
MtoM #183: Emergency Physician Family Pays off $311,000 of Student Loans in 11 Months and Finance 101: The Best Paying Hobby Out There
This emergency doc paid off $311,000 in less than one year! He worked like crazy and picked up shifts every chance he could get. He and his family lived like residents and poured everything they could...
12 Aug 202427min

WCI #379: Contributing to Your Non Dependent Adult Child's HSA
Today we talk more about the new Vanguard CEO and Ascensus acquiring Vanguards's individual 401(k) business. We answer a few questions about DAFs and if appreciated securities are a reasonable alterna...
8 Aug 202441min

MtoM #182: Pharmacist Pays Off Student Loans in Two Years and Finance 101: Mega Backdoor Roth
This pharmacist tackled his student debt with extreme focus and paid off over $170,000 in only 2 years! He said he and his wife had the goal to get rid of the debt quickly and discussed it in depth be...
5 Aug 202426min

WCI #378: Marketing Your Practice
Today we are talking with Marita Mccahill of PracticeGro. Marita shares her expertise around the importance of learning how to market yourself online as a doc, as well as how to market your practice. ...
1 Aug 202444min

MtoM #181: Dental Specialist Pays Off Student Loans and Finance 101: The Truth About Investing
Dental Specialist has paid off just over $489,000 in student loans just two years out of training! He took the Fire Your Financial Advisor course and created a written financial plan before he finish...
29 Juli 202432min

WCI #377: Tax Payments and Savings
Today we are answering your questions from the speak pipe. We discuss quarterly estimated payments and the safe harbor rule. We cover tax loss harvesting and not letting the tax tail wag the investmen...
25 Juli 202449min

MtoM #180: Pathologist Reaches Multiple Milestones and Finance 101: 5 Rules for Evaluating a Rental Property Investment
Our guest today is celebrating three big milestones. She has had a unique path to financial success including an intervention from her sister while she was in residency. When she got out of residency ...
22 Juli 202426min

WCI #376: Trusts, Direct Indexing and High Yield Savings Accounts
We are tackling your questions again today. First we answer a few questions about trusts. We cover topics like revocable trusts and probate. We talk about direct indexing and what exactly that means a...
18 Juli 202449min



















