WCI #318: 1099 Income and Locums Docs
Today we answer a handful of questions from docs who are interested in, or are currently doing locums. We talk about who locums might be right for and if people with a family can make it works as a ca...
8 Jun 202338min
MtoM #121 - Couple Creates Their Own Financial Plan and Fires Their Financial Advisor
A few years out of residency this couple decided to get serious about their finances. Once they started to look at their finances and the fees they were paying their financial advisor they knew it was...
5 Jun 202324min
WCI #317: Financial Planning for a Child with a Disability
Today our guest on the podcast is our friend, James Lange. He is here to talk about his personal experience of having a daughter diagnosed with a disability and then going through the process of makin...
1 Jun 202351min
MtoM #120 - Career Military Doc Takes on Retirement
This doc is a 28 year Air Force general surgeon who retired in the fall of 2020. He tells us about his journey in the military as well as talks about his decision to retire. He wants to be sure that p...
29 Mai 202322min
WCI #316: Roth Contributions and Conversions
We have continued to get a lot of your questions about all things Roth so we are dedicating another episode to your Roth questions. We answer questions about SEP IRA conversions, Roth IRA contribution...
25 Mai 202336min
MtoM #119 - Opening a Franchise
Our interviewees today are telling us about opening their first franchise. After listening to WCI podcast episode 267 about non-food franchising they decided to give it a try! This couple did tons of ...
22 Mai 202327min
WCI #315: 529's, Inheritance and Roth IRAs For Kids
Today we answer your questions about 529's. We try to help clarify the changes coming with Secure Act 2.0. We talk about if it would make sense for 529s to be under a grandparents name to avoid your c...
18 Mai 202336min
MtoM #118 - Cardiologist Becomes a Millionaire
This cardiologist became a millionaire just 6 years out of training. This physician couple worked hard to pay their debt off and start saving. They have learned that while they want to be set up for a...
15 Mai 202324min
