Podcast Episodes

WCI #406: iBonds, Asset Pricing and Other Investing Questions

Episode 406

Today we are getting into some investing questions. We start off with a discussion around iBonds and if they are still a worth while investment or if it might be time to let them go. We also discuss …

Published on 10 months, 1 week ago

MtoM #209: OBGYN Takes 5 Months Off and Still Builds Wealth and Finance 101: Treasury Direct

Today we are celebrating this OBGYN taking a 5 month maternity leave and still building wealth through the process. This dual doc couple took advantage of all their state and employer benefits to rea…

Published on 10 months, 2 weeks ago

WCI #405: TSP Fund, Indemnification Clauses, and Paying Off Loans

Episode 405

We start off answering questions from some military docs about the TSP fund now that it allows Roth conversions and contributions. We then talk about indemnification clauses. Dr. Dahle asked our frie…

Published on 10 months, 2 weeks ago

MtoM #208: PM&R Resident Gets Back to Broke and Finance 101: Turning Your Home into a Rental Property

Today we are talking to a resident who is already back to broke. He had a leg up from fantastic parents who were able to help pay for his first few years of medical school. He is a great example of s…

Published on 10 months, 3 weeks ago

WCI #404: Real Estate, the National Debt and the Financial Challenges of Building a Practice

Episode 404

Today we are answering a few real estate questions starting with one about a 1031 exchange and then one about how to determine what qualifies as a "primary home." We then get to hear from our friend …

Published on 10 months, 3 weeks ago

MtoM #207: A Rural Surgeon Gets Back to Broke and Finance 101: Nuances with Roths and Mega Backdoor Roths

Today we are talking with a surgeon from the midwest who is back to broke. This doc really teaches us the power of finding a great work life balance. He has found love and success in work, family and…

Published on 10 months, 4 weeks ago

WCI #403: Exploring Taxes with a Friend of WCI

Episode 403

Today we have another Friends of WCI episode. Tax guru, Alexis Gallati, joins Dr. Dahle to answer your questions about taxes. They start with a question about what the benefits of hiring your spouse …

Published on 11 months ago

MtoM #206: Urologist Becomes a Millionaire and Finance 101: Changing Your Family Tree

This doc has become a millionaire just 4 years out of training. He comes from a two doc family who saved up enough to cover the cost of under grad and medical school. Getting out of training with no …

Published on 11 months ago

WCI #402: Mega Backdoor Roth, Student Loans, and Expert Witness Work

Episode 402

Today we start out answering a few of your Mega Backdoor Roth questions. Then we move to answering a handful of questions about student loans including if we think the Trump administration is going t…

Published on 11 months, 1 week ago

MtoM #205: Emergency Doc Gets Back to Broke in One Year and Finance 101: Rollovers

This ER doc is back to broke only one year out of training. He decided to focus on investing and growing wealth instead of tackling his student loans. He refinanced before covid and got his loans loc…

Published on 11 months, 1 week ago