We asked 15 questions to determine how those who have retired got there. So far, nearly 100 people have responded. Here's what they said.
The hedonic treadmill can make you feel poorer even if you spend more every year. If you're on it, here's what you can do to get off it.
Turnover in dentistry is more than an HR challenge. It’s an emotional one. But with the right systems in place, practices can prevent it.
Ready to complete your Backdoor Roth IRA with Fidelity? Check out this tutorial which will walk you through it step by step.
Answering listener questions about student loans, taxes, what to know after doing your first Mega Backdoor Roth and solo 401(k), and a few tax form gotchas.
Medical school may not have taught you about money, but we will.
We will never sell your information. Modify your preferences or unsubscribe at any time.
Get ready to take control of your financial life. You can do this, and we can help.
We won't sell your information. Modify your preferences or unsubscribe at any time.
This is how WCI spent the last year and what we have planned for 2026. As always, we want to give thanks to our community for your support.
Achieving my lifelong goal of going to space was worth the 40 years of work it took to get there. This is how I made it happen.
Successful long-term investing is consistent, planned, repetitive, and not notably exciting. It's allowed me to build an enormous nest egg.
I wanted to create a scale for how a lazy person could invest in real estate and be satisfied with the result. Here's what I found.
Rich people don't "manage" debt. They eliminate it. Not stupidly, but reasonably and consistently. It's a behavioral thing, not a math thing.
Enroll in WCI Financial Boot Camp, a FREE 12-week email course to improve your financial life.
You can unsubscribe anytime using the link at the bottom of any email.
Let's talk about how elimination periods really work, why they exist, how different periods change cost and risk, and all the nuances.
A wide-ranging and insightful conversation with Morningstar's Christine Benz, where we discuss her annual retirement income research, the realities of spending in retirement, and the challenge many retirees face in giving themselves permission to spend.
Our 14%+ portfolio returns certainly went a long way toward the 24% increase in net worth we enjoyed in 2025. Here's how it happened.
Sometimes, I wonder about people who can't decide if they want an advisor or if they illogically want to manage just part of their portfolio.
As a semi-retired physician, here's how I handled a huge bull run and the tariff fears in 2025. I definitely made some investing mistakes.
After much thought, our portfolio is changing this year from one reasonable portfolio to another. We'll see how it goes. Update in a decade.
Here are 8 steps to automate your financial life and help you reach your goals of financial freedom.
Rich people don't "manage" debt. They eliminate it. Not stupidly, but reasonably and consistently. It's a behavioral thing, not a math thing.
Disability insurance is crucial insurance for the vast majority of physicians to secure. Buy it right the first time, and you may never have to do it again.
The Roth IRA is a great start for building your nest egg. There's no better vehicle for investing, tax reduction, asset protection, and estate planning.
Medical school may not have taught you about money, but we will.
We will never sell your information. Modify your preferences or unsubscribe at any time.
Get ready to take control of your financial life. You can do this, and we can help.
We won't sell your information. Modify your preferences or unsubscribe at any time.
Peer to Peer Lending (P2PL) is a relatively new asset class I've been investing in for a few years with good success. The risks are high, but the low correlation with the rest of your portfolio coupled with the high returns make it worth looking into.
People often tell you that you'll be super happy once you're financially independent. They might not know what they're talking about.
New residents have a big desire to buy a house. But it's a gamble of your time and money at a period of life when you have little of either.
Don’t make these seven common mistakes that cause doctors to fall short in reaching financial success.
In broad strokes, asset protection includes tax saving, estate planning, and even investment strategies, and it will help preserve your nest egg in case of a malpractice suit. See Posts
Estate planning is the process to ensure that your assets go where you want after your death, that your desires are carried out after you can no longer make decisions, and that the estate taxes you pay to the government are minimal. See Posts
Whether it's life, disability, auto, home, or malpractice, high-income professionals need insurance to make sure life's biggest costs don't substantially hurt their nest egg. See Posts
There are so many ways to invest successfully that the most important thing is to just pick something reasonable and stick with it. But it's key to know which approach to take and why you're picking that option. See Posts
Beginning your financial journey and learning about personal finance can seem awfully overwhelming. But instead of trying to solve the entire puzzle at once, it'll be easier (for your mind and for your psyche) to break it down into sections that are more easily digestible. See Posts
Ownership matters, whether it's owning profitable companies, owning your own home, or owning your job. Most of the time, medicine is better—for the docs and for the patients—when docs own their jobs. See Posts
A full, happy, comfortable retirement is where so many WCIers have been aiming since they began working. The main questions: what's the best way to get there, and once you arrive, how do you begin to live and fund your new life? See Posts
While it's entirely possible to finish an undergraduate education debt-free, it's become less likely that physicians and other high-income professionals can do the same. That's why it's so important to know how to manage student loans and the programs that provide student loan forgiveness—especially in a political world that constantly makes changes to them. See Posts
Recent studies show that more than 50% of physicians have experienced burnout, marking a notable increase in the past decade. This trend is alarming and shows why the intersection of burnout and how high earners can keep themselves healthy has never been more pertinent. See Posts