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In this episode, Dr. Jim Dahle is joined by financial planner Dr. Tyler Scott to work through a wide range of advanced financial planning questions. They cover whether to open a single 529 account for multiple nieces and nephews or keep them separate, and why gifting appreciated shares to an adult …
Should you ever save up and pay cash for something as expensive as a $200,000 custom camper van, or does that break every rule of personal finance? In this Milestones to Millionaire episode, Teresa, a child and adult psychiatrist, and Pete, a family medicine physician, share how they paid entirely…
How does a third-year orthopedic surgery resident, a stage where most physicians carry significant debt, end up with a net worth north of $250,000? In this Milestones to Millionaire episode, Aaron shares how a combination of early habits and a few candid, less conventional decisions got him here. …
If your bank or brokerage failed tomorrow, would your money actually be protected? In this episode we break down how FDIC protections actually work and what those protections mean for your money. We also cover SIPC protection for brokerage accounts, including what it actually does and what it does…
Is it reasonable for a physician earning multiple times the median household income to feel financially strained, or has perspective gotten lost somewhere along the way? In this episode, Dr. Jim Dahle responds directly to viral social media comments from young physicians frustrated with inflation,…
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