Podcast Feed

WCI #419: Getting to Know Jim: His Past, Present, and Future Relationship with Money

WCI #419: Getting to Know Jim: His Past, Present, and Future Relationship with Money

Today we are turning the tables and Dr. Dahle is being interviewed by our friend of WCI, Dr. Tyler Scott. We turn away from our usual pattern of answ…

MtoM #222: Engineer and Medical Student Hit Half Million Dollar Net Worth and Finance 101: Different Ways to Pay for Medical School

MtoM #222: Engineer and Medical Student Hit Half Million Dollar Net Worth and Finance 101: Differen…

Today we talk to an engineer who has reached a half million dollar net worth. Her husband is a medical student at the Uniformed Services Medical Scho…

WCI #418: Get Your Tax Bill Down

WCI #418: Get Your Tax Bill Down

With tax season just ended we have gotten a lot of questions about taxes. Today we are tackling those questions. We talk about tax loss harvesting, t…

MtoM #221: Pharmacist Builds a Real Estate Empire and Punches Out in 10 Years and Finance 101: 529s

MtoM #221: Pharmacist Builds a Real Estate Empire and Punches Out in 10 Years and Finance 101: 529s

Today we are talking with a Pharmacist who has reached FI in his 30s. While his career has been in pharmacy he was always committed to building a big…

WCI #417: Get Rich Fast as a Millionaire with Roth Conversions

WCI #417: Get Rich Fast as a Millionaire with Roth Conversions

Today we are talking with our friend and Roth expert, Chris Davin. He is joining us to answer some of your questions and then get way into the Roth w…

MtoM #220: Family Physician Millionaire Receives PSLF and Finance 101: Long Term Bonds

MtoM #220: Family Physician Millionaire Receives PSLF and Finance 101: Long Term Bonds

This family doc has all kinds of milestones to celebrate. He recently received PSLF, his net worth just exceeded $1 million and he is almost to $1 mi…

WCI #416: HSAs, FSAs, and Malpractice Insurance

WCI #416: HSAs, FSAs, and Malpractice Insurance

Today we answer a handful of HSA and FSA questions including what to do when you contribute incorrectly and what to do when you have problems with re…

MtoM #219: Veterinarian Gets Back to Broke in 10 Months and Finance 101: Mutual Funds

MtoM #219: Veterinarian Gets Back to Broke in 10 Months and Finance 101: Mutual Funds

Today we hear from a Veterinarian who is back to broke only 10 months out of training. This vet lives in the midwest and really shows what geo arbitr…

WCI #415: The Radiologist Next Door Takes a Year Off

WCI #415: The Radiologist Next Door Takes a Year Off

Dr. Dahle's good friend, Dr. Matt Morgan, joins us on the podcast today. Dr. Morgan just completed a one year sabbatical that was all about living in…

MtoM #218: CRNA Becomes a Retirement Account Millionaire and Finance 101: Tax Strategy

MtoM #218: CRNA Becomes a Retirement Account Millionaire and Finance 101: Tax Strategy

Today we are talking with a CRNA who has become a millionaire! She is 18 years out of training and now has more than a million dollars in retirement …

WCI #414: Roth IRAs and 401(k)s

WCI #414: Roth IRAs and 401(k)s

Today we are answering more of your Roth IRA and 401(k) questions. We talk about the difference between Roth and Traditional IRAs and then answer a q…

MtoM #217: Ophthalmologist Overcomes Financial Mistakes and Finance 101: Career Longevity

MtoM #217: Ophthalmologist Overcomes Financial Mistakes and Finance 101: Career Longevity

Today we are talking with a doc who is celebrating getting back on track after some financial mistakes. He made the same mistake so many of us have a…

WCI #413: Optimizing Your Career for Longevity with Rob Orman

WCI #413: Optimizing Your Career for Longevity with Rob Orman

Today we are talking with Dr. Rob Orman. Dr. Orman is a writer, podcaster and coach. He is an emergency medicine doc who now works with physicians to…

MtoM #216: Two Doc Couple Gets Back to Broke While Raising Kids in New York City and Finance 101: Mortgages

MtoM #216: Two Doc Couple Gets Back to Broke While Raising Kids in New York City and Finance 101: M…

Today we have a two doc couple on the podcast who are back to broke. This couple lives in NYC, has two young children and had nearly $1 million in st…

WCI #412: Toxic Work Environments, Avoiding Burnout, and Real Estate Questions

WCI #412: Toxic Work Environments, Avoiding Burnout, and Real Estate Questions

Today we start out by talking about what to do when your work place turns toxic and how to protect yourself from bad employers and from losing your j…

MtoM #215: Dentist Pays Off HPSP Contract and Finance 101: Credit Scores

MtoM #215: Dentist Pays Off HPSP Contract and Finance 101: Credit Scores

Today we are talking with a dentist who is completing his HPSP contract. He shares with us the positives and the negatives of his four year contract.…

WCI #411: 401(k)s, IRAs, 403(b)s, and other Retirement Account Questions

WCI #411: 401(k)s, IRAs, 403(b)s, and other Retirement Account Questions

Today we are tackling your questions about retirement accounts. We talk about rolling a 401(k) into and IRA after changing jobs, how to do a 403(b) r…

MtoM #214: Medical Student Finishes School with a Positive Net Worth and Finance 101: Buying a House During Residency

MtoM #214: Medical Student Finishes School with a Positive Net Worth and Finance 101: Buying a Hous…

Today we are talking with a 4th year med student who is graduating medical school with a positive net worth. He and his spouse are financially educat…

WCI #410: Taxes in Retirement, Tax Gain Harvesting, and Avoiding Probate

WCI #410: Taxes in Retirement, Tax Gain Harvesting, and Avoiding Probate

Today we are answering your tax questions. We discuss tax liability in retirement, social security tax limits, tax gain harvesting in UGMA accounts a…

MtoM #213: Resident Acquires a Six Month Emergency Fund and Finance 101: Two Doc Households

MtoM #213: Resident Acquires a Six Month Emergency Fund and Finance 101: Two Doc Households

Today we are talking with a PGY2 who has saved up six months of emergency funds. He has an impressive savings rate of around 35% and shows us that yo…