546 episodes

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/

White Coat Investor Podcast Dr. Jim Dahle of the White Coat Investor

    • Business

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/

    WCI #371: Which Accounts Will Make Your Kids Rich?

    WCI #371: Which Accounts Will Make Your Kids Rich?

    Today we answer your questions about rolling over an HSA, when to withdraw from your HSA, whether a UTMA or Custodial Roth IRA is better for your kids, if it is a good idea to open a solo 401(k) for your kids, how to maximize your 403(b) contributions and how to mimic the US Stock Market index fund if your 403(b) doesn't offer that.
    Today’s episode is brought to you by SoFi, helping medical professionals like us bank, borrow, and invest to achieve financial wellness. SoFi offers up to 4.6% APY on their savings accounts, as well as an investment platform, financial planning, and student loan refinancing…featuring an exclusive rate discount for med professionals and $100/month payments for residents. Check out all that SoFi offers at https://www.whitecoatinvestor.com/Sofi
    *Loans originated by SoFi Bank, N.A., NMLS 696891. Advisory services by SoFi Wealth LLC. The brokerage product is offered by SoFi Securities LLC, Member FINRA/SIPC. Investing comes with risk including risk of loss. Additional terms and conditions may apply.
    The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you!
    Main Website: https://www.whitecoatinvestor.com 
    YouTube: https://www.whitecoatinvestor.com/youtube 
    Student Loan Advice: https://studentloanadvice.com 
    Facebook: https://www.facebook.com/thewhitecoatinvestor 
    Twitter: https://twitter.com/WCInvestor 
    Instagram: https://www.instagram.com/thewhitecoatinvestor 
    Subreddit: https://www.reddit.com/r/whitecoatinvestor 
    Online Courses: https://whitecoatinvestor.teachable.com 
    Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter 

    • 39 min
    MtoM #174: VA Physician Pays Off Student Loans and Becomes a Millionaire in 5 Years and Finance 101: False Diversification

    MtoM #174: VA Physician Pays Off Student Loans and Becomes a Millionaire in 5 Years and Finance 101: False Diversification

    This VA emergency doc has paid off $370,000 in student loans in only 5 years! Not only that but he and his wife are already millionaires.  He said it is impossible to overstate how good it feels to have paid off those student loans. They have also put a huge percentage of their income towards building wealth. They are currently completely debt free and cruising towards financial independence. After the interview we will be talking about what false diversification means for Finance 101.
    Learn why physicians have invested over $260M with DLP Capital, a familiar name within the WCI community as a long-time member of our investment opportunities list. If you want to invest with a high-growth IMPACT investor who believes in doing well while doing good, we encourage you to check out DLP Capital and its real estate-backed investment funds. DLP Capital aims to build wealth and prosperity for all of its members, investors, clients, and partners—plus, their funds have historically had zero losses. Find out more at https://www.whitecoatinvestor.com/dlp. They're a must-consider if you're thinking about diving into the world of investment housing.
    The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!
    Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones 
    Main Website: https://www.whitecoatinvestor.com 
    Student Loan Advice: https://studentloanadvice.com 
    YouTube: https://www.whitecoatinvestor.com/youtube 
    Facebook: https://www.facebook.com/thewhitecoatinvestor 
    Twitter: https://twitter.com/WCInvestor 
    Instagram: https://www.instagram.com/thewhitecoatinvestor 
    Subreddit: https://www.reddit.com/r/whitecoatinvestor 
    Online Courses: https://whitecoatinvestor.teachable.com 
    Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter 

    • 20 min
    WCI #370: Communicating with Your Spouse About Finances When You Don't See Eye to Eye

    WCI #370: Communicating with Your Spouse About Finances When You Don't See Eye to Eye

    Today we spend some time talking about what to do when you and your spouse or partner do not see eye to eye about certain parts of your financial life. It can be extremely difficult when your vision does not align. But it is critical to work through it and get on the same page. We also answer another handful of questions about Roth IRAs, Roth conversions and rollovers, the mega backdoor Roth and more.
    Today’s episode is brought to you by SoFi, helping medical professionals like us bank, borrow, and invest to achieve financial wellness. SoFi offers up to 4.6% APY on their savings accounts, as well as an investment platform, financial planning, and student loan refinancing…featuring an exclusive rate discount for med professionals and $100/month payments for residents. Check out all that SoFi offers at https://www.whitecoatinvestor.com/Sofi
    *Loans originated by SoFi Bank, N.A., NMLS 696891. Advisory services by SoFi Wealth LLC. The brokerage product is offered by SoFi Securities LLC, Member FINRA/SIPC. Investing comes with risk including risk of loss. Additional terms and conditions may apply.
    The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you!
    Main Website: https://www.whitecoatinvestor.com 
    YouTube: https://www.whitecoatinvestor.com/youtube 
    Student Loan Advice: https://studentloanadvice.com 
    Facebook: https://www.facebook.com/thewhitecoatinvestor 
    Twitter: https://twitter.com/WCInvestor 
    Instagram: https://www.instagram.com/thewhitecoatinvestor 
    Subreddit: https://www.reddit.com/r/whitecoatinvestor 
    Online Courses: https://whitecoatinvestor.teachable.com 
    Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter 

