
MtoM #247: Primary Care Doc Becomes Multimillionaire and Retires Her Husband and Finance 101: Financial Independence
Today we are talking to a primary care doc who has become a multimillionaire and is now essentially financially independent. Their financial success has allowed her career military spouse to retire. S...
3 Nov 202525min

WCI #443: From TSP to Solo 401(k): Real-Life Retirement Planning Questions Answered
In this episode, we tackle some of the most common, and most confusing, retirement planning questions physicians and high-income professionals face. We dig into the pros and cons of Traditional vs Rot...
30 Okt 202539min

MtoM #246: Neonatologist's Hobby Turns into Lucrative Side Gig and Alternative Investment and Finance 101: Alternative Investments
We have a Milestone on the podcast today that we have never heard before. We are chatting with a Neonatologist who has become financially stable enough to start investing in comic books. He has acquir...
27 Okt 202521min

WCI #442: Questions About Taxes
Today we are answering a handful of tax questions. We start out talking about how to help your kids do their taxes and how to educate them along the way. We also discuss how much they can put into a R...
23 Okt 202554min

MtoM #245: Physician Aids Her Parents in Buying a Car with Cash for the First Time and Finance 101: Helping Your Parents with Their Finances
Today we are chatting with a physician who helped her parents pay cash for their car for the first time in their lives. She was vulnerable with us and shared that her parents don't have great financia...
20 Okt 202524min

WCI #441: The 4% Rule and Saving for an Early Retirement
We are answering a variety of your questions today. We start out talking about methods to save up for an early retirement. We answer a question from a listener who received an inheritance from a Canad...
16 Okt 202550min

MtoM #244: A One-Doctor Couple Pays Off Student Loans in 6 Months and Finance 101: Understanding Health Insurance
Today we are chatting with a one doctor couple who paid off $205,000 in only six months! They took advantage of the payment pause during covid. During this time she got her practice started and once t...
13 Okt 202522min

WCI #440: Building a Balanced Portfolio with Asset Location and Allocation
Today we are talking about building a balanced portfolio and get into two different questions about asset location. We discuss TIPs and when and if you should use them. We get into portfolio allocatio...
9 Okt 202555min



















