MtoM #261: Two Doc Couple Pays Cash for Home Renovation and Financial Boot Camp: What is a Stock?
In this episode, we talk with a two doc family who renovated their home entirely in cash, including a full indoor basketball court so their kids can play inside during freezing Minnesota winters. They...
9 Feb 24min
WCI #457: Cash Balance Plans, Trusts, and the Million-Dollar Debate
In this episode we talk through big money topics like cash balance plans, revocable trusts, and what peak spending years really means and when it happens. We talk about where non-docs should start if ...
5 Feb 38min
MtoM #260: General Contractor Becomes a Millionaire and Financial Boot Camp: How Does Dental Insurance Work?
In this episode, we talk with a contractor who built a millionaire net worth without sky-high incomes or an inheritance. He and his wife have paid off their home, invested consistently, and recently t...
2 Feb 15min
WCI #456: Alternative Investments with Larry Swedroe
Today we're diving into all the stuff everyone seems to be arguing about lately: AI and whether it is actually a bubble, why nobody wants small value, international, or bonds anymore, and what to say ...
29 Jan 1h 14min
MtoM #259: PA Pays Off Student Loans in 16 Months and Financial Boot Camp: What is a Bond?
Today we talk to a PA who paid off $155,000 of student loans in just 16 months, entirely on her own. She did it by cutting expenses, living like a resident, and staying focused on rapid debt payoff. A...
26 Jan 30min
WCI #455: Student Loan Forgiveness, Taxes, and Retirement Accounts
In today's episode, we're answering your questions about student loans, taxes, and what to do next once you're already doing a lot of things right. We talk about Borrower's Defense cases and when the ...
22 Jan 38min
MtoM #258: Student Gets Full Ride to Medical School and Financial Boot Camp: 529s
Today we are chatting with a second year med student who received a full ride scholarship to medical school. He was prepared to pay for his education fully with loans and then got the incredible news ...
19 Jan 24min
WCI #454: The Numbers and Psychology of Retirement Spending with Christine Benz
Today we sit down with Christine Benz, Author, WCICON Speaker, and Director of Mutual Fund Analysis at Morningstar, for a wide-ranging and insightful conversation. We dive into her annual retirement i...
15 Jan 1h 9min
