Podcast Feed

WCI #153: Tax Loss Harvesting

WCI #153: Tax Loss Harvesting

Tax loss harvesting is an important topic, especially right now. If you have been hemorrhaging money in the markets, like most of us have, you may wa…

WCI #152: Work Life Balance with Tired Super Heroine

WCI #152: Work Life Balance with Tired Super Heroine

With medical school classes now having slightly more women than men, more physicians are or will be juggling the challenge of being a professional an…

WCI #151: How to Pick a Charity

WCI #151: How to Pick a Charity

Choosing which charities to give to is important. It takes just as much effort to give well as it does to earn, save, invest and spend well. We all k…

WCI #150: Side Gigs, Women, and Demographic Changes in Medicine

WCI #150: Side Gigs, Women, and Demographic Changes in Medicine

Medical school classes now have slightly more women than men. In today's episode we talk a little bit about what that means, both for male and female…

WCI #149: Should I Time the Market?

WCI #149: Should I Time the Market?

Should you try to time the market? No! Why? Because it is very hard to do well over the long term and it introduces significant transaction costs to …

WCI #148: Finding Balance in Your Life with Dr. Dawn Baker

WCI #148: Finding Balance in Your Life with Dr. Dawn Baker

Life balance is an important topic as we address physician wellness in the medical community. Why is it so hard for high-income professionals to find…

WCI #147: Being a Finance Buff with Harry Sit

WCI #147: Being a Finance Buff with Harry Sit

All of us can become a finance buffs if we are willing to put in the time to learn. Our guest in this episode is proof of that and is a bit of an of …

WCI #146: The 5-Year Rule for Roth IRA Conversions

WCI #146: The 5-Year Rule for Roth IRA Conversions

The 5-year rule for Roth IRA Conversions can be confusing because there are two 5-year rules regarding Roth IRAs. We discuss the difference between t…

WCI #145: Faith, Family, and Finance with Rogue Dad, M.D.

WCI #145: Faith, Family, and Finance with Rogue Dad, M.D.

In this episode we are looking at faith, family, and finances through the lens of medicine. Fahd Ahmad, also know as Rogue Dad, M.D. is our guest. Se…

WCI #144: Can I Send Money to India?

WCI #144: Can I Send Money to India?

The question often comes up about sending money to or receiving money from India. It turns out international gifts of money are not that complicated …

WCI #143: All About Medical School Loans with Ben White

WCI #143: All About Medical School Loans with Ben White

Managing your medical school loans is one of the most important first financial steps that a medical school student or resident needs to take care of…

WCI #142: Should You Raid a Roth IRA To Pay Off Your Loans?

WCI #142: Should You Raid a Roth IRA To Pay Off Your Loans?

Should you raid your Roth IRA to pay off your student loans? No, I think raiding your Roth IRA for any reason is a bad decision. You only get so much…

WCI #141: Private Real Estate Access Funds

WCI #141: Private Real Estate Access Funds

This episode we discuss advantages and disadvantages of investing in private real estate access funds. What are the advantages of access funds over s…

WCI #140: Solving Your Financial Mistakes

WCI #140: Solving Your Financial Mistakes

As you become more financially literate, you realize all the financial mistakes that you were making. Some of those mistakes are more challenging to …

WCI #139: Physician Millionaires - How'd They Do It?

WCI #139: Physician Millionaires - How'd They Do It?

It is possible for you to retire a millionaire. In this episode I interview 7 of your colleagues who have become millionaires before retirement. They…

WCI #138: Managing Student Loans and When to Pay for Advice

WCI #138: Managing Student Loans and When to Pay for Advice

There is a huge issue with student loans in our country today. I think it is currently at $1.7 trillion. That is almost half of the annual federal bu…

WCI #137: Inspiration to Crush Your Student Loans

WCI #137: Inspiration to Crush Your Student Loans

We want to inspire you to crush your student loans. One of the worst parts of being a doctor, dentist, or attorney is this massive student loan burde…

WCI #136: Taxes on Stock Options

WCI #136: Taxes on Stock Options

There are non-qualified stock options and incentive stock options. They are each taxed very differently. A listener joined a startup and was offered …

WCI #135: Estate Planning with Daniel Kesten

WCI #135: Estate Planning with Daniel Kesten

Daniel Kesten, an estate planning attorney and a speaker at the WCICon 20 in Las Vegas in March, is our guest on this episode. We have a great discus…

WCI #134: Improve Your Personal Financial Literacy

WCI #134: Improve Your Personal Financial Literacy

This week is continuing financial education week. See more information and resources to get financially literate at link