WCI #464: Is The 4% Rule Still Safe? (Creator Responds)
The 4% rule has been one of the most widely used frameworks in retirement planning—but is it still valid today? In this episode, we sit down with Bill Bengen, the creator of the 4% rule, to discuss ho...
26 Mar 39min
MtoM #267: How This Doctor Reached a $500K Net Worth Right After Training
In this episode of the Milestones to Millionaire series, we meet a physician who recently completed fellowship and, together with their spouse—a nurse—has already reached an impressive $500,000 net wo...
23 Mar 26min
WCI #463: 529 Plans: How Much to Save and What They Can Be Used For
529 plans are one of the most popular ways for families to save for education—but many parents still have questions about how much to contribute and what those funds can actually be used for. In this ...
19 Mar 1h 7min
MtoM #266: How an Anesthesia Assistant Built an $850K Net Worth
In this episode of Milestones to Millionaire, we meet Chabely Rodriguez, a certified anesthesiologist assistant (CAA) who has built an impressive $850,000 net worth early in her career. Chabely shares...
16 Mar 24min
WCI #462: How to Think Clearly About Money Without Obsessing Over It with David Stein
In this interview, Dr. Jim Dahle is joined by David Stein, host of the Money for the Rest of Us podcast and author of the book Money for the Rest of Us. David shares his personal story of burnout, how...
12 Mar 1h
MtoM #265: Inside an $8 Million Physician Net Worth
What does an $8 million physician net worth actually look like—and how was it built? In this episode, Dr. Jim Dahle sits down with a physician who started with very little and methodically built a mul...
9 Mar 34min
WCI #461: How Doctors Should Think About Disability and Income Protection
Physicians face unique financial risks that go beyond budgeting and investing. In this episode, Dr. Jim Dahle breaks down the essential protections every doctor needs, including: -Whole Life Insuranc...
5 Mar 55min
MtoM #264: Paying Off $250,000 in Student Loans in a HCOL Area
In this Milestones to Millionaire episode, we follow the financial journey of a gynecologic oncologist navigating student loans, a high cost of living, and the long runway to physician wealth. We disc...
2 Mar 28min
