MtoM #138: Doc Helps Change His 401(k) Plan and Finance 101: Tax Brackets
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.8 • 2.4K Ratings
🗓️ 2 October 2023
⏱️ 23 minutes
🧾️ Download transcript
Summary
We loved hearing from this doc about how he advocated for changes to be made to his employer 401(k) plan. After a few years of requests he was happy to find they had added an option to have some after-tax contributions and in-service distributions that allows for mega back door Roth contributions. We love to see you making educated and positive changes in your workplace! Stick around after the interview for a discussion on tax brackets.
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Transcript
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| 0:00.0 | This is the White Coat Investor Podcast, Milestones to Millionaire, |
| 0:04.2 | celebrating stories of success along the journey to financial freedom. |
| 0:13.6 | This is Milestones to Millionaire Podcast No. 138. |
| 0:16.5 | Family Dock Changes is 401K. |
| 0:19.3 | Southern Impression Homes is the premier provider of build-or-rent homes in Florida's fastest |
| 0:23.1 | growing markets. Build-or-rent offers benefits of tax-efficient cash flow while creating |
| 0:27.1 | long-term wealth for you and your family. With a variety of floor plans built to withstand |
| 0:31.1 | the test of time, including single-family and multi-family properties, Southern Impression |
| 0:35.1 | Homes offers multiple price points to meet your investment strategy. To learn more about build-or-rent, |
| 0:39.6 | visit www.southernimpressionhomes.com or call 904-831-8017. |
| 0:48.5 | All right, welcome back to the podcast. This is Milestones to Millionaire where we celebrate your |
| 0:52.4 | successes and use them to inspire others to do the same. You can come on this podcast. I don't |
| 0:58.1 | care what your Milestone is. We'll celebrate it with you. You can apply at whitecodeinvestor.com |
| 1:03.7 | slash Milestones. We've got a great guest today and new Milestone we've never had before, |
| 1:08.8 | and afterward we're going to talk a little bit about tax brackets, so stick around. |
| 1:13.6 | Our guest on the Milestone to Millionaire Podcast today is Dr. Brian Reichenbach. Welcome to |
| 1:18.0 | the podcast. Thank you. Let's start with telling us what you do for living and how far you are |
| 1:24.4 | out of training. I'm a family doc still doing some obstetrics in northern Indiana and I finished |
| 1:31.6 | medical school in 2004 and residency in 2007. Okay, very cool. And we've got a unique Milestone. |
| 1:38.3 | We're going to celebrate today. I don't think we've done this one on the podcast where what the |
| 1:42.3 | 138 episodes into this podcast and never done this one. Tell us what you managed to do. |
| 1:48.2 | Well, what I managed to do was I watched by 401k new policy changes every year and for a number |
... |
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