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WCI #113: Dare to be Dull with Allan Roth

WCI #113: Dare to be Dull with Allan Roth

"Always ask yourself, where can your portfolio go wrong? And if you can't come up with lots of different reasons, you probably are too overconfident …

WCI #112: The Right Way to Borrow Money From Family

WCI #112: The Right Way to Borrow Money From Family

A listener asked me how to prioritize loans from their parents. I am not a fan of borrowing money from family. I'd hate to owe money to my parents. P…

WCI #111: Investing in Airbnb Rentals with David Draghinas

WCI #111: Investing in Airbnb Rentals with David Draghinas

Dr. David Draghinas is probably best known in this community for his podcast, Doctors Unbound, link where he shares inspir…

WCI #110: How Does the US Tax Foreign Investment Income?

WCI #110: How Does the US Tax Foreign Investment Income?

How does the US tax foreign investment income? Foreign income is taxed as ordinary income on your US tax return. No free lunch here, sorry. The place…

WCI #109: Passive Investing and Financial Advisory Fees with Rick Ferri

WCI #109: Passive Investing and Financial Advisory Fees with Rick Ferri

Rick Ferri is a financial advisor and an accomplished author of 7 books related to investing. I consider him the heir apparent to Jack Bogle. In this…

WCI #108: What is Value Averaging and How Does it Work

WCI #108: What is Value Averaging and How Does it Work

What is Value Averaging and How Does it Work? It is an investing strategy that works like dollar cost averaging in terms of steady contributions, but…

WCI #107: The Four Pillars of Investing with Bill Bernstein, MD

WCI #107: The Four Pillars of Investing with Bill Bernstein, MD

I first met Bill Bernstein at the Bogleheads Conference in 2008. I was a Bernsteinhead before I was ever a Boglehead. The Four Pillars of Investing w…

WCI #106: Financial Advice for Those Starting a Family

WCI #106: Financial Advice for Those Starting a Family

We talk about tips for physicians starting a family in this episode. You have to realize it has dramatic changes on retirement dates - pretty easy to…

WCI #105: How to Think About Money with Jonathan Clements

WCI #105: How to Think About Money with Jonathan Clements

Our guest this episode is Jonathan Clements, a previous WSJ columnist, the blogger behind HumbleDollar.com, and the author of 8 books (7 financial an…

WCI #104: Mistaking a Salesman for a Financial Advisor

WCI #104: Mistaking a Salesman for a Financial Advisor

Many financial advisors are salesmen masquerading as financial advisors. You need to learn how to differentiate between the two so you make sure you …

WCI #103: Reduce Burnout with the Physician Philosopher

WCI #103: Reduce Burnout with the Physician Philosopher

Our guest this episode is Jimmy of The Physician Philosopher blog. Jimmy is an anesthesiologist, an academic physician working full-time and living o…

WCI #102: How to Pay for a House

WCI #102: How to Pay for a House

There are lots of ways to pay for a home, 15 year mortgages, 30 year mortgages, fixed, ARMS, paying all cash. What is right for you? I answer listene…

WCI #101: When To Hire A Financial Planner

WCI #101: When To Hire A Financial Planner

When should you hire a financial planner? You don’t have to know everything about finance to take care of your own finances. You only have to know th…

WCI #100: How To Get Rich as a Doctor

WCI #100: How To Get Rich as a Doctor

Let’s talk about How to Get Rich. First thing is to avoid getting poor. That means minimizing the cost of your education, making sure you match. Maki…

WCI #99: How to Break Up with Your Financial Advisor

WCI #99: How to Break Up with Your Financial Advisor

Two readers are on this week's episode, a dentist and an attending physician. Both are in the process of taking control of their money and moving on …

WCI #98: A Discussion with a Resident and a Medical Student

WCI #98: A Discussion with a Resident and a Medical Student

A resident listener and a medical school listener come on the podcast today to have their financial questions answered. Still not sure what to do wit…

WCI #97: Realtors and Physician Mortgage Loans with Peter Kim of Curbside Real Estate

WCI #97: Realtors and Physician Mortgage Loans with Peter Kim of Curbside Real Estate

Interview with Dr. Peter Kim, founder of Curbside Real Estate, addressing physician-specific issues encountered during the home buying process. We ta…

WCI #96: An Interview with Michelle Finkel of Insider Medical Admissions

WCI #96: An Interview with Michelle Finkel of Insider Medical Admissions

In this episode I interview Michelle Finkel. Dr. Finkel is a former Harvard Medical School faculty member with admissions experience and a board cert…

WCI #95: The Speakpipe is Working

WCI #95: The Speakpipe is Working

Lots of listener's voices on this episode. The speakpipe to record your questions is working well! I answer your colleagues questions about contribut…

WCI #94: Surgery Center Investments

WCI #94: Surgery Center Investments

I'm often asked questions about investing in a surgery center but it is something that I have no experience with. So I brought on someone who does ha…