WCI #397: Roth, Mega Backdoor Roth, Solo 401(k)s and IRAs
Today we are answering your retirement account questions. We answer questions about the mega backdoor Roth, Roth conversions, solo 401(k)s, individual IRAs and what to do with an inherited IRA. If you...
12 Dec 202450min
MtoM #200: Military Family Physician Takes the Fast Lane to Wealth and Finance 101: The Millionaire Fastlane
This military family medicine doc has become a millionaire. He is doing all the right things to invest and build wealth, but his real focus is on real estate. He has a real entrepreneurial mindset and...
9 Dec 202429min
WCI #396: Financial Planning For Special Needs Kids with Dr. Bryan Jepson
Today we are talking with practicing emergency physician and financial planner, Dr. Bryan Jepson. Dr. Jepson shares his journey from emergency medicine to opening a clinic to help children with autism...
5 Dec 202457min
MtoM #199: Nurse Practitioner Becomes a Millionaire by Doing Locums and Finance 101: Trading
Today we are celebrating a Nurse Practitioner who has become a millionaire. A few years into her career she was feeling bored and wanted a change. So she made a change and started doing traveling locu...
2 Dec 202429min
WCI #395: Navigating the Nuances of Career, Family, and Money with Dr. Lisha Taylor
Today we covering a range of topics with our friend Dr. Lisha Taylor. We discuss topics like what the arrival fallacy is and what to do about it and how you know when you have "enough". We debate if F...
28 Nov 20241h 9min
MtoM #198: Financially Recovering From a Divorce and Finance 101: The Importance of Both Spouses Working Towards Financial Goals Together
Today we are talking with an anesthesiologist who went through an emotionally and financially tough divorce. He came on the podcast to encourage anyone going through a similar situation to hang in the...
25 Nov 202427min
WCI #394: Index Funds, Real Estate, and Buying Into Your Practice
Today we start off with a dive into HSAs then answer a question about low cost index funds and how they actually work. We get into the weeds with a question about what happens when you take out a loan...
21 Nov 202448min
MtoM #197: Rehab Docs Pays Off Student Loans in 16 Months and Finance 101: Pessimism
This rehab doc paid off $380,000 of student loans in only 16 months! He obviously worked like crazy over that time period to be able to accomplish that goal. He said he knew his value for freedom to c...
18 Nov 202424min
