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 Mai 202527min
WCI #419: Getting to Know Jim: His Past, Present, and Future Relationship with Money
Today we are turning the tables and Dr. Dahle is being interviewed by our friend of WCI, Dr. Tyler Scott. We turn away from our usual pattern of answering technical questions and instead Tyler asks Ji...
15 Mai 202553min
MtoM #222: Engineer and Medical Student Hit Half Million Dollar Net Worth and Finance 101: Different Ways to Pay for Medical School
Today we talk to an engineer who has reached a half million dollar net worth. Her husband is a medical student at the Uniformed Services Medical School and she is six years out of training. She talked...
12 Mai 202521min
WCI #418: Get Your Tax Bill Down
With tax season just ended we have gotten a lot of questions about taxes. Today we are tackling those questions. We talk about tax loss harvesting, tax implications for changing your 529 beneficiary, ...
8 Mai 202547min
MtoM #221: Pharmacist Builds a Real Estate Empire and Punches Out in 10 Years and Finance 101: 529s
Today we are talking with a Pharmacist who has reached FI in his 30s. While his career has been in pharmacy he was always committed to building a big real estate portfolio. He bought his first propert...
5 Mai 202525min
WCI #417: Get Rich Fast as a Millionaire with Roth Conversions
Today we are talking with our friend and Roth expert, Chris Davin. He is joining us to answer some of your questions and then get way into the Roth weeds with Dr. Dahle. Chris knows more about the int...
1 Mai 20251h 33min
MtoM #220: Family Physician Millionaire Receives PSLF and Finance 101: Long Term Bonds
This family doc has all kinds of milestones to celebrate. He recently received PSLF, his net worth just exceeded $1 million and he is almost to $1 million invested. He is crushing the finance game. Hi...
28 Apr 202522min
WCI #416: HSAs, FSAs, and Malpractice Insurance
Today we answer a handful of HSA and FSA questions including what to do when you contribute incorrectly and what to do when you have problems with reimbursement for medical spending. We answer a quest...
24 Apr 202528min
