WCI #451: Roth IRAs and 529s
In this episode we tackle more of your questions, starting with a look into Roth strategy, including how TSP Roth in-plan conversions work and what to consider when converting a traditional IRA to a R...
25 Dec 202559min
MtoM #254: Hospitalist Becomes a Full-Time Entrepreneur and Finance 101: Tax Loss Harvesting
Today we are talking to a hospitalist who is giving up partnership at his practice to become a full time entrepreneur. He is excited to be able to practice medicine on his own terms. He has always had...
22 Dec 202527min
WCI #450: When You Win the Game, Stop Playing with Bill Bernstein
Today we're thrilled to welcome back our friend and financial expert Bill Bernstein for a thoughtful conversation about what it really means to "stop playing when you win the game." We dig into the id...
18 Dec 202557min
MtoM #253: A Dentist Acquires Enough to Run for Mayor and Finance 101: End of Year Giving
Today we are chatting with a dentist who has built enough wealth that he can run for Mayor of his town. He has worked hard to build wealth and his practice and is now only seeing patients a few days a...
15 Dec 202525min
WCI #449: Unions, ACATS Fraud, Vesting, HSAs, and ETFs: What Doctors Need to Know
Today's episode tackles a wide mix of practical questions. We explore the pros and cons of unions for doctors, how to protect yourself from ACATS fraud, and what you need to know about vesting rules. ...
11 Dec 202542min
MtoM #252: Psych Resident Maxes Out Spousal and Personal IRAs and Finance 101: Boosting Your Income
Today we are talking with a psych resident who has maxed out his personal and spousal IRAs for two years in a row. He found a lucrative moonlighting gig that has helped increase his income. His secret...
8 Dec 202524min
WCI #448: Smart Retirement Moves for High-Income Professionals
Today's episode tackles a handful of questions that come up often for high-income professionals planning for the future. We dig into how to optimize your retirement accounts and take advantage of key ...
4 Dec 202536min
MtoM #251: Dermatologist Hits $750,000 Net Worth Before Finishing Residency and Finance 101: The Basics of Real Estate Investing
Today we are talking to a Dermatology resident who has hit a $750,000 net worth before finishing training. He has been building wealth since high school and is off to an unbelievable start. This kind ...
1 Dec 202526min
