MtoM #165: Pediatric Resident Gets Back to Broke and Finance 101: Mutual Funds
This pediatric resident is preaching the importance of having a written financial plan. He is a second year resident and got back to broke by knowing exactly what to do with a windfall because he had ...
8 Apr 202420min
WCI #361: Financial Pathways for Attorneys
Today we are having our first ever full episode focused on lawyers. Our friend and lawyer, Chris Avery, joins Dr. Dahle to discuss education costs and processes for legal professionals, when and why w...
4 Apr 202456min
MtoM #164: Orthopedist Starts a Real Estate Empire as a Resident and Finance 101: Real Estate Professional Status
This Orthopedist got started building his real estate portfolio while he was still a resident! Now after only 4 years he has a multi million dollar real estate empire. He said he began his journey by ...
1 Apr 202426min
WCI #360: Student Loans and Filing Your Taxes
Today we had a handful of tricky student loan questions particularly in regards to taxes. It is always hard to answer questions with that level of specificity! Don't forget to visit studentloanadvice....
28 Mars 202448min
MtoM #163: 74 Year Old Woman Becomes A Millionaire and Finance 101: Choosing a 529 Plan
Today we are talking with an entrepreneur and author who became a millionaire in her 70s! She has a passion for inspiring others to live their fullest lives. She built a successful consulting business...
25 Mars 202419min
WCI #359: Tax Deferred vs. Roth Contributions: A Deep Dive
Today Chris Davin, engineer and self taught master of all things Roth, joins Dr. Dahle on the podcast. For anyone who has ever wanted to get all the way into the Roth weeds, this episode is for you. W...
21 Mars 20241h 14min
MtoM #162: Ophthalmologist Acquires $50 Million and Finance 101: Estate Taxes
This doc recently retired after a 40 year career that he loved with a nearly $50 million portfolio. He has been living and preaching the WCI methodology long before WCI existed. He tells us part of hi...
18 Mars 202429min
WCI #358: What to Do When You Don't Match, and Annual Survey Results
Today we are talking about what your options are if you do not match this week. It can be one of the hardest things to face and knowing what your options are and what steps to take next can help ease ...
14 Mars 202455min
