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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…

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…