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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 tal…
2 years, 3 months 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 an…
2 years, 3 months 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 whil…
2 years, 3 months 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 …
2 years, 4 months 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 di…
2 years, 4 months 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…
2 years, 4 months 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 onl…
2 years, 4 months 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 …
2 years, 4 months 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 h…
2 years, 4 months ago
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 yo…
2 years, 4 months ago