Podcast Episodes

WCI #381: Retirement Accounts and Asset Protection

Episode 381

Today we answer questions about the Mega Backdoor Roth IRA, answer a few questions about 401(k)s, and discuss if it is worth not rolling an old 401(k) into your new one to provide some added asset pr…

Published on 1 year, 4 months ago

MtoM #184: Orthopedist Hits $3 Million and Finance 101: You Don't Have to Invest in Everything

This Orthopedist has grown his wealth to $3 million only 3 years out of training. He tackled his student loans quickly and started saving and investing aggressively. As we talk about regularly, a big…

Published on 1 year, 4 months ago

WCI #380: Michael Kitces on the State of Financial Planning

Episode 380

Today Dr. Dahle talks with Michael Kitces, creator of the popular blog Nerds Eye View. He is a CFP (along with many other designations) who has a passion for educating.  His platform is huge and he k…

Published on 1 year, 4 months ago

MtoM #183: Emergency Physician Family Pays off $311,000 of Student Loans in 11 Months and Finance 101: The Best Paying Hobby Out There

This emergency doc paid off $311,000 in less than one year! He worked like crazy and picked up shifts every chance he could get. He and his family lived like residents and poured everything they coul…

Published on 1 year, 4 months ago

WCI #379: Contributing to Your Non Dependent Adult Child's HSA

Episode 379

Today we talk more about the new Vanguard CEO and Ascensus acquiring Vanguards's individual 401(k) business. We answer a few questions about DAFs and if appreciated securities are a reasonable altern…

Published on 1 year, 4 months ago

MtoM #182: Pharmacist Pays Off Student Loans in Two Years and Finance 101: Mega Backdoor Roth

This pharmacist tackled his student debt with extreme focus and paid off over $170,000 in only 2 years! He said he and his wife had the goal to get rid of the debt quickly and discussed it in depth b…

Published on 1 year, 4 months ago

WCI #378: Marketing Your Practice

Episode 378

Today we are talking with Marita Mccahill of PracticeGro. Marita shares her expertise around the importance of learning how to market yourself online as a doc, as well as how to market your practice.…

Published on 1 year, 4 months ago

MtoM #181: Dental Specialist Pays Off Student Loans and Finance 101: The Truth About Investing

Dental Specialist has paid off just over $489,000 in student loans just two years out of training!  He took the Fire Your Financial Advisor course and created a written financial plan before he finis…

Published on 1 year, 4 months ago

WCI #377: Tax Payments and Savings

Episode 377

Today we are answering your questions from the speak pipe. We discuss quarterly estimated payments and the safe harbor rule. We cover tax loss harvesting and not letting the tax tail wag the investme…

Published on 1 year, 5 months ago

MtoM #180: Pathologist Reaches Multiple Milestones and Finance 101: 5 Rules for Evaluating a Rental Property Investment

Our guest today is celebrating three big milestones. She has had a unique path to financial success including an intervention from her sister while she was in residency. When she got out of residency…

Published on 1 year, 5 months ago