Spring 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 breakdown some of the major life events and expenses physicians like you should consider before retirement including home improvements, grandkids, grad school and weddings! 

We also answer the questions your colleagues are asking. 

Tax loss harvesting: An anesthesiologist in Illinois asks, “before I connected with Physician Family, I bought a couple hundred thousand dollars worth of single stocks. Several of them have gone down in value and I am wondering, should I sell them now or wait for them to come back?”

Tax prep: A rad onc in Georgia hates doing taxes and wants to know if despite having a pretty simple situation with two W2 employees, is paying a pro worth it? 

Disabilities: An OB/GYN from Ohio wants to be ABLE to send her son, who has a mild form of autism, to college but isn’t sure he’ll attend. How should the parents be saving? 

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]. 

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