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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

WCI #133: What Physicians Need to Know About Contract Negotiation

WCI #133: What Physicians Need to Know About Contract Negotiation

A contract is just a vehicle to set expectations. But understanding those expectations is very important. We discuss what you need to know about nego…

WCI #132: Asset Protection Strategies to Secure Your Wealth

WCI #132: Asset Protection Strategies to Secure Your Wealth

Our guest this episode is an asset protection attorney. See the full transcription here link A lot of rea…

WCI #131: Rules for Business Vehicle Tax Deduction

WCI #131: Rules for Business Vehicle Tax Deduction

Deducting your business vehicle sounds like a great way to lower your tax bill. Unfortunately it is probably not going to be a significant deduction …

WCI #130: How to Retire Early as a Doctor with the Physician on Fire

WCI #130: How to Retire Early as a Doctor with the Physician on Fire

Have you ever dreamed of retiring from medicine in your 40s? In this episode we interview a doctor who actually did retire recently at the age of 43.…

WCI #129: Helping Family When They are Bad With Money

WCI #129: Helping Family When They are Bad With Money

Setting financial boundaries with your parents is challenging. These are the people that took care of you for the first 18 years of your life. But th…

WCI #128: Resident Physician Financial Mistakes

WCI #128: Resident Physician Financial Mistakes

There are some aspects of finances that are unique to resident physicians. It is really during this time that you are putting on the training wheels …

WCI #127: Understanding the Mega Backdoor Roth IRA

WCI #127: Understanding the Mega Backdoor Roth IRA

The Mega Backdoor Roth IRA allows you to contribute an additional amount into an Roth IRA due to the fact that some employer 401k plans allow after-t…

WCI #126: How to Reduce your Investment Taxes with Phil DeMuth

WCI #126: How to Reduce your Investment Taxes with Phil DeMuth

Every doctor and other high income earner wants to reduce their investment taxes. Our podcast guest, Phil DeMuth, is just the man to help you do that…

WCI #125: How to Rebalance Your Portfolio

WCI #125: How to Rebalance Your Portfolio

See the show notes for this episode at link One listener asked about how to rebalance his portfolio. A lot of people st…

WCI #124: Financial Advisors: The Good, The Bad, and The Ugly with Michael Kitces

WCI #124: Financial Advisors: The Good, The Bad, and The Ugly with Michael Kitces

Michael Kitces is the brains behind Nerd's Eye View, link which I believe is the most widely read website aimed at educating financ…

WCI #123: Will the Politicians Cancel your Student Loan Debt?

WCI #123: Will the Politicians Cancel your Student Loan Debt?

"Aren't all the Democratic candidates going to cancel student loan debt? I'll just wait, because if I pay them back and then they cancel them, I'm ou…

WCI #122: Frugal Living with the Frugal Physician

WCI #122: Frugal Living with the Frugal Physician

If you forgot to live like a resident for your first few years as an attending physician, it isn't too late. In this podcast episode I interview Dr. …