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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…

WCI #275: The Buy, Borrow, and Die Strategy

WCI #275: The Buy, Borrow, and Die Strategy

In this episode Dr. Dahle discusses the buy, borrow, and die strategy.The basic idea is that it might be better to pay interest than it is to pay cap…

MtoM #78 - Oncologist Multimillionaire

MtoM #78 - Oncologist Multimillionaire

If you save enough, you really can save yourself to financial independence. This guest was not a big spender and still has a lot of her money in cash…

WCI #274: Setting Up Your Portfolio 101

WCI #274: Setting Up Your Portfolio 101

In this episode Dr. Dahle reviews the basics of how to set up your portfolio. This can feel like a big and overwhelming job at the front end, but if …

MtoM #77 - Radiology Resident Gets Back to Broke

MtoM #77 - Radiology Resident Gets Back to Broke

Back to broke, the first milestone! This resident has a positive net worth of $25k and is very excited to be back to broke. As a couple they learned …

WCI #273: Tax Credits and Passive vs. Actively Managed Funds

WCI #273: Tax Credits and Passive vs. Actively Managed Funds

In this episode Dr. Dahle discusses tax credits, foreign tax credits, insurance tax code changes and how a 7702 is not something we are excited about…

MtoM #76 - Naturopathic Medicine Physician is Back to Broke

MtoM #76 - Naturopathic Medicine Physician is Back to Broke

6 years out of training this doctor is back to broke! With an income range between $100K- $200K, what helped her the most was bargaining hard for mor…

WCI #272: Father and Son Physician Duo Does Direct Real Estate

WCI #272: Father and Son Physician Duo Does Direct Real Estate

In this episode Dr. Dahle interviews a father and son physician duo. The father began a direct real estate business as he built his medical practice …

MtoM #75 - Postdoc Pays Off High Interest Debt

MtoM #75 - Postdoc Pays Off High Interest Debt

After not matching and doing a year postdoc before now being accepted into anesthesiology residency, this doctor accumulated $26K in credit card debt…

WCI #271: Physician Online Advocacy with KevinMD

WCI #271: Physician Online Advocacy with KevinMD

We have a special guest on the podcast this episode, Kevin Pho, who you probably know better as KevinMD, social media's leading physician voice. We w…

MtoM #74 - Urologist Millionaire

MtoM #74 - Urologist Millionaire

Four years out of training this urologist had paid off $320K in student loans and reached millionaire status. Making a budget and focusing on paying …

WCI #270: Tax-Loss Harvesting, Mortgages, Side Gigs and More!

WCI #270: Tax-Loss Harvesting, Mortgages, Side Gigs and More!

No surprise, when markets go down people start wondering about tax-loss harvesting. The markets are down over 24% on the year and it can really feel …

MtoM #73 - Radiologist Pays Off Student Loans

MtoM #73 - Radiologist Pays Off Student Loans

Radiologist pays off $75K. That may not seem like a lot. But he shares some great advice from his journey to being debt free, recognizing the sacrifi…