MtoM #237: Plastic Surgeon Hits Mid Career Milestones and Finance 101: The Debt Dilemma for Dentists
Our guest today is a plastic surgeon in the middle of his career. He is celebrating his financial security that has allowed him to take time to write a book. He spent the earlier part of his career sa...
25 Aug 202524min
WCI #433: Investing Questions
This episode is all about answering your investing questions. We start out by breaking down the financial details of a stock quote then discuss some good ways to track returns in your portfolio. We an...
21 Aug 20251h 1min
MtoM #236: Physician Takes a Youth Sports Team to the State Championship and Finance 101: Sequence of Returns Risk
Today we are talking with a doc who is celebrating the youth hockey team he coaches winning a state championship. He tackled his financial goals early and has reached coast FIRE. That financial securi...
18 Aug 202534min
WCI #432: 529s and Spending for College
Today we are talking about 529 accounts and how to invest them as well as how to spend them down. There are a lot of ways to help fund your children's education. Most families use a combination of 529...
14 Aug 202542min
MtoM #235: Resident Gets $100K in Assets During Residency and Finance 101: Medical School
Today we are talking with a doc just starting his third year of residency and he already has $100,000 in assets. He had his financial awakening his final year of medical school and has hit the ground ...
11 Aug 202528min
WCI #431: How to Rise Above a Broken Healthcare System with Dr. Dimitrios Tsatiris
Our guest today is Dr. Dimitrios Tsatiris. He is a practicing psychiatrist and author. Outside of his clinical practice he has a passion for helping docs avoid burnout. He and Dr. Dahle discuss why so...
7 Aug 202532min
MtoM #234: Psychiatrist Opens a Private Practice and Still Manages to Pay Off Her Student Loans in 2 years and Finance 101: How to Invest at All Time Highs
Today we are celebrating a psychiatrist who opened a private practice and paid off her student loans only a few years out of residency. She said she is very debt averse and poured every dollar she cou...
4 Aug 202524min
WCI #430: Backdoor Roth - Standard and Mega
Today we are talking about everyone's favorite topic - the Backdoor Roth! We are answering questions about common mistakes for the Backdoor Roth IRA as well as having a larger discussion around what t...
31 Jul 20251h 4min
