WCI #366: Tax Questions

529 plans are one of the most popular ways for families to save for education—but many parents still have questions about how much to contribute and what those funds can actually be used for. In this episode of the White Coat Investor Podcast, Dr. Jim Dahle answers several listen ...  Show more

In this episode of Milestones to Millionaire, we meet Chabely Rodriguez, a certified anesthesiologist assistant (CAA) who has built an impressive $850,000 net worth early in her career. Chabely shares her financial journey, including the realities of working in anesthesia, how lo ...  Show more

Send a textIn this episode of The Wall Street Skinny, we dive deeper into the world of private credit with our exceptional guest, Alona Gornick. Alona, a senior investment strategist and managing director at Churchill Asset Management, shares her invaluable insights on the evolvi ...  Show more

In this episode of the Personal Finance Podcast, we're going to talk about the 10 laws of investing. How Andrew Can Help You: Don't let another year pass by without making significant strides toward your dreams. "Master Your Money Goals" is your pathway to a future where your asp ...  Show more

Learn how to pick dental, vision, life, and disability coverage with confidence, and when refinancing a home can actually save you money. Is now a good time to refinance your mortgage? Which open enrollment benefits are worth it this year? Hosts Sean Pyles and Elizabeth Ayoola ta ...  Show more

This is part two of our financial order of operations series. In part one, we covered the non-negotiables—the oxygen mask, debt payoff, insurance, and the foundation of every real financial plan. This week, we get into the gray areas. The places where conventional wisdom isn’t ju ...  Show more