WCI #377: Tax Payments and Savings
Today we are answering your questions from the speak pipe. We discuss quarterly estimated payments and the safe harbor rule. We cover tax loss harvesting and not letting the tax tail wag the investmen...
25 Jul 202449min
MtoM #180: Pathologist Reaches Multiple Milestones and Finance 101: 5 Rules for Evaluating a Rental Property Investment
Our guest today is celebrating three big milestones. She has had a unique path to financial success including an intervention from her sister while she was in residency. When she got out of residency ...
22 Jul 202426min
WCI #376: Trusts, Direct Indexing and High Yield Savings Accounts
We are tackling your questions again today. First we answer a few questions about trusts. We cover topics like revocable trusts and probate. We talk about direct indexing and what exactly that means a...
18 Jul 202449min
MtoM #179: Internist Receives PSLF and Finance 101: Money and Med School
This internal medicine doc just received PSLF and had almost $300,000 of loans forgiven! He said he was very intentional about looking for a 501(c)(3) institution when choosing a job. He feels so much...
15 Jul 202430min
WCI #375: More Than Enough with Mike Piper
Today we are talking with our friend Mike Piper. Mike is an author and blogger and one of the smartest guys in the personal finance space. The discussion today ranges widely and includes topics like w...
11 Jul 202453min
MtoM #178: Pilot Pays Off Flight School Loans and Finance 101: Dumb Things You Hear About Buying Homes
Today we have a second time guest joining us to celebrate paying off his flight school loans. This pilot has made so much progress since he was first on the podcast two years ago when he got back to b...
8 Jul 202421min
WCI #374: Asset Protection, 529s and the SAVE Plan
Today we are answering more of your questions. We start off talking about a terrible fraud situation and how to attempt to mitigate the damage. We answer a few questions about asset protection and the...
4 Jul 202442min
MtoM #177: ER Doc Becomes a Millionaire 5 Years Out and Finance 101: Financial Advisors
Today we are chatting with an ER Doc who has reached millionaire status! He comes from an immigrant family and learned young the importance of hard work, education and building the life you want. He s...
1 Jul 202422min
