MtoM #149: Doctor Gives Away $1 Million and Finance 101: Charitable Giving
Today we are celebrating a milestone we have never discussion on the podcast before. This doc has given more than $1 million to charity! This doc talked about the importance of having an outward focus...
18 Dec 202324min
WCI #345: Charitable Giving and Donor Advised Funds
Today we are talking with Adam Nash, founder and CEO of Daffy. We talk all about charitable giving, the most effective ways to give, what DAFs are and what is unique about Daffy. We get into how to te...
14 Dec 20231h 13min
MtoM #148: Nurse Practitioner Hits $250,000 Net Worth and Finance 101: Pathways with the Military
This family nurse practitioner hit a net worth of $250,000 only a few years out of training. This NP served our country and saved a lot of money while he did. He said learning to have delayed gratific...
11 Dec 202319min
WCI #344: Are Structured Notes More Than A Product To Be Sold?
Today we are answering your questions off the SpeakPipe. We talk about structured notes, asset protection, I Bonds, Cash Balance funds, and fees for different investments. We also talk about the impor...
7 Dec 202342min
MtoM #147: Anesthesiologist Pays Off Student Loans In 2 Years Despite Becoming Disabled and Finance 101: Disability Insurance
This doctor paid off $260,000 of student loans only 2 years out of training. Not only did he pay off his loans quickly, he did it despite becoming disabled. This doc suffered a stroke one year ago and...
4 Dec 202320min
WCI #343: How Do You Know If You Are Getting Good Advice at a Fair Price?
WCI Columnist, pediatrician, and WCICON speaker, Margaret Curtis, joins Dr. Dahle today on the podcast to help answer your questions. They debate the age old questions of pay down debt vs invest as we...
30 Nov 202359min
MtoM #146: Urologist Pays Off $300,000 in 2 Years and Finance 101: Contribution Limits
This doc has paid off $300,000 of student loans only 2 years out of training. He put nearly half of his income towards his loans every month. Not only was he paying big bucks towards his loans but he ...
27 Nov 202318min
WCI #342: Captive Insurance
Today we are talking with Van Carlson of SRA 831(b) Admin all about captive insurance. We talk about who captive insurance is for, how to evaluate a good plan, how much capital a captive should have, ...
23 Nov 20231h 4min
