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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
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 …

8 months ago

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WCI #430: Backdoor Roth - Standard and Mega
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 …

8 months, 1 week ago

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

8 months, 1 week ago

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

8 months, 2 weeks ago

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

8 months, 2 weeks ago

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

8 months, 3 weeks ago

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

8 months, 3 weeks ago

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

8 months, 4 weeks ago

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MtoM #230: Radiologist Hits Early Financial Independence and Finance 101: The Three Pathways to Wealth
MtoM #230: Radiologist Hits Early Financial Independence and Finance 101: The Three Pathways to Wealth

Today we are chatting with a radiologist who has hit financial independence just six years out of training. This doc has taken a unique path from bei…

9 months ago

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WCI #426: A Deep Dive into HSAs
WCI #426: A Deep Dive into HSAs

Episode 426

Today we are answering a questions about HSAs. We spend time really getting into the details of what an HSA is, who might want to use it when, contri…

9 months ago

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