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MtoM #124 - Two Doc Couple Splits Their Student Loan Plan and Finance 101: The 5 Money Activities
This two doc couple has created a great plan for getting rid of both of their loans. He is going for PSLF and they just paid off her loans. He said m…
2 years, 9 months ago
WCI #320: Investment Accounts
Episode 320
Today we are answering your questions about investments accounts. We answer questions about UTM accounts and what the tax implications are, how to ch…
2 years, 9 months ago
MtoM #123 - Family/Sports Medicine Doc Becomes a Millionaire and Finance 101: 4% Rule
This Doc was on the podcast a few years ago to celebrate paying off his student loans. Just a few years later he is back as a millionaire. He said th…
2 years, 9 months ago
WCI #319: Wholesaling and Flipping Real Estate with Jamil Damji
Episode 319
Our guest today is Jamil Damji who is a co-host of the BiggerPockets On the Market podcast and the author of How to Wholesale Real Estate: The No Cas…
2 years, 9 months ago
MtoM #122 - Orthopedic Surgeon Hits $4 Million Net Worth and Finance 101: Taxes
This doc just hit $4 million net worth. He has worked to boost his income at every step of his journey to allow for more savings. While he has a high…
2 years, 9 months ago
WCI #318: 1099 Income and Locums Docs
Episode 318
Today we answer a handful of questions from docs who are interested in, or are currently doing locums. We talk about who locums might be right for an…
2 years, 10 months ago
MtoM #121 - Couple Creates Their Own Financial Plan and Fires Their Financial Advisor
A few years out of residency this couple decided to get serious about their finances. Once they started to look at their finances and the fees they w…
2 years, 10 months ago
WCI #317: Financial Planning for a Child with a Disability
Episode 317
Today our guest on the podcast is our friend, James Lange. He is here to talk about his personal experience of having a daughter diagnosed with a dis…
2 years, 10 months ago
MtoM #120 - Career Military Doc Takes on Retirement
This doc is a 28 year Air Force general surgeon who retired in the fall of 2020. He tells us about his journey in the military as well as talks about…
2 years, 10 months ago
WCI #316: Roth Contributions and Conversions
Episode 316
We have continued to get a lot of your questions about all things Roth so we are dedicating another episode to your Roth questions. We answer questio…
2 years, 10 months ago