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MtoM #34 - PSLF Forgiveness and Millionaires!
Out of school they owed $178K, paid $20-30K off over the next 10 years, and had the rest forgiven. Be diligent, make sure you track each payment. Get…
4 years, 6 months ago
WCI #230: Congress Proposes New Tax Bill Impacting High Earners
Episode 230
There are potential big changes coming up as a new tax bill is working its way through Congress. While there are sure to be many changes to the propo…
4 years, 6 months ago
MtoM #33 - Millionaire Podiatrist
Our first podiatrist on the Milestones podcast! In 8 years they paid off around a million dollars in debt between his student loans and a business lo…
4 years, 6 months ago
WCI #229: Retirement Accounts Q&A
Episode 229
In this week's episode we are taking listener questions regarding retirement accounts. We talk about 403(a), 403(b), and 457(b) accounts and what the…
4 years, 6 months ago
MtoM #32 - Pediatric Cardiac Intensivist Gets PSLF
Jennifer did a 4 year residency, 3 year fellowship, 1 additional training year as a pediatric cardiac intensivist, and then no payments required due …
4 years, 6 months ago
WCI #228: Charitable Giving: DAFs vs CRTs vs Private Family Foundation
Episode 228
In this episode we discuss charitable giving and dive into donor advised funds (DAFs), versus Charitable Remainder Trusts (CRTs) and private family f…
4 years, 6 months ago
MtoM #31 - Millionaire Dentist
As this dentist demonstrated, owning your own practice pays off. Everything extra comes to you. Save and invest that extra and you'll be a multimilli…
4 years, 6 months ago
WCI #227: Starting a Medical Practice
Episode 227
When you own your practice, you're able to give better care, have more control and less burnout over your professional life. In general, you make mor…
4 years, 6 months ago
MtoM #30 - Nurse Practitioner Multimillionaire
If you have a high savings rate and invest conservatively, it won't take long to accumulate a high net worth. From this nurse practitioner's experien…
4 years, 7 months ago
WCI #226: The State of Physician Financial Literacy
Episode 226
How financially literate are physicians? White Coat Investor just celebrated our 10 year anniversary of providing personal finance and investing info…
4 years, 7 months ago