530 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 • 2.3K 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/

    WCI #363: Women and Their Finances

    WCI #363: Women and Their Finances

    Today we are talking with Britt Williams Baker, co-founder of Dow Janes. We explore the question of if there is a difference in finances for women vs. men. We discuss value aligned investing, what some financial stereotypes might be, how to get a less financially interested spouse involved to name just a few of the many topics.
    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 

    • 53 min
    MtoM #166: Family Docs Pay Off $705,000 in Student Loans and Finance 101: Rich Dad Poor Dad

    MtoM #166: Family Docs Pay Off $705,000 in Student Loans and Finance 101: Rich Dad Poor Dad

    This dual physician couple has paid off over $700,000 of student debt only four years out of training. They are both family docs living in California. They had the great insight that when you choose to live in California you need to view your cost of living as your luxury item. How did they do this so quickly? They lived frugally, got rid of their expensive car and dove into tackling their debt with extreme focus. They feel liberated after getting rid of that debt and love the flexibility they now have. After the interview we will be talking about Rich Dad Poor Dad for Finance 101.
    As a white coat, you have valuable knowledge. Various companies want that knowledge. And they’re willing to pay you for it! That’s why we’ve put together a list of recommendations for companies that pay you to take surveys. If you’re looking for a profitable side gig for not too much effort, getting paid for surveys could be the perfect solution for you. You can make extra money, start a solo 401(k), and use your medical knowledge to impact new products. One of the WCI columnists makes an extra $30,000 a year just doing these surveys. Sign up today and use a fraction of your downtime to make extra cash! Go to https://whitecoatinvestor.com/physiciansurveys 
    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 

    • 27 min
    WCI #362: Recasting a Mortgage and Beating a Non Compete

    WCI #362: Recasting a Mortgage and Beating a Non Compete

    Today we are answering your questions about how to get rid of a timeshare that was gifted to you, if it is legal or a good idea to use student loan money for a downpayment, if you should pay off your mortgage early and what recasting a mortgage is and if it is a good idea. Dr. Dahle also answers a few questions about non compete contracts.
    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 hundred-dollar-a-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 

    • 32 min
    MtoM #165: Pediatric Resident Gets Back to Broke and Finance 101: Mutual Funds

    MtoM #165: Pediatric Resident Gets Back to Broke and Finance 101: Mutual Funds

    This pediatric resident is preaching the importance of having a written financial plan. He is a second year resident and got back to broke by knowing exactly what to do with a windfall because he had a written plan. He took the Fire Your Financial Advisor course and now has all of the knowledge and skills he needs to stay on the road to financial independence. After the interview we will be talking about mutual funds for Finance 101.
    Resolve is the #1 rated physician contract team, reviewing 1000+ physician contracts every year. They empower physicians with location specific compensation data which leads to unparalleled leverage during the physician contract negotiation process. A physician contract lawyer is included and can negotiate on your behalf – alleviating the stress that can go along with reviewing complex legal terms. Flat-rate pricing and flexible schedules are designed for a physician’s schedules. Use code WHITECOAT10 for 10% off! Visit WhiteCoatInvestor.com/Resolve
    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 #361: Financial Pathways for Attorneys

    WCI #361: Financial Pathways for Attorneys

    Today we are having our first ever full episode focused on lawyers. Our friend and lawyer, Chris Avery, joins Dr. Dahle to discuss education costs and processes for legal professionals, when and why what school you go to matters, what bimodal pay is and what it has to do with lawyers, what lawyers typically make, if there really is a difference with lawyer vs. doctor finance and so much more.
    Tax season is now nearly over, and it's usually when most doctors with 1099 income worry about having overpaid the IRS due to complex tax laws. With this in mind, Alexis Gallati, founder of Cerebral Tax Advisors and Cerebral Wealth Academy, recently launched "The Doctor’s 4-Week Guide to Smart Tax Planning," an online course specifically designed for medical professionals with side gigs and locum tenens. This course offers video lessons, live Q&As, 1-on-1 sessions, worksheets, and templates. An important reminder: it will only be open for enrollment until April 30th. Use the new coupon code WCIAPRIL300 for a $300 discount. Visit https://www.cerebralwealthacademy.com today!
    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 

    • 57 min
    MtoM #164: Orthopedist Starts a Real Estate Empire as a Resident and Finance 101: Real Estate Professional Status

    MtoM #164: Orthopedist Starts a Real Estate Empire as a Resident and Finance 101: Real Estate Professional Status

    This Orthopedist got started building his real estate portfolio while he was still a resident! Now after only 4 years he has a multi million dollar real estate empire. He said he began his journey by learning everything he possibly could about real estate and finances when he was in his second year of residency. Once he had the confidence he had the knowledge he needed he hit the ground running and hasn't looked back. After the interview we will talk about real estate professional status for Finance 101.
    At some point in our financial lives, it will be time to buy a home. A physician mortgage can be a good vehicle for a young doctor who’s just out of school and has a more effective place to use their money than on a big down payment. These loans allow doctors to secure a mortgage with fewer restrictions and a lower down payment than a conventional mortgage. But if you’re further advanced in your career or deeper into your journey to financial freedom, buying a home with a conventional mortgage and then, later on, potentially refinancing that loan to a better rate with a shorter time frame could be a great move. Wherever you are in your financial journey, make sure you use the mortgage that will be most financially beneficial for you. Hop over to our recommended tab to learn more about all of your mortgage and refinancing options at whitecoatinvestor.com/mortgage.
    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 

    • 26 min

Customer Reviews

4.8 out of 5
2.3K Ratings

2.3K Ratings

Blimm_C ,

Empowering Physicians

The White Coat Investor podcast, hosted by Dr. Dahle, stands out as a beacon of financial education for physicians, offering invaluable insights that has been as influential to my life as my actual medical education. With effortlessly delivered content and a lineup of knowledgeable guest speakers, the podcasts are not only informative but remarkably easy to listen to and enjoyable on my commute. Since turning in as a fellow in 2019, I’ve witnessed a remarkable growth in our net worth, surpassing $2 million in less than 5 years, a feat I attribute to the wisdom gleaned from WCI. Despite having delved into Dr. Dahle’s books, blog posts, and earlier podcasts, the newly released material continues to provide fresh prospectives and actionable advice, making it an indispensable resource for physicians navigating the world of personal finance.

dicwm6 ,

Thank you

I am so grateful for all this podcast has taught me. I’ve been listening since I was in residency about 5 years ago and the impact WCI and Dr. Dahle have made on my personal and financial life has been profound. Thank you for all you have done for my family and I!

Gabrielthe2nd ,

Good podcast but too many MtoM segments

I have learned a tremendous amount from this podcast, especially that early episodes that focused on fundamental topics for financial literacy. Recently podcasts have focused more on the “milestones to millionaire segment, which I have not found as helpful and have stopped listening to.

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