WCI #360: Student Loans and Filing Your Taxes
Today we had a handful of tricky student loan questions particularly in regards to taxes. It is always hard to answer questions with that level of specificity! Don't forget to visit studentloanadvice....
28 Mar 202448min
MtoM #163: 74 Year Old Woman Becomes A Millionaire and Finance 101: Choosing a 529 Plan
Today we are talking with an entrepreneur and author who became a millionaire in her 70s! She has a passion for inspiring others to live their fullest lives. She built a successful consulting business...
25 Mar 202419min
WCI #359: Tax Deferred vs. Roth Contributions: A Deep Dive
Today Chris Davin, engineer and self taught master of all things Roth, joins Dr. Dahle on the podcast. For anyone who has ever wanted to get all the way into the Roth weeds, this episode is for you. W...
21 Mar 20241h 14min
MtoM #162: Ophthalmologist Acquires $50 Million and Finance 101: Estate Taxes
This doc recently retired after a 40 year career that he loved with a nearly $50 million portfolio. He has been living and preaching the WCI methodology long before WCI existed. He tells us part of hi...
18 Mar 202429min
WCI #358: What to Do When You Don't Match, and Annual Survey Results
Today we are talking about what your options are if you do not match this week. It can be one of the hardest things to face and knowing what your options are and what steps to take next can help ease ...
14 Mar 202455min
MtoM #161: Nurse Becomes a Millionaire and Finance 101: How to Get Started
Today we talk with a nurse who is currently in school to become a CRNA and is officially a millionaire. Roughly 10 years ago he and his wife took control of their finances. He said there was some toug...
11 Mar 202428min
WCI #357: Roth IRAs, Conversions and Backdoor Contributions
Today our friend Chad Chubb is joining us for our next Friends of WCI episode. It is Roth season they answer more of your Roth questions. They cover Roth IRAs, conversions and contributions. They also...
7 Mar 202458min
MtoM #160: Dermatologist Pays Off Student Loans In Less Than A Year And Finance 101: Physician Mortgages
This dermatologist paid off his student loans and built his net worth to $150K just one year out of training. Not only did he accomplish all of that but has started the process of creating his own pra...
4 Mar 202423min
