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WCI #346: Roth IRAs are NOT a Bad Investment

WCI #346: Roth IRAs are NOT a Bad Investment

Today Dr. Dahle debunks an article recently published titled "Why a ROTH is a Bad Idea (Yes, You Can Lose Money)". You can find that article here: ht…

MtoM #149: Doctor Gives Away $1 Million and Finance 101: Charitable Giving

MtoM #149: Doctor Gives Away $1 Million and Finance 101: Charitable Giving

Today we are celebrating a milestone we have never discussion on the podcast before. This doc has given more than $1 million to charity! This doc tal…

WCI #345: Charitable Giving and Donor Advised Funds

WCI #345: Charitable Giving and Donor Advised Funds

Today we are talking with Adam Nash, founder and CEO of Daffy. We talk all about charitable giving, the most effective ways to give, what DAFs are an…

MtoM #148: Nurse Practitioner Hits $250,000 Net Worth and Finance 101: Pathways with the Military

MtoM #148: Nurse Practitioner Hits $250,000 Net Worth and Finance 101: Pathways with the Military

This family nurse practitioner hit a net worth of $250,000 only a few years out of training. This NP served our country and saved a lot of money whil…

WCI #344: Are Structured Notes More Than A Product To Be Sold?

WCI #344: Are Structured Notes More Than A Product To Be Sold?

Today we are answering your questions off the SpeakPipe. We talk about structured notes, asset protection, I Bonds, Cash Balance funds, and fees for …

MtoM #147: Anesthesiologist Pays Off Student Loans In 2 Years Despite Becoming Disabled and Finance 101: Disability Insurance

MtoM #147: Anesthesiologist Pays Off Student Loans In 2 Years Despite Becoming Disabled and Finance…

This doctor paid off $260,000 of student loans only 2 years out of training. Not only did he pay off his loans quickly, he did it despite becoming di…

WCI #343: How Do You Know If You Are Getting Good Advice at a Fair Price?

WCI #343: How Do You Know If You Are Getting Good Advice at a Fair Price?

WCI Columnist, pediatrician, and WCICON speaker, Margaret Curtis, joins Dr. Dahle today on the podcast to help answer your questions. They debate the…

MtoM #146: Urologist Pays Off $300,000 in 2 Years and Finance 101: Contribution Limits

MtoM #146: Urologist Pays Off $300,000 in 2 Years and Finance 101: Contribution Limits

This doc has paid off $300,000 of student loans only 2 years out of training. He put nearly half of his income towards his loans every month. Not onl…

WCI #342: Captive Insurance

WCI #342: Captive Insurance

Today we are talking with Van Carlson of SRA 831(b) Admin all about captive insurance. We talk about who captive insurance is for, how to evaluate a …

MtoM #145: Family Doc Gets Back to Broke and Finance 101: Wills

MtoM #145: Family Doc Gets Back to Broke and Finance 101: Wills

This family medicine doc is back to broke only 2 years out of training. When he came out of training his net worth was nearly negative $300,000! He h…

WCI #341: How to Surrender One of Those Nasty Indexed Universal Life Insurance Policies

WCI #341: How to Surrender One of Those Nasty Indexed Universal Life Insurance Policies

How to Surrender One of Those Nasty Indexed Universal Life Insurance Policies. Today we are answering your questions on the speakpipe. If you want yo…

MtoM #144: IMG Comes to America and Becomes Financially Successful and Finance 101: Guidance for International Medical Graduates

MtoM #144: IMG Comes to America and Becomes Financially Successful and Finance 101: Guidance for In…

This radiologist moved here from Brazil 20 years ago after completing medical school. She wanted to come on the podcast to help educate other interna…

WCI #340: Choosing To Thrive With Stacy Taniguchi

WCI #340: Choosing To Thrive With Stacy Taniguchi

Today we are talking with Dr. Stacy Taniguchi about choosing to thrive and creating a life you would want to live over and over again. Dr. Taniguchi …

MtoM #143: Emergency Doc Becomes Millionaire in 2 Years and Finance 101: How to Spend in Retirement

MtoM #143: Emergency Doc Becomes Millionaire in 2 Years and Finance 101: How to Spend in Retirement

Today we are talking with an emergency medicine doc who became a millionaire only 2 years after training. He is the perfect example of how quickly yo…

WCI #339: Dave Ramsey Gives Poor Advice to Unmatched Doc

WCI #339: Dave Ramsey Gives Poor Advice to Unmatched Doc

Today we are answering you questions about taxes. We talk about how investing can impact taxes, how to manage estimated payments for your taxes and q…

MtoM #142: Emergency Physician Becomes Multi-Deca Millionaire and Finance 101: Cash Balance Plans

MtoM #142: Emergency Physician Becomes Multi-Deca Millionaire and Finance 101: Cash Balance Plans

This ER doc is celebrating his success building his net worth and his impending retirement. He did not do anything fancy with investments, he didn't …

WCI #338: Is It Ever a Good Idea to Over Fund a Roth IRA?

WCI #338: Is It Ever a Good Idea to Over Fund a Roth IRA?

Today we talk about are if it is reasonable to use 457(b) money to help fund your child's college education, how to do a 401(k) rollover and then how…

MtoM #141: Doctors Pay Off Student Loans Before Even Finishing Training and Finance 101: The Importance of Saving

MtoM #141: Doctors Pay Off Student Loans Before Even Finishing Training and Finance 101: The Import…

This Hospitalist and Cardiology Fellow couple paid off almost $400,000 of student loans before they were both out of training! They put their noses t…

WCI #337: Entrepreneurship and Angel Investing

WCI #337: Entrepreneurship and Angel Investing

Today we are talking with Drs Niki Kennedy and Dan Pipitone of Arborhive. We are talking all about entrepreneurship and how doctors can use their exp…

MtoM #140: Vascular Surgeon Lives Like a Resident and Finance 101: Car Insurance
Car

MtoM #140: Vascular Surgeon Lives Like a Resident and Finance 101: Car Insurance

Our interview today is with a doc who has mastered the art of living like a resident. She shows us what working hard, saving and advocating for yours…