WCI Financial Boot Camp Podcast

Dr. Jim Dahle of the White Coat Investor
  • 4.3 (6)
  • EDUCATION
  • UPDATED WEEKLY

We know finances can be complicated, especially when you are just beginning your journey to financial literacy. When you listen to the Financial Boot Camp Podcast, you'll learn the basics of money—how to earn more of it, how to save more of it, how and why to invest more of it; and, yes, how to safely spend more of it. Consider the Financial Boot Camp Podcast as your weekly Finance 101 class to learn what they didn't teach you in medical school or residency. Whether you need to learn about disability insurance, the best way to negotiate a physician contract, or how to do a Backdoor Roth IRA, the Financial Boot Camp Podcast will cover all the basics. Every Tuesday, we publish an episode of this series that's designed to get you comfortable with financial terms - terms you need to know as you begin your journey to financial freedom. Best of all: Financial Boot Camp is 100% completely free. Most doctors and high earners never learned about money. They weren't taught the best ways to pay off their debt, to build wealth, and to comfortably retire with all the money they need. That's our main goal — teaching anybody and everybody about money and finances and how they can give you your best life. We've been helping people make smart decisions about their money since 2011. We want to help you, too — to make a plan so you can enjoy the financial freedom you deserve.

  1. UTMA/UGMA Accounts - WCI Financial Boot Camp

    5D AGO

    UTMA/UGMA Accounts - WCI Financial Boot Camp

    UTMA (Uniform Transfers to Minors Act) and UGMA (Uniform Gifts to Minors Act) accounts are investment accounts that allow high-income professionals to transfer assets to children while maintaining simplified management and tax benefits. Doctors, dentists, and other high earners often overlook these accounts or confuse them with 529 plans, missing opportunities to teach kids about investing and transfer wealth efficiently. This video explains how UTMA and UGMA accounts work, including ownership rules, tax treatment, and transfer of control. Unlike 529 plans, the child gains control of the account at the age of majority, making them flexible for purposes beyond education. These accounts can hold cash, stocks, bonds, and other investments, giving families a versatile tool for wealth transfer, education, or early financial empowerment. The discussion also highlights considerations for high-income earners, including gift tax rules, coordination with other accounts like 529s, and potential impact on financial aid eligibility. Understanding the nuances of UTMA and UGMA accounts helps physicians plan for intergenerational wealth transfer while teaching children responsible investing habits. This content equips medical professionals with the knowledge to use UTMA and UGMA accounts strategically, ensuring their family's financial future is supported while maximizing tax efficiency. We know finances can be complicated, especially when you are just beginning your journey to financial literacy. When you listen to the Financial Boot Camp Podcast, you'll learn the basics of money—how to earn more of it, how to save more of it, how and why to invest more of it; and, yes, how to safely spend more of it. Consider the Financial Boot Camp Podcast as your weekly Finance 101 class to learn what they didn't teach you in medical school or residency. Whether you need to learn about disability insurance, the best way to negotiate a physician contract, or how to do a Backdoor Roth IRA, the Financial Boot Camp Podcast will cover all the basics. Every Tuesday, we publish an episode of this series that's designed to get you comfortable with financial terms - terms you need to know as you begin your journey to financial freedom. Best of all: Financial Boot Camp is 100% completely free. Most doctors and high earners never learned about money. They weren't taught the best ways to pay off their debt, to build wealth, and to comfortably retire with all the money they need. That's our main goal — teaching anybody and everybody about money and finances and how they can give you your best life. We've been helping people make smart decisions about their money since 2011. We want to help you, too — to make a plan so you can enjoy the financial freedom you deserve. Main Website: https://www.whitecoatinvestor.com  YouTube: https://www.whitecoatinvestor.com/youtube  Student Loan Advice: https://studentloanadvice.com  TikTok: https://www.tiktok.com/@thewhitecoatinvestor  Facebook: https://www.facebook.com/thewhitecoatinvestor  Twitter: https://twitter.com/WCInvestor  Instagram: https://www.instagram.com/thewhitecoatinvestor  Subreddit: https://www.reddit.com/r/whitecoatinvestor  Online Courses: https://whitecoatinvestor.teachable.com  Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter

