WCI #426: A Deep Dive into HSAs
Today we are answering a questions about HSAs. We spend time really getting into the details of what an HSA is, who might want to use it when, contribution limits, and what the pros and cons of using ...
3 Jul 20251h 1min
MtoM #229: Intensivist Goes into the ICU and Comes Out a Millionaire and Finance 101: How to Know Where You Stand Financially
Today we are talking to a pulmonary and critical care doc who is returning to the podcast for a second interview. He has achieved several milestones including paying off his student loans and becoming...
30 Jun 202522min
WCI #425: WCICON25 Columnist Panel
Today we are sharing one of our fan favorite sessions from WCICON25. Several of our White Coat Investor Columnists joined Dr. Dahle on stage for a discussion about spending extravagantly. They shared ...
26 Jun 20251h 6min
MtoM #228: Multiple Milestones on a Moderate Income and Finance 101: Mutual Funds
Today we are talking with Wendel Topper, our audio visual guru here at the White Coat Investor. He is sharing his story of his financial awakening and slowly learning through osmosis after he started ...
23 Jun 202529min
WCI #424: PSLF, Insurance, and Bonds
Today we are tackling a variety of topics starting off with a few questions regarding Public Service Loan Forgiveness. We talk about looking for disability insurance as a resident and then answer a fe...
19 Jun 202545min
MtoM #227: Orthopedist Becomes a Millionaire 7 Years Out of Training and Finance 101: Leverage
Today we are talking to an orthopedic surgeon who has reached a net worth of $2 million. He read the White Coat Investor book in residency and decided he wanted to be a millionaire by 40. He has done ...
16 Jun 202535min
WCI #423: Rollovers, Roth, and Investing
Today we are back to our most asked about topic: Roth. We answer a question about rollovers, then we talk about Mega Backdoor Roth and then the regular backdoor Roth and the pro rata rule. We then swi...
12 Jun 202547min
MtoM #226: Family Doc and PT Pay Off Student Loans and Finance 101: Debt vs. Investing
Today we are talking with a family doc and a physical therapist who have paid off all of their student loans just a few years out of training. Their secret to success was creating a financial plan and...
9 Jun 202528min
