Podcast Episodes

WCI #371: Which Accounts Will Make Your Kids Rich?

Episode 371

Today we answer your questions about rolling over an HSA, when to withdraw from your HSA, whether a UTMA or Custodial Roth IRA is better for your kids, if it is a good idea to open a solo 401(k) for …

Published on 1 year, 6 months ago

MtoM #174: VA Physician Pays Off Student Loans and Becomes a Millionaire in 5 Years and Finance 101: False Diversification

This VA emergency doc has paid off $370,000 in student loans in only 5 years! Not only that but he and his wife are already millionaires.  He said it is impossible to overstate how good it feels to h…

Published on 1 year, 6 months ago

WCI #370: Communicating with Your Spouse About Finances When You Don't See Eye to Eye

Episode 370

Today we spend some time talking about what to do when you and your spouse or partner do not see eye to eye about certain parts of your financial life. It can be extremely difficult when your vision …

Published on 1 year, 6 months ago

MtoM #173: Hospitalist Pays Off Student Loans in 2 Years and Finance 101: Buying a House as a Resident

This hospitalist has paid off $155,000 in only 2 years! He said he was able to stick to his aggressive payment plan because he also allowed himself to enjoy his life along the way. He left room in hi…

Published on 1 year, 6 months ago

WCI #369: Mortgages, Universal Life Insurance and Annuities

Episode 369

Today we answer several of your mortgage questions including if you should put all the money you can toward your down payment or use some of it to pay off student loans and what kind of mortgage you …

Published on 1 year, 6 months ago

MtoM #172: Family Doc Gets $500,000 Into Retirement and Finance 101: When You are Most Likely to Retire and Why

Today we are talking with a family doc who has hit a big net worth milestone. He has been paying down debt all while building wealth totally half a million dollars. He tells us that he has been savin…

Published on 1 year, 6 months ago

WCI #368: DOs vs. MDs - Which is the Best Degree?

Episode 368

Today Dr. Dahle chats with Gastroenterologist, Dr. Ian Storch about all things DO medicine. They go in depth about DOs, including the history of Osteopathy and how that affected osteopathic education…

Published on 1 year, 7 months ago

MtoM #171: Medical Student Creates a Budget and Finance 101: Donor Advised Funds

Today we interview an MS1 who is celebrating making a budget for the first time. He said he wants to inspire others to do whatever they can to mitigate the financial burden of medical school. He shar…

Published on 1 year, 7 months ago

WCI #367: The Importance of Asset Allocation

Episode 367

Today we are answering your asset allocation questions. We talk about how to adjust your asset allocation and when to do it, what changes with asset allocation when thinking about your long vs short …

Published on 1 year, 7 months ago

MtoM #170: Orthopedic Surgeon Completes His Military Commitment as a Millionaire and Finance 101: Itemizing Deductions

Today we are celebrating this orthopedic surgeon completing his military commitment and becoming a millionaire. This doc served our country for 16 years and is now moving to a civilian job. They are …

Published on 1 year, 7 months ago