Beyond Numbers: Prioritizing Physician's Financial Goals with Ben Utley | Know your why #323
In this new episode of the Know Your Why podcast, Dr. Jason Balara interviews Ben Utley, a Certified Financial Planner (CFP) and service team leader atPhysician Family Financial Advisors. Ben shares his journey from a pivotal childhood lesson in suburban Texas to becoming a financial advisor specializing in helping doctors and veterinarians with dynamic financial planning.
Listeners will learn the importance of evolving financial plans, retirement planning, student loan management, and balancing professional and personal life.
Ben's approach emphasizes continuous adjustments and finding joy in one's work, especially in high-stress professions like medicine.
He also discusses the importance of self-education and personal responsibility in managing financial stress and student loans. Ben's mission to support physicians with children highlights his deeper 'why' behind his work.
Key Takeaways:
-Exploring Success: Ben's childhood story of finding a $20 bill amidst aluminum cansand its impacton his work ethic.
-Financial Planning and Retirement Considerations: The necessity of iterativefinancial planning over static plans and finding joy in work.
-Work, Purpose, Family, and Burnout: Balancing work and family, valuingconnections over wealth, and challenges faced by doctors and veterinarians.
-Navigating Student Loans and Financial Responsibility: Managing student loananxiety, the 'tax bomb' of loan forgiveness, and the importance of self-education.
-Discovering the Why Behind Success:Ben's focus on supporting physicians withchildren and insights into his podcast.
Get in touch with Ben:
Website: https://www.physicianfamily.com/Podcast: Physician Family Financial Advisors Podcasthttps://www.physicianfamily.com/blog
LinkedIn: https://www.linkedin.com/company/physician-family-financial-advisors-inc/
Facebook: https://www.facebook.com/PhysicianFamilyFinancialAdvisors/
If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Artist: http://audionautix.com/