    5 min
  2. Cryptocurrency & Crypto Assets - WCI Financial Boot Camp

    JAN 27

    Cryptocurrency & Crypto Assets - WCI Financial Boot Camp

    Cryptocurrency and crypto assets generate strong opinions—especially among high-income professionals who are accustomed to evidence-based decision making. For doctors, dentists, and other physicians, crypto often sits at the intersection of speculation, innovation, and uncertainty. This episode provides a clear, sober framework for understanding what cryptocurrency actually is and how it differs from traditional financial assets. At a basic level, cryptocurrencies are digital assets built on blockchain technology, designed to operate without centralized intermediaries like banks or governments. While some investors view crypto as a new asset class, others see it primarily as speculation with uncertain long-term expected returns. This discussion focuses less on hype and price predictions and more on risk, utility, and portfolio context. For medical professionals building wealth through disciplined saving and investing, the key question isn't whether crypto will "go up," but whether it meaningfully improves a long-term financial plan. Crypto assets lack the cash flows of stocks and the contractual payments of bonds, which makes valuation difficult and volatility extreme. That volatility can challenge even experienced investors during market stress. This content helps physicians and other high earners think clearly about crypto exposure, opportunity cost, and behavioral risk—placing cryptocurrency in proper perspective relative to proven wealth-building tools like equities, bonds, and tax-advantaged accounts. We know finances can be complicated, especially when you are just beginning your journey to financial literacy. When you listen to the Financial Boot Camp Podcast, you'll learn the basics of money—how to earn more of it, how to save more of it, how and why to invest more of it; and, yes, how to safely spend more of it. Consider the Financial Boot Camp Podcast as your weekly Finance 101 class to learn what they didn't teach you in medical school or residency. Whether you need to learn about disability insurance, the best way to negotiate a physician contract, or how to do a Backdoor Roth IRA, the Financial Boot Camp Podcast will cover all the basics. Every Tuesday, we publish an episode of this series that's designed to get you comfortable with financial terms - terms you need to know as you begin your journey to financial freedom. Best of all: Financial Boot Camp is 100% completely free. Most doctors and high earners never learned about money. They weren't taught the best ways to pay off their debt, to build wealth, and to comfortably retire with all the money they need. That's our main goal — teaching anybody and everybody about money and finances and how they can give you your best life. We've been helping people make smart decisions about their money since 2011. We want to help you, too — to make a plan so you can enjoy the financial freedom you deserve. Main Website: https://www.whitecoatinvestor.com  YouTube: https://www.whitecoatinvestor.com/youtube  Student Loan Advice: https://studentloanadvice.com  TikTok: https://www.tiktok.com/@thewhitecoatinvestor  Facebook: https://www.facebook.com/thewhitecoatinvestor  Twitter: https://twitter.com/WCInvestor  Instagram: https://www.instagram.com/thewhitecoatinvestor  Subreddit: https://www.reddit.com/r/whitecoatinvestor  Online Courses: https://whitecoatinvestor.teachable.com  Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter

