Podcast Episodes

MtoM #235: Resident Gets $100K in Assets During Residency and Finance 101: Medical School

Today we are talking with a doc just starting his third year of residency and he already has $100,000 in assets. He had his financial awakening his final year of medical school and has hit the ground…

Published on 2 months, 1 week ago

WCI #431: How to Rise Above a Broken Healthcare System with Dr. Dimitrios Tsatiris

Episode 431

Our guest today is Dr. Dimitrios Tsatiris. He is a practicing psychiatrist and author. Outside of his clinical practice he has a passion for helping docs avoid burnout. He and Dr. Dahle discuss why s…

Published on 2 months, 1 week ago

MtoM #234: Psychiatrist Opens a Private Practice and Still Manages to Pay Off Her Student Loans in 2 years and Finance 101: How to Invest at All Time Highs

Today we are celebrating a psychiatrist who opened a private practice and paid off her student loans only a few years out of residency. She said she is very debt averse and poured every dollar she co…

Published on 2 months, 2 weeks ago

WCI #430: Backdoor Roth - Standard and Mega

Today we are talking about everyone's favorite topic - the Backdoor Roth! We are answering questions about common mistakes for the Backdoor Roth IRA as well as having a larger discussion around what …

Published on 2 months, 2 weeks ago

MtoM #233: Dual Doc Couple Pays Off Half Million in Loans While One Stays at Home and Finance 101: Geographic Arbitrage

Today we have a guest coming on the show for the second time. He was on about 3 years ago after he paid off his student loans. Today he is back to celebrate paying off his wife's student loans, as we…

Published on 2 months, 3 weeks ago

WCI #429: Impact of the Big Beautiful Bill on Student Loans

Episode 429

There has been a lot of concern around student loans and what impact the new legislation will have. Today we bring on Andrew Paulson of https://StudentLoanAdvice.com to explain what he knows so far a…

Published on 2 months, 3 weeks ago

MtoM #232: Med Student Graduates Debt Free with Limited Parental Help and Finance 101: The Pennies Issue with the Backdoor Roth IRA

Today we are taking with a newly graduated med student who made it through school debt free. She worked four different jobs and ended up joining the National Guard to help cover costs. She worked har…

Published on 2 months, 4 weeks ago

WCI #428: Estate Planning and Passing Wealth to Your Children

Episode 428

Today we are answering your questions about estate planning and passing on of wealth to future generations. We talk about the value of giving your kids their inheritance earlier in life when they nee…

Published on 3 months ago

MtoM #231: Dual Doc Couple Saves $100K for Retirement During Residency and Finance 101: Plan Documents for Employer-Provided Retirement Accounts

This dual doc couple has a very impressive milestone today. They have saved $100,000 towards retirement during residency. They wanted to give themselves more compounding interest time and not wait un…

Published on 3 months ago

WCI #427: Dealing with a Disability Claim with Attorney Ben Glass

Episode 427

Today we are talking with Ben Glass, an attorney on our recommended list who helps docs make successful disability claims. Ben talks about what makes for a strong claim, when you might need to get an…

Published on 3 months, 1 week ago