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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…
1 year, 3 months 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 wh…
1 year, 3 months 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 m…
1 year, 3 months 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 exp…
1 year, 3 months 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 …
1 year, 3 months 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 f…
1 year, 3 months 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 mi…
1 year, 3 months 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, individua…
1 year, 3 months 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 rea…
1 year, 3 months ago
WCI #396: Financial Planning For Special Needs Kids with Dr. Bryan Jepson
Episode 396
Today we are talking with practicing emergency physician and financial planner, Dr. Bryan Jepson. Dr. Jepson shares his journey from emergency medici…
1 year, 4 months ago