White Coat Investor Podcast
Episodes
MtoM #225: Couple Leverages a Dental Practice to Reach Financial Independence in 9 Years and Finance 101: FIRE
02 Jun 2025
Contributed by Lukas
Today we are talking with a highly motivated couple that has reached financial independence in their mid thirties. They did all of this in less than 1...
WCI #421: Finding Joy in Your Work with Dr. Cory Fawcett
29 May 2025
Contributed by Lukas
Today we are talking with our friend, Dr. Cory Fawcett. Dr. Fawcett is an author many times over and has another great book newly published called A D...
MtoM #224: CRNA Hits Half a Million Dollars and Finance 101: Investing Cash
26 May 2025
Contributed by Lukas
Today we are talking with a CRNA who has reached a net worth of a half million dollars. She has followed the White Coat way and lived frugally and sav...
WCI #420: Due Diligence on Real Estate Deals
22 May 2025
Contributed by Lukas
Today we are answering some of your real estate questions starting with how to know if a deal is too good to be true and as well as the importance of ...
MtoM #223: ER Doc Gets His Finances in Order and Finance 101: Donor Advised Funds
19 May 2025
Contributed by Lukas
Today we are talking with an ER doc who is celebrating getting his financial life in order. He shares his journey of hiring a trustworthy financial ad...
WCI #419: Getting to Know Jim: His Past, Present, and Future Relationship with Money
15 May 2025
Contributed by Lukas
Today we are turning the tables and Dr. Dahle is being interviewed by our friend of WCI, Dr. Tyler Scott. We turn away from our usual pattern of answe...
MtoM #222: Engineer and Medical Student Hit Half Million Dollar Net Worth and Finance 101: Different Ways to Pay for Medical School
12 May 2025
Contributed by Lukas
Today we talk to an engineer who has reached a half million dollar net worth. Her husband is a medical student at the Uniformed Services Medical Schoo...
WCI #418: Get Your Tax Bill Down
08 May 2025
Contributed by Lukas
With tax season just ended we have gotten a lot of questions about taxes. Today we are tackling those questions. We talk about tax loss harvesting, ta...
MtoM #221: Pharmacist Builds a Real Estate Empire and Punches Out in 10 Years and Finance 101: 529s
05 May 2025
Contributed by Lukas
Today we are talking with a Pharmacist who has reached FI in his 30s. While his career has been in pharmacy he was always committed to building a big ...
WCI #417: Get Rich Fast as a Millionaire with Roth Conversions
01 May 2025
Contributed by Lukas
Today we are talking with our friend and Roth expert, Chris Davin. He is joining us to answer some of your questions and then get way into the Roth we...
MtoM #220: Family Physician Millionaire Receives PSLF and Finance 101: Long Term Bonds
28 Apr 2025
Contributed by Lukas
This family doc has all kinds of milestones to celebrate. He recently received PSLF, his net worth just exceeded $1 million and he is almost to $1 mil...
WCI #416: HSAs, FSAs, and Malpractice Insurance
24 Apr 2025
Contributed by Lukas
Today we answer a handful of HSA and FSA questions including what to do when you contribute incorrectly and what to do when you have problems with rei...
MtoM #219: Veterinarian Gets Back to Broke in 10 Months and Finance 101: Mutual Funds
21 Apr 2025
Contributed by Lukas
Today we hear from a Veterinarian who is back to broke only 10 months out of training. This vet lives in the midwest and really shows what geo arbitra...
WCI #415: The Radiologist Next Door Takes a Year Off
17 Apr 2025
Contributed by Lukas
Dr. Dahle's good friend, Dr. Matt Morgan, joins us on the podcast today. Dr. Morgan just completed a one year sabbatical that was all about living int...
MtoM #218: CRNA Becomes a Retirement Account Millionaire and Finance 101: Tax Strategy
14 Apr 2025
Contributed by Lukas
Today we are talking with a CRNA who has become a millionaire! She is 18 years out of training and now has more than a million dollars in retirement a...
WCI #414: Roth IRAs and 401(k)s
10 Apr 2025
Contributed by Lukas
Today we are answering more of your Roth IRA and 401(k) questions. We talk about the difference between Roth and Traditional IRAs and then answer a qu...
