White Coat Investor Podcast

I often tell people having a written investing plan is crucial to their financial success. That requires that the investing plan first be reasonable. There are lots of portfolios out there that simply...

7 Jan 202131min

There are 10 big financial mistakes that doctors make. We see these made repeatedly over and over again. If you can avoid these, you're going to have a great career and financial life. We often think ...

31 Dec 202034min

We can learn a lot from the research examining how self-made, economically successful Americans became that way. Our guest this week is Sarah Stanley Fallaw. You may not be as familiar with her name a...

24 Dec 202046min

If you are fortunate enough to inherit an IRA there are some things you should know. Inherited IRAs, also known as stretch IRAs (https://www.whitecoatinvestor.com/new-stretch-ira/)  have changed this ...

17 Dec 202038min

The work of Dr. Rick Hodes in Ethiopia is inspiring. He is working in an international inter-religious, interfaith, inter-ethnic environment to make the world a better place. He is the doctor we wrote...

10 Dec 202051min

Is there a recommended percentage of your portfolio that should be in Roth accounts when you retire? We are asked this question a lot. People think there must be an optimal mix. Is there? And is it wo...

3 Dec 202053min

The financial pathway of a major airline pilot is remarkably similar to that of a doctor. A lot of people don't realize they make doctor-like incomes and actually have a lot of doctor-like financial c...

26 Nov 202048min

The Canadian financial system is similar but not quite the same as the U.S. financial system. In this episode we talk about the Canadian retirement system, the programs they have similar to the U.S. s...

19 Nov 202044min