Podcast Episodes
Back to SearchEpisode 91: Choosing Between Traditional or Roth Retirement Accounts
Season 2 Episode 91
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More employers are offering the choice between a Traditional 401K or 403B and a Roth 401K or 403B. How do you choose which one is bes…
2 years, 8 months ago
Episode 90: Optimizing Your Banking
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Our society is increasingly become cashless and most of use rarely use actual money. We have money electronically transferred in and …
2 years, 8 months ago
Episode 89: The Rise of Capital Calls in Real Estate Syndication Investments
Season 2 Episode 89
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If you invest in real estate syndications, you may have gotten notice about a capital call. Capital calls for real estate syndication…
2 years, 8 months ago
Episode 88: Shifting from Scarcity to Abundance with Dr. Liz Aguirre
Season 2 Episode 88
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Dr. Liz Aguirre is a remarkable women. She grew up in poverty without reliable access to food or shelter and is now a mom, wife, and …
2 years, 9 months ago
Episode 87: New Filing Requirement for All Corporations and LLCs
Season 2 Episode 87
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The Corporate Transparency Act, which was passed as part of the National Defense Authorization Act for Fiscal Year 2021, introduced n…
2 years, 9 months ago
Episode 86: Setting Goals and Getting to Antarctica
Season 2 Episode 86
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Many people set goals or New Year resolutions around this time for the year ahead, and then never look at those goals again. In this …
2 years, 9 months ago
Episode 85: A Practical Guide to Treasury Investments
Season 2 Episode 85
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Treasuries are considered one of the safest investments out there as they are backed by the full faith and credit of the US governmen…
2 years, 9 months ago
Episode 84: The Life Planning Approach to a Wealthy Life with Dr. Weili Gray
Season 2 Episode 84
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A lot of physicians, including Elisa, love to travel. Dr. Weili (pronunced "Way Lee") Gray, host of the Dare to Dream Physician Trave…
2 years, 9 months ago
Episode 83: Strategies for Building a Strong Credit Score
Season 2 Episode 83
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Depending on background and circumstances, building a strong credit score may have come naturally or more be more difficult. It can …
2 years, 10 months ago
Episode 82: Getting out of Credit Card or Consumer Debt
Season 2 Episode 82
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During this time of year, there are some people who do a lot of spending. While physicians tend to be considered good credit risks, t…
2 years, 10 months ago