
WCI #414: Roth IRAs and 401(k)s
Today we are answering more of your Roth IRA and 401(k) questions. We talk about the difference between Roth and Traditional IRAs and then answer a question about Roth IRAs for your kids. We talk abou...
10 Apr 202555min

MtoM #217: Ophthalmologist Overcomes Financial Mistakes and Finance 101: Career Longevity
Today we are talking with a doc who is celebrating getting back on track after some financial mistakes. He made the same mistake so many of us have and ended up with a bad financial advisor. His advis...
7 Apr 202520min

WCI #413: Optimizing Your Career for Longevity with Rob Orman
Today we are talking with Dr. Rob Orman. Dr. Orman is a writer, podcaster and coach. He is an emergency medicine doc who now works with physicians to build resilience, overcome burnout, and reconnect ...
3 Apr 20251h 17min

MtoM #216: Two Doc Couple Gets Back to Broke While Raising Kids in New York City and Finance 101: Mortgages
Today we have a two doc couple on the podcast who are back to broke. This couple lives in NYC, has two young children and had nearly $1 million in student loans at the end of training. They have worke...
31 Mars 202527min

WCI #412: Toxic Work Environments, Avoiding Burnout, and Real Estate Questions
Today we start out by talking about what to do when your work place turns toxic and how to protect yourself from bad employers and from losing your job. The truth is sometimes you might just have to g...
27 Mars 202537min

MtoM #215: Dentist Pays Off HPSP Contract and Finance 101: Credit Scores
Today we are talking with a dentist who is completing his HPSP contract. He shares with us the positives and the negatives of his four year contract. He said he definitely came out ahead financially g...
24 Mars 202528min

WCI #411: 401(k)s, IRAs, 403(b)s, and other Retirement Account Questions
Today we are tackling your questions about retirement accounts. We talk about rolling a 401(k) into and IRA after changing jobs, how to do a 403(b) rollover, and how to pass non discrimination testing...
20 Mars 202555min

MtoM #214: Medical Student Finishes School with a Positive Net Worth and Finance 101: Buying a House During Residency
Today we are talking with a 4th year med student who is graduating medical school with a positive net worth. He and his spouse are financially educated and have worked hard to prepare, save money, and...
17 Mars 202536min



















