
MtoM #124 - Two Doc Couple Splits Their Student Loan Plan and Finance 101: The 5 Money Activities
This two doc couple has created a great plan for getting rid of both of their loans. He is going for PSLF and they just paid off her loans. He said meeting with StudentLoanAdvice.com, refinancing and ...
26 Jun 202325min

WCI #320: Investment Accounts
Today we are answering your questions about investments accounts. We answer questions about UTM accounts and what the tax implications are, how to choose benefit options inside a 401a, whether or not ...
22 Jun 202331min

MtoM #123 - Family/Sports Medicine Doc Becomes a Millionaire and Finance 101: 4% Rule
This Doc was on the podcast a few years ago to celebrate paying off his student loans. Just a few years later he is back as a millionaire. He said they live below their means and are happy to live a f...
19 Jun 202322min

WCI #319: Wholesaling and Flipping Real Estate with Jamil Damji
Our guest today is Jamil Damji who is a co-host of the BiggerPockets On the Market podcast and the author of How to Wholesale Real Estate: The No Cash Strategy to Build a Scalable Business. He is a co...
15 Jun 202350min

MtoM #122 - Orthopedic Surgeon Hits $4 Million Net Worth and Finance 101: Taxes
This doc just hit $4 million net worth. He has worked to boost his income at every step of his journey to allow for more savings. While he has a high income, he has always valued living fugally and sa...
12 Jun 202331min

WCI #318: 1099 Income and Locums Docs
Today we answer a handful of questions from docs who are interested in, or are currently doing locums. We talk about who locums might be right for and if people with a family can make it works as a ca...
8 Jun 202338min

MtoM #121 - Couple Creates Their Own Financial Plan and Fires Their Financial Advisor
A few years out of residency this couple decided to get serious about their finances. Once they started to look at their finances and the fees they were paying their financial advisor they knew it was...
5 Jun 202324min

WCI #317: Financial Planning for a Child with a Disability
Today our guest on the podcast is our friend, James Lange. He is here to talk about his personal experience of having a daughter diagnosed with a disability and then going through the process of makin...
1 Jun 202351min



















