WCI #400: Contribution Limits, Estate Planning, and Emergency Funds
Today we answer a few questions about estate planning and then explain what a Grantor Retained Annuity Trust is. We talk about contribution limits when you have multiple 401(k)s. We give some advice t...
2 Jan 202532min
MtoM #203: Intern Saves Up an Emergency Fund and Finance 101: Year End Calculations
Today we are chatting with an intern who has saved up an emergency fund. He is only 4 months into residency and he has built up enough to cover two months of expenses. We love these smaller milestones...
30 Des 202423min
WCI #399: 529s, UTMAs, and HSAs
Today Dr. Dahle is answering your questions off the speakpipe. We talk about dynasty 529s, UTMAs and the tax benefits of contributing to them, we explain tax gain harvesting and I Bonds within a 529. ...
26 Des 202442min
MtoM #202: Radiologist Gets PSLF and Finance 101: Charitable Giving
Today we are chatting with a radiologist who has received PSLF. She learned about PSLF back in 2009. She knew she wanted to go into academics so she planned from the beginning to go for PSLF. She knew...
23 Des 202425min
WCI #398: Doctors on Disability and Why You Need Disability Insurance
Today we are talking all about disability insurance. After Dr. Dahle's recent accident on the Tetons he is ever more passionate about the necessity for all docs to get disability insurance. We are bri...
19 Des 20241h 10min
MtoM #201: Financial Planner Becomes a Millionaire and Finance 101: Overfunded 529 Accounts
Today we are talking to a financial planner who has become a millionaire. This planner initially planned on going to dental school but changed his mind after getting accepted into a few schools and de...
16 Des 202430min
WCI #397: Roth, Mega Backdoor Roth, Solo 401(k)s and IRAs
Today we are answering your retirement account questions. We answer questions about the mega backdoor Roth, Roth conversions, solo 401(k)s, individual IRAs and what to do with an inherited IRA. If you...
12 Des 202450min
MtoM #200: Military Family Physician Takes the Fast Lane to Wealth and Finance 101: The Millionaire Fastlane
This military family medicine doc has become a millionaire. He is doing all the right things to invest and build wealth, but his real focus is on real estate. He has a real entrepreneurial mindset and...
9 Des 202429min
