WCI #399: 529s, UTMAs, and HSAs
Today Dr. Dahle is answering your questions off the speakpipe. We talk about dynasty 529s, UTMAs and the tax benefits of contributing to them, we explain tax gain harvesting and I Bonds within a 529. ...
26 Dec 202442min
MtoM #202: Radiologist Gets PSLF and Finance 101: Charitable Giving
Today we are chatting with a radiologist who has received PSLF. She learned about PSLF back in 2009. She knew she wanted to go into academics so she planned from the beginning to go for PSLF. She knew...
23 Dec 202425min
WCI #398: Doctors on Disability and Why You Need Disability Insurance
Today we are talking all about disability insurance. After Dr. Dahle's recent accident on the Tetons he is ever more passionate about the necessity for all docs to get disability insurance. We are bri...
19 Dec 20241h 10min
MtoM #201: Financial Planner Becomes a Millionaire and Finance 101: Overfunded 529 Accounts
Today we are talking to a financial planner who has become a millionaire. This planner initially planned on going to dental school but changed his mind after getting accepted into a few schools and de...
16 Dec 202430min
WCI #397: Roth, Mega Backdoor Roth, Solo 401(k)s and IRAs
Today we are answering your retirement account questions. We answer questions about the mega backdoor Roth, Roth conversions, solo 401(k)s, individual IRAs and what to do with an inherited IRA. If you...
12 Dec 202450min
MtoM #200: Military Family Physician Takes the Fast Lane to Wealth and Finance 101: The Millionaire Fastlane
This military family medicine doc has become a millionaire. He is doing all the right things to invest and build wealth, but his real focus is on real estate. He has a real entrepreneurial mindset and...
9 Dec 202429min
WCI #396: Financial Planning For Special Needs Kids with Dr. Bryan Jepson
Today we are talking with practicing emergency physician and financial planner, Dr. Bryan Jepson. Dr. Jepson shares his journey from emergency medicine to opening a clinic to help children with autism...
5 Dec 202457min
MtoM #199: Nurse Practitioner Becomes a Millionaire by Doing Locums and Finance 101: Trading
Today we are celebrating a Nurse Practitioner who has become a millionaire. A few years into her career she was feeling bored and wanted a change. So she made a change and started doing traveling locu...
2 Dec 202429min
