Physicians Financial Checkup Podcast

Brent T. Boden, CFP®
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  • BUSINESS
  • UPDATED WEEKLY
Physicians Financial Checkup Podcast

🚀 Start Your Financial Freedom Journey in Less Than 15 Minutes! 🚀 Take the FREE Financial Wellness Quiz and get actionable insights to kickstart your path to financial freedom. Click here: https://bit.ly/PFCheckup 🔗 Hosted by Brent Boden, CFP and specifically designed for doctors, dentists, and healthcare professionals, this podcast delivers expert insights and actionable strategies to help you confidently pursue your financial goals—on your own terms. From budgeting and tax strategies to retirement planning and more, get the tailored advice and tools you need to thrive! 🎧

  1. 3 DAYS AGO

    Retirement Income Plan Secrets High Net Worth Doctors Won't Tell You | Episode 72

    In Episode 72 of the Physicians Financial Checkup Podcast, host Brent Boden, CFP, provides invaluable guidance for high-net-worth doctors and medical professionals transitioning from the accumulation phase of their financial journey to the all-important retirement distribution phase. Retirement is more than just stopping work—it's about ensuring that your wealth continues to support the lifestyle you’ve worked so hard to build. Brent dives deep into the key elements of building a retirement income plan that is both effective and efficient. He covers essential strategies like diversifying your income streams to ensure stability, minimizing taxable income during retirement, and leveraging Roth conversions to maximize tax advantages. You’ll also learn how to optimize your Social Security benefits to fit your unique situation, while understanding the complexities of Required Minimum Distributions (RMDs) and how to avoid costly mistakes. Healthcare in retirement can be a major concern, and Brent explains how to plan for Medicare IRMAA surcharges, long-term care, and other healthcare costs to protect your wealth. Estate planning is also a crucial part of your retirement strategy—whether it’s protecting your assets, planning for charitable giving, or leaving a legacy for your family, Brent provides tips to ensure your estate plan aligns with your goals. This episode is packed with actionable insights tailored to high-net-worth doctors who want to make the most of their retirement. Whether you're approaching retirement or already there, understanding these strategies is crucial for maintaining financial independence, protecting your legacy, and securing peace of mind. Feeling uncertain about where you stand on your financial journey? Take control of your future by completing our FREE Financial Wellness Quiz! In just 15 minutes, you’ll get a personalized financial health report that helps identify areas for improvement and actionable steps to take toward achieving financial freedom. Don’t wait—empower yourself with the knowledge you need to plan confidently for your future. Take the quiz now! 👉 https://bit.ly/FinWellQuiz Join us on this episode and take the next step toward building the retirement you deserve. And remember, it's not just about retiring—it's about retiring well. #PhysiciansFinancialCheckup #RetirementPlanning #HighNetWorth #FinancialFreedom #WealthManagement #DoctorsRetirement #RothConversion #RetirementIncome

    22 min

  2. OCT 15

    How Much Do You Need to Save for Retirement? Retirement Savings Goals for All Income Levels | Episode 71

    In this episode of the Physicians Financial Checkup Podcast, host Brent Boden, CFP, dives into one of the most critical financial questions—how much do you need to save for retirement? Whether you're just getting started or looking to refine your savings strategy, this episode is packed with valuable insights to help you build a solid retirement plan tailored to your income level. Brent explains the basics of retirement savings, including a general rule of thumb for calculating your nest egg and how factors like time, return on investment, inflation, and lifestyle can impact your overall savings goals. He also provides real-world examples for different income levels, showing how the power of compound interest can exponentially grow your savings over time—if you start early and stay consistent. Don’t miss out! Take the FREE Financial Wellness Checkup today to see where you stand on your retirement savings journey: https://bit.ly/FinWellQuiz 🔗 Tune in to this episode for actionable strategies to set yourself up for a comfortable and confident retirement, no matter your income level! 🎧 #RetirementPlanning #RetirementSavings #PhysiciansFinancialCheckup #CompoundInterest #FinancialFreedom #Doctors #Dentists #WealthManagement #FinancialPlanning

    18 min

  3. OCT 8

    Maximizing Your Retirement: Social Security & Medicare Secrets Every Physician Should Know!

    In Episode 70 of the Physicians Financial Checkup Podcast, host Brent Boden, CFP dives into two key retirement concerns: Social Security and Medicare. Learn the best strategies for deciding when to claim Social Security, how early or delayed claims impact your benefits, and the tax implications of your Social Security income. Discover the Medicare basics, including Medicare Part A, Part B, and Part D, eligibility criteria, how IRMAA affects high-income earners, and the importance of annual Medicare enrollment. This episode is a must-listen for retirees or those nearing retirement who want to maximize their financial security. Subscribe to the Physicians Financial Checkup Podcast for more expert insights into financial planning for doctors, dentists, and healthcare professionals. If you found this episode helpful, share it with your colleagues and friends! Got questions about Social Security, Medicare, or other financial topics? Take our FREE Financial Wellness Quiz in just 15 minutes to discover where you stand on your journey to financial freedom. Get a personalized report to help guide your next steps toward achieving your financial goals! Schedule a complimentary consultation with Brent Boden, CFP, to discuss your personal financial goals and get tailored advice!

