WCI #146: The 5-Year Rule for Roth IRA Conversions
The 5-year rule for Roth IRA Conversions can be confusing because there are two 5-year rules regarding Roth IRAs. We discuss the difference between them in this episode. See the full show notes here h...
20 Feb 202047min
WCI #145: Faith, Family, and Finance with Rogue Dad, M.D.
In this episode we are looking at faith, family, and finances through the lens of medicine. Fahd Ahmad, also know as Rogue Dad, M.D. is our guest. See the full show notes and transcription at https://...
13 Feb 202059min
WCI #144: Can I Send Money to India?
The question often comes up about sending money to or receiving money from India. It turns out international gifts of money are not that complicated but there are a couple of issues to pay attention t...
6 Feb 20201h 1min
WCI #143: All About Medical School Loans with Ben White
Managing your medical school loans is one of the most important first financial steps that a medical school student or resident needs to take care of. You need to have a student loan plan of action. O...
30 Jan 202056min
WCI #142: Should You Raid a Roth IRA To Pay Off Your Loans?
Should you raid your Roth IRA to pay off your student loans? No, I think raiding your Roth IRA for any reason is a bad decision. You only get so much Roth space in your life. Raiding the Roth IRA for ...
23 Jan 202051min
WCI #141: Private Real Estate Access Funds
This episode we discuss advantages and disadvantages of investing in private real estate access funds. What are the advantages of access funds over syndicated real estate deals? How much of your portf...
16 Jan 20201h
WCI #140: Solving Your Financial Mistakes
As you become more financially literate, you realize all the financial mistakes that you were making. Some of those mistakes are more challenging to fix than others. This is particularly true within y...
9 Jan 20201h 4min
WCI #139: Physician Millionaires - How'd They Do It?
It is possible for you to retire a millionaire. In this episode I interview 7 of your colleagues who have become millionaires before retirement. They share how they did it and what advice they have fo...
2 Jan 20201h 15min
