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

1 year, 1 month ago

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

1 year, 2 months ago

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

1 year, 2 months ago

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

1 year, 2 months ago

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

1 year, 2 months ago

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WCI #403: Exploring Taxes with a Friend of WCI
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 quest…

1 year, 2 months ago

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

1 year, 2 months ago

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

1 year, 2 months ago

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

1 year, 2 months ago

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

1 year, 2 months ago

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