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WCI #154: Bear Market Action Plan
Episode 154
You are going to face many bear markets in your investing career. Having an action plan to survive a bear market is critical. I go over an important …
5 years, 11 months ago
WCI #153: Tax Loss Harvesting
Episode 153
Tax loss harvesting is an important topic, especially right now. If you have been hemorrhaging money in the markets, like most of us have, you may wa…
5 years, 11 months ago
WCI #152: Work Life Balance with Tired Super Heroine
Episode 152
With medical school classes now having slightly more women than men, more physicians are or will be juggling the challenge of being a professional an…
6 years ago
WCI #151: How to Pick a Charity
Episode 151
Choosing which charities to give to is important. It takes just as much effort to give well as it does to earn, save, invest and spend well. We all k…
6 years ago
WCI #150: Side Gigs, Women, and Demographic Changes in Medicine
Episode 150
Medical school classes now have slightly more women than men. In today's episode we talk a little bit about what that means, both for male and female…
6 years ago
WCI #149: Should I Time the Market?
Episode 149
Should you try to time the market? No! Why? Because it is very hard to do well over the long term and it introduces significant transaction costs to …
6 years ago
WCI #148: Finding Balance in Your Life with Dr. Dawn Baker
Episode 148
Life balance is an important topic as we address physician wellness in the medical community. Why is it so hard for high-income professionals to find…
6 years, 1 month ago
WCI #147: Being a Finance Buff with Harry Sit
Episode 147
All of us can become a finance buffs if we are willing to put in the time to learn. Our guest in this episode is proof of that and is a bit of an of …
6 years, 1 month ago
WCI #146: The 5-Year Rule for Roth IRA Conversions
Episode 146
The 5-year rule for Roth IRA Conversions can be confusing because there are two 5-year rules regarding Roth IRAs. We discuss the difference between t…
6 years, 1 month ago
WCI #145: Faith, Family, and Finance with Rogue Dad, M.D.
Episode 145
In this episode we are looking at faith, family, and finances through the lens of medicine. Fahd Ahmad, also know as Rogue Dad, M.D. is our guest. Se…
6 years, 1 month ago