MtoM #258: Student Gets Full Ride to Medical School and Financial Boot Camp: 529s
Today we are chatting with a second year med student who received a full ride scholarship to medical school. He was prepared to pay for his education fully with loans and then got the incredible news ...
19 Jan 24min
WCI #454: The Numbers and Psychology of Retirement Spending with Christine Benz
Today we sit down with Christine Benz, Author, WCICON Speaker, and Director of Mutual Fund Analysis at Morningstar, for a wide-ranging and insightful conversation. We dive into her annual retirement i...
15 Jan 1h 9min
MtoM #257: Emergency Medicine Doc Reaches Financial Independence, Cuts Back to Half Time and Bike Rides over 2,000 Miles Across Europe and Financial Boot Camp: How Does PSLF Work?
Today we are talking to an ER doc who fulfilled her dream of doing an epic bike ride across Europe. She rode 2,500 miles from Italy to Norway with over 500 people from all over the world. She knows th...
12 Jan 27min
WCI #453: Common Real Estate Questions from High-Income Professionals
Today's episode is all about real estate, straight from the questions you asked during our recent live webinar. We dig into Real Estate Professional Status, short term rental rules, and how the tax be...
8 Jan 57min
MtoM #256: Internist Pays Off $300,000 of Student Loans in 7 Years and Financial Boot Camp: High Deductible Health Plans vs PPO
Today we are talking to an internal medicine doc with a great story. She started her medical school journey later in life when she and her husband decided to do whatever it took to help her fulfill he...
5 Jan 27min
WCI #452: The Case for Self-Employment with Dr. Tod Stillson
Today's episode dives into a hotly debated topic in physician employment: 1099 work. We're joined by Tod Stillson, who brings an enthusiastic case for why independent contracting and self employment c...
1 Jan 1h 22min
MtoM #255: PA Becomes a Millionaire and Finance 101: Backdoor Roth IRA Process
Today we are talking with a PA who has become a millionaire. This PA has a great story and is in his second career and having tons of success. He lives in a high cost of living area but is not letting...
29 Dec 202523min
WCI #451: Roth IRAs and 529s
In this episode we tackle more of your questions, starting with a look into Roth strategy, including how TSP Roth in-plan conversions work and what to consider when converting a traditional IRA to a R...
25 Dec 202559min