    14 min

  4. OCT 1

    Unlocking Business Tax Savings: Expert Strategies for Entrepreneurs with Mike Jesowshek, CPA | Episode 69

    Join Brent Boden, CFP, host of the Physicians Financial Checkup, as he sits down with tax expert Mike Jesowshek, CPA, founder of TaxElm and host of the Small Business Tax Savings Podcast. In this insightful episode, they explore essential and advanced business tax strategies designed to help entrepreneurs and small business owners minimize their tax burdens. From maximizing deductions to leveraging the right business software for operational efficiency, Mike shares practical tips to help you save on taxes legally and efficiently. Discover how these strategies can enhance your business growth and wealth creation. Whether you’re a seasoned business owner or just starting out, this episode is packed with actionable advice to help you manage your taxes like a pro. ---------- ⭐Do you want to maximize your job changing financial decisions? ➡️🔗 Schedule a Complimentary Consultation ---------- 👆Subscribe for more insightful financial tips and strategies on your wealth journey! ➡️🔗youtube.com/@brentboden ---------- ⭐CONNECT WITH ME on Instagram⭐ ➡️ instagram.com/btboden/ #BusinessTaxSavings #TaxStrategies #BusinessDeductions #TaxPlanning #SmallBusinessOwner #Entrepreneurship #PhysiciansFinancialCheckup #MikeJesowshek #TaxElm #TaxSavingsPodcast #BrentBoden #CFP

    40 min

  5. SEP 24

    Breaking Free from Lifestyle Creep: Smart Financial Strategies for Doctors and Medical Professionals | Episode 68

    In this episode of Physicians Financial Checkup, host Brent Boden, CFP, takes a deep dive into the topic of lifestyle creep—also known as the 'keeping up with the Joneses' mentality—that often affects doctors, dentists, and medical professionals as their income increases. Brent explains what lifestyle creep is, how to recognize its subtle signs, and the long-term impact it can have on your financial future if left unchecked. Brent also shares four smart spending decisions to help you keep expenses in check while still enjoying your hard-earned success. Additionally, you'll discover four powerful ways to invest in yourself and your future, whether it's through brokerage accounts, real estate, or personal development. Finally, Brent discusses how to avoid the pressure to 'keep up with the Joneses' and focus on financial decisions that align with your personal values and long-term goals. If you're ready to take control of your finances and avoid the pitfalls of lifestyle creep, schedule a complimentary consultation with Brent to assess your personal financial goals. Take the first step towards lasting financial freedom and future success! -------------- ⭐Do you want to maximize your job changing financial decisions? ➡️🔗Schedule a Complimentary Consultation -------------- 👆Subscribe for more insightful financial tips and strategies on your wealth journey! ➡️🔗youtube.com/@brentboden -------------- ⭐CONNECT WITH ME on Instagram⭐

    17 min

  6. SEP 17

    Transforming Physician Well-Being: Dr. Joe Sherman on Balancing Career Demands & Finding Fulfilment | Episode 67

    In this insightful episode of the Physicians Financial Checkup, host Brent Boden, CFP, is joined by Dr. Joe Sherman, a Board Certified Pediatrician and Master Certified Physician Development Coach, to explore the evolving challenges and opportunities for healthcare professionals. Dr. Sherman, who has over 35 years of experience in pediatric care and has worked with underserved and medically complex children around the world, shares his deep understanding of the unique pressures that physicians face today. This episode dives into key topics, including physician burnout mitigation and practical strategies for healthcare providers to manage overwhelming job demands. Dr. Sherman also discusses the importance of engaged leadership in the healthcare setting, emphasizing how authentic and compassionate leadership can transform team dynamics and improve both patient outcomes and provider well-being. The conversation highlights physician well-being and the critical role of coaching in helping medical professionals regain balance, purpose, and fulfillment in their careers. Dr. Sherman shares his insights on the benefits of retreat facilitation for physicians, offering a space for reflection and renewal, which can foster long-term career sustainability. He also touches on the future of healthcare well-being, predicting a growing focus on emotional and mental health as critical components of professional success. Listeners will gain valuable insights into how to bring more meaning to their work, how to navigate the complexities of healthcare leadership, and how coaching and personal development can lead to a more rewarding and sustainable medical career. Tune in to learn: Effective strategies for mitigating physician burnout. The power of engaged leadership in healthcare. How coaching can enhance physician well-being. The role of retreats in fostering personal and professional renewal. Predictions for the future of healthcare well-being Connect with Dr. Joe Sherman: LinkedIn: https://www.linkedin.com/in/joeshermanmd/ ---------- ⭐Do you want to maximize your job-changing financial decisions? ➡️🔗 Schedule a Complimentary Consultation ---------- 👆Subscribe for more insightful financial tips and strategies on your wealth journey! ➡️🔗 youtube.com/@brentboden ---------- ⭐CONNECT with me on Instagram ⭐

