Home » Podcasts » Ask Brien- Ben Utley, Physician Family Financial Advisors- June 13, 2024

Ask Brien- Ben Utley, Physician Family Financial Advisors- June 13, 2024

Welcome to Ask Brien, the show with the answers to all your business questions!
Hosts: Peter Bronstein and Traci DeForge    
Guest:  Ben Utley, Physician Family Financial Advisors

On today’s show, your hosts Peter and Traci talk with Ben Utley, Service Team Leader at Physician Family Financial Advisors. Ben started Physician Family Financial Advisors with a chemistry and business background and his team works to provide services specifically for physicians with children.  Ben and his 3 other advisors help to guide about 200 of their clients in their personal finances by staying on track for retirement and invest money without percentage AUM fees.  Retirement for their doctor clients is not about maximizing wealth, it’s mostly about minimizing regrets.  The Physician Family Financial Advisors website offers a simple quiz so you can see if you are a good fit.  Rates are posted on their website and they offer a monthly service pricing. Ben’s expertise has been recognized in over 100 media appearances in the past 25 years.  Go to PhysicianFamily.com for more information.

 

Previous Episode: Ask Brien- Drew Mercy, AV Edge – June 6, 2024


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Ask Brien- Ben Utley, Physician Family Financial Advisors- June 13, 2024

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About Jennifer Sparks

Jennifer Sparks is a St. Louis native who settled at home in Santa Clarita in 2014. After graduating with a Bachelor’s Degree in Broadcast Journalism and News Writing from Webster University, she began her career in radio as an on air cohost and news reporter in St. Louis. After 8 years, she left the business to become a stay at home parent to her and her husband’s two children. In August of 2023, she was able to pursue her love of her career once again at KHTS. She works behind the scenes of your favorite local KHTS shows. In her spare time, Jennifer loves attending local theater productions and spending time with her family. She roots for the Dodgers, only when they aren’t playing the Cardinals.