370 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
    • 4.8 • 2.1K Ratings

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/

    MtoM #86 - Multimillionaire OBGYN

    MtoM #86 - Multimillionaire OBGYN

    This physician has reached an 8 figure net worth by paying off debt early and investing in himself with a surgery center. His advice is to not try to keep up with appearances, pay yourself first, and be the tortoise not the hare. You will win the race. He is clearly financial independent but continues to practice medicine. If that sounds like you, check out things to do besides retire when you reach financial independence. https://www.whitecoatinvestor.com/8-things-to-do-with-financial-independence-besides-retire-early/ 
    This podcast is brought to you by the Peak Housing REIT, an investment opportunity that enables you to passively invest in single family rental units at scale. With a minimum investment of $25,000 the Peak housing team can immediately put your money to work across 7 rapidly growing markets in the U.S. To learn more about the Peak Housing REIT visit https://www.whitecoatinvestor.com/peak 
    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 for 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 

    • 18 min
    WCI #282: Fiduciary Financial Advisors

    WCI #282: Fiduciary Financial Advisors

    In this episode Dr Dahle talks about fiduciaries and financial advisors. The best way to think of the word fiduciary is to think of it as a person that puts your needs ahead of their needs. There are some financial professionals that have a legal fiduciary duty to you but there are a lot of people out there who call themselves financial advisors who don't actually have a fiduciary duty to you. We discuss what you can do when someone does not act as a fiduciary. We also answer your questions about dollar cost averaging, state specific municipal bond funds, and TSPs. See full show notes here: https://www.whitecoatinvestor.com/classic-blog/ 
    This podcast is sponsored by Bob Bhayani at https://drdisabilityquotes.com He is an independent provider of disability insurance planning solutions to the medical community in every state and a long-time white coat investor sponsor. He specializes in working with residents and fellows early in their careers to set up sound financial and insurance strategies. If you need to review your disability insurance coverage or to get this critical insurance in place, contact Bob at drdisabilityquotes.com today by email info@drdisabilityquotes.com or by calling (973) 771-9100.
    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 for 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!
    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 

    • 44 min
    MtoM #85 - Nurse Practitioner Millionaire

    MtoM #85 - Nurse Practitioner Millionaire

    Training yourself to not be a spender is the way to build wealth.This nurse practitioner excelled at it. Everyone says they want to be a millionaire but what they really want to do is spend a million dollars. You become a millionaire by not spending a million dollars that you could have spent. Don’t give into these ways that people spend too much money. https://www.whitecoatinvestor.com/ten-reasons-doctors-spend-too-much-money/ 
    Get the CompHealth experience and learn how locum tenens can help you pay off student loan debt faster and add flexibility to your schedule. Find jobs close to home, and CompHealth can even help you find your next full-time job too. See how CompHealth specializes in you now at https://CompHealth.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 for 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 #281: Physician Entrepreneurism and Venture Capital With Dr. John Shufeldt

    WCI #281: Physician Entrepreneurism and Venture Capital With Dr. John Shufeldt

    This episode Dr. Dahle interviews Dr. John Shufeldt. He has had a pretty remarkable career in entrepreneurship. Dr. Shufeldt talks to us about physicians being entrepreneurs and the life cycle of starting up a business. He walks through how to scale, mistakes he made over the years, raising money, selling your business and so much more. See the full show notes here: https://www.whitecoatinvestor.com/physician-entrepreneurism-and-venture-capital-with-dr-john-shufeldt-281 
    PearsonRavitz are disability and life insurance advisors founded by and for physicians. This White Coat Investor recommended agency grew out of one MD's experience with a career-changing on-the-job injury. Today, PearsonRavitz serves the medical community in all 50 states. At PearsonRavitz, they help you as a doctor safeguard your most valuable asset, your income, so you can protect the most important people in your life, your family. PearsonRavitz makes human connections before they make quotes. Go to https://pearsonravitz.com to schedule your consultation with a PearsonRavitz advisor.
    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 for 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!
    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 