    14 min
  3. What Is a Money Market Fund? - WCI Financial Boot Camp

    JAN 20

    What Is a Money Market Fund? - WCI Financial Boot Camp

    Money market funds are one of the safest, most liquid investment options, yet many high-income professionals—especially doctors, dentists, and residents—don't fully understand how they work or when to use them. This episode explains the fundamentals of money market funds and how they fit into a broader financial strategy. A money market fund is a type of mutual fund that invests in short-term, high-quality debt instruments, offering stability and liquidity rather than high returns. For physicians and other high earners, money market funds can serve as emergency cash reserves, temporary holding accounts for investment contributions, or a low-risk alternative during market volatility. Unlike regular savings accounts, they often provide higher yields while remaining accessible and safe. This episode also highlights the trade-offs between safety, yield, and accessibility—helping medical professionals understand when to prioritize liquidity versus long-term growth. Proper use of money market funds can protect your investments during turbulent markets and ensure you never need to sell stocks or bonds at the wrong time to cover short-term expenses. This content is designed to give high-income earners a practical, clear understanding of money market funds so they can make smarter decisions about where to park cash while maintaining flexibility and supporting long-term financial independence. We know finances can be complicated, especially when you are just beginning your journey to financial literacy. When you listen to the Financial Boot Camp Podcast, you'll learn the basics of money—how to earn more of it, how to save more of it, how and why to invest more of it; and, yes, how to safely spend more of it. Consider the Financial Boot Camp Podcast as your weekly Finance 101 class to learn what they didn't teach you in medical school or residency. Whether you need to learn about disability insurance, the best way to negotiate a physician contract, or how to do a Backdoor Roth IRA, the Financial Boot Camp Podcast will cover all the basics. Every Tuesday, we publish an episode of this series that's designed to get you comfortable with financial terms - terms you need to know as you begin your journey to financial freedom. Best of all: Financial Boot Camp is 100% completely free. Most doctors and high earners never learned about money. They weren't taught the best ways to pay off their debt, to build wealth, and to comfortably retire with all the money they need. That's our main goal — teaching anybody and everybody about money and finances and how they can give you your best life. We've been helping people make smart decisions about their money since 2011. We want to help you, too — to make a plan so you can enjoy the financial freedom you deserve. Main Website: https://www.whitecoatinvestor.com  YouTube: https://www.whitecoatinvestor.com/youtube  Student Loan Advice: https://studentloanadvice.com  TikTok: https://www.tiktok.com/@thewhitecoatinvestor  Facebook: https://www.facebook.com/thewhitecoatinvestor  Twitter: https://twitter.com/WCInvestor  Instagram: https://www.instagram.com/thewhitecoatinvestor  Subreddit: https://www.reddit.com/r/whitecoatinvestor  Online Courses: https://whitecoatinvestor.teachable.com  Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter

    9 min
  4. What Is a Healthcare FSA? - WCI Financial Boot Camp

    JAN 13

    What Is a Healthcare FSA? - WCI Financial Boot Camp

    A Healthcare Flexible Spending Account (FSA) is a tax-advantaged account that can save high-income professionals thousands of dollars on healthcare expenses. Doctors, dentists, residents, and other physicians often overlook FSAs or misunderstand how they work, missing opportunities to reduce taxes while paying for qualified medical costs. This video explains what a healthcare FSA is, how contributions work, and the types of expenses that are eligible. Unlike Health Savings Accounts (HSAs), FSAs have annual contribution limits and a "use-it-or-lose-it" structure, making careful planning critical. For physicians and other high earners, FSAs can complement other accounts to maximize tax efficiency while covering routine medical, dental, and vision expenses. The discussion also covers practical tips: estimating annual medical costs, timing contributions, and coordinating FSAs with HDHPs and HSAs. Understanding the rules and limitations of FSAs helps medical professionals avoid wasted money while leveraging every available tax advantage. This content is designed to help high-income earners make informed decisions about healthcare FSAs, optimize tax savings, and integrate these accounts into a broader strategy for financial security and wealth building. We know finances can be complicated, especially when you are just beginning your journey to financial literacy. When you listen to the Financial Boot Camp Podcast, you'll learn the basics of money—how to earn more of it, how to save more of it, how and why to invest more of it; and, yes, how to safely spend more of it. Consider the Financial Boot Camp Podcast as your weekly Finance 101 class to learn what they didn't teach you in medical school or residency. Whether you need to learn about disability insurance, the best way to negotiate a physician contract, or how to do a Backdoor Roth IRA, the Financial Boot Camp Podcast will cover all the basics. Every Tuesday, we publish an episode of this series that's designed to get you comfortable with financial terms - terms you need to know as you begin your journey to financial freedom. Best of all: Financial Boot Camp is 100% completely free. Most doctors and high earners never learned about money. They weren't taught the best ways to pay off their debt, to build wealth, and to comfortably retire with all the money they need. That's our main goal — teaching anybody and everybody about money and finances and how they can give you your best life. We've been helping people make smart decisions about their money since 2011. We want to help you, too — to make a plan so you can enjoy the financial freedom you deserve. Annual Contribution Limits: https://whitecoatinvestor.com/numbers  Main Website: https://www.whitecoatinvestor.com  YouTube: https://www.whitecoatinvestor.com/youtube  Student Loan Advice: https://studentloanadvice.com  TikTok: https://www.tiktok.com/@thewhitecoatinvestor  Facebook: https://www.facebook.com/thewhitecoatinvestor  Twitter: https://twitter.com/WCInvestor  Instagram: https://www.instagram.com/thewhitecoatinvestor  Subreddit: https://www.reddit.com/r/whitecoatinvestor  Online Courses: https://whitecoatinvestor.teachable.com  Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter

