White Coat Investor Podcast

White Coat Investor Podcast

Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off student loans, how to create your own personal financial plan, retirement planning, how to save money, investing in real estate, side hustles, and how everyone can be a millionaire by living WCI principles. Learn more at http://whitecoatinvestor.com/

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Episoder(781)

MtoM #136: Cutting Back To Full Time and Finance 101: Home Buying

MtoM #136: Cutting Back To Full Time and Finance 101: Home Buying

This pathologist is celebrating getting her financial ducks in a row and finally feeling ready to give up her side gigs and just work one job. She made some important steps that allowed them to feel c...

18 Sep 202330min

WCI #332: Getting A Financial Plan In Place

WCI #332: Getting A Financial Plan In Place

Today, SC Gutierrez, long time friend of WCI and the podcast is joining Dr. Dahle to help answer your questions. Together they answer questions about student loans and the SAVE program, about how HSAs...

14 Sep 20231h 1min

MtoM #135: Opening a Franchise and Finance 101: Tilting Your Portfolio

MtoM #135: Opening a Franchise and Finance 101: Tilting Your Portfolio

This doc decided to take some lemons that came his way and make lemonade. After being let go from his job he decided to continue to work part time in podiatry and to use the rest of his time to open a...

11 Sep 202317min

WCI #331: 401K and IRA Limits are Totally Separate

WCI #331: 401K and IRA Limits are Totally Separate

Today Dr. Dahle reminds us that 401K and IRA limits are totally separate. He once again reviews the changes that happened with the Secure Act 2.0 and then dives into a variety of your questions. Some ...

7 Sep 202350min

MtoM #134: Primary Care Doc Becomes A Millionaire And Pays Off Student Loans in 4.5 Years And Finance 101: Hitting The Ground Running

MtoM #134: Primary Care Doc Becomes A Millionaire And Pays Off Student Loans in 4.5 Years And Finance 101: Hitting The Ground Running

This doc has been a White Coat Investor since he was a med student. He got started with his financial journey during residency and has hit financial milestones left and right. Less than 5 years after ...

4 Sep 202323min

WCI #330: Financial Therapy with Aja Evans

WCI #330: Financial Therapy with Aja Evans

Today Dr. Dahle speaks with financial therapist, Aja Evans. Aja is a licensed therapist with over a decade of experience in the mental health industry. They have a fascinating conversation about the i...

31 Aug 202347min

MtoM #133: CRNA Becomes a Millionaire and Finance 101: Disability Insurance

MtoM #133: CRNA Becomes a Millionaire and Finance 101: Disability Insurance

This CRNA just became a millionaire. He had his financial awakening after an expensive divorce and realized he needed to learn more about finances if he ever wanted to retire. He dove in and read ever...

28 Aug 202320min

WCI #329: Why Mixing Insurance and Investing Causes So Many Problems

WCI #329: Why Mixing Insurance and Investing Causes So Many Problems

Today we get into the weeds about annuities. We talk all about what they are and when (or if) they are worth owning. We answer a question about if your individual own occupation policy will be valid i...

24 Aug 202349min

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