WCI #401: Risk vs Reward - How to Find the Balance
Today we are talking about finding balance in our lives. We discuss how to know what our risk tolerance is both in the finance space but also in our lifestyle. It is important to do the things we love...
9 Jan 202534min
MtoM #204: Two Doc Couple Beats the Seven Year Itch and Becomes Multi Millionaires and Finance 101: Your Finances at the Beginning of the Year
This two doc couple is celebrating 8 years of marriage. He talks about how having such a fantastic partner is the most important part of his life and has made all of this hard work worth it. He talked...
6 Jan 202527min
WCI #400: Contribution Limits, Estate Planning, and Emergency Funds
Today we answer a few questions about estate planning and then explain what a Grantor Retained Annuity Trust is. We talk about contribution limits when you have multiple 401(k)s. We give some advice t...
2 Jan 202532min
MtoM #203: Intern Saves Up an Emergency Fund and Finance 101: Year End Calculations
Today we are chatting with an intern who has saved up an emergency fund. He is only 4 months into residency and he has built up enough to cover two months of expenses. We love these smaller milestones...
30 Dec 202423min
WCI #399: 529s, UTMAs, and HSAs
Today Dr. Dahle is answering your questions off the speakpipe. We talk about dynasty 529s, UTMAs and the tax benefits of contributing to them, we explain tax gain harvesting and I Bonds within a 529. ...
26 Dec 202442min
MtoM #202: Radiologist Gets PSLF and Finance 101: Charitable Giving
Today we are chatting with a radiologist who has received PSLF. She learned about PSLF back in 2009. She knew she wanted to go into academics so she planned from the beginning to go for PSLF. She knew...
23 Dec 202425min
WCI #398: Doctors on Disability and Why You Need Disability Insurance
Today we are talking all about disability insurance. After Dr. Dahle's recent accident on the Tetons he is ever more passionate about the necessity for all docs to get disability insurance. We are bri...
19 Dec 20241h 10min
MtoM #201: Financial Planner Becomes a Millionaire and Finance 101: Overfunded 529 Accounts
Today we are talking to a financial planner who has become a millionaire. This planner initially planned on going to dental school but changed his mind after getting accepted into a few schools and de...
16 Dec 202430min
