The discussion covers actionable steps, including maximizing Roth contributions, utilizing the mega backdoor Roth strategy, and adopting direct indexing for taxable accounts. They also address how to avoid lifestyle creep, optimize cash flow, and align asset allocation with long-term objectives. For physicians, they share tips on contract negotiations that can unlock significant salary increases.

If you’re a high-income earner or just looking for effective financial planning strategies, this episode is packed with practical advice to help you take control of your financial future.