Podcast Feed

WCI #439: Where to Bank and How to Save for Big Purchases

WCI #439: Where to Bank and How to Save for Big Purchases

Today we are answering a variety of listener questions. We start out talking about if it is important to have a bank with a branch where you live. If…

MtoM #242: Solo Family Practitioner Reaches Financial Independence and Finance 101: Financial Independence
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MtoM #242: Solo Family Practitioner Reaches Financial Independence and Finance 101: Financial Indep…

Today we are talking with a family doc who has reached financial independence. This doc has followed a path that not too many follow anymore. He is a…

WCI #438: The Resident Episode

WCI #438: The Resident Episode

Today we are answering questions from our residents in the audience. We discuss saving vs investing, buying houses, physician loans, and Roth IRAs. T…

MtoM #241: Plastic Surgeon Receives PSLF and Becomes a Millionaire and Finance 101: PSLF

MtoM #241: Plastic Surgeon Receives PSLF and Becomes a Millionaire and Finance 101: PSLF

Today we are talking with an academic plastic surgeon who is celebrating getting both PSLF and becoming a millionaire. He is just starting his 5th ye…

WCI #437: Getting Your Work Benefits Right

WCI #437: Getting Your Work Benefits Right

Today we are answering a variety of questions including how to understand and select employee stock ownership plans. We talk about things to think ab…

MtoM #240: Pulmonologist Pays Off Student Loans in Less Than 5 Years and Finance 101: Paying for School

MtoM #240: Pulmonologist Pays Off Student Loans in Less Than 5 Years and Finance 101: Paying for Sc…

Today we talk to a Pulmonologist who paid off nearly $300,000 of loans in less than 5 years. He shares that he initially operated under the ignorance…

WCI #436: Retirement and Decumulation

WCI #436: Retirement and Decumulation

This episode is all about retirement. We answer a handful of your questions from email, the Speakpipe and the forum. We talk about decumulation and h…

MtoM #239: A Professor and a Dentist Become Multimillionaires and Finance 101: Financial Waterfalls

MtoM #239: A Professor and a Dentist Become Multimillionaires and Finance 101: Financial Waterfalls

Today we are chatting with a professor who has become a multimillionaire. His wife is a dentist who owns a private practice. They are both about 10 y…

WCI #435: Becoming a Millionaire by Reducing Your Taxes

WCI #435: Becoming a Millionaire by Reducing Your Taxes

Today we are answering your tax questions and hopefully helping you learn how to hang on to more of your money by reducing your taxes where you can. …

MtoM #238: Hand Surgeon Becomes Multimillionaire and Finance 101: Annuities

MtoM #238: Hand Surgeon Becomes Multimillionaire and Finance 101: Annuities

Today we are talking with a hand surgeon later in his career who has become a multimillionaire. This inspiring doc shared his successes as well as hi…

WCI #434: Fixing Your Life, Burnout, and Money Problems by Identifying Your Core Values with Robert Glazer

WCI #434: Fixing Your Life, Burnout, and Money Problems by Identifying Your Core Values with Robert…

Today we are talking with Robert Glazer. He is an entrepreneur, best-selling author, and will be a keynote speaker at WCICON26. We tackle topics like…

MtoM #237: Plastic Surgeon Hits Mid Career Milestones and Finance 101: The Debt Dilemma for Dentists

MtoM #237: Plastic Surgeon Hits Mid Career Milestones and Finance 101: The Debt Dilemma for Dentists

Our guest today is a plastic surgeon in the middle of his career. He is celebrating his financial security that has allowed him to take time to write…

WCI #433: Investing Questions

WCI #433: Investing Questions

This episode is all about answering your investing questions. We start out by breaking down the financial details of a stock quote then discuss some …

MtoM #236: Physician Takes a Youth Sports Team to the State Championship and Finance 101: Sequence of Returns Risk

MtoM #236: Physician Takes a Youth Sports Team to the State Championship and Finance 101: Sequence …

Today we are talking with a doc who is celebrating the youth hockey team he coaches winning a state championship. He tackled his financial goals earl…

WCI #432: 529s and Spending for College

WCI #432: 529s and Spending for College

Today we are talking about 529 accounts and how to invest them as well as how to spend them down. There are a lot of ways to help fund your children'…

MtoM #235: Resident Gets $100K in Assets During Residency and Finance 101: Medical School

MtoM #235: Resident Gets $100K in Assets During Residency and Finance 101: Medical School

Today we are talking with a doc just starting his third year of residency and he already has $100,000 in assets. He had his financial awakening his f…

WCI #431: How to Rise Above a Broken Healthcare System with Dr. Dimitrios Tsatiris

WCI #431: How to Rise Above a Broken Healthcare System with Dr. Dimitrios Tsatiris

Our guest today is Dr. Dimitrios Tsatiris. He is a practicing psychiatrist and author. Outside of his clinical practice he has a passion for helping …

MtoM #234: Psychiatrist Opens a Private Practice and Still Manages to Pay Off Her Student Loans in 2 years and Finance 101: How to Invest at All Time Highs

MtoM #234: Psychiatrist Opens a Private Practice and Still Manages to Pay Off Her Student Loans in …

Today we are celebrating a psychiatrist who opened a private practice and paid off her student loans only a few years out of residency. She said she …

WCI #430: Backdoor Roth - Standard and Mega

WCI #430: Backdoor Roth - Standard and Mega

Today we are talking about everyone's favorite topic - the Backdoor Roth! We are answering questions about common mistakes for the Backdoor Roth IRA …

MtoM #233: Dual Doc Couple Pays Off Half Million in Loans While One Stays at Home and Finance 101: Geographic Arbitrage

MtoM #233: Dual Doc Couple Pays Off Half Million in Loans While One Stays at Home and Finance 101: …

Today we have a guest coming on the show for the second time. He was on about 3 years ago after he paid off his student loans. Today he is back to ce…