WCI #437: Getting Your Work Benefits Right
Today we are answering a variety of questions including how to understand and select employee stock ownership plans. We talk about things to think about when signing up for benefits at work including ...
18 Sep 202536min
MtoM #240: Pulmonologist Pays Off Student Loans in Less Than 5 Years and Finance 101: Paying for School
Today we talk to a Pulmonologist who paid off nearly $300,000 of loans in less than 5 years. He shares that he initially operated under the ignorance is bliss mindset and opted to avoid worrying about...
15 Sep 202528min
WCI #436: Retirement and Decumulation
This episode is all about retirement. We answer a handful of your questions from email, the Speakpipe and the forum. We talk about decumulation and how to start withdrawing from your investments. We t...
11 Sep 202543min
MtoM #239: A Professor and a Dentist Become Multimillionaires and Finance 101: Financial Waterfalls
Today we are chatting with a professor who has become a multimillionaire. His wife is a dentist who owns a private practice. They are both about 10 years out of training. They are debt averse and exce...
8 Sep 202520min
WCI #435: Becoming a Millionaire by Reducing Your Taxes
Today we are answering your tax questions and hopefully helping you learn how to hang on to more of your money by reducing your taxes where you can. We answer a few questions about capital gains taxes...
4 Sep 202547min
MtoM #238: Hand Surgeon Becomes Multimillionaire and Finance 101: Annuities
Today we are talking with a hand surgeon later in his career who has become a multimillionaire. This inspiring doc shared his successes as well as his mistakes on his journey to becoming financially s...
1 Sep 202533min
WCI #434: Fixing Your Life, Burnout, and Money Problems by Identifying Your Core Values with Robert Glazer
Today we are talking with Robert Glazer. He is an entrepreneur, best-selling author, and will be a keynote speaker at WCICON26. We tackle topics like how to fix your life, and how to avoid burnout and...
28 Aug 202543min
MtoM #237: Plastic Surgeon Hits Mid Career Milestones and Finance 101: The Debt Dilemma for Dentists
Our guest today is a plastic surgeon in the middle of his career. He is celebrating his financial security that has allowed him to take time to write a book. He spent the earlier part of his career sa...
25 Aug 202524min