MtoM #217: Ophthalmologist Overcomes Financial Mistakes and Finance 101: Career Longevity
07 Apr 2025
Contributed by Lukas
Today we are talking with a doc who is celebrating getting back on track after some financial mistakes. He made the same mistake so many of us have an...
WCI #413: Optimizing Your Career for Longevity with Rob Orman
03 Apr 2025
Contributed by Lukas
Today we are talking with Dr. Rob Orman. Dr. Orman is a writer, podcaster and coach. He is an emergency medicine doc who now works with physicians to ...
MtoM #216: Two Doc Couple Gets Back to Broke While Raising Kids in New York City and Finance 101: Mortgages
31 Mar 2025
Contributed by Lukas
Today we have a two doc couple on the podcast who are back to broke. This couple lives in NYC, has two young children and had nearly $1 million in stu...
WCI #412: Toxic Work Environments, Avoiding Burnout, and Real Estate Questions
27 Mar 2025
Contributed by Lukas
Today we start out by talking about what to do when your work place turns toxic and how to protect yourself from bad employers and from losing your jo...
MtoM #215: Dentist Pays Off HPSP Contract and Finance 101: Credit Scores
24 Mar 2025
Contributed by Lukas
Today we are talking with a dentist who is completing his HPSP contract. He shares with us the positives and the negatives of his four year contract. ...
WCI #411: 401(k)s, IRAs, 403(b)s, and other Retirement Account Questions
20 Mar 2025
Contributed by Lukas
Today we are tackling your questions about retirement accounts. We talk about rolling a 401(k) into and IRA after changing jobs, how to do a 403(b) ro...
MtoM #214: Medical Student Finishes School with a Positive Net Worth and Finance 101: Buying a House During Residency
17 Mar 2025
Contributed by Lukas
Today we are talking with a 4th year med student who is graduating medical school with a positive net worth. He and his spouse are financially educate...
WCI #410: Taxes in Retirement, Tax Gain Harvesting, and Avoiding Probate
13 Mar 2025
Contributed by Lukas
Today we are answering your tax questions. We discuss tax liability in retirement, social security tax limits, tax gain harvesting in UGMA accounts an...
MtoM #213: Resident Acquires a Six Month Emergency Fund and Finance 101: Two Doc Households
10 Mar 2025
Contributed by Lukas
Today we are talking with a PGY2 who has saved up six months of emergency funds. He has an impressive savings rate of around 35% and shows us that you...
WCI #409: Tail Coverage, Whole Life, and Other Insurance Questions
06 Mar 2025
Contributed by Lukas
Today we are talking all about insurance. We answer a few questions about tail coverage. We talk about annuities and whole life insurance and yet agai...
MtoM #212: Engineer and Surgeon Couple Become Millionaires and Finance 101: Estate Taxes in Different States
03 Mar 2025
Contributed by Lukas
This Engineer and Surgeon couple have become millionaires just a short time after she completed training. They hit this impressive milestone before sh...
WCI #408: Roth IRAs, 457(f)s, and Other Retirement Account Questions
27 Feb 2025
Contributed by Lukas
Today we are answering your retirement account questions. We talk about Roth IRAs and the pro rata rule, we talk about self directing your solo 401(k)...
MtoM #211: Psychiatrist Gets Back to Broke and Finance 101: The Dangers of Performance Chasing
24 Feb 2025
Contributed by Lukas
Today we are chatting with a psychiatrist who is back to broke. He said he owes his financial awakening to his wife who and his medical school friends...
WCI #407: Credit Card Hacking for Travel
20 Feb 2025
Contributed by Lukas
Today we are talking all about credit card hacking for travel. We have friend of WCI, Dr. Lisha Taylor, back on the podcast as well as credit card hac...
MtoM #210: Engineer Becomes a Multimillionaire with a Six Figure HSA and Finance 101: FIRE
17 Feb 2025
Contributed by Lukas
Today we are talking with an Automotive Engineer who has built a 6 figure HSA and gown his net worth to over $2 million. He shows us that you do not h...
WCI #406: iBonds, Asset Pricing and Other Investing Questions
13 Feb 2025
Contributed by Lukas
Today we are getting into some investing questions. We start off with a discussion around iBonds and if they are still a worth while investment or if ...
