MtoM #212: Engineer and Surgeon Couple Become Millionaires and Finance 101: Estate Taxes in Different States
This Engineer and Surgeon couple have become millionaires just a short time after she completed training. They hit this impressive milestone before she even began practicing. They have a very impressi...
3 Mars 202524min
WCI #408: Roth IRAs, 457(f)s, and Other Retirement Account Questions
Today we are answering your retirement account questions. We talk about Roth IRAs and the pro rata rule, we talk about self directing your solo 401(k). We discuss 457(f)s and 457(b)s. We talk about wh...
27 Feb 202550min
MtoM #211: Psychiatrist Gets Back to Broke and Finance 101: The Dangers of Performance Chasing
Today we are chatting with a psychiatrist who is back to broke. He said he owes his financial awakening to his wife who and his medical school friends who introduced him to WCI. He quickly turned thin...
24 Feb 202529min
WCI #407: Credit Card Hacking for Travel
Today we are talking all about credit card hacking for travel. We have friend of WCI, Dr. Lisha Taylor, back on the podcast as well as credit card hacking guru, Dr. Devon Gimbel. They share why they t...
20 Feb 20251h 25min
MtoM #210: Engineer Becomes a Multimillionaire with a Six Figure HSA and Finance 101: FIRE
Today we are talking with an Automotive Engineer who has built a 6 figure HSA and gown his net worth to over $2 million. He shows us that you do not have to make a half a million dollars or more a yea...
17 Feb 202528min
WCI #406: iBonds, Asset Pricing and Other Investing Questions
Today we are getting into some investing questions. We start off with a discussion around iBonds and if they are still a worth while investment or if it might be time to let them go. We also discuss A...
13 Feb 202557min
MtoM #209: OBGYN Takes 5 Months Off and Still Builds Wealth and Finance 101: Treasury Direct
Today we are celebrating this OBGYN taking a 5 month maternity leave and still building wealth through the process. This dual doc couple took advantage of all their state and employer benefits to real...
10 Feb 202528min
WCI #405: TSP Fund, Indemnification Clauses, and Paying Off Loans
We start off answering questions from some military docs about the TSP fund now that it allows Roth conversions and contributions. We then talk about indemnification clauses. Dr. Dahle asked our frien...
6 Feb 202541min
