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
MtoM #208: PM&R Resident Gets Back to Broke and Finance 101: Turning Your Home into a Rental Property
Today we are talking to a resident who is already back to broke. He had a leg up from fantastic parents who were able to help pay for his first few years of medical school. He is a great example of sh...
3 Feb 202532min
WCI #404: Real Estate, the National Debt and the Financial Challenges of Building a Practice
Today we are answering a few real estate questions starting with one about a 1031 exchange and then one about how to determine what qualifies as a "primary home." We then get to hear from our friend J...
30 Jan 20251h 1min
MtoM #207: A Rural Surgeon Gets Back to Broke and Finance 101: Nuances with Roths and Mega Backdoor Roths
Today we are talking with a surgeon from the midwest who is back to broke. This doc really teaches us the power of finding a great work life balance. He has found love and success in work, family and ...
27 Jan 202524min
WCI #403: Exploring Taxes with a Friend of WCI
Today we have another Friends of WCI episode. Tax guru, Alexis Gallati, joins Dr. Dahle to answer your questions about taxes. They start with a question about what the benefits of hiring your spouse a...
23 Jan 202556min
MtoM #206: Urologist Becomes a Millionaire and Finance 101: Changing Your Family Tree
This doc has become a millionaire just 4 years out of training. He comes from a two doc family who saved up enough to cover the cost of under grad and medical school. Getting out of training with no d...
20 Jan 202527min
WCI #402: Mega Backdoor Roth, Student Loans, and Expert Witness Work
Today we start out answering a few of your Mega Backdoor Roth questions. Then we move to answering a handful of questions about student loans including if we think the Trump administration is going to...
16 Jan 20251h 6min
MtoM #205: Emergency Doc Gets Back to Broke in One Year and Finance 101: Rollovers
This ER doc is back to broke only one year out of training. He decided to focus on investing and growing wealth instead of tackling his student loans. He refinanced before covid and got his loans lock...
13 Jan 202521min