    4 min
  5. What Is a Mutual Fund? - WCI Financial Boot Camp

    JAN 6

    What Is a Mutual Fund? - WCI Financial Boot Camp

    Mutual funds are one of the most common investment vehicles used by doctors, dentists, and high-income professionals—yet many investors use them without fully understanding how they work. For physicians building long-term wealth, knowing what a mutual fund actually is, how it's structured, and how it fits into a portfolio is far more important than chasing performance or headlines. This episode focuses on the fundamentals of mutual funds, including how they pool investor money, how pricing works, and the differences between active and passive management. Medical professionals often encounter mutual funds through retirement plans like 401(k)s, 403(b)s, and 457 plans, making a clear conceptual understanding essential for making confident investment decisions. Rather than promoting specific funds or strategies, this discussion emphasizes how mutual funds function as tools. Expense ratios, turnover, tax efficiency, and diversification all matter—especially for high earners balancing investing with taxes, career demands, and limited time. Understanding these basics helps physicians avoid common pitfalls and align their investments with long-term goals rather than short-term noise. This content is designed to give doctors and other high-income professionals a practical framework for evaluating mutual funds within a disciplined, evidence-based investment approach. We know finances can be complicated, especially when you are just beginning your journey to financial literacy. When you listen to the Financial Boot Camp Podcast, you'll learn the basics of money—how to earn more of it, how to save more of it, how and why to invest more of it; and, yes, how to safely spend more of it. Consider the Financial Boot Camp Podcast as your weekly Finance 101 class to learn what they didn't teach you in medical school or residency. Whether you need to learn about disability insurance, the best way to negotiate a physician contract, or how to do a Backdoor Roth IRA, the Financial Boot Camp Podcast will cover all the basics. Every Tuesday, we publish an episode of this series that's designed to get you comfortable with financial terms - terms you need to know as you begin your journey to financial freedom. Best of all: Financial Boot Camp is 100% completely free. Most doctors and high earners never learned about money. They weren't taught the best ways to pay off their debt, to build wealth, and to comfortably retire with all the money they need. That's our main goal — teaching anybody and everybody about money and finances and how they can give you your best life. We've been helping people make smart decisions about their money since 2011. We want to help you, too — to make a plan so you can enjoy the financial freedom you deserve. Main Website: https://www.whitecoatinvestor.com  YouTube: https://www.whitecoatinvestor.com/youtube  Student Loan Advice: https://studentloanadvice.com  TikTok: https://www.tiktok.com/@thewhitecoatinvestor  Facebook: https://www.facebook.com/thewhitecoatinvestor  Twitter: https://twitter.com/WCInvestor  Instagram: https://www.instagram.com/thewhitecoatinvestor  Subreddit: https://www.reddit.com/r/whitecoatinvestor  Online Courses: https://whitecoatinvestor.teachable.com  Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter

