Podcast Episodes
Back to SearchEpisode 201: Taking Money Out of Retirement Accounts Early Without the 10% Penalty
Season 4 Episode 201
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Can you take money out of a retirement account early without paying penalties? Many people assume retirement accounts are locked unti…
6 months, 3 weeks ago
Episode 200: Being Rich vs. Being Wealthy
Season 4 Episode 200
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In this milestone 200th episode of The Grow Your Wealthy Mindset Podcast, we explore the difference between being rich and being weal…
7 months ago
Episode 199: Common Backdoor Roth IRA Mistakes and How to Avoid Them
Season 4 Episode 199
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High-income professionals often find themselves locked out of direct Roth IRA contributions. The "Backdoor Roth" is the gold-standard…
7 months, 1 week ago
Episode 198: Trump Accounts Explained: What Parents Need to Know
Season 4 Episode 198
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If you have children, you may have seen a prompt in TurboTax or other tax software about opening a Trump Account. But what exactly is…
7 months, 2 weeks ago
Episode 197: Your Money or Your Life: A Physician’s Life Energy
Season 4 Episode 197
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What if money isn’t just money—but stored life energy?
In this episode, I reflect on the core premise of Your Money or Your Life by Jo…
7 months, 3 weeks ago
Episode 196: Planning for Long-Term Care: Insurance vs Self-Insuring
Season 4 Episode 196
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Long-term care is one of the biggest unknowns in retirement planning. While many physicians can estimate their retirement spending, i…
8 months ago
Episode 195: How Much Do Physicians Need for Retirement?
Season 4 Episode 195
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How much do physicians actually need to retire comfortably? If you’ve heard numbers like $4 million—or more—and felt overwhelmed, you…
8 months, 1 week ago
Episode 194: Why High-Income Doctors Still Feel Broke
Season 4 Episode 194
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Why do physicians earning multiple six figures still feel financial pressure?
In this episode, we talk about why a high income doesn’t…
8 months, 2 weeks ago
Episode 193: Vesting: What You Actually Get to Keep in Your Employer Retirement Plan
Season 4 Episode 193
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Most physicians assume that every dollar in their employer-sponsored retirement account belongs to them. That assumption can be a ver…
8 months, 3 weeks ago
Episode 192: Solo 401k vs SEP IRA - Which Is the Better Choice?
Season 4 Episode 192
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If you’re a physician with 1099 income, locums work, or a small private practice, choosing between a Solo 401(k) and a SEP IRA can ha…
9 months ago