Podcast Feed

MtoM #133: CRNA Becomes a Millionaire and Finance 101: Disability Insurance

MtoM #133: CRNA Becomes a Millionaire and Finance 101: Disability Insurance

This CRNA just became a millionaire. He had his financial awakening after an expensive divorce and realized he needed to learn more about finances if…

WCI #329: Why Mixing Insurance and Investing Causes So Many Problems

WCI #329: Why Mixing Insurance and Investing Causes So Many Problems

Today we get into the weeds about annuities. We talk all about what they are and when (or if) they are worth owning. We answer a question about if yo…

MtoM #132: Emergency Medicine Resident Hits $100K in Retirement Accounts and Finance 101: Cash

MtoM #132: Emergency Medicine Resident Hits $100K in Retirement Accounts and Finance 101: Cash

This emergency medicine resident saved $100,000 in his retirement accounts all during residency. He said living in the midwest helped because of low …

WCI #328: A Conversation With Locums Docs

WCI #328: A Conversation With Locums Docs

Today we have two locums docs on the podcast. One doc started his career as a locums doc before moving into long term employment. The other doc left …

MtoM #131: Nurse Becomes a Millionaire and Finance 101: Student Loan Refinancing

MtoM #131: Nurse Becomes a Millionaire and Finance 101: Student Loan Refinancing

Our guest today is a nurse who has a networth of $1.8 million only 12 years out of training. He wanted to come on the podcast to make sure people kno…

WCI #327: Send Your Kids to College

WCI #327: Send Your Kids to College

Today we are answering your questions about 529 accounts. We talk about what a reasonable amount to put in a 529 is and what to do if you over fund i…

MtoM #130:Family and Sports Medicine Doc is Back to Broke and Finance 101: Tenant Contracts

MtoM #130:Family and Sports Medicine Doc is Back to Broke and Finance 101: Tenant Contracts

This dual board certified doc is back to broke. She was in denial for a very long time about her finances and how much debt she had taken on and had …

WCI #326: Finances for Doctors With a Terminal Illness

WCI #326: Finances for Doctors With a Terminal Illness

Today we are talking with Dr. Adam Maclauchlan, a family medicine doc who was diagnosed with stage 4 lung cancer. He shares his inspiring story about…

MtoM #129:Family Physician Lives Like a Resident and Finance 101: Inflation

MtoM #129:Family Physician Lives Like a Resident and Finance 101: Inflation

This family medicine doc shows us the power of living like a resident for a few years. This family has continued to live frugally since training and …

WCI #325: What is the 4% Rule?

WCI #325: What is the 4% Rule?

Today we are answering your questions off of the speak pipe. We spend some time learning about the 4% rule and what it is and how it works. We answer…

MtoM #128 - Podiatrist Pays Off Student Loans and Finance 101: Dave Ramsey's Baby Steps

MtoM #128 - Podiatrist Pays Off Student Loans and Finance 101: Dave Ramsey's Baby Steps

This podiatrist paid off his student loans only a few years after training. He shared how freeing it has been to be completely out of debt. He said b…

WCI #324: Pilots Can Reach Financial Independence Too
FI

WCI #324: Pilots Can Reach Financial Independence Too

Dr. Dahle chats with Australian pilot, Captain FI, about creating the life you want today and making the most of the time you have. Captain FI walked…

MtoM #127 - Veterinarian Starts Her Own Business and Finance 101: 457(b) Plans

MtoM #127 - Veterinarian Starts Her Own Business and Finance 101: 457(b) Plans

This veterinarian shares her journey of graduating with $300,000 of debt and getting her first job making only $28,000 a year, to opening her own bus…

WCI #323: When is the Right Time to Invest in Real Estate?

WCI #323: When is the Right Time to Invest in Real Estate?

Today we are answering all of your real estate questions. We spend a big chunk of time talking about when the right time to invest in real estate is.…

MtoM #126 - Pharmacist Writes a Book and Pays Off a Mortgage and Finance 101: Index Funds

MtoM #126 - Pharmacist Writes a Book and Pays Off a Mortgage and Finance 101: Index Funds

This pharmacist turned educator paid off his investment property mortgage. He shares his fascinating story of moving through several different career…

WCI #322: Questions from Students and Residents

WCI #322: Questions from Students and Residents

Today we are answering a variety of questions from medical students and residents. We talk about the tax benefits of getting married and what to do w…

MtoM #125 - Psychiatrist Pays Off Half a Million in Loans and Becomes a Millionaire and Finance 101: The Savings Rate

MtoM #125 - Psychiatrist Pays Off Half a Million in Loans and Becomes a Millionaire and Finance 101…

This psychiatrist paid off over a half a million dollars of student debt in just over 5 years! Not only has she paid off this massive amount of loans…

WCI #321: The Family Board Meeting with Jim Shiels

WCI #321: The Family Board Meeting with Jim Shiels

Today we are talking with our friend Jim Shiels about his book, The Family Board Meeting. Jim is a father of 5 and passionate about helping families …

MtoM #124 - Two Doc Couple Splits Their Student Loan Plan and Finance 101: The 5 Money Activities

MtoM #124 - Two Doc Couple Splits Their Student Loan Plan and Finance 101: The 5 Money Activities

This two doc couple has created a great plan for getting rid of both of their loans. He is going for PSLF and they just paid off her loans. He said m…

WCI #320: Investment Accounts

WCI #320: Investment Accounts

Today we are answering your questions about investments accounts. We answer questions about UTM accounts and what the tax implications are, how to ch…