Podcast #205 Show Notes: Understanding Required Minimum Distributions A lot of people have this fear of required minimum distributions. Understanding how RMDs work is important but you don’t need to fear the future taxes. One listener was concerned that they would end up losing money in retirement because not enough time and effort was spent in planning strategically for RMDs. ...

Episode #202 Show Notes: Working Together with Your Partner, with Mrs. WCI Managing finances with your partner can be challenging but it is hard to be successful if you don’t learn to do it well. In this episode, I discuss with Mrs. WCI how we have learned to work together to strengthen our relationship and our finances through the long ...

Podcast #201 Show Notes: When to Rent vs Buy a Home It is that time of year again when many doctors start asking, should I keep renting or buy a home? Truthfully many are asking, how can I get someone to loan me money for a home right now? But what we wish they were asking is, should I buy ...

Attorneys who specialize in asset protection often use a lot of fear in their marketing materials. They want us to feel like we are going to be sued and lose everything. Is this fear appropriate? How much anxiety should a doctor really feel about asset protection? Our guest in this episode is Jay Adkisson, an expert in asset protection. We ...

Podcast #198 Show Notes: Where to Save $100K for Private Real Estate The better real estate investments, at least the passive ones, are the private real estate funds. Unfortunately, they generally have higher minimum investments ranging from $50K to a million dollars. Obviously, if you have to spend time saving up for those investments you want to have a decent ...

For medicine and healthcare nationally, it is not good that, as physicians, we are tending to abdicate our leadership opportunities. If we refuse to do it, less qualified people are going to take on that role, with consequences which we don’t necessarily want. In this episode, we discuss physician leadership with Dr. Brent Lacey. We talk about how to overcome ...

Podcast #196 Show Notes: Understanding Tax Brackets Understanding how the tax brackets work will aid your tax planning and make for more informed, reasonable discussions of tax policy. People don’t actually grasp how tax brackets work and they routinely overestimate how much they pay in taxes. We think there are four reasons why tax brackets are hard for people to ...

Podcast #195 Show Notes: Investing Lessons from Christine Benz of Morningstar Morningstar has been around for 36 years and is by far the best place to get information about all of the mutual funds available. Our guest in this episode, Christine Benz, is the director of personal finance and a senior columnist at Morningstar. She is the author or co-author ...

Podcast #194 Show Notes: The Backdoor Roth IRA Made Easy Everyone should be contributing to a Roth IRA every year. This is retirement account space that you can’t get back. Many of us need to contribute to the Roth IRA through the backdoor, which can be confusing. In this episode, we discuss what a backdoor Roth IRA is, steps for ...

Burnout is a big risk to your finances. Your fastest path to cash is as a board-certified doctor. We want you to be happily practicing medicine for as long as you would like. Our guest in this episode is Dr. Dike Drummond The Happy MD. He has spent the last 20 years coaching and training physicians on the prevention and ...

→ Save time. Save paperwork. Save dollars. Esurance ←