Podcast Episodes
Back to SearchEpisode 121: Testing Your Retirement Portfolio with Monte Carlo Simulations
Season 3 Episode 121
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No one wants their retirement portfolio to run out of money before they die. Many retirement calculators use static assumptions, like…
2 years, 1 month ago
Episode 120: Free Online Retirement Calculators
Season 3 Episode 120
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The goal of retirement calculators is to help you answer three questions:
1. How much do I need to save and invest for retiremen…
2 years, 1 month ago
Episode 119: The 4% Rule and How 4% Became the Safe Withdrawal Rate for Retirement
Season 3 Episode 119
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You may have heard that your retirement portfolio should be 25 times your spending or your income for you to retire. This is actually…
2 years, 1 month ago
Episode 118: Retirement is Not an Endless Vacation
Season 3 Episode 118
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Summer vacation is coming to an end. While physicians don’t get summer vacation like students and teacher do, we may think that vacat…
2 years, 2 months ago
Episode 117: Investing vs Paying Down Debt
Season 3 Episode 117
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This episode is really targeting to those physicians who have recently finished training but will be helpful to anyone who is debatin…
2 years, 2 months ago
Episode 116: Qualified vs Non-Qualified Dividends and How They Are Taxed
Season 3 Episode 116
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Qualified dividends are taxed at a lower rate, similar to capital gains tax whereas non-qualified dividends are taxed at the ordinary…
2 years, 2 months ago
Episode 115: Capital Gain Taxes
Season 3 Episode 115
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Whenever there is money to be made, Uncle Sam wants his cut. Part of building wealth is learning the rules to legally decrease what y…
2 years, 2 months ago
Episode 114: How much can you really save by adjusting your thermostat?
Season 3 Episode 114
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With climate change, there have been more heat waves. This lead me to thinking about our use of air conditioning and the cost associa…
2 years, 2 months ago
Episode 113: Transitioning from Guaranteed Salary to Compensation Based on Productivity
Season 3 Episode 113
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Depending on your job situation, there’s a good chance that at some point, you may switch from a guaranteed salary to being paid base…
2 years, 3 months ago
Episode 112: The Journey to Financial Independence
Season 3 Episode 112
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Many people tend to think of Financial Independence as a static goal, achieving some magical number in net worth or passive income th…
2 years, 3 months ago