Podcast Episodes

MtoM #245: Physician Aids Her Parents in Buying a Car with Cash for the First Time and Finance 101: Helping Your Parents with Their Finances

Today we are chatting with a physician who helped her parents pay cash for their car for the first time in their lives. She was vulnerable with us and shared that her parents don't have great financi…

Published on 9 hours ago

WCI #441: The 4% Rule and Saving for an Early Retirement

Episode 441

We are answering a variety of your questions today. We start out talking about methods to save up for an early retirement. We answer a question from a listener who received an inheritance from a Cana…

Published on 4 days, 9 hours ago

MtoM #244: A One-Doctor Couple Pays Off Student Loans in 6 Months and Finance 101: Understanding Health Insurance

Today we are chatting with a one doctor couple who paid off $205,000 in only six months! They took advantage of the payment pause during covid. During this time she got her practice started and once …

Published on 1 week ago

WCI #440: Building a Balanced Portfolio with Asset Location and Allocation

Episode 440

Today we are talking about building a balanced portfolio and get into two different questions about asset location. We discuss TIPs and when and if you should use them. We get into portfolio allocati…

Published on 1 week, 4 days ago

MtoM #243: Locums Psychiatrist Crushes Student Loans in 4 Years and Finance 101: How Dental Insurance Works

Today we are talking with a full time locums doc who has paid off his student loans. He is a child and adolescent psychiatrist and tackled about $400,000 in only 4 years. He refinanced a couple of ti…

Published on 2 weeks ago

WCI #439: Where to Bank and How to Save for Big Purchases

Episode 439

Today we are answering a variety of listener questions. We start out talking about if it is important to have a bank with a branch where you live. If you live in a smaller town should you move from a…

Published on 2 weeks, 4 days ago

MtoM #242: Solo Family Practitioner Reaches Financial Independence and Finance 101: Financial Independence

Today we are talking with a family doc who has reached financial independence. This doc has followed a path that not too many follow anymore. He is a solo practice doctor and feels like his decision …

Published on 3 weeks ago

WCI #438: The Resident Episode

Episode 438

Today we are answering questions from our residents in the audience. We discuss saving vs investing, buying houses, physician loans, and Roth IRAs. Then we interview a recent graduate about to start …

Published on 3 weeks, 4 days ago

MtoM #241: Plastic Surgeon Receives PSLF and Becomes a Millionaire and Finance 101: PSLF

Today we are talking with an academic plastic surgeon who is celebrating getting both PSLF and becoming a millionaire. He is just starting his 5th year of practice. He and his wife are both committed…

Published on 4 weeks ago

WCI #437: Getting Your Work Benefits Right

Episode 437

Today we are answering a variety of questions including how to understand and select employee stock ownership plans. We talk about things to think about when signing up for benefits at work including…

Published on 1 month ago