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What will the biggest physician financial question be for 2025
Manage episode 461241970 series 2950605
Contenido proporcionado por W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Episode Summary:
In this episode, Nate Reineke and Ben Utley explore what the biggest physician financial question will be for 2025. They kick off the new year by addressing listener questions about financial planning strategies, touching on important topics such as 529 accounts, target date funds versus robo-advisors, Medicare enrollment, and mortgage payoff decisions.
Key Takeaways:
1. 529 accounts can effectively build educational wealth for future generations, especially for families with children planning to pursue further education.
2. Target date funds offer a more automated investment approach, while robo-advisors provide tailored strategies based on individual risk tolerance and tax situations.
3. Physicians can delay Medicare enrollment under specific conditions, allowing them to maintain their current insurance for longer.
4. Deciding whether to pay off a mortgage or prioritize retirement savings involves weighing personal values against financial strategies.
Call to Action:
For more information, visit www.physicianfamily.com.
Disclosure: See marketing disclosures at www.physicianfamily.com/disclosures.
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