MtoM #145: Family Doc Gets Back to Broke and Finance 101: Wills
This family medicine doc is back to broke only 2 years out of training. When he came out of training his net worth was nearly negative $300,000! He has shown us that just chugging along on your financ...
20 Nov 202321min
WCI #341: How to Surrender One of Those Nasty Indexed Universal Life Insurance Policies
How to Surrender One of Those Nasty Indexed Universal Life Insurance Policies. Today we are answering your questions on the speakpipe. If you want your question answered leave us a message at https://...
16 Nov 202332min
MtoM #144: IMG Comes to America and Becomes Financially Successful and Finance 101: Guidance for International Medical Graduates
This radiologist moved here from Brazil 20 years ago after completing medical school. She wanted to come on the podcast to help educate other international medical graduates about how to succeed in th...
13 Nov 202327min
WCI #340: Choosing To Thrive With Stacy Taniguchi
Today we are talking with Dr. Stacy Taniguchi about choosing to thrive and creating a life you would want to live over and over again. Dr. Taniguchi talks about making the most of the time we have on ...
9 Nov 202350min
MtoM #143: Emergency Doc Becomes Millionaire in 2 Years and Finance 101: How to Spend in Retirement
Today we are talking with an emergency medicine doc who became a millionaire only 2 years after training. He is the perfect example of how quickly you can get ahead financially if you educate yourself...
6 Nov 202328min
WCI #339: Dave Ramsey Gives Poor Advice to Unmatched Doc
Today we are answering you questions about taxes. We talk about how investing can impact taxes, how to manage estimated payments for your taxes and qualified dividends and even answer a question about...
2 Nov 202347min
MtoM #142: Emergency Physician Becomes Multi-Deca Millionaire and Finance 101: Cash Balance Plans
This ER doc is celebrating his success building his net worth and his impending retirement. He did not do anything fancy with investments, he didn't build a real estate empire. He shows us that saving...
30 Okt 202324min
WCI #338: Is It Ever a Good Idea to Over Fund a Roth IRA?
Today we talk about are if it is reasonable to use 457(b) money to help fund your child's college education, how to do a 401(k) rollover and then how to rebalance it, and we talk about if it makes sen...
26 Okt 202325min
