WCI #418: Get Your Tax Bill Down
With tax season just ended we have gotten a lot of questions about taxes. Today we are tackling those questions. We talk about tax loss harvesting, tax implications for changing your 529 beneficiary, ...
8 Touko 202547min
MtoM #221: Pharmacist Builds a Real Estate Empire and Punches Out in 10 Years and Finance 101: 529s
Today we are talking with a Pharmacist who has reached FI in his 30s. While his career has been in pharmacy he was always committed to building a big real estate portfolio. He bought his first propert...
5 Touko 202525min
WCI #417: Get Rich Fast as a Millionaire with Roth Conversions
Today we are talking with our friend and Roth expert, Chris Davin. He is joining us to answer some of your questions and then get way into the Roth weeds with Dr. Dahle. Chris knows more about the int...
1 Touko 20251h 33min
MtoM #220: Family Physician Millionaire Receives PSLF and Finance 101: Long Term Bonds
This family doc has all kinds of milestones to celebrate. He recently received PSLF, his net worth just exceeded $1 million and he is almost to $1 million invested. He is crushing the finance game. Hi...
28 Huhti 202522min
WCI #416: HSAs, FSAs, and Malpractice Insurance
Today we answer a handful of HSA and FSA questions including what to do when you contribute incorrectly and what to do when you have problems with reimbursement for medical spending. We answer a quest...
24 Huhti 202528min
MtoM #219: Veterinarian Gets Back to Broke in 10 Months and Finance 101: Mutual Funds
Today we hear from a Veterinarian who is back to broke only 10 months out of training. This vet lives in the midwest and really shows what geo arbitrage can do. He has a fantastic income and a very lo...
21 Huhti 202521min
WCI #415: The Radiologist Next Door Takes a Year Off
Dr. Dahle's good friend, Dr. Matt Morgan, joins us on the podcast today. Dr. Morgan just completed a one year sabbatical that was all about living intentionally and creating the life he wants now, not...
17 Huhti 20251h 15min
MtoM #218: CRNA Becomes a Retirement Account Millionaire and Finance 101: Tax Strategy
Today we are talking with a CRNA who has become a millionaire! She is 18 years out of training and now has more than a million dollars in retirement accounts. Her story is a great example that if you ...
14 Huhti 202520min
