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WCI #239: Contract Negotiation and Student Loans

WCI #239: Contract Negotiation and Student Loans

Today we are answering questions about contract negotiation. It is important to know what parts of a contract you can negotiate and when you likely w…

MtoM #42 - Back to Broke as a Resident

MtoM #42 - Back to Broke as a Resident

This second year anesthesiologist resident and nurse partner are already back to broke. With a salary of $90K they have been investing and paying off…

WCI #238: 2021 Financial Book Reviews

WCI #238: 2021 Financial Book Reviews

Every year we are sent a big stack of books that people want us to read and review on the blog or the podcast. This week at WCI is Continuing Financi…

MtoM #41 - Pediatrician pays off $300K in 3 years

MtoM #41 - Pediatrician pays off $300K in 3 years

In 3 years this pediatrician paid off $300K in loans with a 200K income. Motivated to get their schooling paid off so they could start saving for the…

WCI #237: How to Reduce your Investment Taxes

WCI #237: How to Reduce your Investment Taxes

This episode we are answering questions about investment taxes. There are several things that you can do to reduce your investment taxes including th…

MtoM #40 - Dual Family Doctor Couple pays off $400K+ in 3 years

MtoM #40 - Dual Family Doctor Couple pays off $400K+ in 3 years

Following the outline for financial priorities in the WCI book, this couple was able to invest while paying off the debt for Brad’s medical school. R…

WCI #236: Interview with Jaspreet Singh of the Minority Mindset

WCI #236: Interview with Jaspreet Singh of the Minority Mindset

Jaspreet Singh is the creator of The Minority Mindset. We were introduced to him recently at a conference called FinCon that was for producers of fin…

MtoM #39 - Buying a Car with Cash
Car

MtoM #39 - Buying a Car with Cash

Our guest is a general dentist three years out of training. He has hit a couple of milestones, back to broke and a six figure net worth. But he came …

WCI #235: Pay Off Debt or Invest?

WCI #235: Pay Off Debt or Invest?

Today we are talking about whether it is better to pay off debt or invest. Like most financial questions the answer is, it depends. Read more at http…

MtoM #38 - Dentist Achieves $0 Net Worth

MtoM #38 - Dentist Achieves $0 Net Worth

This dentist just recently got back to broke! He finished training with a net worth of negative $510K. 5 years later they have reached a net worth of…

WCI #234: Roth Q&A: 401ks, Conversions, and What if the Backdoor Goes Away?

WCI #234: Roth Q&A: 401ks, Conversions, and What if the Backdoor Goes Away?

This episode we answer all of your questions about Roth accounts. We talk a lot about retirement accounts and answer questions about Roth 401(k)s, th…

MtoM #37 - The Veterinarian Millionaires

MtoM #37 - The Veterinarian Millionaires

This dual couple veterinarians, 7.5 years out of training, have a $2-4 million net worth depending on how you value their practice. They attributed t…

WCI #233: Insurance Q&A

WCI #233: Insurance Q&A

This episode we are answering all of your questions about insurance. We discuss group universal life insurance and go over the reasons that it is ver…

MtoM #36 - Psychiatrist Real Estate Investor Multimillionaire

MtoM #36 - Psychiatrist Real Estate Investor Multimillionaire

Elaine is only one year out of her training as a psychiatrist with a 7.5 million net worth all in real estate investments and cash. She valued financ…

WCI #232: Investing Q&A - The Dragon Portfolio, 457(b)s, 403(b)s And Individual Stocks

WCI #232: Investing Q&A - The Dragon Portfolio, 457(b)s, 403(b)s And Individual Stocks

We have had a lot of questions about investing coming in lately, so today we have put all of those questions into one big Q&A podcast. We talk ab…

MtoM #35 - The Attorney Millionaire

MtoM #35 - The Attorney Millionaire

Dual attorney couple at 3.3 million net worth 8 years out of school. Their tips to success? Start early, contribute steadily, and avoid lifestyle inf…

WCI #231: How Much Homeowners Insurance Do I Need?

WCI #231: How Much Homeowners Insurance Do I Need?

We have had a lot of listeners request information on my homeowners insurance policy. After a large home renovation we had to make some pretty big ch…

MtoM #34 - PSLF Forgiveness and Millionaires!

MtoM #34 - PSLF Forgiveness and Millionaires!

Out of school they owed $178K, paid $20-30K off over the next 10 years, and had the rest forgiven. Be diligent, make sure you track each payment. Get…

WCI #230: Congress Proposes New Tax Bill Impacting High Earners

WCI #230: Congress Proposes New Tax Bill Impacting High Earners

There are potential big changes coming up as a new tax bill is working its way through Congress. While there are sure to be many changes to the propo…

MtoM #33 - Millionaire Podiatrist

MtoM #33 - Millionaire Podiatrist

Our first podiatrist on the Milestones podcast! In 8 years they paid off around a million dollars in debt between his student loans and a business lo…