Podcast Episodes
Back to SearchAvoiding Capital Gains Taxes
Episode 178
A taxable brokerage account is one of the most flexible ways to invest your money. And, if you play the game right, you can also reduce taxes in this…
2 years ago
Working After Financial Independence
Episode 177
There are a lot of things to consider before you reach financial independence and retire. One of those items is what you'll do with your life, includ…
2 years ago
What if I am behind financially?
Episode 176
What if you feel like you haven't saved enough? Are there options to help you catch up? In this show we discuss what to do if your savings aren't qui…
2 years ago
Why You Shouldn't Live Like a Resident
Episode 175
Doctors are often told in the financial space to "live like a resident." Yet somewhere between the YOLO-spend-it-all mentality and the idea of living…
2 years, 1 month ago
The Top Financial Tasks for July
Episode 174
July is a time of transition for many doctors. Whether you are a medical student becoming an intern or a fellow becoming an attending physician, ther…
2 years, 1 month ago
Should I Pay Off My Mortgage?
Episode 173
Should you pay off your mortgage if your interest rate is
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2 years, 1 month ago
Is Direct Indexing Worth it?
Episode 172
Have you heard of direct indexing (or separately managed accounts)? Is it a good way to invest, or is it just another hot trend? In this episode we d…
2 years, 1 month ago
Pitfalls of Buying a Home
Episode 171
Buying a home is not without pitfalls, including navigating how realtors are paid (recent changes discussed on this show may make this easier), the p…
2 years, 2 months ago
Tax Efficient Investing
Episode 170
Investing is great, but investing while not increasing your tax bill is even better. In this show, we discuss how to invest in a tax efficient manner…
2 years, 2 months ago
When Whole Life Insurance Makes Sense
Episode 169
Just because whole life insurance is not the best product for most doctors does not meant that it is never a product worth considering. In this episo…
2 years, 2 months ago