Physician Family Finances Podcast

#136 Municipal Bonds: Physician Brokerage Account Superhero or Just Another Asset?


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Have you ever been told to keep municipal bonds, instead of corporate bonds, in your brokerage account? You may think that there isn’t that big of a difference… after all, they’re both bonds. Nate Reineke and Kyle Hoelzle break down the advantages municipal bonds may provide for doctors like you and why they can help your diversification. We also answer your colleagues’ questions. A vascular surgeon in Oregon says, 'My son is in college and wants to start investing. What tools should he consider?’ A General Surgeon in Oregon asks, with my 529 plan, if my child is over 18, can they be the successor and the beneficiary? A Psychiatrist in Virginia wants to know when target date investing, should the investment target be based on your current age or your planned retirement year? A Pain Management Specialist in NY said that their 403 (b) custodian sent a message stating that they were invested too aggressively. What could cause this? A Pulm Crit Care doctor in California is curious about how to handle RSUs in their portfolio. Are you ready to turn worries about taxes and investing into all the money you need for college and retirement? It’s time to make a plan and get on track. To find out if we’re a match visit physicianfamily.com and click get started or, you can ask a question of your own by emailing [email protected]. See marketing disclosures at physicianfamily.com/disclosures

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Physician Family Finances PodcastBy Nate Reineke

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