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How should I choose a tax preparer?

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Manage episode 413006472 series 2950605
Content provided by Nathan Reineke, W. Ben Utley, and Nate Reineke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nathan 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.

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 second marriage?

Listen in to hear the answers then ask your own question by emailing us at podcast@physician family.com

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

69 episodes

Artwork
iconShare
 
Manage episode 413006472 series 2950605
Content provided by Nathan Reineke, W. Ben Utley, and Nate Reineke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nathan 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.

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 second marriage?

Listen in to hear the answers then ask your own question by emailing us at podcast@physician family.com

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

69 episodes

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