MtoM #47 - Millionaire Military Officer
From this millionaire military officer we learn the importance of being consistent and having a plan. Follow the plan. As long as it is reasonable, you will be successful. It can be simple. No need to...
3 Jan 202215min
WCI #243: Annuities, Securities, and The Three Fund Portfolio
This episode we discuss annuities, securities, and the three-fund portfolio. But we are also reaching the end of the year, which means it's time to take an assessment of how you did this year. Check o...
30 Dec 20211h 2min
MtoM #46 - Dual Physician Millionaires
We can learn several lessons from this dual doctor couple. The first two years they had no savings as they had no financial education. Having a child motivated them to be more intentional about gettin...
27 Dec 202118min
WCI #242: Avoiding Debt and Giving Back With Michelle Singletary
Our guest in this episode, Michelle Singletary, is a personal finance columnist for the Washington Post. Her award-winning column "The Color of Money" appears twice a week in dozens of newspapers acro...
23 Dec 20211h 3min
MtoM #45 - Pediatrician Pays off $185K in 3.5 years
Renting a less comfortable home than they would have preferred, this couple focused on crushing their student loans. Not being big spenders helped accomplish this goal. Their net worth may have been h...
20 Dec 202115min
WCI #241: Retirement Account Q&A
This episode is all about retirement accounts. We are answering your questions regarding TSPs, what to do with old retirement accounts, how to set up retirement accounts, Roth conversions, Backdoor Ro...
16 Dec 202149min
MtoM #44 - Back to Broke Oncologist
We are celebrating this oncologist who got back to broke 6 months out of training. He went from a net worth of $-128K to $+210K net worth in 1.5 years. Getting back to broke as a physician is a big de...
13 Dec 202116min
WCI #240: Asset Allocation Q&A
Today we answer your questions about asset allocation. We start off with some basic principles that everyone should understand and then dive into more specific questions. We discuss what glide path al...
9 Dec 202147min
