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WCI #285: Physician Assistant Financial Education

WCI #285: Physician Assistant Financial Education

Today we are interviewing PAs, Beth Macintire and Katie Bean. We know that most of our audience are physicians and dentists, but there is a healthy s…

MtoM #88 - Sports Medicine Doc Pays Off $287,000 in 2 Years

MtoM #88 - Sports Medicine Doc Pays Off $287,000 in 2 Years

We love to showcase that no matter what your income is you can pay down your loans and build wealth! This doc demonstrates just that. By making good …

WCI #284: HSAs, 529s, and Donor Advised Funds

WCI #284: HSAs, 529s, and Donor Advised Funds

Dr. Dahle and Dr. Spath tackle your questions around HSAs—specifically the reimbursement process and if you can reimburse yourself for past expenses …

MtoM #87 - Flight Surgeon Building Wealth

MtoM #87 - Flight Surgeon Building Wealth

You can still build wealth with a low 6 figure income. You will have to be a lot more deliberate about your finances but this doctor demonstrates how…

WCI #283: Preparing Financially for the Unexpected with Dr. Josh Daily

WCI #283: Preparing Financially for the Unexpected with Dr. Josh Daily

Our guest, Dr. Josh Daily, is a pediatric cardiologist who recently was diagnosed with a brain tumor. He wanted to share his experience of walking th…

MtoM #86 - Multimillionaire OBGYN

MtoM #86 - Multimillionaire OBGYN

This physician has reached an 8 figure net worth by paying off debt early and investing in himself with a surgery center. His advice is to not try to…

WCI #282: Fiduciary Financial Advisors

WCI #282: Fiduciary Financial Advisors

In this episode Dr Dahle talks about fiduciaries and financial advisors. The best way to think of the word fiduciary is to think of it as a person th…

MtoM #85 - Nurse Practitioner Millionaire

MtoM #85 - Nurse Practitioner Millionaire

Training yourself to not be a spender is the way to build wealth. This nurse practitioner excelled at it. Everyone says they want to be a millionaire…

WCI #281: Physician Entrepreneurism and Venture Capital With Dr. John Shufeldt

WCI #281: Physician Entrepreneurism and Venture Capital With Dr. John Shufeldt

This episode Dr. Dahle interviews Dr. John Shufeldt. He has had a pretty remarkable career in entrepreneurship. Dr. Shufeldt talks to us about physic…

MtoM #84 - Primary Care Doc Gets Back to Broke

MtoM #84 - Primary Care Doc Gets Back to Broke

This doctor shows that you can be successful in primary care even with a large loan burden. You can do it in a lot of different ways. All you have to…

WCI #280: Asset Allocation, International Stocks, Bonds, Small and Mid-Cap Value Factors

WCI #280: Asset Allocation, International Stocks, Bonds, Small and Mid-Cap Value Factors

This episode Dr. Dahle talks about asset allocation. We discuss if your asset allocation should ever change and specifically if it should change in r…

MtoM #83 - Anesthesiologist Gets Back to Broke

MtoM #83 - Anesthesiologist Gets Back to Broke

This doctor really got back to broke over just one year after having a negative $410K net worth. Take the power of that first year out of training an…

WCI #279: Roth Options and Questions

WCI #279: Roth Options and Questions

This episode we dive deep into all things Roth. We give a general review of what Roth is and then answer your questions about the backdoor Roth, diff…

MtoM #82 - Gynecologist Gets Back to Broke

MtoM #82 - Gynecologist Gets Back to Broke

This physician had a swing of about $600K in net worth in 2.5 years, basically on one attending and one resident income. Have a financial plan. It wo…

WCI #278: Recession Proof Investments

WCI #278: Recession Proof Investments

Is there such a thing as a recession proof investment? Many listeners are wondering this and asking questions about what to do right now. We don’t li…

MtoM #81 - Orthodontist Pays Off $540K In 4 Years

MtoM #81 - Orthodontist Pays Off $540K In 4 Years

Dr. Spath interviews this orthodontist who paid off $540K in loans while living in a high cost of living area by refinancing to a lower rate and livi…

WCI #277: Nonclinical Work for Physicians

WCI #277: Nonclinical Work for Physicians

This episode Dr. Dahle talks about ways for physicians to make some money outside of their typical clinical work. Whether you are looking to put your…

MtoM #80 - Dual Physician Couple Pays off Loans and Becomes Millionaires

MtoM #80 - Dual Physician Couple Pays off Loans and Becomes Millionaires

This hospitalist and family medicine doctors are 7 years out of training. Already they have paid off $550K in school loans, $50K in credit card debt …

WCI #276: 529s, I bonds, TIPS, S Corps, ETFs and 403(b)s

WCI #276: 529s, I bonds, TIPS, S Corps, ETFs and 403(b)s

This episode Dr. Dahle covers a variety of your questions. We talk about when it is worth passing cash through a 529 account and if you should use 52…

MtoM #79 - Pilot Gets Back to Broke

MtoM #79 - Pilot Gets Back to Broke

This airline pilot has a net worth of $50K having paid off $78K in flight school loans, 2.5 years out of training. His income has only been $28K- $11…