Podcast Episodes

WCI #376: Trusts, Direct Indexing and High Yield Savings Accounts

Episode 376

We are tackling your questions again today. First we answer a few questions about trusts. We cover topics like revocable trusts and probate. We talk about direct indexing and what exactly that means …

Published on 1 year, 5 months ago

MtoM #179: Internist Receives PSLF and Finance 101: Money and Med School

This internal medicine doc just received PSLF and had almost $300,000 of loans forgiven! He said he was very intentional about looking for a 501(c)(3) institution when choosing a job. He feels so muc…

Published on 1 year, 5 months ago

WCI #375: More Than Enough with Mike Piper

Episode 375

Today we are talking with our friend Mike Piper. Mike is an author and blogger and one of the smartest guys in the personal finance space. The discussion today ranges widely and includes topics like …

Published on 1 year, 5 months ago

MtoM #178: Pilot Pays Off Flight School Loans and Finance 101: Dumb Things You Hear About Buying Homes

Today we have a second time guest joining us to celebrate paying off his flight school loans. This pilot has made so much progress since he was first on the podcast two years ago when he got back to …

Published on 1 year, 5 months ago

WCI #374: Asset Protection, 529s and the SAVE Plan

Episode 374

Today we are answering more of your questions. We start off talking about a terrible fraud situation and how to attempt to mitigate the damage. We answer a few questions about asset protection and th…

Published on 1 year, 5 months ago

MtoM #177: ER Doc Becomes a Millionaire 5 Years Out and Finance 101: Financial Advisors

Today we are chatting with an ER Doc who has reached millionaire status! He comes from an immigrant family and learned young the importance of hard work, education and building the life you want. He …

Published on 1 year, 5 months ago

WCI #373: Getting Paid Fairly

Episode 373

Today on the podcast we are talking with Kyle Claussen from Resolve. He chats with Dr. Dahle about the importance of really advocating for yourself and your pay when starting a new job and signing a …

Published on 1 year, 5 months ago

MtoM #176: ENT Pays Off Student Loans While Also Paying For Fertility Treatments and Finance 101: Mutual Funds and ETFs

Today we are talking with an ENT who has paid off $300,000 of student loans. This is a doc who was comfortable paying the loans off over time while he continued to save and invest and build wealth al…

Published on 1 year, 6 months ago

WCI #372: Solo 401(k), TSP, Employer Match and Converting from Pre-tax to Roth Questions

Episode 372

Today we are answering your questions about retirement accounts. We start out by addressing the recent change with Vanguard getting out of the solo 401(k) game. Then we talk about if you can contribu…

Published on 1 year, 6 months ago

MtoM #175: Pharmacist Pays Off Over $200,000 of Student Loans in 15 Months and Finance 101: Working Longer

This pharmacist has paid off $286,000 of student loans with just over $200,000 of that in the last 15 months. How did he do it? He basically doubled his income by getting a higher paying job and work…

Published on 1 year, 6 months ago