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.
[FOUNDER'S NOTE BY DR. JIM DAHLE: Update: I recorded an addition to this podcast in December of 2018, about 11 months after this podcast originally ran. Make sure if you're listening to it now that yo...
This is a “back to basics” show. Mutual funds make up the majority of my investment portfolio and I think that should be the case for most investors out there. Get rich once, get rich slowly. Good investing is boring investing.
Whitney Dahle explains the 4 investing accounts she utilizes to save for college, retirement, her "twenties fund," and for just plain old spending.
Lots of docs are severely limited in their retirement account availability. That's okay. You can always invest more in taxable.
Interview with Dr Kenyon Meadows about the risks and rewards of alternative investments in rental properties, hard money lending, and crowdfunding.
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The market has been going up for a long time and it will eventually go down. You need an investment plan that can handle that.
Of the books I reviewed this week, it's the only one I actually purchased and really, aside from the history books, the only one I really wanted to read.
A second opinion is perhaps the most underutilized financial planning technique among high-income professionals. There is little downside and all kinds of upsides.
A doctor tried out Personal Capital, comparing it to his index fund portfolio at Vanguard. Here is what he found.
Day trading- dangerous and expensive hobby or useful addition to a diversified portfolio? You decide.
Vanguard offers three "tax-managed" funds. They have remained unpopular, although could have their uses for the right person.
There are few winners in any lawsuit. But that doesn't mean the rest of us can't learn something from them.
There are many pitfalls when setting up a retirement plan for a small practice, but you can minimize them by using independent TPAs, recordkeepers, and advisors and by avoiding asset-based fees.
Some people don't like investing in index funds in retirement accounts. I don't have a problem with a little marketing hype, but when the facts are wrong I'm going to call you out on it.
My annual partnership 401(k) report came in. It turns out that investing in stocks has been very profitable for the last five years. But there are a lot more insights to be gleaned from the data.
Medical school may not have taught you about money, but we will.
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Get ready to take control of your financial life. You can do this, and we can help.
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