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MtoM #139: Academic Pulmonologist Hits Half Million Dollar Net Worth and Finance 101: Financial Advisors
MtoM #139: Academic Pulmonologist Hits Half Million Dollar Net Worth and Finance 101: Financial Advisors

Today we are talking with a doc that has hit a half million dollar net worth. He took our Fire Your Financial Advisor course and gained the confidenc…

2 years, 5 months ago

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WCI #335: Solo 401(k) Questions
WCI #335: Solo 401(k) Questions

Episode 335

Today we are answering your solo 401(k) questions. We tackle topics like what to do when you change from W2 to K1, when to create an S-Corp, how to c…

2 years, 6 months ago

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MtoM #138: Doc Helps Change His 401(k) Plan and Finance 101: Tax Brackets
MtoM #138: Doc Helps Change His 401(k) Plan and Finance 101: Tax Brackets

We loved hearing from this doc about how he advocated for changes to be made to his employer 401(k) plan. After a few years of requests he was happy …

2 years, 6 months ago

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WCI #334: How You're Being Ripped Off By Incompetent and Corrupt CMS Bureaucrats with Dr. Alex Shteynshlyuger
WCI #334: How You're Being Ripped Off By Incompetent and Corrupt CMS Bureaucrats with Dr. Alex Shteynshlyuger

Episode 334

Our guest today is Dr. Alex Shteynshlyuger. We learned about him in a ProPublica article we recently came across. Dr. Alex is on a crusade to educate…

2 years, 6 months ago

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MtoM #137: Roadie Becomes a Millionaire and Finance 101: Retirement Accounts for the Self Employed
MtoM #137: Roadie Becomes a Millionaire and Finance 101: Retirement Accounts for the Self Employed

On this episode we have a great interview with a concert roadie who has become a millionaire. This White Coat Investor lives in Brazil and has a degr…

2 years, 6 months ago

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WCI #333: Investing in India's Stock Market and More!
WCI #333: Investing in India's Stock Market and More!

Episode 333

Today we answer your questions about agency bonds, what to invest HSA money in, factor investing, and whether to pay off debt or invest. We also disc…

2 years, 6 months ago

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MtoM #136: Cutting Back To Full Time and Finance 101: Home Buying
MtoM #136: Cutting Back To Full Time and Finance 101: Home Buying

This pathologist is celebrating getting her financial ducks in a row and finally feeling ready to give up her side gigs and just work one job. She ma…

2 years, 6 months ago

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WCI #332: Getting A Financial Plan In Place
WCI #332: Getting A Financial Plan In Place

Episode 332

Today, SC Gutierrez, long time friend of WCI and the podcast is joining Dr. Dahle to help answer your questions. Together they answer questions about…

2 years, 6 months ago

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MtoM #135: Opening a Franchise and Finance 101: Tilting Your Portfolio
MtoM #135: Opening a Franchise and Finance 101: Tilting Your Portfolio

This doc decided to take some lemons that came his way and make lemonade. After being let go from his job he decided to continue to work part time in…

2 years, 6 months ago

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WCI #331: 401K and IRA Limits are Totally Separate
WCI #331: 401K and IRA Limits are Totally Separate

Episode 331

Today Dr. Dahle reminds us that 401K and IRA limits are totally separate. He once again reviews the changes that happened with the Secure Act 2.0 and…

2 years, 7 months ago

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