MtoM #27 - Academic Endocrinologist Millionaire
This academic endocrinologist follows the WCI advice and reaches millionaire status 3 years and 9 months out of training. How did they do it? They had a written financial plan and automated their fina...
16 Aug 202113min
WCI #223: Understanding Cash Balance Plans
A defined benefit cash balance plan https://www.whitecoatinvestor.com/cash-balance-plans-another-retirement-plan-for-professionals/ is a somewhat unusual and surprisingly physician specific retiremen...
12 Aug 20211h 2min
MtoM #26 - Orthodontist Pays off $480K
This orthodontist thought about the student loan debt every day until it was paid off. Each year it became less stressful as they made progress and started to see that they could really do it. Being a...
9 Aug 202111min
WCI #222: Car insurance: How much do you need?
Get out your car insurance policy and let's go over it to make sure you have the important things covered. Do you need comprehensive or just collision coverage? How much coverage do you need for bodil...
5 Aug 202139min
MtoM #25 - Psychiatrist Millionaire
This psychiatrist has a net worth of 2 million dollars, 7 years out of training, despite living paycheck to paycheck with her 6 figure income, until a friend encouraged her financial education as an a...
2 Aug 202114min
WCI #221: Beating the New Death Tax with James Lange
James Lange is a nationally recognized IRA, a 401(k) and retirement plan distribution expert, and the president and founder of the Roth IRA Institute, which helps financial professionals and IRA and r...
29 Jul 20211h 1min
MtoM #24 - Hospitalist and Obesity Medicine Physician Pays off $156K in 5 years
Jeremiah took a balanced approach to his student loan debt. With a high savings rate you can pay off your loans and invest along the way. Resulted in him being debt free and having a seven figure inve...
26 Jul 202111min
WCI #220: Financial Priorities as a New Resident
The point of residency is to learn how to be a good doctor. It's not to try to get rich. But for new residents there are a few financial chores you need to take care of during residency. Don't drop th...
22 Jul 202131min
