Podcast Episodes

WCI #401: Risk vs Reward - How to Find the Balance

Episode 401

Today we are talking about finding balance in our lives. We discuss how to know what our risk tolerance is both in the finance space but also in our lifestyle. It is important to do the things we lov…

Published on 11 months, 2 weeks ago

MtoM #204: Two Doc Couple Beats the Seven Year Itch and Becomes Multi Millionaires and Finance 101: Your Finances at the Beginning of the Year

This two doc couple is celebrating 8 years of marriage. He talks about how having such a fantastic partner is the most important part of his life and has made all of this hard work worth it. He talke…

Published on 11 months, 2 weeks ago

WCI #400: Contribution Limits, Estate Planning, and Emergency Funds

Episode 400

Today we answer a few questions about estate planning and then explain what a Grantor Retained Annuity Trust is. We talk about contribution limits when you have multiple 401(k)s. We give some advice …

Published on 11 months, 3 weeks ago

MtoM #203: Intern Saves Up an Emergency Fund and Finance 101: Year End Calculations

Today we are chatting with an intern who has saved up an emergency fund. He is only 4 months into residency and he has built up enough to cover two months of expenses. We love these smaller milestone…

Published on 11 months, 3 weeks ago

WCI #399: 529s, UTMAs, and HSAs

Episode 399

Today Dr. Dahle is answering your questions off the speakpipe. We talk about dynasty 529s, UTMAs and the tax benefits of contributing to them, we explain tax gain harvesting and I Bonds within a 529.…

Published on 1 year ago

MtoM #202: Radiologist Gets PSLF and Finance 101: Charitable Giving

Today we are chatting with a radiologist who has received PSLF. She learned about PSLF back in 2009. She knew she wanted to go into academics so she planned from the beginning to go for PSLF. She kne…

Published on 1 year ago

WCI #398: Doctors on Disability and Why You Need Disability Insurance

Episode 398

Today we are talking all about disability insurance. After Dr. Dahle's recent accident on the Tetons he is ever more passionate about the necessity for all docs to get disability insurance. We are br…

Published on 1 year ago

MtoM #201: Financial Planner Becomes a Millionaire and Finance 101: Overfunded 529 Accounts

Today we are talking to a financial planner who has become a millionaire. This planner initially planned on going to dental school but changed his mind after getting accepted into a few schools and d…

Published on 1 year ago

WCI #397: Roth, Mega Backdoor Roth, Solo 401(k)s and IRAs

Episode 397

Today we are answering your retirement account questions. We answer questions about the mega backdoor Roth, Roth conversions, solo 401(k)s, individual IRAs and what to do with an inherited IRA.

If yo…

Published on 1 year ago

MtoM #200: Military Family Physician Takes the Fast Lane to Wealth and Finance 101: The Millionaire Fastlane

This military family medicine doc has become a millionaire. He is doing all the right things to invest and build wealth, but his real focus is on real estate. He has a real entrepreneurial mindset an…

Published on 1 year ago