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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 investi…
1 year, 7 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 pas…
1 year, 7 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 li…
1 year, 7 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…
1 year, 8 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 r…
1 year, 8 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…
1 year, 8 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 an…
1 year, 8 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 harves…
1 year, 8 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 s…
1 year, 8 months ago
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 …
1 year, 8 months ago