Podcast Episodes

MtoM #240: Pulmonologist Pays Off Student Loans in Less Than 5 Years and Finance 101: Paying for School

Today we talk to a Pulmonologist who paid off nearly $300,000 of loans in less than 5 years. He shares that he initially operated under the ignorance is bliss mindset and opted to avoid worrying abou…

Published on 1 month ago

WCI #436: Retirement and Decumulation

Episode 436

This episode is all about retirement. We answer a handful of your questions from email, the Speakpipe and the forum. We talk about decumulation and how to start withdrawing from your investments. We …

Published on 1 month, 1 week ago

MtoM #239: A Professor and a Dentist Become Multimillionaires and Finance 101: Financial Waterfalls

Today we are chatting with a professor who has become a multimillionaire. His wife is a dentist who owns a private practice. They are both about 10 years out of training. They are debt averse and exc…

Published on 1 month, 1 week ago

WCI #435: Becoming a Millionaire by Reducing Your Taxes

Episode 435

Today we are answering your tax questions and hopefully helping you learn how to hang on to more of your money by reducing your taxes where you can. We answer a few questions about capital gains taxe…

Published on 1 month, 2 weeks ago

MtoM #238: Hand Surgeon Becomes Multimillionaire and Finance 101: Annuities

Today we are talking with a hand surgeon later in his career who has become a multimillionaire. This inspiring doc shared his successes as well as his mistakes on his journey to becoming financially …

Published on 1 month, 2 weeks ago

WCI #434: Fixing Your Life, Burnout, and Money Problems by Identifying Your Core Values with Robert Glazer

Episode 434

Today we are talking with Robert Glazer. He is an entrepreneur, best-selling author, and will be a keynote speaker at WCICON26. We tackle topics like how to fix your life, and how to avoid burnout an…

Published on 1 month, 3 weeks ago

MtoM #237: Plastic Surgeon Hits Mid Career Milestones and Finance 101: The Debt Dilemma for Dentists

Our guest today is a plastic surgeon in the middle of his career. He is celebrating his financial security that has allowed him to take time to write a book. He spent the earlier part of his career s…

Published on 1 month, 3 weeks ago

WCI #433: Investing Questions

Episode 433

This episode is all about answering your investing questions. We start out by breaking down the financial details of a stock quote then discuss some good ways to track returns in your portfolio. We a…

Published on 1 month, 4 weeks ago

MtoM #236: Physician Takes a Youth Sports Team to the State Championship and Finance 101: Sequence of Returns Risk

Today we are talking with a doc who is celebrating the youth hockey team he coaches winning a state championship. He tackled his financial goals early and has reached coast FIRE. That financial secur…

Published on 2 months ago

WCI #432: 529s and Spending for College

Episode 432

Today we are talking about 529 accounts and how to invest them as well as how to spend them down. There are a lot of ways to help fund your children's education. Most families use a combination of 52…

Published on 2 months ago