Bästa Physician Finance podcaster (2024)

1
Should I pay off my house with my inheritance? 23:19

18d ago23:19

23:19

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…

1
Should I pay down debt or invest? 21:32

1M ago21:32

21:32

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…

1
How should I choose a tax preparer? 17:09

2M ago17:09

17:09

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…

1
Are Financial Advisors Worth it for Physicians? 29:52

2M ago29:52

29:52

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…

1
Physician College Planning: What your colleagues are saying now 22:12

2M ago22:12

22:12

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…

1
Demystifying Defined Benefit Plans with Courtenay Shipley 25:10

3M ago25:10

25:10

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…

1
Physician Vacation Homes: Swipe right? Or left? 24:48

3M ago24:48

24:48

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…

1
How Can Physicians Balance Their Health With Their Work And Family Lives? 31:11

4M ago31:11

31:11

“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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Three Ways Physicians Can Get The Things That Money Cannot Buy 17:34

5M ago17:34

17:34

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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Good news for physicians planning for college 29:46

5M ago29:46

29:46

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 …

1
The wrong way to think about your physician inheritance 30:08

6M ago30:08

30:08

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…

1
Open enrollment blunder costs physician $366,000 25:37

7M ago25:37

25:37

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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Your Old Physician 401k: Time Bomb or Treasure Chest? 35:29

7M ago35:29

35:29

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…

1
Physician investing basics: what are ETFs? 29:20

8M ago29:20

29:20

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…

1
Physician retirement planning sucks, now what? 33:51

8M ago33:51

33:51

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…

1
Physician student loans, what should you do right now? 27:53

9M ago27:53

27:53

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…

1
Tax loss harvesting: another hidden physician tax break 24:46

9M ago24:46

24:46

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…

1
New baby? Take an inside look at real college planning 30:45

10M ago30:45

30:45

College is getting more and more expensive every year. For most people, the cost of college results in a six-figure ball and chain of student loan debt. Have you ever wondered how your children can show up to their college graduation ceremony free from this financial burden? Listen in on some LIVE college planning with Nate and Chelsea where they d…

1
Flosonics CEO Joe Eibl 34:34

10M ago34:34

34:34

Joe Eibl, the CEO and co-founder of Flosonics joins the podcast to discuss building a medical device for measuring blood flow non-invasively. The first prototype Raising that initial friends/family round Raising $20m Creating devices that actually benefit patients Publishing peer-reviewed literature Flosonics Medical -- https://flosonicsmedical.com…

1
7 things physicians can do with extra money now 20:40

10M ago20:40

20:40

Lets face it; you have WAY too much cash in the bank. Maybe you got a buy-out. Or an inheritance. Or maybe cash has been piling up in your bank account because you just haven’t had time to invest it. Well, now is the time to think about all the things you can do with that extra money and maybe even start to take action. Join Nate and Ben to learn h…

1
How doctors can spot bad target date funds 28:37

11M ago28:37

28:37

Good medicine requires a good treatment plan for each patient and the tools needed to implement it. But what do you do when your most efficient tool is broken? Listen in as Nate asks Kyle what to do when you have a sound treatment plan for your investments - target date investing - but the target date funds in your 401(k) are busted. ARE YOU GETTIN…

1
7 Questions to ask your next physician financial advisor 32:00

11M ago32:00

32:00

Have you ever hired a babysitter? You know, someone you trust to love and care for your child while you’re away? Well, hiring a financial advisor is a lot like that. If you’re looking for a new financial advisor, you’ll undoubtedly want to ask all the right questions. In this episode, Ben and Nate give you seven questions you can use to choose not …

1
STS -- Ronak and Greg are back! 19:17

11M ago19:17

19:17

Ronak and Greg discuss where they've been the past week or so and what they've been up to. Throw in a couple references to Bezos, Jobs, Buffett. And hear us discuss thinking through a new startup idea and whether we will do anything about it. Join the newsletter -- thephysicianjobboard.substack.com

