
WCI #435: Becoming a Millionaire by Reducing Your Taxes
Today we are answering your tax questions and hopefully helping you learn how to hang on to more of your money by reducing your taxes where you can. We answer a few questions about capital gains taxes...
4 Sep 202547min

MtoM #238: Hand Surgeon Becomes Multimillionaire and Finance 101: Annuities
Today we are talking with a hand surgeon later in his career who has become a multimillionaire. This inspiring doc shared his successes as well as his mistakes on his journey to becoming financially s...
1 Sep 202533min

WCI #434: Fixing Your Life, Burnout, and Money Problems by Identifying Your Core Values with Robert Glazer
Today we are talking with Robert Glazer. He is an entrepreneur, best-selling author, and will be a keynote speaker at WCICON26. We tackle topics like how to fix your life, and how to avoid burnout and...
28 Aug 202543min

MtoM #237: Plastic Surgeon Hits Mid Career Milestones and Finance 101: The Debt Dilemma for Dentists
Our guest today is a plastic surgeon in the middle of his career. He is celebrating his financial security that has allowed him to take time to write a book. He spent the earlier part of his career sa...
25 Aug 202524min

WCI #433: Investing Questions
This episode is all about answering your investing questions. We start out by breaking down the financial details of a stock quote then discuss some good ways to track returns in your portfolio. We an...
21 Aug 20251h 1min

MtoM #236: Physician Takes a Youth Sports Team to the State Championship and Finance 101: Sequence of Returns Risk
Today we are talking with a doc who is celebrating the youth hockey team he coaches winning a state championship. He tackled his financial goals early and has reached coast FIRE. That financial securi...
18 Aug 202534min

WCI #432: 529s and Spending for College
Today we are talking about 529 accounts and how to invest them as well as how to spend them down. There are a lot of ways to help fund your children's education. Most families use a combination of 529...
14 Aug 202542min

MtoM #235: Resident Gets $100K in Assets During Residency and Finance 101: Medical School
Today we are talking with a doc just starting his third year of residency and he already has $100,000 in assets. He had his financial awakening his final year of medical school and has hit the ground ...
11 Aug 202528min



















