
MtoM #120 - Career Military Doc Takes on Retirement
This doc is a 28 year Air Force general surgeon who retired in the fall of 2020. He tells us about his journey in the military as well as talks about his decision to retire. He wants to be sure that p...
29 Mai 202322min

WCI #316: Roth Contributions and Conversions
We have continued to get a lot of your questions about all things Roth so we are dedicating another episode to your Roth questions. We answer questions about SEP IRA conversions, Roth IRA contribution...
25 Mai 202336min

MtoM #119 - Opening a Franchise
Our interviewees today are telling us about opening their first franchise. After listening to WCI podcast episode 267 about non-food franchising they decided to give it a try! This couple did tons of ...
22 Mai 202327min

WCI #315: 529's, Inheritance and Roth IRAs For Kids
Today we answer your questions about 529's. We try to help clarify the changes coming with Secure Act 2.0. We talk about if it would make sense for 529s to be under a grandparents name to avoid your c...
18 Mai 202336min

MtoM #118 - Cardiologist Becomes a Millionaire
This cardiologist became a millionaire just 6 years out of training. This physician couple worked hard to pay their debt off and start saving. They have learned that while they want to be set up for a...
15 Mai 202324min

WCI #314: Loving Your Timeshare with Dr. Cory Fawcett
Dr. Cory Fawcett joins us today to make the case for timeshares. He takes the much less voiced opinion that timeshares are awesome. He shares who he thinks are the right candidates for timeshares and ...
11 Mai 202353min

MtoM #117 - Sleep Doc Pays Off a Mortgage in Two Years
This sleep medicine doc paid off his mortgage in only 2 years! He learned quickly that he does not like being in debt and first tackled $280,000 of student loans in less than 3 years out of residency....
8 Mai 202322min

WCI #313: The Proposed Ban on Non-Compete Contracts and Whether It's Fair
Today we are answering your questions from the speak pipe. We talk about if a medical reimbursement plan is a good option for a private practice, we talk about the proposed ban on non-compete contract...
4 Mai 202342min



















