MtoM #256: Internist Pays Off $300,000 of Student Loans in 7 Years and Financial Boot Camp: High Deductible Health Plans vs PPO
Today we are talking to an internal medicine doc with a great story. She started her medical school journey later in life when she and her husband decided to do whatever it took to help her fulfill he...
5 Jan 27min
WCI #452: The Case for Self-Employment with Dr. Tod Stillson
Today's episode dives into a hotly debated topic in physician employment: 1099 work. We're joined by Tod Stillson, who brings an enthusiastic case for why independent contracting and self employment c...
1 Jan 1h 22min
MtoM #255: PA Becomes a Millionaire and Finance 101: Backdoor Roth IRA Process
Today we are talking with a PA who has become a millionaire. This PA has a great story and is in his second career and having tons of success. He lives in a high cost of living area but is not letting...
29 Dec 202523min
WCI #451: Roth IRAs and 529s
In this episode we tackle more of your questions, starting with a look into Roth strategy, including how TSP Roth in-plan conversions work and what to consider when converting a traditional IRA to a R...
25 Dec 202559min
MtoM #254: Hospitalist Becomes a Full-Time Entrepreneur and Finance 101: Tax Loss Harvesting
Today we are talking to a hospitalist who is giving up partnership at his practice to become a full time entrepreneur. He is excited to be able to practice medicine on his own terms. He has always had...
22 Dec 202527min
WCI #450: When You Win the Game, Stop Playing with Bill Bernstein
Today we're thrilled to welcome back our friend and financial expert Bill Bernstein for a thoughtful conversation about what it really means to "stop playing when you win the game." We dig into the id...
18 Dec 202557min
MtoM #253: A Dentist Acquires Enough to Run for Mayor and Finance 101: End of Year Giving
Today we are chatting with a dentist who has built enough wealth that he can run for Mayor of his town. He has worked hard to build wealth and his practice and is now only seeing patients a few days a...
15 Dec 202525min
WCI #449: Unions, ACATS Fraud, Vesting, HSAs, and ETFs: What Doctors Need to Know
Today's episode tackles a wide mix of practical questions. We explore the pros and cons of unions for doctors, how to protect yourself from ACATS fraud, and what you need to know about vesting rules. ...
11 Dec 202542min
