WCI #423: Rollovers, Roth, and Investing
Today we are back to our most asked about topic: Roth. We answer a question about rollovers, then we talk about Mega Backdoor Roth and then the regular backdoor Roth and the pro rata rule. We then swi...
12 Kesä 202547min
MtoM #226: Family Doc and PT Pay Off Student Loans and Finance 101: Debt vs. Investing
Today we are talking with a family doc and a physical therapist who have paid off all of their student loans just a few years out of training. Their secret to success was creating a financial plan and...
9 Kesä 202528min
WCI #422: Parents, Children, and Relationships When Money Gets Involved
Today we are answering questions about finances and family members. We talk about when it is the right time to kick your kids of your car insurance, what to do when you are supporting your parents fin...
5 Kesä 202552min
MtoM #225: Couple Leverages a Dental Practice to Reach Financial Independence in 9 Years and Finance 101: FIRE
Today we are talking with a highly motivated couple that has reached financial independence in their mid thirties. They did all of this in less than 10 years since training. She is a dentist and he is...
2 Kesä 202523min
WCI #421: Finding Joy in Your Work with Dr. Cory Fawcett
Today we are talking with our friend, Dr. Cory Fawcett. Dr. Fawcett is an author many times over and has another great book newly published called A Doctor's Guide to Finding Joy in Your Work. We know...
29 Touko 202558min
MtoM #224: CRNA Hits Half a Million Dollars and Finance 101: Investing Cash
Today we are talking with a CRNA who has reached a net worth of a half million dollars. She has followed the White Coat way and lived frugally and saved a healthy portion of her income and has watched...
26 Touko 202520min
WCI #420: Due Diligence on Real Estate Deals
Today we are answering some of your real estate questions starting with how to know if a deal is too good to be true and as well as the importance of doing thorough due diligence before investing in a...
22 Touko 202547min
MtoM #223: ER Doc Gets His Finances in Order and Finance 101: Donor Advised Funds
Today we are talking with an ER doc who is celebrating getting his financial life in order. He shares his journey of hiring a trustworthy financial advisor and realizing how much he didn't know. He ha...
19 Touko 202527min
