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MtoM #19 - Millionaire Status in 5 Years
A very familiar story in this episode as our guests are an EM doc and teacher turned stay at home mom, very similar to the WCI and Mrs WCI. It took t…
4 years, 9 months ago
WCI #215: Calculating ROI, Dollar Cost Averaging vs. Lump Sum, UTMA Accounts & TIPS
Episode 215
This podcast is all about you and what you want to talk about. Today it is investments. How to calculate return on investment? What is the best way t…
4 years, 9 months ago
MtoM #18 - Cancer Researcher pays off $130K
After finding White Coat Investor 2 years ago, this physician has felt freed by this continuing financial education. Her debt was an emotional burden…
4 years, 9 months ago
WCI #214: Will Student Loans Be Forgiven?
Episode 214
Student loans have been on the back burner for the last year or so, as borrowers have enjoyed 0% interest on their federal loans. There has been lots…
4 years, 9 months ago
MtoM #17 - Nurse Practitioner and Pharmacist Millionaires
$1.2 million change in net worth in the last 6 years with a salary typically less than $200K. This couple reached millionaire status without ever fee…
4 years, 10 months ago
WCI #213: Rules and Options for Managing Inherited Retirement Accounts
Episode 213
If you inherited retirement accounts or anticipate leaving retirement accounts to your heirs, it is important to understand the rules and options for…
4 years, 10 months ago
MtoM #16 - Paid off $260K in 2 years
A urologist paid off $260K in 2 years. Making a plan ahead of time to pay off your loans helps you make decisions about where to live and what job to…
4 years, 10 months ago
WCI #212: How to be a Coffeehouse Investor with Bill Schultheis
Episode 212
In 1998, Bill Schultheis wrote a simple investment book for people who felt overwhelmed by the market. The Coffeehouse Investor inspires readers to f…
4 years, 10 months ago
MtoM #15 - Financially Independent Military Periodontist
In this episode we celebrate Casey achieving financial independence relatively early on a military salary that ranged from $75-260K/year. He has a $1…
4 years, 10 months ago
WCI #211: Late Start Retirement Savings
Episode 211
Feeling like you are late to starting your retirement savings is a common sentiment. People are not generally as far behind as they think. Second car…
4 years, 10 months ago