DD
The DentistGuest type
The dentist who paid off $400K and still maxed her 401(k).
How she balanced debt payoff and retirement savings, and how Bob would plan for a dentist like her.
Workplace plansAbout 40 minComing soon
An interview podcast with Bob Chitrathorn, CPFA
How they got there. How they handle money.
Conversations with doctors, dentists, lawyers and business owners. Then Bob teaches how he would plan for someone like them.
- Online
- Interview format
- Education
- First, always
- Season I
- In production
The show
Real stories, then real education.
- 01
401(k)s and rollovers
- 02
High earners and owners
- 03
Tax deferral, Roth and FIRE
- 04
College and estate planning
Your host
Bob Chitrathorn, CPFA
CFO and VP of Wealth Planning at Plan With Bob, and a Forbes Finance Council member. His practice is built on education.
Season I
First conversations on the way.
Sample episodes to show the format. Real guests coming soon.
MD
The PhysicianGuest type
A high-earning doctor on the Roth question.
Why high earners look at backdoor Roth contributions, and what Bob would weigh first.
High earnersAbout 35 minComing soon
BO
The Business OwnerGuest type
Business owner: how I'd set up your exit and retirement plan.
Building a company, then planning for the day you step away from it.
Business ownersAbout 45 minComing soon
FA
The FamilyGuest type
Estate planning and the living trust, explained.
What a living trust does, who tends to need one, and the questions to ask.
Estate planningAbout 30 minComing soon
Be a guest
Share how you built your career.
- Online interview. Join from anywhere.
- Your story. Your path and how you think about money.
- No sales pitch. Just education for listeners.
Learn from people who have done it.