Podcast Episodes

WCI #356: Navigating The Struggle To Financially Support Parents And Still Save The Way You Want To

Episode 356

Today we are answering your questions from email and social media. We discuss what happens inside a 401(k) or 403(b) if you change your type of contribution, how to know if you have a good CPA, what …

Published on 1 year, 9 months ago

MtoM #159: Surgeon Gets PSLF Via the Waiver and Finance 101: Probate

Our guest today is a surgeon who got almost $250,000 of student loans forgiven with PSLF thanks to the new waiver. She was the beneficiary of having her loans forgiven under the current IDR waiver fo…

Published on 1 year, 10 months ago

WCI #355: Burnout in Women with Dr. Darria Long

Episode 355

Today on the podcast Dr. Darria Long joins Dr. Dahle. Dr. Long is an ER doc, mom of 3, author, National TV contributor, educator, entrepreneur and researcher. She is passionate about helping women ha…

Published on 1 year, 10 months ago

MtoM #158: Hospitalist Pays Off Student Loans in Just Over 2 Years and Finance 101: Emergency Funds

This hospitalist paid off $235,000 only 2 years out of residency. She has always been very debt averse and knew she wanted to get rid of it as quickly as possible. Nearly half of her income went to p…

Published on 1 year, 10 months ago

WCI #354: Mega Backdoor Roth Contributions with Minimal 1099 Income

Episode 354

Today we tackle a few of your questions about 529s. We answer some questions about when you have to pay taxes on your rollover IRA contributions to Roth as well as a question about Mega Backdoor Roth…

Published on 1 year, 10 months ago

MtoM #157: Dual Income Couple Pays Off Mortgage Among Other Financial Milestones and Finance 101: Dividend Investing

This dual doc couple got a bit later start getting their finances in order. Once they realized that they had been practicing for around 10 years and they had not built the wealth they anticipated the…

Published on 1 year, 10 months ago

WCI #353: Lesser Known Tax Strategies

Episode 353

Today we are talking to Alexis Gallati of Cerebral Tax Advisors all about controversial, aggressive and often little known tax deductions. We ask her about all kinds of topics and how to execute on t…

Published on 1 year, 10 months ago

MtoM #156: Family Doc Pays For a Dream Wedding With Cash and Finance 101: How to Wire Money

Today we are celebrating this family practice doc cash flowing his dream wedding! This super saver had to get comfortable spending a pretty big chunk of change to bring his and his wife's dream to li…

Published on 1 year, 10 months ago

WCI #352: How to Reduce Capital Gains on Property Sales

Episode 352

Today we are answering your questions. We talk about capital gains taxes when selling a vacation home, then get into the age old debate about if it is a good idea to buy a house during residency. Dr.…

Published on 1 year, 10 months ago

MtoM #155: Pediatric Dentist Gets Back to Broke and More and Finance 101: Ways to Earn More Money as a Doc

This pediatric dentist has gotten back to broke and a little beyond. In only a few years out of training her net worth has had nearly a half a million dollar swing. She began her financial literacy j…

Published on 1 year, 10 months ago