MtoM #209: OBGYN Takes 5 Months Off and Still Builds Wealth and Finance 101: Treasury Direct
10 Feb 2025
Contributed by Lukas
Today we are celebrating this OBGYN taking a 5 month maternity leave and still building wealth through the process. This dual doc couple took advantag...
WCI #405: TSP Fund, Indemnification Clauses, and Paying Off Loans
06 Feb 2025
Contributed by Lukas
We start off answering questions from some military docs about the TSP fund now that it allows Roth conversions and contributions. We then talk about ...
MtoM #208: PM&R Resident Gets Back to Broke and Finance 101: Turning Your Home into a Rental Property
03 Feb 2025
Contributed by Lukas
Today we are talking to a resident who is already back to broke. He had a leg up from fantastic parents who were able to help pay for his first few ye...
WCI #404: Real Estate, the National Debt and the Financial Challenges of Building a Practice
30 Jan 2025
Contributed by Lukas
Today we are answering a few real estate questions starting with one about a 1031 exchange and then one about how to determine what qualifies as a "pr...
MtoM #207: A Rural Surgeon Gets Back to Broke and Finance 101: Nuances with Roths and Mega Backdoor Roths
27 Jan 2025
Contributed by Lukas
Today we are talking with a surgeon from the midwest who is back to broke. This doc really teaches us the power of finding a great work life balance. ...
WCI #403: Exploring Taxes with a Friend of WCI
23 Jan 2025
Contributed by Lukas
Today we have another Friends of WCI episode. Tax guru, Alexis Gallati, joins Dr. Dahle to answer your questions about taxes. They start with a questi...
MtoM #206: Urologist Becomes a Millionaire and Finance 101: Changing Your Family Tree
20 Jan 2025
Contributed by Lukas
This doc has become a millionaire just 4 years out of training. He comes from a two doc family who saved up enough to cover the cost of under grad and...
WCI #402: Mega Backdoor Roth, Student Loans, and Expert Witness Work
16 Jan 2025
Contributed by Lukas
Today we start out answering a few of your Mega Backdoor Roth questions. Then we move to answering a handful of questions about student loans includin...
MtoM #205: Emergency Doc Gets Back to Broke in One Year and Finance 101: Rollovers
13 Jan 2025
Contributed by Lukas
This ER doc is back to broke only one year out of training. He decided to focus on investing and growing wealth instead of tackling his student loans....
WCI #401: Risk vs Reward - How to Find the Balance
09 Jan 2025
Contributed by Lukas
Today we are talking about finding balance in our lives. We discuss how to know what our risk tolerance is both in the finance space but also in our l...
MtoM #204: Two Doc Couple Beats the Seven Year Itch and Becomes Multi Millionaires and Finance 101: Your Finances at the Beginning of the Year
06 Jan 2025
Contributed by Lukas
This two doc couple is celebrating 8 years of marriage. He talks about how having such a fantastic partner is the most important part of his life and ...
WCI #400: Contribution Limits, Estate Planning, and Emergency Funds
02 Jan 2025
Contributed by Lukas
Today we answer a few questions about estate planning and then explain what a Grantor Retained Annuity Trust is. We talk about contribution limits whe...
MtoM #203: Intern Saves Up an Emergency Fund and Finance 101: Year End Calculations
30 Dec 2024
Contributed by Lukas
Today we are chatting with an intern who has saved up an emergency fund. He is only 4 months into residency and he has built up enough to cover two mo...
WCI #399: 529s, UTMAs, and HSAs
26 Dec 2024
Contributed by Lukas
Today Dr. Dahle Dr. Dahle is answering your questions off the speakpipe. We talk about dynasty 529s, UTMAs and the tax benefits of contributing to the...
MtoM #202: Radiologist Gets PSLF and Finance 101: Charitable Giving
23 Dec 2024
Contributed by Lukas
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 p...
WCI #398: Doctors on Disability and Why You Need Disability Insurance
19 Dec 2024
Contributed by Lukas
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 fo...
MtoM #201: Financial Planner Becomes a Millionaire and Finance 101: Overfunded 529 Accounts
16 Dec 2024
Contributed by Lukas
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 min...
