Podcast Feed

MtoM #179: Internist Receives PSLF and Finance 101: Money and Med School

MtoM #179: Internist Receives PSLF and Finance 101: Money and Med School

This internal medicine doc just received PSLF and had almost $300,000 of loans forgiven! He said he was very intentional about looking for a 501(c)(3…

WCI #375: More Than Enough with Mike Piper

WCI #375: More Than Enough with Mike Piper

Today we are talking with our friend Mike Piper. Mike is an author and blogger and one of the smartest guys in the personal finance space. The discus…

MtoM #178: Pilot Pays Off Flight School Loans and Finance 101: Dumb Things You Hear About Buying Homes

MtoM #178: Pilot Pays Off Flight School Loans and Finance 101: Dumb Things You Hear About Buying Ho…

Today we have a second time guest joining us to celebrate paying off his flight school loans. This pilot has made so much progress since he was first…

WCI #374: Asset Protection, 529s and the SAVE Plan

WCI #374: Asset Protection, 529s and the SAVE Plan

Today we are answering more of your questions. We start off talking about a terrible fraud situation and how to attempt to mitigate the damage. We an…

MtoM #177: ER Doc Becomes a Millionaire 5 Years Out and Finance 101: Financial Advisors

MtoM #177: ER Doc Becomes a Millionaire 5 Years Out and Finance 101: Financial Advisors

Today we are chatting with an ER Doc who has reached millionaire status! He comes from an immigrant family and learned young the importance of hard w…

WCI #373: Getting Paid Fairly

WCI #373: Getting Paid Fairly

Today on the podcast we are talking with Kyle Claussen from Resolve. He chats with Dr. Dahle about the importance of really advocating for yourself a…

MtoM #176: ENT Pays Off Student Loans While Also Paying For Fertility Treatments and Finance 101: Mutual Funds and ETFs

MtoM #176: ENT Pays Off Student Loans While Also Paying For Fertility Treatments and Finance 101: M…

Today we are talking with an ENT who has paid off $300,000 of student loans. This is a doc who was comfortable paying the loans off over time while h…

WCI #372: Solo 401(k), TSP, Employer Match and Converting from Pre-tax to Roth Questions

WCI #372: Solo 401(k), TSP, Employer Match and Converting from Pre-tax to Roth Questions

Today we are answering your questions about retirement accounts. We start out by addressing the recent change with Vanguard getting out of the solo 4…

MtoM #175: Pharmacist Pays Off Over $200,000 of Student Loans in 15 Months and Finance 101: Working Longer

MtoM #175: Pharmacist Pays Off Over $200,000 of Student Loans in 15 Months and Finance 101: Working…

This pharmacist has paid off $286,000 of student loans with just over $200,000 of that in the last 15 months. How did he do it? He basically doubled …

WCI #371: Which Accounts Will Make Your Kids Rich?

WCI #371: Which Accounts Will Make Your Kids Rich?

Today we answer your questions about rolling over an HSA, when to withdraw from your HSA, whether a UTMA or Custodial Roth IRA is better for your kid…

MtoM #174: VA Physician Pays Off Student Loans and Becomes a Millionaire in 5 Years and Finance 101: False Diversification

MtoM #174: VA Physician Pays Off Student Loans and Becomes a Millionaire in 5 Years and Finance 101…

This VA emergency doc has paid off $370,000 in student loans in only 5 years! Not only that but he and his wife are already millionaires.  He said it…

WCI #370: Communicating with Your Spouse About Finances When You Don't See Eye to Eye

WCI #370: Communicating with Your Spouse About Finances When You Don't See Eye to Eye

Today we spend some time talking about what to do when you and your spouse or partner do not see eye to eye about certain parts of your financial lif…

MtoM #173: Hospitalist Pays Off Student Loans in 2 Years and Finance 101: Buying a House as a Resident

MtoM #173: Hospitalist Pays Off Student Loans in 2 Years and Finance 101: Buying a House as a Resid…

This hospitalist has paid off $155,000 in only 2 years! He said he was able to stick to his aggressive payment plan because he also allowed himself t…

WCI #369: Mortgages, Universal Life Insurance and Annuities

WCI #369: Mortgages, Universal Life Insurance and Annuities

Today we answer several of your mortgage questions including if you should put all the money you can toward your down payment or use some of it to pa…

MtoM #172: Family Doc Gets $500,000 Into Retirement and Finance 101: When You are Most Likely to Retire and Why

MtoM #172: Family Doc Gets $500,000 Into Retirement and Finance 101: When You are Most Likely to Re…

Today we are talking with a family doc who has hit a big net worth milestone. He has been paying down debt all while building wealth totally half a m…

WCI #368: DOs vs. MDs - Which is the Best Degree?

WCI #368: DOs vs. MDs - Which is the Best Degree?

Today Dr. Dahle chats with Gastroenterologist, Dr. Ian Storch about all things DO medicine. They go in depth about DOs, including the history of Oste…

MtoM #171: Medical Student Creates a Budget and Finance 101: Donor Advised Funds

MtoM #171: Medical Student Creates a Budget and Finance 101: Donor Advised Funds

Today we interview an MS1 who is celebrating making a budget for the first time. He said he wants to inspire others to do whatever they can to mitiga…

WCI #367: The Importance of Asset Allocation

WCI #367: The Importance of Asset Allocation

Today we are answering your asset allocation questions. We talk about how to adjust your asset allocation and when to do it, what changes with asset …

MtoM #170: Orthopedic Surgeon Completes His Military Commitment as a Millionaire and Finance 101: Itemizing Deductions

MtoM #170: Orthopedic Surgeon Completes His Military Commitment as a Millionaire and Finance 101: I…

Today we are celebrating this orthopedic surgeon completing his military commitment and becoming a millionaire. This doc served our country for 16 ye…

WCI #366: Tax Questions

WCI #366: Tax Questions

Today Dr. Dahle is answering all of your questions about taxes. He talks about FICA taxes, quarterly estimated payments, IRA contributions and tax de…