WCI #384: Help Your Kids Build Wealth
Today on the podcast we are talking about how to help your kids build wealth by funding Roth IRAs, HSAs, 529s, and employing them in your business. We also tackle questions about using brokerage accou...
12 Syys 202441min
MtoM #187: Pediatrician Pays Off $330,000 in Student Loans in 7 Years and Finance 101: The Basics of Asset Protection
Today we are talking with a pediatrician who paid off $330,000 in 7 years. He talked about being mentally prepared for this to take a very long time. He refinanced his loans in 2019 and was making pay...
9 Syys 202422min
WCI #383: The Politics of Student Debt Forgiveness
Today Dr. Dahle opens by talking about the state of governmental student loan repayment programs and whether or not they are likely to be around for long. We then get into answering a variety of your ...
5 Syys 202452min
MtoM #186: Emergency Docs Get Back to Broke and Finance 101: Paying Off Your Mortgage
This two emergency doc family is back to broke! They are focused on getting their finances right early and while she is the finance nerd they are both on the same page. She is still a fellow and he is...
2 Syys 202424min
WCI #382: The Behavior Gap with Carl Richards
Today we are talking with Carl Richards. Carl is a Certified Financial Planner, author, podcaster and educator. He is one of the most influential voices in the financial planning world. The title of h...
29 Elo 20241h 1min
MtoM #185: Communications Pro Hits Quarter Million Dollars and Finance 101: Don't Time the Market
Today we have a communications pro on the podcast who is only a few out of college and has already reached a net worth of a quarter million dollars. He attributes his success to his dad who taught him...
26 Elo 202423min
WCI #381: Retirement Accounts and Asset Protection
Today we answer questions about the Mega Backdoor Roth IRA, answer a few questions about 401(k)s, and discuss if it is worth not rolling an old 401(k) into your new one to provide some added asset pro...
22 Elo 202445min
MtoM #184: Orthopedist Hits $3 Million and Finance 101: You Don't Have to Invest in Everything
This Orthopedist has grown his wealth to $3 million only 3 years out of training. He tackled his student loans quickly and started saving and investing aggressively. As we talk about regularly, a big ...
19 Elo 202422min
