Episodes (Page 2)
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Understand your home and auto insurance coverage and costs.
Jeff Wingate
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Asset allocation drives 80-90% of investment returns, not stock picking.
WCI Financial Boot Camp
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Orthopedic fellow details managing $300k debt and zero net worth before attending.
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Analyze build-to-rent real estate investment returns with real examples.
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Learn about private real estate syndications with The Mortar Group.
The Mortar Group
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Evaluate physician partnership track job structures and benefits.
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Assess if refinancing your mortgage is financially beneficial.
WCI Financial Boot Camp
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Discover how one doctor paid off $313K in student loans in one year.
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Explore investment fund offerings from DLP Capital.
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Discuss current real estate offerings and market forces with MLG Capital.
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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