Answering listener questions about how to optimize your retirement accounts and take advantage of key tax benefits, how cash balance plans work inside a group practice, and whether a target date retirement fund ever makes sense in a taxable account.
Dr. Jim Dahle takes listeners on a journey through the past and future of The White Coat Investor, sharing how it all began and how it has grown into what it is today. He also gives an inside look at the brand-new WCI website.