WCI #397: Roth, Mega Backdoor Roth, Solo 401(k)s and IRAs
12 Dec 2024
Contributed by Lukas
Today we are answering your retirement account questions. We answer questions about the mega backdoor Roth, Roth conversions, solo 401(k)s, individual...
MtoM #200: Military Family Physician Takes the Fast Lane to Wealth and Finance 101: The Millionaire Fastlane
09 Dec 2024
Contributed by Lukas
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...
WCI #396: Financial Planning For Special Needs Kids with Dr. Bryan Jepson
05 Dec 2024
Contributed by Lukas
Today we are talking with practicing emergency physician and financial planner, Dr. Bryan Jepson. Dr. Jepson shares his journey from emergency medicin...
MtoM #199: Nurse Practitioner Becomes a Millionaire by Doing Locums and Finance 101: Trading
02 Dec 2024
Contributed by Lukas
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 ...
WCI #395: Navigating the Nuances of Career, Family, and Money with Dr. Lisha Taylor
28 Nov 2024
Contributed by Lukas
Today we covering a range of topics with our friend Dr. Lisha Taylor. We discuss topics like what the arrival fallacy is and what to do about it and h...
MtoM #198: Financially Recovering From a Divorce and Finance 101: The Importance of Both Spouses Working Towards Financial Goals Together
25 Nov 2024
Contributed by Lukas
Today we are talking with an anesthesiologist who went through an emotionally and financially tough divorce. He came on the podcast to encourage anyon...
WCI #394: Index Funds, Real Estate, and Buying Into Your Practice
21 Nov 2024
Contributed by Lukas
Today we start off with a dive into HSAs then answer a question about low cost index funds and how they actually work. We get into the weeds with a qu...
MtoM #197: Rehab Docs Pays Off Student Loans in 16 Months and Finance 101: Pessimism
18 Nov 2024
Contributed by Lukas
This rehab doc paid off $380,000 of student loans in only 16 months! He obviously worked like crazy over that time period to be able to accomplish tha...
WCI #393: Heroes of My Life, Part 2
14 Nov 2024
Contributed by Lukas
This is part two of Dr. Dahle's fall and rescue story. If you did not listen to last weeks episode yet, be sure to start there. We are picking the sto...
MtoM #196: Surgeon Gets Back to Broke During Residency and Finance 101: The Basics of Real Estate Investing
11 Nov 2024
Contributed by Lukas
This general surgery resident is back to broke before he has even completed training. He became financially literate early in his training and got to ...
WCI #392: Heroes of My Life, Part 1
07 Nov 2024
Contributed by Lukas
We are so excited to welcome Dr. Dahle back to the podcast after a few months off as he recovered from his mountain climbing accident. Back in August ...
MtoM #195: Radiologist Goes Part Time and Finance 101: Real Estate vs. Stocks
04 Nov 2024
Contributed by Lukas
This radiologist has had so much success and is celebrating cutting back to part time. He has a net worth of roughly $11 million and could have retire...
WCI #391: The Student Loan Roller Coaster
31 Oct 2024
Contributed by Lukas
"It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the ...
MtoM #194: Hospitalists Become Financially Independent after 12 Years and Finance 101: Retirement Accounts for the Self Employed
28 Oct 2024
Contributed by Lukas
This dual hospitalist couple has hit a huge net worth milestone become financially independent after just 12 years. He said his entire motivation to s...
WCI #390: WCICON24 Columnist Panel Discussion
24 Oct 2024
Contributed by Lukas
Today we are sharing one of our most popular sessions from WCICON24. Each year we have a few of our White Coat Investor columnists join Dr. Dahle on s...
MtoM #193: Social Worker Becomes a Millionaire and Finance 101: Health Insurance in Early Retirement
21 Oct 2024
Contributed by Lukas
Today we are talking with someone near and dear to us at the White Coat Investor. Cindy was the first employee at White Coat and has been working here...
WCI #389: Estate Planning, Navigating Your First Attending Job and 529s
17 Oct 2024
Contributed by Lukas
Today our friend Margaret Curtis is taking on the role of host while Dr. Dahle is recovering. She is answering your questions off the speak pipe. She ...
