MtoM #210: Engineer Becomes a Multimillionaire with a Six Figure HSA and Finance 101: FIRE
Today we are talking with an Automotive Engineer who has built a 6 figure HSA and gown his net worth to over $2 million. He shows us that you do not have to make a half a million dollars or more a yea...
17 Helmi 202528min
WCI #406: iBonds, Asset Pricing and Other Investing Questions
Today we are getting into some investing questions. We start off with a discussion around iBonds and if they are still a worth while investment or if it might be time to let them go. We also discuss A...
13 Helmi 202557min
MtoM #209: OBGYN Takes 5 Months Off and Still Builds Wealth and Finance 101: Treasury Direct
Today we are celebrating this OBGYN taking a 5 month maternity leave and still building wealth through the process. This dual doc couple took advantage of all their state and employer benefits to real...
10 Helmi 202528min
WCI #405: TSP Fund, Indemnification Clauses, and Paying Off Loans
We start off answering questions from some military docs about the TSP fund now that it allows Roth conversions and contributions. We then talk about indemnification clauses. Dr. Dahle asked our frien...
6 Helmi 202541min
MtoM #208: PM&R Resident Gets Back to Broke and Finance 101: Turning Your Home into a Rental Property
Today we are talking to a resident who is already back to broke. He had a leg up from fantastic parents who were able to help pay for his first few years of medical school. He is a great example of sh...
3 Helmi 202532min
WCI #404: Real Estate, the National Debt and the Financial Challenges of Building a Practice
Today we are answering a few real estate questions starting with one about a 1031 exchange and then one about how to determine what qualifies as a "primary home." We then get to hear from our friend J...
30 Tammi 20251h 1min
MtoM #207: A Rural Surgeon Gets Back to Broke and Finance 101: Nuances with Roths and Mega Backdoor Roths
Today we are talking with a surgeon from the midwest who is back to broke. This doc really teaches us the power of finding a great work life balance. He has found love and success in work, family and ...
27 Tammi 202524min
WCI #403: Exploring Taxes with a Friend of WCI
Today we have another Friends of WCI episode. Tax guru, Alexis Gallati, joins Dr. Dahle to answer your questions about taxes. They start with a question about what the benefits of hiring your spouse a...
23 Tammi 202556min
