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MtoM #214: Medical Student Finishes School with a Positive Net Worth and Finance 101: Buying a House During Residency
Today we are talking with a 4th year med student who is graduating medical school with a positive net worth. He and his spouse are financially educat…
1 year ago
WCI #410: Taxes in Retirement, Tax Gain Harvesting, and Avoiding Probate
Episode 410
Today we are answering your tax questions. We discuss tax liability in retirement, social security tax limits, tax gain harvesting in UGMA accounts a…
1 year ago
MtoM #213: Resident Acquires a Six Month Emergency Fund and Finance 101: Two Doc Households
Today we are talking with a PGY2 who has saved up six months of emergency funds. He has an impressive savings rate of around 35% and shows us that yo…
1 year ago
WCI #409: Tail Coverage, Whole Life, and Other Insurance Questions
Episode 409
Today we are talking all about insurance. We answer a few questions about tail coverage. We talk about annuities and whole life insurance and yet aga…
1 year, 1 month ago
MtoM #212: Engineer and Surgeon Couple Become Millionaires and Finance 101: Estate Taxes in Different States
This Engineer and Surgeon couple have become millionaires just a short time after she completed training. They hit this impressive milestone before s…
1 year, 1 month ago
WCI #408: Roth IRAs, 457(f)s, and Other Retirement Account Questions
Episode 408
Today we are answering your retirement account questions. We talk about Roth IRAs and the pro rata rule, we talk about self directing your solo 401(k…
1 year, 1 month ago
MtoM #211: Psychiatrist Gets Back to Broke and Finance 101: The Dangers of Performance Chasing
Today we are chatting with a psychiatrist who is back to broke. He said he owes his financial awakening to his wife who and his medical school friend…
1 year, 1 month ago
WCI #407: Credit Card Hacking for Travel
Episode 407
Today we are talking all about credit card hacking for travel. We have friend of WCI, Dr. Lisha Taylor, back on the podcast as well as credit card ha…
1 year, 1 month ago
MtoM #210: Engineer Becomes a Multimillionaire with a Six Figure HSA and Finance 101: FIRE
Today we are talking with an Automotive Engineer who has built a 6 figure HSA and gown his net worth to over $2 million. He shows us that you do not …
1 year, 1 month ago
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…
1 year, 1 month ago