In this podcast, they delve into the complexities of Roth IRAs, Backdoor Roth, Mega backdoor Roth, and Roth conversions. They discuss the importance of determining pre or post tax contributions considering tax rates. The conversation progresses from a basic to advanced level, exploring tips and tricks for making financial decisions. Guest expert Chris Daven shares insights on personal finance, while highlighting the benefits of retirement accounts and maximizing after-tax income in retirement.

Retired ophthalmologist shares secrets to his $50 million portfolio success, advocating for strategic living and business ownership. Finance 101 covers estate taxes and the Fire Your Financial Advisor online course for comprehensive financial education.

Discover what to do if you don't match, annual survey results, risks of investing with family, tax consequences of annuities, and financial planning for high-income years in medicine.

A nurse becomes a millionaire with financial education, reaching goals early. Advice on using financial advisors for doctors and starting your financial journey. Discussion on balancing debt and lifestyle, starting financial planning from scratch, and empowering wealth building strategies.

In this episode, they cover Roth IRAs, conversions, and contributions. They discuss living like a resident and the difference between wants and needs, including Jim's big truck. The episode also touches on financial planning strategies for physicians and optimizing Roth IRA contributions and conversions.

A dermatologist shares how he paid off student loans and built a $150K net worth within a year, navigating private equity challenges. Discusses physician mortgages for young doctors with insights on down payments and refinancing options for financial stability.

Topics include navigating contributions in 401(k) or 403(b), identifying a good CPA, backdoor Roth conversions, challenges of financially supporting immigrant parents, and exploring locum tenens opportunities for physicians. The episode also delves into balancing support for parents with personal savings goals and offers insights on tax strategies and retirement savings.

A surgeon shares how she got $250,000 forgiven with PSLF, talks about net worth growth post-training. Finance 101 covers probate, importance of disability and life insurance for doctors. Focus on optimal insurance policies for medical professionals and the significance of financial planning since 2011.

Dr. Darria Long and Dr. Dahle discuss burnout among women, the impacts of social media on mental health, and strategies to combat burnout. They explore the 'do it all discrepancy' framework, sense of coherence in relation to burnout, and ways to achieve work-life balance. Practical tips on time management and prioritization are also shared.

A hospitalist pays off $235,000 in student loans in just over 2 years after residency by living frugally like a resident. She plans to buy a new car with cash, save for a house, and prioritize retirement savings next. The podcast also discusses the importance of emergency funds and offers a course for financial education.