White Coat Investor Podcast

This episode Dr. Dahle covers a variety of your questions. We talk about when it is worth passing cash through a 529 account and if you should use 529s to fund K-12 educations. We talk about how inter...

18 Aug 202231min

This airline pilot has a net worth of $50K having paid off $78K in flight school loans, 2.5 years out of training. His income has only been $28K- $110K/year. His secrets to success? Working really har...

15 Aug 202214min

In this episode Dr. Dahle discusses the buy, borrow, and die strategy.The basic idea is that it might be better to pay interest than it is to pay capital gains. We also answer a big variety of your ot...

11 Aug 202236min

If you save enough, you really can save yourself to financial independence. This guest was not a big spender and still has a lot of her money in cash. She has now left her clinical work and is filling...

8 Aug 202218min

In this episode Dr. Dahle reviews the basics of how to set up your portfolio. This can feel like a big and overwhelming job at the front end, but if you follow some basic steps you will see there real...

4 Aug 202247min

Back to broke, the first milestone! This resident has a positive net worth of $25k and is very excited to be back to broke. As a couple they learned to live off one income and use the other income to ...

1 Aug 202215min

In this episode Dr. Dahle discusses tax credits, foreign tax credits, insurance tax code changes and how a 7702 is not something we are excited about at WCI. We talk about Roth conversions during reti...

28 Jul 202247min

6 years out of training this doctor is back to broke! With an income range between $100K- $200K, what helped her the most was bargaining hard for more pay. Increasing your income can speed you up on y...

25 Jul 202216min