
MtoM #136: Cutting Back To Full Time and Finance 101: Home Buying
This pathologist is celebrating getting her financial ducks in a row and finally feeling ready to give up her side gigs and just work one job. She made some important steps that allowed them to feel c...
18 Syys 202330min

WCI #332: Getting A Financial Plan In Place
Today, SC Gutierrez, long time friend of WCI and the podcast is joining Dr. Dahle to help answer your questions. Together they answer questions about student loans and the SAVE program, about how HSAs...
14 Syys 20231h 1min

MtoM #135: Opening a Franchise and Finance 101: Tilting Your Portfolio
This doc decided to take some lemons that came his way and make lemonade. After being let go from his job he decided to continue to work part time in podiatry and to use the rest of his time to open a...
11 Syys 202317min

WCI #331: 401K and IRA Limits are Totally Separate
Today Dr. Dahle reminds us that 401K and IRA limits are totally separate. He once again reviews the changes that happened with the Secure Act 2.0 and then dives into a variety of your questions. Some ...
7 Syys 202350min

MtoM #134: Primary Care Doc Becomes A Millionaire And Pays Off Student Loans in 4.5 Years And Finance 101: Hitting The Ground Running
This doc has been a White Coat Investor since he was a med student. He got started with his financial journey during residency and has hit financial milestones left and right. Less than 5 years after ...
4 Syys 202323min

WCI #330: Financial Therapy with Aja Evans
Today Dr. Dahle speaks with financial therapist, Aja Evans. Aja is a licensed therapist with over a decade of experience in the mental health industry. They have a fascinating conversation about the i...
31 Elo 202347min

MtoM #133: CRNA Becomes a Millionaire and Finance 101: Disability Insurance
This CRNA just became a millionaire. He had his financial awakening after an expensive divorce and realized he needed to learn more about finances if he ever wanted to retire. He dove in and read ever...
28 Elo 202320min

WCI #329: Why Mixing Insurance and Investing Causes So Many Problems
Today we get into the weeds about annuities. We talk all about what they are and when (or if) they are worth owning. We answer a question about if your individual own occupation policy will be valid i...
24 Elo 202349min



