MtoM #192: Hospitalist Pays Off $380,000 of Student Loans and Finance 101: Target Date Funds
14 Oct 2024
Contributed by Lukas
This hospitalist paid off $380,000 of student loans in only 3 years! She had a goal and a plan from the moment she completed training. She poured ever...
WCI #388: The Only Investment Guide You'll Ever Need With Andrew Tobias
10 Oct 2024
Contributed by Lukas
This episode we interview Andrew Tobias, the author of The Only Investment Guide You'll Ever Need, which has sold over a million copies and was influe...
MtoM #191: Cash Flowing a Medical and Doctorate Degree and Finance 101: High Yield Savings Accounts
07 Oct 2024
Contributed by Lukas
We have an incredible and inspirational couple on today. These two cash flowed both his medical school and residency as well as her Doctorate of Nurse...
WCI #387: Common Sense Investing With Rick Van Ness
03 Oct 2024
Contributed by Lukas
This episode we interview prominent Boglehead published author Rick Van Ness. Rick has made a career of teaching financial literacy to the world. We r...
MtoM #190: Pediatric Dentist Hits Net Worth of $6 Million and Finance 101: Expense Ratios
30 Sep 2024
Contributed by Lukas
Today we are talking with a pediatric dentist who hit a net worth of $6 million dollars! He is barely over a decade out of training. He started out in...
WCI #386: Changing the Narrative of Women and Money
26 Sep 2024
Contributed by Lukas
Today our podcast producer Megan is stepping in as host and is joined by longtime friend of WCI, SC Gutierrez. They are talking about why women are ge...
MtoM #189: Emergency Medicine Doc Hits $2 Million Net Worth and Finance 101: HSAs
23 Sep 2024
Contributed by Lukas
Today we are talking with an ER doc who hit a $2 million net worth. He talks about the importance of him and his wife getting on the same page early a...
WCI #385: Early Retirement Now With Big ERN
19 Sep 2024
Contributed by Lukas
Our guest in this episode is Dr. Karsten. He's the mind behind the Early Retirement Now blog. He completed a PhD in economics, worked for the Federal ...
MtoM #188: Doc Finishes Student Loans One Year Out of Training and Finance 101: Stock Indexes
16 Sep 2024
Contributed by Lukas
This emergency doc paid off over $455,000 in less than one year! That huge number was a combination of undergrad and med school loans as well as some ...
WCI #384: Help Your Kids Build Wealth
12 Sep 2024
Contributed by Lukas
Today on the podcast we are talking about how to help your kids build wealth by funding Roth IRAs, HSAs, 529s, and employing them in your business. We...
MtoM #187: Pediatrician Pays Off $330,000 in Student Loans in 7 Years and Finance 101: The Basics of Asset Protection
09 Sep 2024
Contributed by Lukas
Today we are talking with a pediatrician who paid off $330,000 in 7 years. He talked about being mentally prepared for this to take a very long time. ...
WCI #383: The Politics of Student Debt Forgiveness
05 Sep 2024
Contributed by Lukas
Today Dr. Dahle opens by talking about the state of governmental student loan repayment programs and whether or not they are likely to be around for l...
MtoM #186: Emergency Docs Get Back to Broke and Finance 101: Paying Off Your Mortgage
02 Sep 2024
Contributed by Lukas
This two emergency doc family is back to broke! They are focused on getting their finances right early and while she is the finance nerd they are both...
WCI #382: The Behavior Gap with Carl Richards
29 Aug 2024
Contributed by Lukas
Today we are talking with Carl Richards. Carl is a Certified Financial Planner, author, podcaster and educator. He is one of the most influential voic...
MtoM #185: Communications Pro Hits Quarter Million Dollars and Finance 101: Don't Time the Market
26 Aug 2024
Contributed by Lukas
Today we have a communications pro on the podcast who is only a few out of college and has already reached a net worth of a quarter million dollars. H...
WCI #381: Retirement Accounts and Asset Protection
22 Aug 2024
Contributed by Lukas
Today we answer questions about the Mega Backdoor Roth IRA, answer a few questions about 401(k)s, and discuss if it is worth not rolling an old 401(k)...