1
Is Real Estate Really For Doctors? 22:35

12M ago22:35

22:35

Doctors are smart and real estate is real but is real estate the right investment for real smart doctors? The answer is no. Listen in as Ben and Nate discuss the four reasons why physicians – at least those who want to focus on their marriages, their children and their practices – can just say NO to the problems, perils and broken promises of real …

1
Airbnb/STR Deep Dive | Tools and Resources to know about to make your life easier 34:21

12M ago34:21

34:21

Ronak interviews Greg on all the tools and resources he uses to get an Airbnb up and running smoothly! Using your brokerage account to your advantage -- Schwab Negotiate offers in this down market Find new ways to finance the home outside of traditional banks -- Better.com, Ally Tools to buy, store, and build furniture -- Minoan, Arnoff Price adjus…

1
Angel Investing -- Beware of Fraud 13:10

12M ago13:10

13:10

Greg and Ronak discuss a couple recent cases of overt fraud from startups trying to pitch us for an angel investing. How to perform due diligence on cold outreach How to test a founder to make sure what they are building is real Don't forgot to trust your gut -- if it sounds too good to be true, it probably is Join the newsletter -- https://gregory…

1
SEC lawsuit involving Coinbase & Binance | Bitcoin, Ethereum, Cardano, Solana, Pepe, Dogecoin | What is crypto good for? 28:48

12M ago28:48

28:48

On today's episode, Greg and Ronak chat about the cryptocurrency industry with specific topics including: -What is value proposition of cryptocurrencies -Securities vs. Commodities -What makes Bitcoin different -How valuable is this space -Only invest in what you really know well

1
Hippocratic AI Part 2 | Startup Founder leaves previous startup amid multiple vendor lawsuits 14:43

12M ago14:43

14:43

Greg and Ronak discuss the a16z and General Catalyst backed startup -- Hippocratic AI -- after a new Forbes article details the founder, Munjal Shah's past with HealthIQ and the numerous lawsuits that have emerged from vendors. Forbes Article -- https://www.forbes.com/sites/katiejennings/2023/06/12/lawsuits-allege-this-startup-ripped-off-millions-f…

1
Ronak's top 5 Business Biographies 14:54

12M ago14:54

14:54

Jeff Bezos ( Amazon.com ) - Amazon Link Elon Musk ( Tesla and SpaceX ) - Amazon Link Steve Jobs ( Apple ) - Amazon Link Kobe Bryant ( Basketball ) - Amazon Link Michael Jordan ( Basketball ) - Amazon Link Phil Knight ( Nike ) - Amazon Link

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Homeward CEO Jennifer Scheinder, MD | Castlight -- Livongo -- Homeward | Being an EIR at General Catalyst and raising $70m | Homeward's approach to rural care 37:41

12M ago37:41

37:41

Dr. Jennifer Schneider joins the podcast to discuss going from hospitalist to Director at Castlight and working her way up to Chief Medical Officer. Taking Livongo public PLUS the merger with Teladoc Joining General Catalyst as an entrepreneur in residence (EIR) and joining forces to create Homeward Homeward's approach to rural healthcare -- click …

1
STS | Deep Dive into Mergers & Acquisitions | How To Sell Your Startup 31:24

12M ago31:24

31:24

Greg and Ronak discuss M&A and how to position your startup for acquisition. Developing relationships with corp dev Using a new raise to create FOMO Are Investment Bankers worth their price? How to get the highest valuation possible Differences between acqui-hires, strategic acquisition, and revenue capture (Private Equity) Should you take cash or …

1
Is Physician Happiness Even A Thing? 26:51

12M ago26:51

26:51

Is “physician happiness” an oxymoron? Sometimes it may seem that way but you may be surprised to hear that some physicians have cracked the code on happiness. On this episode, Ben Utley, CFP® and Nate Reineke, CFP® discuss the Medscape Physician Lifestyle & Happiness Report 2023 in an effort to understand why physicians reported being less happy th…

1
Abridge Founder/CEO Shiv Rao, MD | Raising Capital from USV | Building an AI-native platform | Measuring Impact on Burnout/Moral Injury 40:05

