Best of Both Worlds: How to Truly Maximize Your Roth Funds

My mentor WCI, recently wrote a post “9 Ways to Expend Your Roth Space.” The link will lead you to his website/article. His advice regarding finances has always been fantastic, but I see a unsolved dilemma facing most people. IE, when you

DWM meets WCI (in person)

WCI (White Coat Investor) gave a lecture at our associated medical school today, geared towards residents and fellows. One very important question he asked the audience was along the line of “what percentage of your income do you plan to

In My Near future, PGY2…

Intern year is on a count down! I have 10 weeks of internal medicine wards left, after which I will be starting my dream specialty: radiology. I recently had a 1 week elective rotation in radiology. A couple  pgy3 radiology residents

Debt free and Debt leverage

This series of posts is sparked by an ongoing conversation with my fellow radiology resident Bo Liu (no relation to me) of whitecoatmoney.com Re: student debt management and net worth accumulation. Our discussions cover many bases, so I will address individual key points in separate posts.  

Need motivation?

Need motivation to save more for retirement? Check this link out, “How does your retirement savings progress stack up?” For age 30-39 year old, the national stats are: Average Contribution Rate* 7% Average Account Balance $40,500   For age 30-39