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MtoM #153: Emergency Medicine Physician Pays Off $315,000 of Student Loans in One Year and Finance 101: Health Insurance in Early Retirement

MtoM #153: Emergency Medicine Physician Pays Off $315,000 of Student Loans in One Year and Finance …

This emergency medicine doc paid off a whopping $315,000 in only 12 months! He and his wife made some aggressive goals during residency to live like …

WCI #349: Is Over Contributing to Your 403(b) Ever a Good Idea?

WCI #349: Is Over Contributing to Your 403(b) Ever a Good Idea?

Today is another Friends of WCI episode. Tyler Olson of Olson Consulting joins Dr. Dahle to answer your questions. They talk about paying taxes and i…

MtoM #152: Neuroradiologist Hits a Net Worth of Half a Million Dollars Upon Exiting Training and Finance 101: Schedule A Tax Return

MtoM #152: Neuroradiologist Hits a Net Worth of Half a Million Dollars Upon Exiting Training and Fi…

This Neuroradiologist is growing his net worth like crazy. He discovered WCI in training and educated himself on how to reach financial independence.…

WCI #348: How Much Should Location Matter When Choosing a Residency?

WCI #348: How Much Should Location Matter When Choosing a Residency?

Today we are answering your questions! Before we get to those we have a few follow up comments from listeners from episode #345 about DAFs. We talk a…

MtoM #151: Family Doc Gets His 457(b) Plan Changed For the Better and Finance 101: 457(b) Plans

MtoM #151: Family Doc Gets His 457(b) Plan Changed For the Better and Finance 101: 457(b) Plans

This doc wanted to see big changes made to his 457(b) plan so he got involved with the committee and ultimately helped to make massive changes. He he…

WCI #347: How To Live a Regret Free Life with Jordan Grumet

WCI #347: How To Live a Regret Free Life with Jordan Grumet

Today we talk with Dr. Jordan Grumet about how to live a regret free life. Dr. Grumet first read The White Coat Investor's Guide for Doctors back in …

MtoM #150: Physiatrist Gets Back to Broke and Finance 101: Term Life vs. Whole Life Insurance

MtoM #150: Physiatrist Gets Back to Broke and Finance 101: Term Life vs. Whole Life Insurance

This doc made it back to broke only one year out of training. He was diligent about tracking his spending since med school and he attributes much of …

WCI #346: Roth IRAs are NOT a Bad Investment

WCI #346: Roth IRAs are NOT a Bad Investment

Today Dr. Dahle debunks an article recently published titled "Why a ROTH is a Bad Idea (Yes, You Can Lose Money)". You can find that article here: ht…

MtoM #149: Doctor Gives Away $1 Million and Finance 101: Charitable Giving

MtoM #149: Doctor Gives Away $1 Million and Finance 101: Charitable Giving

Today we are celebrating a milestone we have never discussion on the podcast before. This doc has given more than $1 million to charity! This doc tal…

WCI #345: Charitable Giving and Donor Advised Funds

WCI #345: Charitable Giving and Donor Advised Funds

Today we are talking with Adam Nash, founder and CEO of Daffy. We talk all about charitable giving, the most effective ways to give, what DAFs are an…

MtoM #148: Nurse Practitioner Hits $250,000 Net Worth and Finance 101: Pathways with the Military

MtoM #148: Nurse Practitioner Hits $250,000 Net Worth and Finance 101: Pathways with the Military

This family nurse practitioner hit a net worth of $250,000 only a few years out of training. This NP served our country and saved a lot of money whil…

WCI #344: Are Structured Notes More Than A Product To Be Sold?

WCI #344: Are Structured Notes More Than A Product To Be Sold?

Today we are answering your questions off the SpeakPipe. We talk about structured notes, asset protection, I Bonds, Cash Balance funds, and fees for …

MtoM #147: Anesthesiologist Pays Off Student Loans In 2 Years Despite Becoming Disabled and Finance 101: Disability Insurance

MtoM #147: Anesthesiologist Pays Off Student Loans In 2 Years Despite Becoming Disabled and Finance…

This doctor paid off $260,000 of student loans only 2 years out of training. Not only did he pay off his loans quickly, he did it despite becoming di…

WCI #343: How Do You Know If You Are Getting Good Advice at a Fair Price?

WCI #343: How Do You Know If You Are Getting Good Advice at a Fair Price?

WCI Columnist, pediatrician, and WCICON speaker, Margaret Curtis, joins Dr. Dahle today on the podcast to help answer your questions. They debate the…

MtoM #146: Urologist Pays Off $300,000 in 2 Years and Finance 101: Contribution Limits

MtoM #146: Urologist Pays Off $300,000 in 2 Years and Finance 101: Contribution Limits

This doc has paid off $300,000 of student loans only 2 years out of training. He put nearly half of his income towards his loans every month. Not onl…

WCI #342: Captive Insurance

WCI #342: Captive Insurance

Today we are talking with Van Carlson of SRA 831(b) Admin all about captive insurance. We talk about who captive insurance is for, how to evaluate a …

MtoM #145: Family Doc Gets Back to Broke and Finance 101: Wills

MtoM #145: Family Doc Gets Back to Broke and Finance 101: Wills

This family medicine doc is back to broke only 2 years out of training. When he came out of training his net worth was nearly negative $300,000! He h…

WCI #341: How to Surrender One of Those Nasty Indexed Universal Life Insurance Policies

WCI #341: How to Surrender One of Those Nasty Indexed Universal Life Insurance Policies

How to Surrender One of Those Nasty Indexed Universal Life Insurance Policies. Today we are answering your questions on the speakpipe. If you want yo…

MtoM #144: IMG Comes to America and Becomes Financially Successful and Finance 101: Guidance for International Medical Graduates

MtoM #144: IMG Comes to America and Becomes Financially Successful and Finance 101: Guidance for In…

This radiologist moved here from Brazil 20 years ago after completing medical school. She wanted to come on the podcast to help educate other interna…

WCI #340: Choosing To Thrive With Stacy Taniguchi

WCI #340: Choosing To Thrive With Stacy Taniguchi

Today we are talking with Dr. Stacy Taniguchi about choosing to thrive and creating a life you would want to live over and over again. Dr. Taniguchi …