12M ago40:05

40:05

Greg interviews Shiv Rao, MD the co-founder and CEO of Abridge, an AI clinical documentation company that is focused on making physician's more efficient and reducing burnout/moral injury. Shiv's clinical training in internal medicine and cardiology Jumping into venture capital with UPMC Origins of Abridge and why he wanted to solve this specific p…

1
Apple Vision Pro -- What does it mean for medicine and medical education? 15:33

12M ago15:33

15:33

Greg discusses Apple's newly announced product -- Vision Pro -- which is an augmented reality headset. Watch the Apple announcement and marketing video here -- https://www.youtube.com/watch?v=TX9qSaGXFyg Apple Vision Pro -- https://www.apple.com/apple-vision-pro/ Join the newsletter -- https://gregoryhansonmdmph.substack.com/…

1
Cold Sales Outreach | Tools you need to know | How to run founder-led sales | LinkedIn Sales Navigator to Cold Email Campaigns 33:06

12M ago33:06

33:06

Greg and Ronak discuss a subject that probably should be talked about more often -- cold outreach to potential clients. It's not always fun to do it but it needs to be done to grow that startup from idea to revenue. LinkedIn Sales Navigator Octopus -- automate LinkedIn connecting and messaging SeamlessAI -- find any contact, anywhere, anytime YesWa…

1
TPS + Chartnote Founder, Dr. Gerardo Bonilla 34:22

1y ago34:22

34:22

Greg interviews the CEO and founder of Chartnote Bootstrapping Chartnote from 0 to 7000 users Why not raise venture capital? How ChatGPT/LLMs have changed Chartnote's product AI scribe plus a demo with a quick case of a 78F presenting with fever and cough Where does Dr. Bonilla want his startup to go? What is on the product roadmap Chartnote: https…

1
Deep Dive -- Pitching VCs -- How to find them -- Writing that personalized email -- How to pitch 32:49

1y ago32:49

32:49

Ronak and Greg dive into another fundamental aspect of building a startup - how to actually pitch investors. Resources to find active venture capitalists and angel investors -- TechCrunch, Crunchbase, LinkedIn, Google, Twitter/other social media How to research a venture partner/associate/principal to find the right person at a firm How do you get …

1
Deep Dive into Pitch Decks 51:44

1y ago51:44

51:44

Ronak and Greg go deeper into one of the fundamental components of building a startup -- the pitch deck. Go slide by slide to understand what needs to be in an early-stage pitch deck. Team slide -- who goes on it and what vital information do you need? Introduction -- what are you building Problem statement -- how well do you know the problem you a…

1
Practical and Tactical Advice on Building a Startup from Scratch 31:13

1y ago31:13

31:13

Ronak and Greg discuss some of the more practical and tactical advice on how to actually validate a startup idea and take it from nothing to MVP and beyond. Validating your idea -- how to test if someone actually wants it Building out landing pages or sending out messaging for the product before it's built How to get some initial revenue traction F…

1
STS -- How Physicians Can Get Involved with Startups | Chief Medical Officer | Medical Advisor | Full-Time Jobs | Consulting 34:20

1y ago34:20

34:20

Ronak and Greg discuss the variety of ways in which physicians can get involved with startups from pre-seed all the way through pre-IPO companies. Full-time employment Part-time/consulting Medical advisory board Board of Directors Chief Medical Officer Investing

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Kencor Health Leadership: Muthu Krishnan & Veeresh Nama | Remote Healthcare Management | Raised over $5m 38:04

1y ago38:04

38:04

On today's episodes Ronak chats with the leaders, Muthu and Veeresh, from Kencor Health. They discuss entrepreneurship, technology, and how remote healthcare management can be game-changing in the way hospitals operate. Kencor Health: https://www.kencorhealth.com/ Muthu Krishnan: https://www.linkedin.com/in/muthu-krishnan-34968012/ Veeresh Nama: ht…

