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5 Financial Considerations for American Doctors Wishing to Live Abroad

July 18, 2022 |
8 Comments

We stuffed our lives into two backpacks and four suitcases to move to Portugal. Here's how it affected our taxes and retirement accounts.

Read On »

Tax-Loss Harvesting, Mortgages, Side Gigs, and More

July 07, 2022 |
18 Comments

Answering reader questions about wash-sale rules, how tax-loss harvesting affects capital gains, and whether you should take out a physician loan when buying a house.

Read On »

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Paying for Your Child’s College Education with the Post-9/11 GI Bill

June 13, 2022 |
6 Comments

As a military veteran, you can transfer your GI Bill to your child for their college education. But will it be enough to pay for school?

Read On »

Physician on FIRE Q&A

June 02, 2022 |
5 Comments

For FIRE week, let's welcome Physician on FIRE's Leif Dahleen to the podcast, where he answers reader questions on early retirement and tax-loss harvesting.

Read On »

Marriage, Kids, and Finances

February 17, 2022 |
8 Comments

Answering reader questions with WCI Ambassador Disha Spath on merging finances with a significant other, 529 plans, and trust beneficiaries.

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How to Superfund a 529 Plan

February 08, 2022 |
72 Comments

If you've gotten a late start saving for your children's education or if you just have lots of extra money, superfunding a 529 is an option.

Read On »

best 529 plan awards

Best 529 Plans: Reviews, Ratings, and Rankings

December 04, 2021 |
183 Comments

The best 529 plans will give you a state tax credit, low fees, and great investment options. Find the best plan available for you.

Read On »

Contract Negotiation and Student Loans

December 02, 2021 |
1 Comment

Answering reader questions about Public Service Loan Forgiveness and using a 529 to pay off your own student loans. Also, an interview with Bill Bernstein.

Read On »

Q&A — Single Income Docs, Insuring Jewelry, Best Time of Year to Retire, 529s

August 26, 2021 |
12 Comments

Discussing scholarships vs. contracts to pay for medical school, the best time of the year to retire, 529's, rising inflation, 0% student loan interest holiday, and lots more.

Read On »

asset protection

Asset Protection for Doctors

August 03, 2021 |
44 Comments

Doctors worry about asset protection a lot. Get a grip on the basics before engaging in "advanced" asset protection techniques.

Read On »

Rules and Options for Managing Inherited Retirement Accounts

June 03, 2021 |
11 Comments

How should you manage inherited retirement accounts? Also questions about inflation, refinancing student loans before Oct.1, SEP IRA's to backdoor Roths, choosing a specialty, and more.

Read On »

Understanding Required Minimum Distributions

April 08, 2021 |
13 Comments

In this episode, we dive into everything to know about RMDs: how they are calculated, minimums, tax implications, tax mitigation strategies, and more.

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First Year of Retirement with Physician on Fire

April 04, 2021 |
No Comments

Many of you are thinking about early retirement. Today's episode will give you a picture of what it could really look like for you.

Read On »

Working Together with Your Partner, with Mrs. WCI

March 18, 2021 |
13 Comments

In this episode, I discuss with Mrs. WCI our efforts of working together to strengthen our relationship and our finances.

Read On »

Financial Planning for Children with Special Needs

September 24, 2020 |
7 Comments

In this episode, we talk about six aspects of financial planning that are important to understand when you have a special needs child.

Read On »

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