Episodes (Page 2)
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Real estate offers significant tax advantages for investors.
Black Swan Real Estate
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Whole life insurance is expensive and often regretted by buyers.
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Charitable giving is not a sound tax strategy on its own.
WCI Financial Boot Camp
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Two orthopedic surgeons raised $1.6 million for a healthcare AI startup.
0:04:04
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WCICON offers in-person and virtual options for physician wellness and financial literacy.
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Dr. Rob Orman discusses physician burnout beyond simple self-care advice.
Rob Orman
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Estate planning focuses on asset distribution, probate avoidance, and tax minimization.
WCI Financial Boot Camp
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A fellow achieved $600K net worth before completing training.
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Goodman Capital discusses using closed-end funds for investment.
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Dr. Dahle explains 529 plans for college savings.
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Compares group vs. individual disability insurance policies.
WCI Financial Boot Camp
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Pharmacist achieved $10M net worth through discipline.
retired pharmacist
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Industrial real estate offers unique investment opportunities.
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Doctors can achieve financial success with a simple plan.
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Catching up on retirement savings is possible, even if starting late.
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Investment glide paths adjust risk as retirement nears.
WCI Financial Boot Camp
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An OB-GYN built a $20 million net worth.
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Discusses common pitfalls in New York real estate investing.
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Discussed listener questions on Trump accounts, gift tax, HSA limits, and 457 plans.