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 Aug 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 Aug 202422min
WCI #380: Michael Kitces on the State of Financial Planning
Today Dr. Dahle talks with Michael Kitces, creator of the popular blog Nerds Eye View. He is a CFP (along with many other designations) who has a passion for educating. His platform is huge and he kn...
15 Aug 20241h 19min
MtoM #183: Emergency Physician Family Pays off $311,000 of Student Loans in 11 Months and Finance 101: The Best Paying Hobby Out There
This emergency doc paid off $311,000 in less than one year! He worked like crazy and picked up shifts every chance he could get. He and his family lived like residents and poured everything they could...
12 Aug 202427min
WCI #379: Contributing to Your Non Dependent Adult Child's HSA
Today we talk more about the new Vanguard CEO and Ascensus acquiring Vanguards's individual 401(k) business. We answer a few questions about DAFs and if appreciated securities are a reasonable alterna...
8 Aug 202441min
MtoM #182: Pharmacist Pays Off Student Loans in Two Years and Finance 101: Mega Backdoor Roth
This pharmacist tackled his student debt with extreme focus and paid off over $170,000 in only 2 years! He said he and his wife had the goal to get rid of the debt quickly and discussed it in depth be...
5 Aug 202426min
WCI #378: Marketing Your Practice
Today we are talking with Marita Mccahill of PracticeGro. Marita shares her expertise around the importance of learning how to market yourself online as a doc, as well as how to market your practice. ...
1 Aug 202444min
MtoM #181: Dental Specialist Pays Off Student Loans and Finance 101: The Truth About Investing
Dental Specialist has paid off just over $489,000 in student loans just two years out of training! He took the Fire Your Financial Advisor course and created a written financial plan before he finish...
29 Jul 202432min
