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MtoM #164: Orthopedist Starts a Real Estate Empire as a Resident and Finance 101: Real Estate Professional Status
MtoM #164: Orthopedist Starts a Real Estate Empire as a Resident and Finance 101: Real Estate Professional Status

This Orthopedist got started building his real estate portfolio while he was still a resident! Now after only 4 years he has a multi million dollar r…

2 years ago

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WCI #360: Student Loans and Filing Your Taxes
WCI #360: Student Loans and Filing Your Taxes

Episode 360

Today we had a handful of tricky student loan questions particularly in regards to taxes. It is always hard to answer questions with that level of sp…

2 years ago

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MtoM #163: 74 Year Old Woman Becomes A Millionaire and Finance 101: Choosing a 529 Plan
MtoM #163: 74 Year Old Woman Becomes A Millionaire and Finance 101: Choosing a 529 Plan

Today we are talking with an entrepreneur and author who became a millionaire in her 70s! She has a passion for inspiring others to live their fulles…

2 years ago

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WCI #359: Tax Deferred vs. Roth Contributions: A Deep Dive
WCI #359: Tax Deferred vs. Roth Contributions: A Deep Dive

Episode 359

Today Chris Davin, engineer and self taught master of all things Roth, joins Dr. Dahle on the podcast. For anyone who has ever wanted to get all the …

2 years ago

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MtoM #162: Ophthalmologist Acquires $50 Million and Finance 101: Estate Taxes
MtoM #162: Ophthalmologist Acquires $50 Million and Finance 101: Estate Taxes

This doc recently retired after a 40 year career that he loved with a nearly $50 million portfolio. He has been living and preaching the WCI methodol…

2 years ago

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WCI #358: What to Do When You Don't Match, and Annual Survey Results
WCI #358: What to Do When You Don't Match, and Annual Survey Results

Episode 358

Today we are talking about what your options are if you do not match this week. It can be one of the hardest things to face and knowing what your opt…

2 years ago

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MtoM #161: Nurse Becomes a Millionaire and Finance 101: How to Get Started
MtoM #161: Nurse Becomes a Millionaire and Finance 101: How to Get Started

Today we talk with a nurse who is currently in school to become a CRNA and is officially a millionaire. Roughly 10 years ago he and his wife took con…

2 years ago

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WCI #357: Roth IRAs, Conversions and Backdoor Contributions
WCI #357: Roth IRAs, Conversions and Backdoor Contributions

Episode 357

Today our friend Chad Chubb is joining us for our next Friends of WCI episode. It is Roth season they answer more of your Roth questions. They cover …

2 years, 1 month ago

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MtoM #160: Dermatologist Pays Off Student Loans In Less Than A Year And Finance 101: Physician Mortgages
MtoM #160: Dermatologist Pays Off Student Loans In Less Than A Year And Finance 101: Physician Mortgages

This dermatologist paid off his student loans and built his net worth to $150K just one year out of training. Not only did he accomplish all of that …

2 years, 1 month ago

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

2 years, 1 month ago

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