Podcast Episodes

WCI #341: How to Surrender One of Those Nasty Indexed Universal Life Insurance Policies

Episode 341

How to Surrender One of Those Nasty Indexed Universal Life Insurance Policies. Today we are answering your questions on the speakpipe. If you want your question answered leave us a message at https:/…

Published on 2 years, 1 month ago

MtoM #144: IMG Comes to America and Becomes Financially Successful and Finance 101: Guidance for International Medical Graduates

This radiologist moved here from Brazil 20 years ago after completing medical school. She wanted to come on the podcast to help educate other international medical graduates about how to succeed in t…

Published on 2 years, 1 month ago

WCI #340: Choosing To Thrive With Stacy Taniguchi

Episode 340

Today we are talking with Dr. Stacy Taniguchi about choosing to thrive and creating a life you would want to live over and over again. Dr. Taniguchi talks about making the most of the time we have on…

Published on 2 years, 1 month ago

MtoM #143: Emergency Doc Becomes Millionaire in 2 Years and Finance 101: How to Spend in Retirement

Today we are talking with an emergency medicine doc who became a millionaire only 2 years after training. He is the perfect example of how quickly you can get ahead financially if you educate yoursel…

Published on 2 years, 1 month ago

WCI #339: Dave Ramsey Gives Poor Advice to Unmatched Doc

Episode 339

Today we are answering you questions about taxes. We talk about how investing can impact taxes, how to manage estimated payments for your taxes and qualified dividends and even answer a question abou…

Published on 2 years, 1 month ago

MtoM #142: Emergency Physician Becomes Multi-Deca Millionaire and Finance 101: Cash Balance Plans

This ER doc is celebrating his success building his net worth and his impending retirement. He did not do anything fancy with investments, he didn't build a real estate empire. He shows us that savin…

Published on 2 years, 1 month ago

WCI #338: Is It Ever a Good Idea to Over Fund a Roth IRA?

Episode 338

Today we talk about are if it is reasonable to use 457(b) money to help fund your child's college education, how to do a 401(k) rollover and then how to rebalance it, and we talk about if it makes se…

Published on 2 years, 2 months ago

MtoM #141: Doctors Pay Off Student Loans Before Even Finishing Training and Finance 101: The Importance of Saving

This Hospitalist and Cardiology Fellow couple paid off almost $400,000 of student loans before they were both out of training! They put their noses to the grindstone and put all of their money to the…

Published on 2 years, 2 months ago

WCI #337: Entrepreneurship and Angel Investing

Episode 337

Today we are talking with Drs Niki Kennedy and Dan Pipitone of Arborhive. We are talking all about entrepreneurship and how doctors can use their expertise outside of the standard medical box. We als…

Published on 2 years, 2 months ago

MtoM #140: Vascular Surgeon Lives Like a Resident and Finance 101: Car Insurance

Our interview today is with a doc who has mastered the art of living like a resident. She shows us what working hard, saving and advocating for yourself can do for your finances. She has paid off her…

Published on 2 years, 2 months ago