The newest sermons from Beaumont Baptist Church on SermonAudio.
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Nate Utley Podcasts
Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
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#123: Tax Saving Strategies for Physician Parents with Ken Eremita, CPA
29:02
29:02
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29:02Even as a physician mom or dad, the thought of taking your kid to the ED can be scary. Lots of docs, especially self-employed docs, also dread the idea of taking on the IRS alone. If that's you, listen in as Nate Reineke and Ben Utley discuss tax strategies with Ken Eremita, CPA. From his office in Los Angeles, Ken offers tax planning, preparation,…
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This sermon delivers a sobering warning about the danger of spiritual regression and ultimate abandonment of the faith. It emphasizes the irreversible consequences of turning away from Christ. This sermon clarifies that while many experiences can be shared by both genuine believers and those who are self-deceived, true salvation hinges on Jesus Chr…
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Kevin M.D Featuring Ben Utley: How Physicians Can Find True Happiness Beyond Wealth
18:20
18:20
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18:20Happy 4th of July! Summer vacation is in full swing, but that doesn’t mean financial planning is taking time off. Even though Ben and Nate are taking a much-deserved break, podcasts can’t miss a week. This week is a special episode of Physician Family Finances. It features the guest appearance Ben Utley made on Kevin M.D. In this episode, Ben and K…
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No More Milk: The Call to Meat and Maturity
43:09
43:09
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43:09The sermon explores the spiritual condition of believers who, despite a history of faith and service, have become spiritually malnourished, exhibiting a dullness of hearing and a regression in maturity. Drawing a parallel to a medical condition where the stomach ceases to function properly, the message emphasizes the importance of consistent nouris…
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Should physicians hire their spouses? Fishy or fine?
28:58
28:58
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28:58Some tax strategies are fishier than others. This week, you’ll hear about how things are going with Nate and his son’s development as a fisherman, and we’ll also tackle a somewhat fishy 401(k) question: can you, or SHOULD you, hire your spouse for your 401(k)? Like a fresh-caught fish, it’s a slippery question with a tricky answer. You can also cat…
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By John Pate
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Father’s Day Finances: Teaching the Value of Money and Hard Work to Physician Kids
37:45
37:45
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37:45To a child, a father is often their first hero and is always one of their first teachers. Parenting doesn’t come with an instruction manual or a training period, so it can be easy to feel like you’re flying, or rather parenting, blind. In this special Father’s Day episode, Nate Reineke and Kyle Hoelzle chat about how they are raising their kids to …
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By Nate Utley
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Probate & Protection: Christine Roberts, J.D. on Physician Estate Planning
51:35
51:35
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51:35Paperwork is boring, and we all try to avoid it. While estate planning is a lot of paperwork, it is a crucial part of making sure your children and family are taken care of after you’re gone. Listen in as Nate Reineke and Ben Utley chat with special guest Christine Roberts, an estate planning attorney with a background in ERISA law and over 30 year…
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By Nate Utley
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529 Saving Surprises: What Can Physicians Do With an Overflowing College Fund?
28:27
28:27
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28:27We all love it when something costs less than we think it will, especially something pricey like college. If you plan to send your kids to a private university and they go to a state school, what can you do with the extra money? Listen in as Nate Reineke and Ben Utley celebrate graduation season and break down the most effective ways to save for co…
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By Nate Utley
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Exterminating Emergencies: How can Physicians cover unexpected expenses
29:39
29:39
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29:39Bug infestations are stressful. Having an established relationship with a “bug guy” helps exterminate that stress. All emergencies are more stressful when you try to handle them alone, but having a financial planner who enables you to understand where funds can come from helps decrease your stress. Listen in as Ben Utley and Nate Reineke discuss wh…
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By Graham Statt
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By Nate Utley
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Fishing for Conversions: Physician Mistakes on Backdoor Roth Accounts
29:03
29:03
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29:03If fishing were easy, they’d call it catching. If backdoor Roths were easy, they’d call it a loophole. Listen in as Nate Reineke and Ben Utley answer a cumbersome backdoor Roth question from a physician who fears they made a mistake, but the answer may be simpler than anticipated. We also answer your colleagues' questions. Investing Now: A retired …
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By John Pate
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From Scrubs to Shrubs: A Doctor’s Guide to Financing a Home
56:52
56:52
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56:52Buying a home is hard. As a physician, you want to make sure you get the best rate, use the right type of loan, and avoid the mistakes that drag out the process. Listen in as Ben Utley and Nate Reineke dissect the complex and confusing world of home buying with special guest and mortgage loan specialist Robert Hedges. Together, they answer your col…
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By Nate Utley
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Physicians, Flowers, and 403(b)s: A Mother’s Day Finance Chat
27:54
27:54
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27:54Let's be real here: You spent your first 20 years of life rolling your eyes at your mom's advice and the rest of your life realizing she was right. So right now, make sure you have a table reserved (or groceries bought) and flowers ready for Mother’s Day. Listen in as Ben Utley and Nate Reineke answer a tough listener question about whether the Rot…
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By Nate Utley
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Doctor dad’s dilemma: Juggling Kids' Activities and Retirement Reality
23:38
23:38
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23:38Your kids are growing up fast. That means more activities to keep track of on top of all your other commitments. How can you juggle being there for your family and working enough to save for retirement? Listen in as Nate Reineke and Ben Utley provide some tips on how to keep all the balls in the air while still planning for the future. We also answ…
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By Nate Utley
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Is tax-loss harvesting a bad idea for physician investors?
14:27
14:27
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14:27Influenza. It’s a word that sounds ominous when you don’t know what it means. To a physician like you, influenza is nothing more than the average flu, but to a patient, it may sound scary. Does tax-loss harvesting sound extreme or even dangerous to you? Listen in as Nate Reineke and Ben Utley explain what tax-loss harvesting is and how your colleag…
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By Nate Utley
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By John Pate
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Market goes bananas: What should physicians do?
14:27
14:27
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14:27Bananas are cheap but not as cheap as they used to be and the price of almost everything else is going up faster than a monkey up a tree. Everything else but stock prices that is. We’ve gotten several questions from physicians like you essentially asking “What should we do?” Ben Utley breaks down questions about tariffs, taxes, the economy, markets…
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By Nate Utley
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Right before retirement, what should physicians buy?
23:05
23:05
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23:05Spring has sprung just like the freshly assembled Adirondack chairs in Ben’s back yard. Fumbling around while constructing Costco lawn furniture is normal, Ben proves that, but, you don’t want to stumble around with your backdoor roth. You also don’t want to be caught off guard by big surprise expenses in retirement. Nate Reineke and Ben Utley brea…
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By Nate Utley
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Things in the government are changing but, you already knew that, right? What you may not know is that public student loan forgiveness is still alive and well! Nate Reineke and Ben Utley discuss one pediatrician’s five year journey to student loan debt freedom. They also discuss the other listener questions below. A radiologist in Ohio asks if I sa…
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By Nate Utley
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Investing with a Deadline: What's a Doctor's Best Move?
33:19
33:19
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33:19Introduction: In this new episode, hosts Nate Reineke and Chelsea Jones tackle the crucial topic of investment strategies for physicians with deadlines, particularly when facing urgent financial goals such as buying a home or addressing student loans. They share insights on how to optimize investments while managing risk. Summary: Join Nate and Che…
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By Nate Utley
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