Podcast Feed

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…

WCI #356: The Struggle To Financially Support Your Parents

WCI #356: The Struggle To Financially Support Your Parents

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…

MtoM #159: Surgeon Gets PSLF Via the Waiver and Finance 101: Probate

MtoM #159: Surgeon Gets PSLF Via the Waiver and Finance 101: Probate

Our guest today is a surgeon who got almost $250,000 of student loans forgiven with PSLF thanks to the new waiver. She was the beneficiary of having …

WCI #355: Burnout in Women with Dr. Darria Long

WCI #355: Burnout in Women with Dr. Darria Long

Today on the podcast Dr. Darria Long joins Dr. Dahle. Dr. Long is an ER doc, mom of 3, author, National TV contributor, educator, entrepreneur and re…

MtoM #158: Hospitalist Pays Off Student Loans in Just Over 2 Years and Finance 101: Emergency Funds

MtoM #158: Hospitalist Pays Off Student Loans in Just Over 2 Years and Finance 101: Emergency Funds

This hospitalist paid off $235,000 only 2 years out of residency. She has always been very debt averse and knew she wanted to get rid of it as quickl…

WCI #354: Mega Backdoor Roth Contributions with Minimal 1099 Income

WCI #354: Mega Backdoor Roth Contributions with Minimal 1099 Income

Today we tackle a few of your questions about 529s. We answer some questions about when you have to pay taxes on your rollover IRA contributions to R…

MtoM #157: Dual Income Couple Pays Off Mortgage Among Other Financial Milestones and Finance 101: Dividend Investing

MtoM #157: Dual Income Couple Pays Off Mortgage Among Other Financial Milestones and Finance 101: D…

This dual doc couple got a bit later start getting their finances in order. Once they realized that they had been practicing for around 10 years and …

WCI #353: Lesser Known Tax Strategies

WCI #353: Lesser Known Tax Strategies

Today we are talking to Alexis Gallati of Cerebral Tax Advisors all about controversial, aggressive and often little known tax deductions. We ask her…

MtoM #156: Family Doc Pays For a Dream Wedding With Cash and Finance 101: How to Wire Money

MtoM #156: Family Doc Pays For a Dream Wedding With Cash and Finance 101: How to Wire Money

Today we are celebrating this family practice doc cash flowing his dream wedding! This super saver had to get comfortable spending a pretty big chunk…

WCI #352: How to Reduce Capital Gains on Property Sales

WCI #352: How to Reduce Capital Gains on Property Sales

Today we are answering your questions. We talk about capital gains taxes when selling a vacation home, then get into the age old debate about if it i…

MtoM #155: Pediatric Dentist Gets Back to Broke and More and Finance 101: Ways to Earn More Money as a Doc

MtoM #155: Pediatric Dentist Gets Back to Broke and More and Finance 101: Ways to Earn More Money a…

This pediatric dentist has gotten back to broke and a little beyond. In only a few years out of training her net worth has had nearly a half a millio…

WCI #351: Physician Side Gigs

WCI #351: Physician Side Gigs

Today we are talking about physician side gigs. Docs have all kinds of side gigs that make a big impact on their financial life. Today we have 3 gues…

MtoM #154: Psychiatrist Pays Off $460,000 in Student Loans and Finance 101: Rebalancing Your Portfolio

MtoM #154: Psychiatrist Pays Off $460,000 in Student Loans and Finance 101: Rebalancing Your Portfo…

This Psychiatrist paid off a whopping $460,000 in only 2 1/2 years! How did he do it?  He picked up an extra job and worked as much as possible to br…

WCI #350: Paula Pant & Permabears

WCI #350: Paula Pant & Permabears

Today we have our friend Paula Pant on the podcast. She is one of our Keynote speakers at WCICON24 that you will not want to miss. Today Paula and Dr…