WCI #322: Questions from Students and Residents
Today we are answering a variety of questions from medical students and residents. We talk about the tax benefits of getting married and what to do with a whole life policy that was given to you. We t...
6 Juli 202344min
MtoM #125 - Psychiatrist Pays Off Half a Million in Loans and Becomes a Millionaire and Finance 101: The Savings Rate
This psychiatrist paid off over a half a million dollars of student debt in just over 5 years! Not only has she paid off this massive amount of loans, but bought a house and reached millionaire status...
3 Juli 202327min
WCI #321: The Family Board Meeting with Jim Shiels
Today we are talking with our friend Jim Shiels about his book, The Family Board Meeting. Jim is a father of 5 and passionate about helping families have the best relationships they can. He talks abou...
29 Juni 202346min
MtoM #124 - Two Doc Couple Splits Their Student Loan Plan and Finance 101: The 5 Money Activities
This two doc couple has created a great plan for getting rid of both of their loans. He is going for PSLF and they just paid off her loans. He said meeting with StudentLoanAdvice.com, refinancing and ...
26 Juni 202325min
WCI #320: Investment Accounts
Today we are answering your questions about investments accounts. We answer questions about UTM accounts and what the tax implications are, how to choose benefit options inside a 401a, whether or not ...
22 Juni 202331min
MtoM #123 - Family/Sports Medicine Doc Becomes a Millionaire and Finance 101: 4% Rule
This Doc was on the podcast a few years ago to celebrate paying off his student loans. Just a few years later he is back as a millionaire. He said they live below their means and are happy to live a f...
19 Juni 202322min
WCI #319: Wholesaling and Flipping Real Estate with Jamil Damji
Our guest today is Jamil Damji who is a co-host of the BiggerPockets On the Market podcast and the author of How to Wholesale Real Estate: The No Cash Strategy to Build a Scalable Business. He is a co...
15 Juni 202350min
MtoM #122 - Orthopedic Surgeon Hits $4 Million Net Worth and Finance 101: Taxes
This doc just hit $4 million net worth. He has worked to boost his income at every step of his journey to allow for more savings. While he has a high income, he has always valued living fugally and sa...
12 Juni 202331min
