
WCI #436: Retirement and Decumulation
This episode is all about retirement. We answer a handful of your questions from email, the Speakpipe and the forum. We talk about decumulation and how to start withdrawing from your investments. We t...
11 Sep 202543min

MtoM #239: A Professor and a Dentist Become Multimillionaires and Finance 101: Financial Waterfalls
Today we are chatting with a professor who has become a multimillionaire. His wife is a dentist who owns a private practice. They are both about 10 years out of training. They are debt averse and exce...
8 Sep 202520min

WCI #435: Becoming a Millionaire by Reducing Your Taxes
Today we are answering your tax questions and hopefully helping you learn how to hang on to more of your money by reducing your taxes where you can. We answer a few questions about capital gains taxes...
4 Sep 202547min

MtoM #238: Hand Surgeon Becomes Multimillionaire and Finance 101: Annuities
Today we are talking with a hand surgeon later in his career who has become a multimillionaire. This inspiring doc shared his successes as well as his mistakes on his journey to becoming financially s...
1 Sep 202533min

WCI #434: Fixing Your Life, Burnout, and Money Problems by Identifying Your Core Values with Robert Glazer
Today we are talking with Robert Glazer. He is an entrepreneur, best-selling author, and will be a keynote speaker at WCICON26. We tackle topics like how to fix your life, and how to avoid burnout and...
28 Aug 202543min

MtoM #237: Plastic Surgeon Hits Mid Career Milestones and Finance 101: The Debt Dilemma for Dentists
Our guest today is a plastic surgeon in the middle of his career. He is celebrating his financial security that has allowed him to take time to write a book. He spent the earlier part of his career sa...
25 Aug 202524min

WCI #433: Investing Questions
This episode is all about answering your investing questions. We start out by breaking down the financial details of a stock quote then discuss some good ways to track returns in your portfolio. We an...
21 Aug 20251h 1min

MtoM #236: Physician Takes a Youth Sports Team to the State Championship and Finance 101: Sequence of Returns Risk
Today we are talking with a doc who is celebrating the youth hockey team he coaches winning a state championship. He tackled his financial goals early and has reached coast FIRE. That financial securi...
18 Aug 202534min



