MtoM #184: Orthopedist Hits $3 Million and Finance 101: You Don't Have to Invest in Everything
19 Aug 2024
Contributed by Lukas
This Orthopedist has grown his wealth to $3 million only 3 years out of training. He tackled his student loans quickly and started saving and investin...
WCI #380: Michael Kitces on the State of Financial Planning
15 Aug 2024
Contributed by Lukas
Today Dr. Dahle talks with Michael Kitces, creator of the popular blog Nerds Eye View. He is a CFP (along with many other designations) who has a pass...
MtoM #183: Emergency Physician Family Pays off $311,000 of Student Loans in 11 Months and Finance 101: The Best Paying Hobby Out There
12 Aug 2024
Contributed by Lukas
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 liv...
WCI #379: Contributing to Your Non Dependent Adult Child's HSA
08 Aug 2024
Contributed by Lukas
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 ...
MtoM #182: Pharmacist Pays Off Student Loans in Two Years and Finance 101: Mega Backdoor Roth
05 Aug 2024
Contributed by Lukas
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 ri...
WCI #378: Marketing Your Practice
01 Aug 2024
Contributed by Lukas
Today we are talking with Marita Mccahill of PracticeGro. Marita shares her expertise around the importance of learning how to market yourself online ...
MtoM #181: Dental Specialist Pays Off Student Loans and Finance 101: The Truth About Investing
29 Jul 2024
Contributed by Lukas
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 an...
WCI #377: Tax Payments and Savings
25 Jul 2024
Contributed by Lukas
Today we are answering your questions from the speak pipe. We discuss quarterly estimated payments and the safe harbor rule. We cover tax loss harvest...
MtoM #180: Pathologist Reaches Multiple Milestones and Finance 101: 5 Rules for Evaluating a Rental Property Investment
22 Jul 2024
Contributed by Lukas
Our guest today is celebrating three big milestones. She has had a unique path to financial success including an intervention from her sister while sh...
WCI #376: Trusts, Direct Indexing and High Yield Savings Accounts
18 Jul 2024
Contributed by Lukas
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 a...
MtoM #179: Internist Receives PSLF and Finance 101: Money and Med School
15 Jul 2024
Contributed by Lukas
This internal medicine doc just received PSLF and had almost $300,000 of loans forgiven! He said he was very intentional about looking for a 501(c)(3)...
WCI #375: More Than Enough with Mike Piper
11 Jul 2024
Contributed by Lukas
Today we are talking with our friend Mike Piper. Mike is an author and blogger and one of the smartest guys in the personal finance space. The discuss...
MtoM #178: Pilot Pays Off Flight School Loans and Finance 101: Dumb Things You Hear About Buying Homes
08 Jul 2024
Contributed by Lukas
Today we have a second time guest joining us to celebrate paying off his flight school loans. This pilot has made so much progress since he was first ...
WCI #374: Asset Protection, 529s and the SAVE Plan
04 Jul 2024
Contributed by Lukas
Today we are answering more of your questions. We start off talking about a terrible fraud situation and how to attempt to mitigate the damage. We ans...
MtoM #177: ER Doc Becomes a Millionaire 5 Years Out and Finance 101: Financial Advisors
01 Jul 2024
Contributed by Lukas
Today we are chatting with an ER Doc who has reached millionaire status! He comes from an immigrant family and learned young the importance of hard wo...
WCI #373: Getting Paid Fairly
27 Jun 2024
Contributed by Lukas
Today on the podcast we are talking with Kyle Claussen from Resolve. He chats with Dr. Dahle about the importance of really advocating for yourself an...
MtoM #176: ENT Pays Off Student Loans While Also Paying For Fertility Treatments and Finance 101: Mutual Funds and ETFs
24 Jun 2024
Contributed by Lukas
Today we are talking with an ENT who has paid off $300,000 of student loans. This is a doc who was comfortable paying the loans off over time while he...
WCI #372: Solo 401(k), TSP, Employer Match and Converting from Pre-tax to Roth Questions
20 Jun 2024
Contributed by Lukas
Today we are answering your questions about retirement accounts. We start out by addressing the recent change with Vanguard getting out of the solo 40...