    • 45 min
    MtoM #84 - Primary Care Doc Gets Back to Broke

    MtoM #84 - Primary Care Doc Gets Back to Broke

    This doctor shows that you can be successful in primary care even with a large loan burden. You can do it in a lot of different ways. All you have to do is become financially literate, have some kind of a plan, have a reasonable amount of financial discipline and you will make progress. You will have the success that you want. This post will help you get a plan: https://www.whitecoatinvestor.com/how-to-write-an-investing-personal-statement/ 
    This podcast is brought to you by MLG Capital. Over the last 35 years, MLG Capital has focused on making smart investments in real estate and building relationships with our investors. With our investor-centric fund structures, accredited investors can invest their money with confidence in funds that target diversification, prioritized cash flow, and low leverage with a unique dual-sourcing strategy. Unsure about investing due to rising inflation or volatility in the stock markets? Investing in real estate has historically been one of the best hedges against inflation. If you’re a medical professional and would like to learn more about investing with MLG, visit https://www.whitecoatinvestor.com/mlg MLG Capital. Smart Investments. Relationship Driven.
    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 for 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 

    • 14 min
    WCI #280: Asset Allocation, International Stocks, Bonds, Small and Mid-Cap Value Factors

    WCI #280: Asset Allocation, International Stocks, Bonds, Small and Mid-Cap Value Factors

    This episode Dr. Dahle talks about asset allocation. We discuss if your asset allocation should ever change and specifically if it should change in retirement or after you are financially independent. We discuss if it is even worth investing in international when US stocks are doing so well. Bonds continue to disappoint, and we continue to give the same message—stay the course. Once we talked all about asset allocation and investing, we move on to what you do once you have invested your money. You spend it. Funny enough, for some people, spending money is even harder than saving it. There is no point in having money if you are not going to spend it. Live a little! See full show notes here: https://www.whitecoatinvestor.com/asset-allocation-international-stocks-bonds-small-and-mid-cap-value-factors-280 
    A lot of physicians have questions about locum tenens, and locumstory.com is the place for them to get real, unbiased answers to those questions, basic questions like, “What is locum tenens?” to more complex questions about pay ranges, taxes, various specialties, and how locum tenens works. And then there’s the big question: is it right for you? Go to https://www.whitecoatinvestor.com/locumstory and get the answers.
    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 for 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!
    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 

    • 53 min

Customer Reviews

4.8 out of 5
2.1K Ratings

2.1K Ratings

JMilli110 ,

Life changing

I picked up Dr Dahle’s “The White Coat Investor” book in Med school and devoured it as my first real intro to anything to do with personal finance. It sparked a joy for the hobby of investing and personal finance still running strong now a couple years into practice. I’ve since read and Audibled several books and spent a good deal of time on his blog posts, reaching back to these routinely for every new financial task my family encounters. As a pediatrician, I find my colleagues tend to be even less financially interested than other groups of docs (what can I say, we didn’t go into it for the money!) so I have spent time teaching about personal finance and funneling more docs his way as a resident, chief resident and now with office partners. This podcast helps me get my ‘fix’ when I’m getting ready or driving to work in the morning and I credit it for keeping the spark of teaching alive - handing out White Coat investor books to students who come through our office.

Anyways - thank you Dr Dahle!

TheRealShecky ,

Trusted

White Coat Investor is the trusted leader in physician financial education. Not only have I found all things WCI to be helpful, our residents also get indoctrinated into the world of personal financial learning (though a surprising number are already well informed and much more than I ever was in training). Very highly recommended, it should be required listening/reading!

Jaijav2015 ,

Exceptional podcast

Jim has wealth of knowledge, and provides us with exceptional guidances with what I call no bias. Your podcast made huge impact on my financial life. It is needed for many high income professionals. I highly recommend it.

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