Podcast Feed

WCI #316: Roth Contributions and Conversions

WCI #316: Roth Contributions and Conversions

We have continued to get a lot of your questions about all things Roth so we are dedicating another episode to your Roth questions. We answer questio…

MtoM #119 - Opening a Franchise

MtoM #119 - Opening a Franchise

Our interviewees today are telling us about opening their first franchise. After listening to WCI podcast episode 267 about non-food franchising they…

WCI #315: 529's, Inheritance and Roth IRAs For Kids

WCI #315: 529's, Inheritance and Roth IRAs For Kids

Today we answer your questions about 529's. We try to help clarify the changes coming with Secure Act 2.0. We talk about if it would make sense for 5…

MtoM #118 - Cardiologist Becomes a Millionaire

MtoM #118 - Cardiologist Becomes a Millionaire

This cardiologist became a millionaire just 6 years out of training. This physician couple worked hard to pay their debt off and start saving. They h…

WCI #314: Loving Your Timeshare with Dr. Cory Fawcett

WCI #314: Loving Your Timeshare with Dr. Cory Fawcett

Dr. Cory Fawcett joins us today to make the case for timeshares. He takes the much less voiced opinion that timeshares are awesome. He shares who he …

MtoM #117 - Sleep Doc Pays Off a Mortgage in Two Years

MtoM #117 - Sleep Doc Pays Off a Mortgage in Two Years

This sleep medicine doc paid off his mortgage in only 2 years! He learned quickly that he does not like being in debt and first tackled $280,000 of s…

WCI #313: The Proposed Ban on Non-Compete Contracts and Whether It's Fair

WCI #313: The Proposed Ban on Non-Compete Contracts and Whether It's Fair

Today we are answering your questions from the speak pipe. We talk about if a medical reimbursement plan is a good option for a private practice, we …

MtoM #116 - ER Doc Builds Wealth and Pays Off $344,000 in 2 1/2 Years

MtoM #116 - ER Doc Builds Wealth and Pays Off $344,000 in 2 1/2 Years

This ER Doc has worked hard since finishing residency and has not only paid off $344,000 in 2 1/2 years,. but he also managed to build wealth and buy…

WCI #312: Generational Wealth and Teaching Your Kids About Money

WCI #312: Generational Wealth and Teaching Your Kids About Money

Our guest on the podcast today is Dr. Brittne Halford of More Joy, More Wealth. She and Dr. Dahle discuss how your upbringing affects your view on mo…

MtoM #115 - Doc Pays Off Student Loans in 30 Months

MtoM #115 - Doc Pays Off Student Loans in 30 Months

This doc paid off his student loans in only 30 months. He said the freedom of being out of debt is allowing him and his family create a better work l…

WCI #311: Asset Location

WCI #311: Asset Location

Today we are answering your questions off the speak pipe. Many of those questions are in regards to asset location. We talk about weighing tax effici…

MtoM #114 - Pathologist and Anesthesiologist Get Back to Broke

MtoM #114 - Pathologist and Anesthesiologist Get Back to Broke

This dual physician couple who are fresh out of training are back to broke! They have worked hard to budget, make a financial plan and grow their net…

WCI #310: The Wage Gap in Medicine

WCI #310: The Wage Gap in Medicine

Our guest on the podcast today is Dr. Shikha Jain. She has devoted her life not only to medicine but to helping women in medicine. She shares her kno…

MtoM #113 - Paid Off Student Loans and Bought a Car With Cash

MtoM #113 - Paid Off Student Loans and Bought a Car With Cash

This neurologist paid off over $400,000 in just 3 1/2 years. He also bought a new car with cash. He said living like a resident and having a plan is …

WCI #309: Taxes

WCI #309: Taxes

It's that time of year where we have lots of questions about taxes. Today we talk about how to file an amendment to your 2022 tax return. The good ne…

MtoM #112 - Family Physicians Start Direct Primary Care Practice

MtoM #112 - Family Physicians Start Direct Primary Care Practice

This doc is our second returning guest. Since she paid off her student loans in August of 2021 her and her husband were able to take a financial risk…

WCI #308: Overcoming a Late Start

WCI #308: Overcoming a Late Start

Today we talk to a doc who got a late start on his financial journey. He shares his experience of over inflating his life style for nearly 20 years a…

MtoM #111 - Internal Medicine Doc Becomes a Millionaire

MtoM #111 - Internal Medicine Doc Becomes a Millionaire

This internal medicine doc has become a millionaire not long out of training. He has lived like a resident and saved a huge portion of his income. Th…

WCI #307: Private Real Estate Versus REITs

WCI #307: Private Real Estate Versus REITs

Today we are answering more of your real estate questions. We discuss if it is a good idea to have your rental properties in an LLC, if you can claim…

MtoM #110 - New York Physician Pays Off Student Loans

MtoM #110 - New York Physician Pays Off Student Loans

This New York City doc paid off $375,000 in only five years. This is a dual physician couple that wanted to get rid of both of their loans as quickly…