MtoM #215: Dentist Pays Off HPSP Contract and Finance 101: Credit Scores
Today we are talking with a dentist who is completing his HPSP contract. He shares with us the positives and the negatives of his four year contract. He said he definitely came out ahead financially g...
24 Maalis 202528min
WCI #411: 401(k)s, IRAs, 403(b)s, and other Retirement Account Questions
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 testing...
20 Maalis 202555min
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, and...
17 Maalis 202536min
WCI #410: Taxes in Retirement, Tax Gain Harvesting, and Avoiding Probate
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 f...
13 Maalis 202551min
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 ev...
10 Maalis 202534min
WCI #409: Tail Coverage, Whole Life, and Other Insurance Questions
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 al...
6 Maalis 20251h 3min
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 impressi...
3 Maalis 202524min
WCI #408: Roth IRAs, 457(f)s, and Other Retirement Account Questions
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 wh...
27 Helmi 202550min
