The One Big Beautiful Bill remains long and confusing. Some people think that the new tax laws are barking mad, while others are wagging their tails with delight. Listen in as Ben and Nate are joined by Ken Eremita, CPA and his dogs. From his Los Angeles office, Ken breaks down what SALT deductions are and how the changes could result in big tax savings for docs like you. We also cover qualified business income deductions and how the changes will impact self-employed physicians. Ben, Nate, and Ken also talk about some changes that will specifically impact doctors with kids, like the new 529 rules and changes to Estate Taxes. If you’d like to work with Ken, you can find him on his website, keneremita.com, or email him at info@keneremita.com 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 podcast@physicianfamily.com. See marketing disclosures at physicianfamily.com/disclosures

Finally being ready to retire is a huge milestone. It takes years of planning and hard work. There is nothing worse than feeling like you missed something in all that preparation. Listen in as Ben Utley and Nate Reineke break down whether it is worth it to open a new backdoor Roth account right before retirement. We discuss the factors to consider and how your time will come into play when making that decision.

We also answer your colleagues' questions.

Social Security: A Pain Management doc in New York is wondering, with everything happening politically, should we take Social Security early since it may go away? And a Psychiatrist in Missouri read the latest federal report that Social Security will run out in the next 8 years. They ask if they should include Social Security in their plan.

Emergency Fund: The spouse of a hospitalist in Tennessee says that they have 7 kids, so that's a lot of college to pay for. They also don’t have an emergency fund. They’re curious about what to put off while building the emergency fund.

Paying for private K-12: The spouse of a dermatopathologist in Pennsylvania asks, given the recent 529 rule changes that are coming with the “Big Beautiful Bill,” should I be putting more money in my 529 to pay for private K-12 school?

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 podcast@physicianfamily.com.

See marketing disclosures at physicianfamily.com/disclosures

Whether you are excited about the budget bill that just passed, or it causes you to be SALTy, we can all agree it’s big, with 870 pages, and it’s confusing. Listen in as Nate Reineke and Chelsea Jones dive into some of the changes this new bill brings and what those changes mean for physicians like you. From SALT deductions to PSLF to the Trump Savings Accounts, we’ll break down what it all means for you and your family. And, be sure to listen to the end to hear what isn’t changing, too. 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 podcast@physicianfamily.com. See marketing disclosures at physicianfamily.com/disclosures