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4 days ago
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Today we are answering questions about contract negotiation. It is important to know what parts of a contract you can negotiate and when you likely won't have any control over your contract. It is critical to understand the details of your contract a... Details
47:20
7 days ago
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This second year anesthesiologist resident and nurse partner are already back to broke. With a salary of $90K they have been investing and paying off debt. What are their secrets to success? Being born into geographic arbitrage has definitely helped.... Details
13:00
11 days ago
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Every year we are sent a big stack of books that people want us to read and review on the blog or the podcast. This week at WCI is Continuing Financial Education week and we want to recommend a handful of books that we think would be useful to our re... Details
48:00
14 days ago
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In 3 years this pediatrician paid off $300K in loans with a 200K income. Motivated to get their schooling paid off so they could start saving for their children’s college education. They paused their retirement savings to really focus on getting rid ... Details
13:17
18 days ago
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This episode we are answering questions about investment taxes. There are several things that you can do to reduce your investment taxes including the use of retirement accounts and buying and holding tax efficient investments. We cover six ways to h... Details
47:31
21 days ago
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Following the outline for financial priorities in the WCI book, this couple was able to invest while paying off the debt for Brad’s medical school. Racquel used the National Health Service Corps to pay for school and owed them a couple years of servi... Details
15:25
25 days ago
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Jaspreet Singh is the creator of The Minority Mindset. We were introduced to him recently at a conference called FinCon that was for producers of financial content and resources. He was one of the keynote speakers at the event and has put together so... Details
52:29
28 days ago
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Our guest is a general dentist three years out of training. He has hit a couple of milestones, back to broke and a six figure net worth. But he came on the podcast today to celebrate buying a car with cash. He purchased a 2017 minivan with 20K miles ... Details
11:44
11/03/2021
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Today we are talking about whether it is better to pay off debt or invest. Like most financial questions the answer is, it depends. Read more at https://www.whitecoatinvestor.com/pay-off-debt-or-invest/. We discuss what to do if you have a chunk of m... Details
45:21
10/31/2021
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This dentist just recently got back to broke! He finished training with a net worth of negative $510K. 5 years later they have reached a net worth of $40K. Consistently chipping away at your debt and managing your finances pays off. Make a plan early... Details
11:39
10/27/2021
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This episode we answer all of your questions about Roth accounts. We talk a lot about retirement accounts and answer questions about Roth 401(k)s, the mega backdoor Roth, Roth conversions, backdoor Roth IRAs, 457 plans, and lump sum investing. We als... Details
47:54
10/24/2021
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This dual couple veterinarians, 7.5 years out of training, have a $2-4 million net worth depending on how you value their practice. They attributed their success to targeting debt aggressively and buying a practice. This couple has been able to get t... Details
10:25
10/20/2021
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This episode we are answering all of your questions about insurance. We discuss group universal life insurance and go over the reasons that it is very likely you don't need or want it. We cover long-term care insurance, specifically as it relates to ... Details
35:30
10/17/2021
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Elaine is only one year out of her training as a psychiatrist with a 7.5 million net worth all in real estate investments and cash. She valued financial education from a young age and started investing in real estate at 24. Over the last ten years th... Details
17:30
10/13/2021
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We have had a lot of questions about investing coming in lately, so today we have put all of those questions into one big Q&A podcast. We talk about the value of investing in a 457(b) versus a taxable account, we discuss 403(b) accounts, 401(k) accou... Details
50:09
10/10/2021
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Dual attorney couple at 3.3 million net worth 8 years out of school. Their tips to success? Start early, contribute steadily, and avoid lifestyle inflation. Let the stock market do the work for you. Check out 6 reasons to save a lot and to save early... Details
11:58
10/06/2021
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We have had a lot of listeners request information on my homeowners insurance policy. After a large home renovation we had to make some pretty big changes to our policy. It is critical to know what your policy covers but also what it does not. There ... Details
43:44
10/03/2021
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Out of school they owed $178K, paid $20-30K off over the next 10 years, and had the rest forgiven. Be diligent, make sure you track each payment. Getting those loans forgiven gave them a significant boost to their net worth, reaching millionaire stat... Details
14:53
9/29/2021
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There are potential big changes coming up as a new tax bill is working its way through Congress. While there are sure to be many changes to the proposed bill before it becomes law we wanted to dive into how this bill will affect the WCI community. On... Details
1:05:16
9/26/2021
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Our first podiatrist on the Milestones podcast! In 8 years they paid off around a million dollars in debt between his student loans and a business loan. With a salary range from $85K to $500K+ he now has a net worth of a million dollars. We discuss h... Details
13:37
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