WCI #344: Are Structured Notes More Than A Product To Be Sold?
Today we are answering your questions off the SpeakPipe. We talk about structured notes, asset protection, I Bonds, Cash Balance funds, and fees for different investments. We also talk about the impor...
7 Des 202342min
MtoM #147: Anesthesiologist Pays Off Student Loans In 2 Years Despite Becoming Disabled and Finance 101: Disability Insurance
This doctor paid off $260,000 of student loans only 2 years out of training. Not only did he pay off his loans quickly, he did it despite becoming disabled. This doc suffered a stroke one year ago and...
4 Des 202320min
WCI #343: How Do You Know If You Are Getting Good Advice at a Fair Price?
WCI Columnist, pediatrician, and WCICON speaker, Margaret Curtis, joins Dr. Dahle today on the podcast to help answer your questions. They debate the age old questions of pay down debt vs invest as we...
30 Nov 202359min
MtoM #146: Urologist Pays Off $300,000 in 2 Years and Finance 101: Contribution Limits
This doc has paid off $300,000 of student loans only 2 years out of training. He put nearly half of his income towards his loans every month. Not only was he paying big bucks towards his loans but he ...
27 Nov 202318min
WCI #342: Captive Insurance
Today we are talking with Van Carlson of SRA 831(b) Admin all about captive insurance. We talk about who captive insurance is for, how to evaluate a good plan, how much capital a captive should have, ...
23 Nov 20231h 4min
MtoM #145: Family Doc Gets Back to Broke and Finance 101: Wills
This family medicine doc is back to broke only 2 years out of training. When he came out of training his net worth was nearly negative $300,000! He has shown us that just chugging along on your financ...
20 Nov 202321min
WCI #341: How to Surrender One of Those Nasty Indexed Universal Life Insurance Policies
How to Surrender One of Those Nasty Indexed Universal Life Insurance Policies. Today we are answering your questions on the speakpipe. If you want your question answered leave us a message at https://...
16 Nov 202332min
MtoM #144: IMG Comes to America and Becomes Financially Successful and Finance 101: Guidance for International Medical Graduates
This radiologist moved here from Brazil 20 years ago after completing medical school. She wanted to come on the podcast to help educate other international medical graduates about how to succeed in th...
13 Nov 202327min
