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Are Financial Advisors Worth it for Physicians?
Manage episode 410435918 series 2950605
Innehåll tillhandahållet av W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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 super-smart physicians often miss out. And this missing out costs you multiples of what you might pay a decent advisor.
But wait, there's more! Beyond the dollar-on-dollar benefits that come from hiring a good advisor, there is stuff you get for “free” that makes great advisors totally worth it.
Tune in to hear Nate squeeze so much value out of his co-host that Ben actually slips into falsetto. It’s totally worth the listen (by the way, it’s free).
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.
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