    7 min
  6. What Is a Bond? - WCI Financial Boot Camp

    JAN 6

    What Is a Bond? - WCI Financial Boot Camp

    Bonds are one of the most misunderstood components of an investment portfolio, especially among high-income professionals focused on long-term growth. Doctors, dentists, and other physicians often view bonds as "low return" or unnecessary, without fully appreciating the role they play in managing risk, volatility, and behavioral discipline. This episode explains what a bond actually is, how bonds work, and why they exist in diversified portfolios. At its core, a bond is a loan—but the structure, risk profile, and purpose of bonds vary widely depending on issuer, duration, and credit quality. For medical professionals investing through retirement accounts, bonds are frequently encountered inside mutual funds, target-date funds, and balanced portfolios. Rather than debating how much growth bonds provide, this discussion focuses on why bonds matter. They can reduce portfolio swings, provide liquidity during market stress, and help investors stay committed to their long-term plan when equities experience sharp declines. For physicians with high earning power but limited time, bonds can serve as a stabilizing force that supports consistency and decision-making. This content is designed to give high-income professionals a clear framework for understanding bonds—not as performance drags, but as strategic tools that support disciplined investing and long-term financial independence. We know finances can be complicated, especially when you are just beginning your journey to financial literacy. When you listen to the Financial Boot Camp Podcast, you'll learn the basics of money—how to earn more of it, how to save more of it, how and why to invest more of it; and, yes, how to safely spend more of it. Consider the Financial Boot Camp Podcast as your weekly Finance 101 class to learn what they didn't teach you in medical school or residency. Whether you need to learn about disability insurance, the best way to negotiate a physician contract, or how to do a Backdoor Roth IRA, the Financial Boot Camp Podcast will cover all the basics. Every Tuesday, we publish an episode of this series that's designed to get you comfortable with financial terms - terms you need to know as you begin your journey to financial freedom. Best of all: Financial Boot Camp is 100% completely free. Most doctors and high earners never learned about money. They weren't taught the best ways to pay off their debt, to build wealth, and to comfortably retire with all the money they need. That's our main goal — teaching anybody and everybody about money and finances and how they can give you your best life. We've been helping people make smart decisions about their money since 2011. We want to help you, too — to make a plan so you can enjoy the financial freedom you deserve. Main Website: https://www.whitecoatinvestor.com  YouTube: https://www.whitecoatinvestor.com/youtube  Student Loan Advice: https://studentloanadvice.com  TikTok: https://www.tiktok.com/@thewhitecoatinvestor  Facebook: https://www.facebook.com/thewhitecoatinvestor  Twitter: https://twitter.com/WCInvestor  Instagram: https://www.instagram.com/thewhitecoatinvestor  Subreddit: https://www.reddit.com/r/whitecoatinvestor  Online Courses: https://whitecoatinvestor.teachable.com  Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter

    9 min
  7. What Is a Stock? - WCI Financial Boot Camp

    JAN 6

    What Is a Stock? - WCI Financial Boot Camp

    Stocks are the foundation of long-term wealth building, yet many high-income professionals invest in them without fully understanding what they actually represent. For doctors, dentists, residents, and other busy professionals, stocks often show up as ticker symbols inside retirement accounts, mutual funds, or index funds—but beneath that simplicity is real ownership in real businesses. This episode explains what a stock truly is and why stocks have historically been one of the most powerful tools for building wealth over decades. When you buy a stock, you're purchasing a fractional ownership stake in a company, along with a claim on its future earnings and growth. For physicians with long careers and high savings potential, stocks are often the primary driver of financial independence. Rather than focusing on short-term market movements, this discussion centers on how stocks function within a long-term investment plan. It highlights why volatility is the price investors pay for higher expected returns, and why understanding that tradeoff is essential for staying disciplined during market downturns. Many doctors abandon sound strategies not because of bad math, but because they misunderstand what they own. This content is built to give medical professionals a clear, practical framework for thinking about stocks—not as gambling tools or speculation, but as ownership assets that reward patience, diversification, and consistent investing over time. We know finances can be complicated, especially when you are just beginning your journey to financial literacy. When you listen to the Financial Boot Camp Podcast, you'll learn the basics of money—how to earn more of it, how to save more of it, how and why to invest more of it; and, yes, how to safely spend more of it. Consider the Financial Boot Camp Podcast as your weekly Finance 101 class to learn what they didn't teach you in medical school or residency. Whether you need to learn about disability insurance, the best way to negotiate a physician contract, or how to do a Backdoor Roth IRA, the Financial Boot Camp Podcast will cover all the basics. Every Tuesday, we publish an episode of this series that's designed to get you comfortable with financial terms - terms you need to know as you begin your journey to financial freedom. Best of all: Financial Boot Camp is 100% completely free. Most doctors and high earners never learned about money. They weren't taught the best ways to pay off their debt, to build wealth, and to comfortably retire with all the money they need. That's our main goal — teaching anybody and everybody about money and finances and how they can give you your best life. We've been helping people make smart decisions about their money since 2011. We want to help you, too — to make a plan so you can enjoy the financial freedom you deserve. Main Website: https://www.whitecoatinvestor.com  YouTube: https://www.whitecoatinvestor.com/youtube  Student Loan Advice: https://studentloanadvice.com  TikTok: https://www.tiktok.com/@thewhitecoatinvestor  Facebook: https://www.facebook.com/thewhitecoatinvestor  Twitter: https://twitter.com/WCInvestor  Instagram: https://www.instagram.com/thewhitecoatinvestor  Subreddit: https://www.reddit.com/r/whitecoatinvestor  Online Courses: https://whitecoatinvestor.teachable.com  Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter

