White Coat Investor Podcast

Today we are answering your questions! Before we get to those we have a few follow up comments from listeners from episode #345 about DAFs. We talk about the possibility of companies offering DAFs abi...

4 Jan 202449min

This doc wanted to see big changes made to his 457(b) plan so he got involved with the committee and ultimately helped to make massive changes. He helped to get the 457(b) changed from a single distri...

1 Jan 202424min

Today we talk with Dr. Jordan Grumet about how to live a regret free life. Dr. Grumet first read The White Coat Investor's Guide for Doctors back in 2014 and realized that he was already financially i...

28 Des 202346min

This doc made it back to broke only one year out of training. He was diligent about tracking his spending since med school and he attributes much of his success to having a plan and sticking to it. He...

25 Des 202322min

Today Dr. Dahle debunks an article recently published titled "Why a ROTH is a Bad Idea (Yes, You Can Lose Money)". You can find that article here: https://lifeandmyfinances.com/investing/why-roth-ira-...

21 Des 202347min

Today we are celebrating a milestone we have never discussion on the podcast before. This doc has given more than $1 million to charity! This doc talked about the importance of having an outward focus...

18 Des 202324min

Today we are talking with Adam Nash, founder and CEO of Daffy. We talk all about charitable giving, the most effective ways to give, what DAFs are and what is unique about Daffy. We get into how to te...

14 Des 20231h 13min

This family nurse practitioner hit a net worth of $250,000 only a few years out of training. This NP served our country and saved a lot of money while he did. He said learning to have delayed gratific...

11 Des 202319min