Podcast Episodes

WCI #446: Managing Taxes in Retirement with Sean Mullaney

Episode 446

Today we're joined by Sean Mullaney, an author and CPA who presented at this year's Bogleheads conference. We dive into smart ways to manage your taxes in retirement and explore the strategies that c…

Published on 1 month ago

MtoM #249: Emergency Physician Becomes a Multimillionaire by Mid-Career and Finance 101: Real Estate Syndications

Today we are talking with an emergency doc who has become a multimillionaire. We love this conversation because he has the most boring and consistent financial story. He didn't build a real estate em…

Published on 1 month, 1 week ago

WCI #445: Buying Into a Practice, Building Wealth, and Planning Ahead

Episode 445

This week, we break down what to know before buying into a practice, rethink what "net worth" really means, explore how to best use an Air National Guard retirement paycheck from 57 to 65, and highli…

Published on 1 month, 1 week ago

MtoM #248: Veterinarian Is Able to Cut Back and Finance 101: Cash Balance Plans

Today we are talking with a Veterinarian who has built enough wealth that he was able to cut back his days in clinic and can now spend more time with his family. He is especially enjoying coaching hi…

Published on 1 month, 2 weeks ago

WCI #444: Dividends, 457(b)s, Side Gigs, and 401(k) Wisdom

Episode 444

In today's episode, we're tackling a wide range of listener questions. We'll break down the pros and cons of reinvesting dividends automatically versus manually, explore how to balance the risk of re…

Published on 1 month, 2 weeks ago

MtoM #247: Primary Care Doc Becomes Multimillionaire and Retires Her Husband and Finance 101: Financial Independence

Today we are talking to a primary care doc who has become a multimillionaire and is now essentially financially independent. Their financial success has allowed her career military spouse to retire. …

Published on 1 month, 3 weeks ago

WCI #443: From TSP to Solo 401(k): Real-Life Retirement Planning Questions Answered

Episode 443

In this episode, we tackle some of the most common, and most confusing, retirement planning questions physicians and high-income professionals face. We dig into the pros and cons of Traditional vs Ro…

Published on 1 month, 3 weeks ago

MtoM #246: Neonatologist's Hobby Turns into Lucrative Side Gig and Alternative Investment and Finance 101: Alternative Investments

We have a Milestone on the podcast today that we have never heard before. We are chatting with a Neonatologist who has become financially stable enough to start investing in comic books. He has acqui…

Published on 1 month, 4 weeks ago

WCI #442: Questions About Taxes

Episode 442

Today we are answering a handful of tax questions. We start out talking about how to help your kids do their taxes and how to educate them along the way. We also discuss how much they can put into a …

Published on 2 months ago

MtoM #245: Physician Aids Her Parents in Buying a Car with Cash for the First Time and Finance 101: Helping Your Parents with Their Finances

Today we are chatting with a physician who helped her parents pay cash for their car for the first time in their lives. She was vulnerable with us and shared that her parents don't have great financi…

Published on 2 months ago