: From Shirtsleeves to Shirtsleeves 56:22

3M ago56:22

56:22

For this community episode we talk generational wealth with expert Joe Saul-Sehy of The Stacking Benjamins podcast and Brian Kearns. Brian puts forth his plans for passing down money to his children in a way he feels will be most positive and Joe and I elucidate his ideas further. If you have ever spent time thinking about your financial legacy, th…

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536. Generational Wealth: Should We Pass It On? W/ Whitney Elkins-Hutten 55:10

3M ago55:10

55:10

Whitney Elkins-Hutten is the author of newly released book Money for Tomorrow: How to Build and Protect Generational Wealth. We discuss how and why we should think about passing on wealth to our children and future generations. We touch on real estate and if you listen to the very end...life insurance. Learn more about your ad choices. Visit megaph…

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535, Has Fintech Left You Behind? w/ Kiersten and Julen Saunders 59:08

3M ago59:08

59:08

We talk with Kiersten and Julien Saunders from the rich & REGULAR platform and authors of Cashing Out. They have created a new Fintech toolkit to help regular people like you and I make sure that we are up to date with the best way to use financial technology in our every day lives. Are you up to date? Learn more about your ad choices. Visit megaph…

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Are we on track for retirement? 38:58

3M ago38:58

38:58

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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W Ben Utley Podcasts

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