MtoM #169: Homeless to a Quarter Million Dollars and Finance 101: Risk

MtoM #169: Homeless to a Quarter Million Doll...

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WCI #451: Roth IRAs and 529s

In this episode we tackle more of your questions, starting with a look into Roth strategy, including how TSP Roth in-plan conversions work and what to consider when converting a traditional IRA to a Roth IRA and paying the resulting tax bill. We then briefly hear from our friends ...  Show more

MtoM #254: Hospitalist Becomes a Full-Time Entrepreneur and Finance 101: Tax Loss Harvesting

Today we are talking to a hospitalist who is giving up partnership at his practice to become a full time entrepreneur. He is excited to be able to practice medicine on his own terms. He has always had an entrepreneur mindset and not long after residency he started buying real est ...  Show more

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In this episode, veteran guest Jim Doyle CFP, TEP, RRC, CLU, CIWM from IG Wealth Management returns t ...

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