Podcast Episodes

WCI #346: Roth IRAs are NOT a Bad Investment

Episode 346

Today Dr. Dahle debunks an article recently published titled "Why a ROTH is a Bad Idea (Yes, You Can Lose Money)". You can find that article here: https://lifeandmyfinances.com/investing/why-roth-ira…

Published on 2 years ago

MtoM #149: Doctor Gives Away $1 Million and Finance 101: Charitable Giving

Today we are celebrating a milestone we have never discussion on the podcast before. This doc has given more than $1 million to charity! This doc talked about the importance of having an outward focu…

Published on 2 years ago

WCI #345: Charitable Giving and Donor Advised Funds

Episode 345

Today we are talking with Adam Nash, founder and CEO of Daffy. We talk all about charitable giving, the most effective ways to give, what DAFs are and what is unique about Daffy. We get into how to t…

Published on 2 years ago

MtoM #148: Nurse Practitioner Hits $250,000 Net Worth and Finance 101: Pathways with the Military

This family nurse practitioner hit a net worth of $250,000 only a few years out of training. This NP served our country and saved a lot of money while he did. He said learning to have delayed gratifi…

Published on 2 years ago

WCI #344: Are Structured Notes More Than A Product To Be Sold?

Episode 344

Today we are answering your questions off the SpeakPipe. We talk about structured notes, asset protection, I Bonds, Cash Balance funds, and fees for different investments. We also talk about the impo…

Published on 2 years ago

MtoM #147: Anesthesiologist Pays Off Student Loans In 2 Years Despite Becoming Disabled and Finance 101: Disability Insurance

This doctor paid off $260,000 of student loans only 2 years out of training. Not only did he pay off his loans quickly, he did it despite becoming disabled. This doc suffered a stroke one year ago an…

Published on 2 years ago

WCI #343: How Do You Know If You Are Getting Good Advice at a Fair Price?

Episode 343

WCI Columnist, pediatrician, and WCICON speaker, Margaret Curtis, joins Dr. Dahle today on the podcast to help answer your questions. They debate the age old questions of pay down debt vs invest as w…

Published on 2 years ago

MtoM #146: Urologist Pays Off $300,000 in 2 Years and Finance 101: Contribution Limits

This doc has paid off $300,000 of student loans only 2 years out of training. He put nearly half of his income towards his loans every month. Not only was he paying big bucks towards his loans but he…

Published on 2 years ago

WCI #342: Captive Insurance

Episode 342

Today we are talking with Van Carlson of SRA 831(b) Admin all about captive insurance. We talk about who captive insurance is for, how to evaluate a good plan, how much capital a captive should have,…

Published on 2 years, 1 month ago

MtoM #145: Family Doc Gets Back to Broke and Finance 101: Wills

This family medicine doc is back to broke only 2 years out of training. When he came out of training his net worth was nearly negative $300,000! He has shown us that just chugging along on your finan…

Published on 2 years, 1 month ago