    9 min
  8. How Does IDR Repayment Work? - WCI Financial Boot Camp

    JAN 6

    How Does IDR Repayment Work? - WCI Financial Boot Camp

    Income-Driven Repayment (IDR) plans are one of the most important tools for managing student loan debt for doctors, dentists, residents, and other high-income professionals. Many physicians underestimate how IDR plans work, the long-term benefits they provide, and the trade-offs involved in managing large student loan balances. This episode explains the fundamentals of IDR plans, including how monthly payments are calculated based on income and family size, how interest accrues, and how forgiveness programs interact with these plans. Understanding these details helps medical professionals strategically manage cash flow, reduce financial stress, and plan for long-term wealth building. Rather than presenting IDR as a "set it and forget it" approach, this discussion highlights practical considerations: when to enroll, how to optimize payments, the impact of residency and fellowship income, and potential tax implications upon forgiveness. For physicians with significant student loans, IDR can be a powerful tool to align repayment with career trajectory and lifestyle goals. This content equips high-income earners with a clear framework for using IDR effectively, helping them navigate debt responsibly while preserving flexibility to invest, save, and plan for financial independence. We know finances can be complicated, especially when you are just beginning your journey to financial literacy. When you listen to the Financial Boot Camp Podcast, you'll learn the basics of money—how to earn more of it, how to save more of it, how and why to invest more of it; and, yes, how to safely spend more of it. Consider the Financial Boot Camp Podcast as your weekly Finance 101 class to learn what they didn't teach you in medical school or residency. Whether you need to learn about disability insurance, the best way to negotiate a physician contract, or how to do a Backdoor Roth IRA, the Financial Boot Camp Podcast will cover all the basics. Every Tuesday, we publish an episode of this series that's designed to get you comfortable with financial terms - terms you need to know as you begin your journey to financial freedom. Best of all: Financial Boot Camp is 100% completely free. Most doctors and high earners never learned about money. They weren't taught the best ways to pay off their debt, to build wealth, and to comfortably retire with all the money they need. That's our main goal — teaching anybody and everybody about money and finances and how they can give you your best life. We've been helping people make smart decisions about their money since 2011. We want to help you, too — to make a plan so you can enjoy the financial freedom you deserve. Main Website: https://www.whitecoatinvestor.com  YouTube: https://www.whitecoatinvestor.com/youtube  Student Loan Advice: https://studentloanadvice.com  TikTok: https://www.tiktok.com/@thewhitecoatinvestor  Facebook: https://www.facebook.com/thewhitecoatinvestor  Twitter: https://twitter.com/WCInvestor  Instagram: https://www.instagram.com/thewhitecoatinvestor  Subreddit: https://www.reddit.com/r/whitecoatinvestor  Online Courses: https://whitecoatinvestor.teachable.com  Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter

    6 min
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Ratings & Reviews

4.3
out of 5
6 Ratings

About

We know finances can be complicated, especially when you are just beginning your journey to financial literacy. When you listen to the Financial Boot Camp Podcast, you'll learn the basics of money—how to earn more of it, how to save more of it, how and why to invest more of it; and, yes, how to safely spend more of it. Consider the Financial Boot Camp Podcast as your weekly Finance 101 class to learn what they didn't teach you in medical school or residency. Whether you need to learn about disability insurance, the best way to negotiate a physician contract, or how to do a Backdoor Roth IRA, the Financial Boot Camp Podcast will cover all the basics. Every Tuesday, we publish an episode of this series that's designed to get you comfortable with financial terms - terms you need to know as you begin your journey to financial freedom. Best of all: Financial Boot Camp is 100% completely free. Most doctors and high earners never learned about money. They weren't taught the best ways to pay off their debt, to build wealth, and to comfortably retire with all the money they need. That's our main goal — teaching anybody and everybody about money and finances and how they can give you your best life. We've been helping people make smart decisions about their money since 2011. We want to help you, too — to make a plan so you can enjoy the financial freedom you deserve.

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