Podcast Feed

MtoM #169: Homeless to a Quarter Million Dollars and Finance 101: Risk

MtoM #169: Homeless to a Quarter Million Dollars and Finance 101: Risk

Our guest today has a unique and inspiring story. He shares his journey from college to homelessness to financial success. He talked about what he le…

WCI #365: Disability Insurance with a Friend of WCI

WCI #365: Disability Insurance with a Friend of WCI

Today our friend Dr. Tyler Scott is joining Dr. Dahle to talk about disability insurance as well as to help answer your questions. Dr. Scott is a lic…

MtoM #168: Anesthesiologist Becomes a Millionaire and Finance 101: White Coat Investor Philosophy - 12 Financial Principles for Doctors

MtoM #168: Anesthesiologist Becomes a Millionaire and Finance 101: White Coat Investor Philosophy -…

This anesthesiologist has become a millionaire only 3 1/2 years out of training. She has a high income and is saving a massive portion of it. Not onl…

WCI #364: High Yield Savings Accounts

WCI #364: High Yield Savings Accounts

Today we are answering your questions about high yield savings accounts, why you actually need to write down your financial plan instead of just havi…

MtoM #167: General Surgeon Becomes a Millionaire 3 Years Out of Training and Finance 101: Cars

MtoM #167: General Surgeon Becomes a Millionaire 3 Years Out of Training and Finance 101: Cars

Today we are talking with a general surgeon who paid off his student loans only 7 months out of training. He then dove into growing his wealth and be…

WCI #363: Women and Their Finances

WCI #363: Women and Their Finances

Today we are talking with Britt Williams Baker, co-founder of Dow Janes. We explore the question of if there is a difference in finances for women vs…

MtoM #166: Family Docs Pay Off $705,000 in Student Loans and Finance 101: Rich Dad Poor Dad

MtoM #166: Family Docs Pay Off $705,000 in Student Loans and Finance 101: Rich Dad Poor Dad

This dual physician couple has paid off over $700,000 of student debt only four years out of training. They are both family docs living in California…

WCI #362: Recasting a Mortgage and Beating a Non Compete

WCI #362: Recasting a Mortgage and Beating a Non Compete

Today we are answering your questions about how to get rid of a timeshare that was gifted to you, if it is legal or a good idea to use student loan m…

MtoM #165: Pediatric Resident Gets Back to Broke and Finance 101: Mutual Funds

MtoM #165: Pediatric Resident Gets Back to Broke and Finance 101: Mutual Funds

This pediatric resident is preaching the importance of having a written financial plan. He is a second year resident and got back to broke by knowing…

WCI #361: Financial Pathways for Attorneys

WCI #361: Financial Pathways for Attorneys

Today we are having our first ever full episode focused on lawyers. Our friend and lawyer, Chris Avery, joins Dr. Dahle to discuss education costs an…

MtoM #164: Orthopedist Starts a Real Estate Empire as a Resident and Finance 101: Real Estate Professional Status

MtoM #164: Orthopedist Starts a Real Estate Empire as a Resident and Finance 101: Real Estate Profe…

This Orthopedist got started building his real estate portfolio while he was still a resident! Now after only 4 years he has a multi million dollar r…

WCI #360: Student Loans and Filing Your Taxes

WCI #360: Student Loans and Filing Your Taxes

Today we had a handful of tricky student loan questions particularly in regards to taxes. It is always hard to answer questions with that level of sp…

MtoM #163: 74 Year Old Woman Becomes A Millionaire and Finance 101: Choosing a 529 Plan

MtoM #163: 74 Year Old Woman Becomes A Millionaire and Finance 101: Choosing a 529 Plan

Today we are talking with an entrepreneur and author who became a millionaire in her 70s! She has a passion for inspiring others to live their fulles…

WCI #359: Tax Deferred vs. Roth Contributions: A Deep Dive

WCI #359: Tax Deferred vs. Roth Contributions: A Deep Dive

Today Chris Davin, engineer and self taught master of all things Roth, joins Dr. Dahle on the podcast. For anyone who has ever wanted to get all the …

MtoM #162: Ophthalmologist Acquires $50 Million and Finance 101: Estate Taxes

MtoM #162: Ophthalmologist Acquires $50 Million and Finance 101: Estate Taxes

This doc recently retired after a 40 year career that he loved with a nearly $50 million portfolio. He has been living and preaching the WCI methodol…

WCI #358: What to Do When You Don't Match, and Annual Survey Results

WCI #358: What to Do When You Don't Match, and Annual Survey Results

Today we are talking about what your options are if you do not match this week. It can be one of the hardest things to face and knowing what your opt…

MtoM #161: Nurse Becomes a Millionaire and Finance 101: How to Get Started

MtoM #161: Nurse Becomes a Millionaire and Finance 101: How to Get Started

Today we talk with a nurse who is currently in school to become a CRNA and is officially a millionaire. Roughly 10 years ago he and his wife took con…

WCI #357: Roth IRAs, Conversions and Backdoor Contributions

WCI #357: Roth IRAs, Conversions and Backdoor Contributions

Today our friend Chad Chubb is joining us for our next Friends of WCI episode. It is Roth season they answer more of your Roth questions. They cover …

MtoM #160: Dermatologist Pays Off Student Loans In Less Than A Year And Finance 101: Physician Mortgages

MtoM #160: Dermatologist Pays Off Student Loans In Less Than A Year And Finance 101: Physician Mort…

This dermatologist paid off his student loans and built his net worth to $150K just one year out of training. Not only did he accomplish all of that …

WCI #356: Navigating The Struggle To Financially Support Parents And Still Save The Way You Want To

WCI #356: Navigating The Struggle To Financially Support Parents And Still Save The Way You Want To

Today we are answering your questions from email and social media. We discuss what happens inside a 401(k) or 403(b) if you change your type of contr…