WCI #403: Exploring Taxes with a Friend of WCI
Today we have another Friends of WCI episode. Tax guru, Alexis Gallati, joins Dr. Dahle to answer your questions about taxes. They start with a question about what the benefits of hiring your spouse a...
23 Jan 202556min
MtoM #206: Urologist Becomes a Millionaire and Finance 101: Changing Your Family Tree
This doc has become a millionaire just 4 years out of training. He comes from a two doc family who saved up enough to cover the cost of under grad and medical school. Getting out of training with no d...
20 Jan 202527min
WCI #402: Mega Backdoor Roth, Student Loans, and Expert Witness Work
Today we start out answering a few of your Mega Backdoor Roth questions. Then we move to answering a handful of questions about student loans including if we think the Trump administration is going to...
16 Jan 20251h 6min
MtoM #205: Emergency Doc Gets Back to Broke in One Year and Finance 101: Rollovers
This ER doc is back to broke only one year out of training. He decided to focus on investing and growing wealth instead of tackling his student loans. He refinanced before covid and got his loans lock...
13 Jan 202521min
WCI #401: Risk vs Reward - How to Find the Balance
Today we are talking about finding balance in our lives. We discuss how to know what our risk tolerance is both in the finance space but also in our lifestyle. It is important to do the things we love...
9 Jan 202534min
MtoM #204: Two Doc Couple Beats the Seven Year Itch and Becomes Multi Millionaires and Finance 101: Your Finances at the Beginning of the Year
This two doc couple is celebrating 8 years of marriage. He talks about how having such a fantastic partner is the most important part of his life and has made all of this hard work worth it. He talked...
6 Jan 202527min
WCI #400: Contribution Limits, Estate Planning, and Emergency Funds
Today we answer a few questions about estate planning and then explain what a Grantor Retained Annuity Trust is. We talk about contribution limits when you have multiple 401(k)s. We give some advice t...
2 Jan 202532min
MtoM #203: Intern Saves Up an Emergency Fund and Finance 101: Year End Calculations
Today we are chatting with an intern who has saved up an emergency fund. He is only 4 months into residency and he has built up enough to cover two months of expenses. We love these smaller milestones...
30 Dec 202423min