    • 48 min
    MtoM #173: Hospitalist Pays Off Student Loans in 2 Years and Finance 101: Buying a House as a Resident

    MtoM #173: Hospitalist Pays Off Student Loans in 2 Years and Finance 101: Buying a House as a Resident

    This hospitalist has paid off $155,000 in only 2 years! He said he was able to stick to his aggressive payment plan because he also allowed himself to enjoy his life along the way. He left room in his budget for some travel and some of the little life luxuries that feel good. He is great example of finding that balance of building wealth and enjoying the process. Stick around after the interview for a Finance 101 discussion about buying a house as a resident.
    At PKA Insurance Group Inc – Pradeep Audho, and Matthew Pedersen are independent brokers focusing on Disability and Life insurance. They excel in securing coverage for physicians, including those on visas like J1, H1B, etc. Protecting your family in the event of a disability or death is important. There is now an A+ rated carrier offering up to $10Million of Life insurance without labs. If you are very healthy with limited or no medical issues, approval is likely in 5 minutes. Reach out to PKA Insurance to discuss your Disability or Life insurance needs at https://www.whitecoatinvestor.com/pka
    Call: 1-800-258-1018
    Email: info@pkainsurance.com 
    The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!
    Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones 
    Main Website: https://www.whitecoatinvestor.com 
    Student Loan Advice: https://studentloanadvice.com 
    YouTube: https://www.whitecoatinvestor.com/youtube 
    Facebook: https://www.facebook.com/thewhitecoatinvestor 
    Twitter: https://twitter.com/WCInvestor 
    Instagram: https://www.instagram.com/thewhitecoatinvestor 
    Subreddit: https://www.reddit.com/r/whitecoatinvestor 
    Online Courses: https://whitecoatinvestor.teachable.com 
    Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter 

    • 19 min
    WCI #369: Mortgages, Universal Life Insurance and Annuities

    WCI #369: Mortgages, Universal Life Insurance and Annuities

    Today we answer several of your mortgage questions including if you should put all the money you can toward your down payment or use some of it to pay off student loans and what kind of mortgage you should get. We discuss a unique situation around a universal life policy and once again answer that for the vast majority of docs no annuity in any of its sneaky forms is a worthy purchase, and finally answer a question about if paying off your student loans slowly actually improves your credit score. We also have a short interview with Jim Sheils over at SI Homes.
    Healthcare is changing, and so are you. Your current career goals are probably different than they were five years ago, and you probably have questions about how to achieve them. Consider locum tenens as a solution. Locumstory.com has all the information you need to learn more about the benefits of locums and how it can work for you. On the Locumstory podcast you can find expert interviews with physicians who’ve worked locum tenens firsthand and share what their experience was like along with advice for others looking to do the same. Tune in to The Locumstory Podcast on Spotify, Apple, or Google podcasts.
    The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you!
    Apply to be a speaker at WCICON25: https://WCICourses.com 
    Main Website: https://www.whitecoatinvestor.com 
    YouTube: https://www.whitecoatinvestor.com/youtube 
    Student Loan Advice: https://studentloanadvice.com 
    Facebook: https://www.facebook.com/thewhitecoatinvestor 
    Twitter: https://twitter.com/WCInvestor 
    Instagram: https://www.instagram.com/thewhitecoatinvestor 
    Subreddit: https://www.reddit.com/r/whitecoatinvestor 
    Online Courses: https://whitecoatinvestor.teachable.com 
    Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter 

    • 49 min
    MtoM #172: Family Doc Gets $500,000 Into Retirement and Finance 101: When You are Most Likely to Retire and Why

    MtoM #172: Family Doc Gets $500,000 Into Retirement and Finance 101: When You are Most Likely to Retire and Why

    Today we are talking with a family doc who has hit a big net worth milestone. He has been paying down debt all while building wealth totally half a million dollars. He tells us that he has been saving aggressively and accomplishing his financial goals, but still finding a balance with enjoying life and spending money too. Stick around after the interview for Finance 101 with a discussion on moments in your financial life that help push people towards retirement and why.
    Step away from the volatility of the markets, and put your money back to work with MLG Capital's series of private real estate investment funds. With over 35 years in the real estate industry, MLG Capital has the experience to provide investors with substantial returns and the track record to back it up, more than doubling every dollar invested through multiple investment cycles. Their series of private investment funds target an 11% - 15% rate of return net to investors through tax-efficient quarterly distributions. The fund structure prioritizes generous returns to investors FIRST, before MLG can share in any profits, demonstrating their culture of absolute integrity. Experience the peace of mind that comes with investing in diversified private real estate with MLG Capital. Learn more about investing by visiting https://www.mlgcapital.com/whitecoatinvestor
    The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!
    Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones 
    Main Website: https://www.whitecoatinvestor.com 
    Student Loan Advice: https://studentloanadvice.com 
    YouTube: https://www.whitecoatinvestor.com/youtube 
    Facebook: https://www.facebook.com/thewhitecoatinvestor 
    Twitter: https://twitter.com/WCInvestor 
    Instagram: https://www.instagram.com/thewhitecoatinvestor 
    Subreddit: https://www.reddit.com/r/whitecoatinvestor 
    Online Courses: https://whitecoatinvestor.teachable.com 
    Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter 

    • 20 min

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