Podcast Episodes

WCI #411: 401(k)s, IRAs, 403(b)s, and other Retirement Account Questions

Episode 411

Today we are tackling your questions about retirement accounts. We talk about rolling a 401(k) into and IRA after changing jobs, how to do a 403(b) rollover, and how to pass non discrimination testin…

Published on 9 months ago

MtoM #214: Medical Student Finishes School with a Positive Net Worth and Finance 101: Buying a House During Residency

Today we are talking with a 4th year med student who is graduating medical school with a positive net worth. He and his spouse are financially educated and have worked hard to prepare, save money, an…

Published on 9 months, 1 week ago

WCI #410: Taxes in Retirement, Tax Gain Harvesting, and Avoiding Probate

Episode 410

Today we are answering your tax questions. We discuss tax liability in retirement, social security tax limits, tax gain harvesting in UGMA accounts and maximizing tax in retirement. Then we answer a …

Published on 9 months, 1 week ago

MtoM #213: Resident Acquires a Six Month Emergency Fund and Finance 101: Two Doc Households

Today we are talking with a PGY2 who has saved up six months of emergency funds. He has an impressive savings rate of around 35% and shows us that you can still make progress in your financial life e…

Published on 9 months, 2 weeks ago

WCI #409: Tail Coverage, Whole Life, and Other Insurance Questions

Episode 409

Today we are talking all about insurance. We answer a few questions about tail coverage. We talk about annuities and whole life insurance and yet again encourage you all to avoid these products. We a…

Published on 9 months, 2 weeks ago

MtoM #212: Engineer and Surgeon Couple Become Millionaires and Finance 101: Estate Taxes in Different States

This Engineer and Surgeon couple have become millionaires just a short time after she completed training. They hit this impressive milestone before she even began practicing. They have a very impress…

Published on 9 months, 3 weeks ago

WCI #408: Roth IRAs, 457(f)s, and Other Retirement Account Questions

Episode 408

Today we are answering your retirement account questions. We talk about Roth IRAs and the pro rata rule, we talk about self directing your solo 401(k). We discuss 457(f)s and 457(b)s. We talk about w…

Published on 9 months, 4 weeks ago

MtoM #211: Psychiatrist Gets Back to Broke and Finance 101: The Dangers of Performance Chasing

Today we are chatting with a psychiatrist who is back to broke. He said he owes his financial awakening to his wife who and his medical school friends who introduced him to WCI. He quickly turned thi…

Published on 10 months ago

WCI #407: Credit Card Hacking for Travel

Episode 407

Today we are talking all about credit card hacking for travel. We have friend of WCI, Dr. Lisha Taylor, back on the podcast as well as credit card hacking guru, Dr. Devon Gimbel. They share why they …

Published on 10 months ago

MtoM #210: Engineer Becomes a Multimillionaire with a Six Figure HSA and Finance 101: FIRE

Today we are talking with an Automotive Engineer who has built a 6 figure HSA and gown his net worth to over $2 million. He shows us that you do not have to make a half a million dollars or more a ye…

Published on 10 months, 1 week ago