1
STS | Who is the most powerful person in the world? | BlackRock | Larry Fink 37:03

1y ago37:03

37:03

Ronak and Greg discuss who Ronak believes to be the most powerful/influential person in the world -- Larry Fink. BlackRock -- history, what they do, what investments have they made? ETFs -- who controls those voting shares? Buffet & Berkshire vs. Fink & BlackRock -- market cap discussion Larry Fink and his estimated net worth Why Fink only owns 0.7…

1
ShinyDocs CEO Jason Cassidy | Information Management Software | Raised $16m Series A 44:55

1y ago44:55

44:55

In today's episode, Ronak interviews the CEO of ShinyDocs, Jason Cassidy. ShinyDocs recently raised a Series A investment with First Ascent Ventures as their lead investor. This interview touches on the following questions: -Why can software companies iterate very quickly? -What is the primary product ShinyDocs offers? -How does ShinyDocs think abo…

1
STS | Deep Dive into flipMD 32:08

1y ago32:08

32:08

Ronak interviews Greg on starting, building, and ultimately selling flipMD to GoodRx. Going from initial idea to MVP Growing and scaling M&A interest to YouTube videos on how to sell a business Selling to GoodRx https://www.physicians.vc/

1
STS | JEPI + Covered Calls and Options Trading 29:45

1y ago29:45

29:45

Greg and Ronak discuss JEPI and the strategy of using a brokerage account to create truly, passive income. JEPI and 11.7% distribution yield Options trading -- practical information Black-Scholes Model Compounding Interest calculation How Ronak gets 30% annually from weekly options trading Black-Scholes -- https://www.investopedia.com/terms/b/black…

1
TPS | Newchip Accelerator Files for Chapter 11 | UnitedHealthcare Requiring Prior Auth for Surveillance and Diagnostic Colonoscopies 19:08

1y ago19:08

19:08

Greg does a solo news show: Newchip Accelerator, which created a different accelerator business model by requiring startups to pay them files for bankruptcy Newchip took warrants, which are now worth approximately $489m Is Newchip a scam? UnitedHealthcare announces they will be requiring prior authorization for both diagnostic and surveillance colo…

1
Financial Freedom: Do Doctors Actually Retire Early? 24:49

1y ago24:49

24:49

If you’re a physician, you’ve probably heard of F.I.R.E. (financial independence, retire early). It sounds amazing, but do physicians *actually* retire early? Why or why wouldn’t you? On this episode, Nate Reineke, CFP® is joined by Chelsea Jones, CFP®, our in-house Retirement Planning Specialist, to discuss the balancing act between working to sav…

1
STS | Hippocratic AI -- A Healthcare LLM Comes out of Stealth with $50m Seed Round Led By a16z and General Catalyst 30:25

1y ago30:25

30:25

Ronak and Greg discuss the funding announcement of a new healthcare-specific LLM company, Hippocratic AI. General Catalyst incubation $50m seed round Building propriety LLM vs. building on top of OpenAI/ChatGPT Datasets as moats in the expanding data wars General Catalyst strategy for their Health Assurance arm -- creating a network of health syste…

1
STS News Roundtable | Fifth Third Bank M&A | AI in Health Systems | Define Ventures $460m digital health fund | Pharma Startup Comes out of Stealth | TikTok Health Misinformation 24:27

1y ago24:27

24:27

Ronak and Greg chat about the news: Fifth Third Bank Acquires Big Data Healthcare Health Systems bringing in AI to ease clinical documentation Define Ventures Raises new $460m digital health fund Nido Biosciences comes out of stealth with $109m in funding TikTok and liver disease misinformation Fifth Third -- https://www.businesswire.com/news/home/…

1
Angel 101: Taxes | Short-Term and Long-Term Capital Gains | QSBS | Silicon Valley 21:54

1y ago21:54

21:54

Ronak and Greg discuss startup taxes within the angel investing and founder worlds. Long-term Capital Gains Short-term Capital Gains Qualified Small Business Stock (QSBS) Puerto Rico as a tax haven? Silicon Valley and why it's the center of the startup universe https://www.physicians.vc/

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