Notable Guests
WC
WCI Financial Boot Camp
6x
AM
Anthony Morena
1x
BB
Bill Bengen
1x
CR
Chabely Rodriguez
1x
DS
David Stein
1x
ES
Elaine Stageberg
1x
JS
Jim Sheils
1x
AH
Amanda Harrell
1x
LC
Lindsey Collings
1x
MC
MLG Capital
1x
PR
PGY-4 interventional radiology resident
1x
SH
Southern Impression Homes
1x
SK
Steve Kelly
1x
TG
The Mortar Group
1x
JS
Jonathan Spitz
1x
Recent Episodes
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Black Swan Real Estate offers financial guidance for doctors.
Elaine Stageberg
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Physicians can give charitably more intentionally and effectively.
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Understand 401(k) matches for long-term financial planning.
WCI Financial Boot Camp
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A doctor's plan to eliminate $800K in student loans.
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Learn about discounted Roth conversions using real estate strategies.
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Compare REITs, REIT funds, and private real estate syndications.
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Understand annuity basics, taxation, and appropriateness for physicians.
WCI Financial Boot Camp
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Discuss strategies for a successful first year as an attending physician.
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Avoid common financial pitfalls for high-income earners.
Amanda Harrell
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Understand how pensions work and their role in retirement.
WCI Financial Boot Camp
✨
Dual physician couple paid off $527K student loans in one year.
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Vanguard insights on what drives long-term index fund results.
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Discussing financial progress after achieving over $500K in PSLF debt forgiveness.
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Jonathan Spitz discusses real estate opportunities with Dr. Jim Dahle.
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Webinar features Lightstone DIRECT, a WCI real estate partner.
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Strategies for Roth accounts and retirement planning for high-income professionals.
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Plan student loans, insurance, and living below means.
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Understand credit card pros/cons for high earners.
WCI Financial Boot Camp
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Physician's experience after Public Service Loan Forgiveness.
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Learn when firing your financial advisor is the right move.