Podcast Feed

WCI #249: What To Do With Old Retirement Accounts Q&A

WCI #249: What To Do With Old Retirement Accounts Q&A

In this episode we answer your questions about old retirement accounts. What do you do with those accounts? How do you move an old 401(k) to a differ…

MtoM #52 - Multimillionaires 5 yrs Post Residency

MtoM #52 - Multimillionaires 5 yrs Post Residency

Put your nose to the grindstone at the beginning and reap the benefits. This dual career couple had the income to make a difference quickly. To keep …

WCI #248: Veterinarians and Their Finances

WCI #248: Veterinarians and Their Finances

Dr. Hofmeister, our guest this episode, talks about veterinary medicine as well as the finances of veterinarians and really give us some insight into…

MtoM #51 - Neonatologist Finds Financial Freedom

MtoM #51 - Neonatologist Finds Financial Freedom

This neonatologist and internist couple reach financial freedom just 4.5 years out of training.  It is always great to marry another high income prof…

WCI #247: Bonds and Tax Loss Harvesting

WCI #247: Bonds and Tax Loss Harvesting

This episode is all about bonds and tax-loss harvesting link We get into what some good options fo…

MtoM #50 - Orthopaedic Surgeon Pays Off All of His Debt in 6 years

MtoM #50 - Orthopaedic Surgeon Pays Off All of His Debt in 6 years

This story demonstrates just what can be done with income. This doctor grabbed the bull by the horns, opened his own practice and became very success…

WCI #246: Early Retirement Now

WCI #246: Early Retirement Now

Our guest in this episode is Dr. Karsten. He's the mind behind the Early Retirement Now blog. He completed a PhD in economics, worked for the Federal…

MtoM #49 - EM Doc Pays Off Loans and Reaches $250K Net Worth

MtoM #49 - EM Doc Pays Off Loans and Reaches $250K Net Worth

We love that doctors are passing around this financial information from one to another. Be smart about how you manage your money and pass this inform…

WCI #245: The Backdoor Roth Lives On

WCI #245: The Backdoor Roth Lives On

Today we discuss what happened in Congress and how, for now at least, the backdoor Roth lives on. You can proceed with your contributions as planned.…

MtoM #48 - Family Docs Pay Off $570K

MtoM #48 - Family Docs Pay Off $570K

This family doc couple took nine years to pay off $570K. They had far more than average debt and lower than average salaries. They’ve invested along …

WCI #244: The Finances of Professional Cyclists

WCI #244: The Finances of Professional Cyclists

Our special guest today is Toms Skujiņš. Toms is a professional cyclist, an avid podcast listener and a White Coat Investor. Toms races at the highes…

MtoM #47 - Millionaire Military Officer

MtoM #47 - Millionaire Military Officer

From this millionaire military officer we learn the importance of being consistent and having a plan. Follow the plan. As long as it is reasonable, y…

WCI #243: Annuities, Securities, and The Three Fund Portfolio

WCI #243: Annuities, Securities, and The Three Fund Portfolio

This episode we discuss annuities, securities, and the three-fund portfolio. But we are also reaching the end of the year, which means it's time to t…

MtoM #46 - Dual Physician Millionaires

MtoM #46 - Dual Physician Millionaires

We can learn several lessons from this dual doctor couple. The first two years they had no savings as they had no financial education. Having a child…

WCI #242: Avoiding Debt and Giving Back With Michelle Singletary

WCI #242: Avoiding Debt and Giving Back With Michelle Singletary

Our guest in this episode, Michelle Singletary, is a personal finance columnist for the Washington Post. Her award-winning column “The Color of Money…

MtoM #45 - Pediatrician Pays off $185K in 3.5 years

MtoM #45 - Pediatrician Pays off $185K in 3.5 years

Renting a less comfortable home than they would have preferred, this couple focused on crushing their student loans. Not being big spenders helped ac…

WCI #241: Retirement Account Q&A

WCI #241: Retirement Account Q&A

This episode is all about retirement accounts. We are answering your questions regarding TSPs, what to do with old retirement accounts, how to set up…

MtoM #44 - Back to Broke Oncologist

MtoM #44 - Back to Broke Oncologist

We are celebrating this oncologist who got back to broke 6 months out of training. He went from a net worth of $-128K to $+210K net worth in 1.5 year…

WCI #240: Asset Allocation Q&A

WCI #240: Asset Allocation Q&A

Today we answer your questions about asset allocation. We start off with some basic principles that everyone should understand and then dive into mor…

MtoM #43 - Doc Dumps Whole Life Policy And Becomes Millionaire

MtoM #43 - Doc Dumps Whole Life Policy And Becomes Millionaire

This doctor followed advice of WCI to navigate complexities of a 1035 exchange, and recovered from many poor insurance products he was sold. Only 2 y…