WCI #59: Is Dr. Mike Meru Crazy?
In this episode Dr. Dahle talks about Dr. Mike Meru and his student loan balance of over $1 million dollars. Is he crazy? Or crazy like a fox? Listen to get Dr. Dahle's take on the situation and how b...
21 Jun 201837min
WCI #58: Interview with Sarah Catherine Gutierrez from Aptus Financial
Dr. Dahle interviews Sarah Catherine Gutierrez from Aptus Financial in this episode. They talked about how she got into the financial advising world, the mistakes she sees doctors making in their fina...
14 Jun 20181h 6min
WCI #57: Questions from Doctors Doing Well and Doctors in Trouble
Dr. Dahle answers listeners' questions in this episode about disability insurance, lending money to family, student loan management, backdoor Roth IRAs, mortgage rates, and whole life insurance. If yo...
7 Jun 201830min
WCI #56: An Interview with Mike Piper from the Oblivious Investor
In this episode Dr. Dahle interviews Mike Piper, CPA, who gave the two highest ranked talks at the entire WCI conference in March. In this episode they discuss the new 199A deduction for physicians, w...
31 Mai 20181h 7min
Bonus Episode: WCI Conference Video Course
Bonus Episode! On March 1-3, 2018, 300 physicians, dentists, and other high income professionals met in Park City, Utah for the first-ever Physician Wellness and Financial Literacy Conference. It was ...
28 Mai 20187min
WCI #55: Basics of Investing
Sometimes investing hobbyists like myself, especially after a decade or more of investing, assume everybody knows the basics of investing. Occasionally, I am starkly reminded that is not the case. Tod...
24 Mai 201827min
WCI #54: Asset Protection
This episode is about asset protection. We discuss what you can do to better protect your assets like houses, taxable accounts, real estate, etc. Plus of course answer listener question about backdoor...
17 Mai 201831min
WCI #53: Tax Cut and Jobs Act Pass Through Deduction
There is a new deduction for pass-through businesses such as sole proprietorships, LLCs, and S corporations. However, this deduction is specifically limited for physicians and similar professionals wh...
13 Mai 201830min
