WCI #446: Managing Taxes in Retirement with Sean Mullaney
Today we're joined by Sean Mullaney, an author and CPA who presented at this year's Bogleheads conference. We dive into smart ways to manage your taxes in retirement and explore the strategies that ca...
20 Nov 20251h 6min
MtoM #249: Emergency Physician Becomes a Multimillionaire by Mid-Career and Finance 101: Real Estate Syndications
Today we are talking with an emergency doc who has become a multimillionaire. We love this conversation because he has the most boring and consistent financial story. He didn't build a real estate emp...
17 Nov 202526min
WCI #445: Buying Into a Practice, Building Wealth, and Planning Ahead
This week, we break down what to know before buying into a practice, rethink what "net worth" really means, explore how to best use an Air National Guard retirement paycheck from 57 to 65, and highlig...
13 Nov 202528min
MtoM #248: Veterinarian Is Able to Cut Back and Finance 101: Cash Balance Plans
Today we are talking with a Veterinarian who has built enough wealth that he was able to cut back his days in clinic and can now spend more time with his family. He is especially enjoying coaching his...
10 Nov 202528min
WCI #444: Dividends, 457(b)s, Side Gigs, and 401(k) Wisdom
In today's episode, we're tackling a wide range of listener questions. We'll break down the pros and cons of reinvesting dividends automatically versus manually, explore how to balance the risk of rel...
6 Nov 202537min
MtoM #247: Primary Care Doc Becomes Multimillionaire and Retires Her Husband and Finance 101: Financial Independence
Today we are talking to a primary care doc who has become a multimillionaire and is now essentially financially independent. Their financial success has allowed her career military spouse to retire. S...
3 Nov 202525min
WCI #443: From TSP to Solo 401(k): Real-Life Retirement Planning Questions Answered
In this episode, we tackle some of the most common, and most confusing, retirement planning questions physicians and high-income professionals face. We dig into the pros and cons of Traditional vs Rot...
30 Okt 202539min
MtoM #246: Neonatologist's Hobby Turns into Lucrative Side Gig and Alternative Investment and Finance 101: Alternative Investments
We have a Milestone on the podcast today that we have never heard before. We are chatting with a Neonatologist who has become financially stable enough to start investing in comic books. He has acquir...
27 Okt 202521min
