
MtoM #19 - Millionaire Status in 5 Years
A very familiar story in this episode as our guests are an EM doc and teacher turned stay at home mom, very similar to the WCI and Mrs WCI. It took them 5 years to reach millionaire status, going from...
21 Juni 202111min

WCI #215: Calculating ROI, Dollar Cost Averaging vs. Lump Sum, UTMA Accounts & TIPS
This podcast is all about you and what you want to talk about. Today it is investments. How to calculate return on investment? What is the best way to use a UTMA account? Why shouldn't you go 100% TIP...
17 Juni 202151min

MtoM #18 - Cancer Researcher pays off $130K
After finding White Coat Investor 2 years ago, this physician has felt freed by this continuing financial education. Her debt was an emotional burden. Paying off her student loans felt like a huge wei...
14 Juni 202112min

WCI #214: Will Student Loans Be Forgiven?
Student loans have been on the back burner for the last year or so, as borrowers have enjoyed 0% interest on their federal loans. There has been lots of talk in Congress about loan forgiveness and wha...
10 Juni 202152min

MtoM #17 - Nurse Practitioner and Pharmacist Millionaires
$1.2 million change in net worth in the last 6 years with a salary typically less than $200K. This couple reached millionaire status without ever feeling deprived. Find what a rich life feels like to ...
7 Juni 202114min

WCI #213: Rules and Options for Managing Inherited Retirement Accounts
If you inherited retirement accounts or anticipate leaving retirement accounts to your heirs, it is important to understand the rules and options for managing those retirement accounts. This will help...
3 Juni 20211h 16min

MtoM #16 - Paid off $260K in 2 years
A urologist paid off $260K in 2 years. Making a plan ahead of time to pay off your loans helps you make decisions about where to live and what job to take, to meet your goals. When he came out of resi...
31 Maj 202111min

WCI #212: How to be a Coffeehouse Investor with Bill Schultheis
In 1998, Bill Schultheis wrote a simple investment book for people who felt overwhelmed by the market. The Coffeehouse Investor inspires readers to follow a low stress way to financial security. Long ...
27 Maj 202158min



















