344 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 • 2K 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 #73 - Radiologist Pays Off Student Loans

    MtoM #73 - Radiologist Pays Off Student Loans

    Radiologist pays off $75K. That may not seem like a lot. But he shares some great advice from his journey to being debt free, recognizing the sacrifice of his spouse in frugality and his parents’ sacrifice for funding a 529 so he could do medical school with only $75K in debt. This lower debt freed him up to have no limitations on the job he could accept post training. Are you funding a 529 for your kids? https://www.whitecoatinvestor.com/tax-break-for-the-rich-the-529-account-back-to-basics-series/ 
    At PKA Insurance Group Inc – Pradeep Audho, and his team, are independent insurance brokers with a focus on Disability and Life insurance. Protecting your family & income in the event of a death or disability is extremely important.  There is now an A+ rated carrier offering up to $7.5M of term life insurance without a medical exam. If you qualify medically, approval is possible within 15 minutes. Avoiding the exam could be ideal for busy professionals.  Reach out to PKA Insurance today to discuss your Disability or Life insurance needs – Call 1-800-258-1018 - OR - email at 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 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 

    • 15 min
    WCI #269: Infertility Among Doctors

    WCI #269: Infertility Among Doctors

    Jim and Disha interview two women physicians on the podcast to enlighten us about all things financial in relation to fertility treatments, which is a huge issue among physicians. They explain fertility challenges are twice as common among physicians as it is in the general population. Infertility treatments are mentally and physically taxing, not to mention really expensive. It is a complicated process in so many different ways. We are grateful to these two physicians for being willing to share their knowledge and their stories. Full show notes here https://www.whitecoatinvestor.com/infertility-among-doctors-269 
    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://www.pearsonravitz.com/wci/ 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 

    • 43 min
    MtoM #72 - Electrical Engineer Millionaire

    MtoM #72 - Electrical Engineer Millionaire

    Financial success isn’t complicated. It is straightforward but it isn’t necessarily easy. This young engineer is a great example that you don’t have to be a doctor to be wealthy. Having an interest in finances is worth a lot. Increase your interest in learning about finances and you can reach the same success. This is a great place to start https://www.whitecoatinvestor.com/new-to-the-blog-start-here/ 
    Now, SoFi has exclusive rates and offers for Medical Professionals, which could help you save thousands by refinancing your student loans. If you’re still in residency, SoFi offers a lowered interest rate and the ability to reduce your payment to just $100 per month while in school. If you’re out of residency, SoFi’s great rates could help you save money and get on the road to financial freedom. Check out their payment plans and interest rates at https://sofi.com/whitecoatinvestorpod 
    SoFi Student Loans are originated by SoFi Bank, N.A. Member FDIC. Additional terms and conditions may apply. NMLS 696891
    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 

    • 12 min
    WCI #268: When Is It Time to Stop Being Cheap?

    WCI #268: When Is It Time to Stop Being Cheap?

    In this episode we talk about when it is time to stop being so cheap and when to loosen the purse strings. For those of us that spend the many years of residency and early attending years being extremely frugal, it can be hard to know when and how to change that. We cover several questions that you can ask yourself to know if it is time to start having some fun with your money. We also tackle some reader questions regarding tax-loss harvesting with Bitcoin, asset protection for cars, and when you should change your investment strategy if the markets are bad. Hint: You don't! See full show notes here: https://www.whitecoatinvestor.com/when-is-it-time-to-stop-being-cheap-268 
    Provider Solutions & Development are expert recruitment advisors with 20-plus years of experience and exclusive access to hundreds of positions nationwide. Recruitment had to change, so they took away quotas and started listening to clinicians. Whenever your next career move happens, you deserve a job search partner who considers who you are before looking for your next role. Find the place you're meant to be. Reach out to one of their career navigators today at https://info.psdconnect.org/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 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 

    • 55 min
    MtoM #71 - Neurologist Millionaire

    MtoM #71 - Neurologist Millionaire

    Dr. Dahle interviews this neurologist who graduated debt-free, matched into Neurology, made twice as much as the average neurologist, and is now, 8 years out of residency, cutting back to 7 days a month (still with a great income), a multi-millionaire, and on CoastFI. Quite an inspiration. Learn more about the different types of FI here https://www.whitecoatinvestor.com/the-fire-movement/ 
    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://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 

    • 18 min
    WCI #267: Non Food Franchising

    WCI #267: Non Food Franchising

    Dr. Jim Dahle interviews our guest on this episode, Jon Ostenson. He is a very successful franchise broker. He specializes in an area that he calls non-food franchising. You're probably familiar with a lot of franchises out there but they all tend to be restaurants. He specializes in other franchises. We talk with him about the idea of a franchise as an occupation, as a business, as a side gig, or as an investment. See full show notes here https://www.whitecoatinvestor.comnon-food-franchising-267 
    Laurel Road is committed to serving the financial needs of doctors like you. You take care of us. It’s time someone took care of you. With Laurel Road’s Physician Mortgage, you can get a 0.25% rate discount*11 when you take out a new mortgage or refinance your existing mortgage. Specially designed for doctors, this physician mortgage has options for 100% financing*12 , with no private mortgage insurance required*13– that could mean lower monthly payments. For terms and conditions, please visit https://www.laurelroad.com/wci 
    Laurel Road is a brand of KeyBank N.A. Equal Housing Lender. NMLS #399797.
    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 

    • 56 min

Customer Reviews

4.8 out of 5
2K Ratings

2K Ratings

fazach61 ,

Non-food franchising

Doc,
What a great topic! We joke in our family about which restaurants will do well in our area. I hadn’t thought as much about non-food business opportunities much to this point. Looking forward to discussing this after my wife listens to this episode!

-ZXM Psychiatry

Ben 6122022 ,

Excellent!

I’m a clinical pharmacist and have listened to almost all of your podcasts since I subscribed. I have recommended your book to my relative who is a physician resident.

These podcasts are informative, confirm what I’ve been doing right, what I may need to change, and help me expand my knowledge (enjoyed your episode on Cryptocurrencies).

What got me started was your book (recommended to me by a colleague) and your down to earth, easy to understand, and honest podcasts.

Thank you.
Ben K.

Easwar Sankar ,

Fantastic.

Jim Dahle is the perfect balance between Dave Ramsey and Robert Kiyosaki. IYKYK. Enough said.

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