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WCI #22: Nuts and Bolts of Financial Planning

WCI #22: Nuts and Bolts of Financial Planning

Nuts and Bolts of Financial Planning. Listen to this Q&A between Dr. Dahle and a fellow listener to find the answers to many of your financial pl…

WCI #21: Tax Diversification

WCI #21: Tax Diversification

Tax Diversification Tax Diversification means not having all of your assets subject to the same tax effects, particularly during the withdrawal phase…

WCI #20: Comparing Independent Contractor Jobs with Employee Jobs

WCI #20: Comparing Independent Contractor Jobs with Employee Jobs

Comparing Independent Contractor Jobs with Employee Jobs. Which job offer is better? This is a common question and one which nearly every doctor wres…

WCI #19: Social Security

WCI #19: Social Security

Social Security Do you count on Social Security when running your retirement projections? How do you do so? Do you discount it somehow? Listen to thi…

WCI #18: Emergency Funds

WCI #18: Emergency Funds

Emergency Funds What is the purpose of an emergency fund? How should you invest it? This podcast tells everything you ever wanted to know about emerg…

WCI #17: Understanding Tax Deductions and Credits

WCI #17: Understanding Tax Deductions and Credits

Understanding Tax Deductions and Credits. If you've ever wondered what the difference between tax deductions and tax credits is and desired to lower…

WCI #16: Understanding The Age 59 1/2 Rule

WCI #16: Understanding The Age 59 1/2 Rule

Understanding the Age 59 1/2 Rule. Planning on an early retirement? Listen to this podcast to understand the Age 59 1/2 Rule and how it may affect yo…

WCI #15: What to do if you have No 401K as a New Attending

WCI #15: What to do if you have No 401K as a New Attending

What to do if you have No 401K as a New Attending. When starting a job as an Attending, often there is a time period where you cannot contribute to t…

WCI #14: WCI Interviews the Physician on Fire

WCI #14: WCI Interviews the Physician on Fire

WCI Interviews the Physician on Fire. Listen to the first interview the anonymous PoF has granted! Learn about the path he took to gain financial ind…

WCI #13: Fixed versus Variable Rates

WCI #13: Fixed versus Variable Rates

Fixed versus Variable Rates-- Which is Better for Your Mortgage or Student Loan Refinance? There is a natural hesitancy to having a variable rate loa…

WCI #12: Investing in Taxable Accounts - What You Need to Know

WCI #12: Investing in Taxable Accounts - What You Need to Know

Investing in Taxable Accounts -- What You Need to Know. Ever wondered what you should do when you've maxed out your 401K, backdoor Roth IRA, and HSA …

WCI #11: Should You Make Roth or Traditional 401K Contributions?

WCI #11: Should You Make Roth or Traditional 401K Contributions?

Should You Make Roth or Traditional 401K Contributions? Dr. Dahle get lots of questions from readers about whether or not they should take advantage …

WCI #10: An interview with Mrs. WCI

WCI #10: An interview with Mrs. WCI

An interview with Mrs. WCI about how they've worked together to build financial success. Great couples function as one unit. It’s not my money or you…

WCI #9: The Four Pillars to Successfully Paying for Children’s Education

WCI #9: The Four Pillars to Successfully Paying for Children’s Education

The Four Pillars to Successfully Paying for Children’s Education. Student loans are becoming an ever-larger burden on many households. Dr. Dahle disc…

WCI #8: Passive Income

WCI #8: Passive Income

Passive Income. "The wealthiest physicians have loads of passive income. They don’t just have like trickling, bubbling streams…they have frothy river…

WCI #7: Backdoor Roth IRAs and Why You Should Be Funding Them

WCI #7: Backdoor Roth IRAs and Why You Should Be Funding Them

Backdoor Roth IRAs and Why You Should Be Funding Them. If you have no idea what a Backdoor Roth IRA is, listen to this podcast. Seriously. You need t…

WCI #6: Disability Insurance for High Income Earners

WCI #6: Disability Insurance for High Income Earners

Disability Insurance for High Income Earners: Understand these critical steps to purchasing disability insurance. A medical resident’s most valuable …

WCI #5: Paying Down Student Loans Versus Investing

WCI #5: Paying Down Student Loans Versus Investing

Paying Down Student Loans Versus Investing -- What Should You Do? Ahhhhh….you’ve finally made it. 4 years in college, 4 years in medical school, 3-5 …

WCI #4: The Stealth IRA: A Health Savings Account May Be Your Best Retirement Plan

WCI #4: The Stealth IRA: A Health Savings Account May Be Your Best Retirement Plan

The Stealth IRA: A Health Savings Account May Be Your Best Retirement Plan Dr. Dahle teaches you everything you need to know about a Health Savings A…

WCI #3: How to Choose a Financial Advisor

WCI #3: How to Choose a Financial Advisor

How to Choose a Financial Advisor   Dr. Dahle helps you understand the financial advisor professional. What do those designations after their name me…