MtoM #216: Two Doc Couple Gets Back to Broke While Raising Kids in New York City and Finance 101: Mortgages
Today we have a two doc couple on the podcast who are back to broke. This couple lives in NYC, has two young children and had nearly $1 million in student loans at the end of training. They have worke...
31 Mars 202527min
WCI #412: Toxic Work Environments, Avoiding Burnout, and Real Estate Questions
Today we start out by talking about what to do when your work place turns toxic and how to protect yourself from bad employers and from losing your job. The truth is sometimes you might just have to g...
27 Mars 202537min
MtoM #215: Dentist Pays Off HPSP Contract and Finance 101: Credit Scores
Today we are talking with a dentist who is completing his HPSP contract. He shares with us the positives and the negatives of his four year contract. He said he definitely came out ahead financially g...
24 Mars 202528min
WCI #411: 401(k)s, IRAs, 403(b)s, and other Retirement Account Questions
Today we are tackling your questions about retirement accounts. We talk about rolling a 401(k) into and IRA after changing jobs, how to do a 403(b) rollover, and how to pass non discrimination testing...
20 Mars 202555min
MtoM #214: Medical Student Finishes School with a Positive Net Worth and Finance 101: Buying a House During Residency
Today we are talking with a 4th year med student who is graduating medical school with a positive net worth. He and his spouse are financially educated and have worked hard to prepare, save money, and...
17 Mars 202536min
WCI #410: Taxes in Retirement, Tax Gain Harvesting, and Avoiding Probate
Today we are answering your tax questions. We discuss tax liability in retirement, social security tax limits, tax gain harvesting in UGMA accounts and maximizing tax in retirement. Then we answer a f...
13 Mars 202551min
MtoM #213: Resident Acquires a Six Month Emergency Fund and Finance 101: Two Doc Households
Today we are talking with a PGY2 who has saved up six months of emergency funds. He has an impressive savings rate of around 35% and shows us that you can still make progress in your financial life ev...
10 Mars 202534min
WCI #409: Tail Coverage, Whole Life, and Other Insurance Questions
Today we are talking all about insurance. We answer a few questions about tail coverage. We talk about annuities and whole life insurance and yet again encourage you all to avoid these products. We al...
6 Mars 20251h 3min