    38 min
  7. Episode 66: Retirement Success for High-Net-Worth Doctors – Secure Your Financial Future

    SEP 10

    Episode 66: Retirement Success for High-Net-Worth Doctors – Secure Your Financial Future

    In this episode of Physicians Financial Checkup, host Brent Boden, CFP®, dives into the essential strategies every high-net-worth doctor should know to ensure a successful retirement. From understanding your financial landscape and balance sheet to implementing tax-efficient withdrawal strategies, this episode is packed with insights to help you maximize your wealth in retirement. Brent also covers critical aspects of estate planning and wealth transfer, offering advanced investment strategies tailored to medical professionals. As a high-earning physician, securing your financial legacy requires careful planning, and we provide actionable steps to protect your wealth for generations to come. Tune in as we explore how doctors and high-net-worth individuals can safeguard their retirement, reduce tax burdens, and develop a comprehensive plan that ensures financial success. Whether you’re nearing retirement or just starting to plan, this episode offers valuable tips to protect your legacy and future.⭐Do you want to maximize your job changing financial decisions? ➡️🔗 Schedule a Complimentary Consultation  👆Subscribe for more insightful financial tips and strategies on your wealth journey! ➡️🔗youtube.com/@brentboden ⭐CONNECT WITH ME on Instagram⭐ ➡️ instagram.com/btboden/

    23 min
  8. Mastering Wealth: High-Net-Worth Retirement Strategies for Healthcare Professionals with 401k Expert Matt Ruttenberg

    SEP 3

    Mastering Wealth: High-Net-Worth Retirement Strategies for Healthcare Professionals with 401k Expert Matt Ruttenberg

    Are you a healthcare professional or business owner looking to secure your financial future with high-impact retirement strategies? In this episode of the Physicians Financial Checkup, host Brent Boden, CFP, sits down with 📈401k expert Matt Ruttenberg of Life Inc. Retirement Services to uncover the retirement planning secrets that high-net-worth individuals need to know. Whether you’re managing a thriving medical practice or navigating the complexities of healthcare business ownership, this interview is packed with actionable insights to help you maximize your retirement savings, reduce tax liabilities, and create a financial plan that aligns with your long-term goals. In this must-watch episode, Brent Boden, CFP, explores advanced retirement strategies specifically tailored for high-net-worth professionals and healthcare business owners. Matt Ruttenberg, a leading 401k expert at Life Inc. Retirement Services, brings his deep expertise to the table, sharing tips on optimizing retirement plans, including Solo 401ks, Cash Balance Plans, and Defined Benefit Plans. Learn how to leverage tax-efficient savings vehicles, diversify your investment portfolio, and ensure your retirement plan is working as hard as you do. Whether you’re in the early stages of your career or preparing for retirement, this episode will equip you with the knowledge and strategies to take control of your financial future. Tune in to discover the tools and techniques that can help you build and preserve your wealth for a comfortable and secure retirement. Don’t miss out on this valuable discussion! 👉 If you're interested in a personalized review of your business's retirement plans, don't hesitate to reach out to Matt Ruttenberg at Life Inc. Retirement Services. For a complimentary consultation on your personal financial goals, schedule a call with Brent Boden, CFP. Let’s work together to secure your financial future! 💪___________________________________________________________⭐Do you want to maximize your job changing financial decisions?➡️🔗 Schedule a Complimentary Consultation: ___________________________________________________________👆Subscribe for more insightful financial tips and strategies on your wealth journey!➡️🔗youtube.com/@brentboden___________________________________________________________⭐CONNECT WITH ME on Instagram⭐➡️ @btboden

    38 min
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About

🚀 Start Your Financial Freedom Journey in Less Than 15 Minutes! 🚀 Take the FREE Financial Wellness Quiz and get actionable insights to kickstart your path to financial freedom. Click here: https://bit.ly/PFCheckup 🔗 Hosted by Brent Boden, CFP and specifically designed for doctors, dentists, and healthcare professionals, this podcast delivers expert insights and actionable strategies to help you confidently pursue your financial goals—on your own terms. From budgeting and tax strategies to retirement planning and more, get the tailored advice and tools you need to thrive! 🎧

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