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

This doctor paid off $260,000 of student loans only 2 years out of training. Not only did he pay off his loans quickly, he did it despite becoming disabled. This doc suffered a stroke one year ago and had to file for disability and rehab back to health. He had to take time off work and was very grateful to have a solid disability policy. How did he manage all of it? He didn't over inflate his lifestyle and he poured everything he could into tackling his goal until it was accomplished. After the interview we will be talking about disability insurance.
Cerebral Tax Advisors, a White Coat Investor-recommended tax firm, has exciting news! Alexis Gallati, the founder of Cerebral and author of "Advanced Tax Planning for Medical Professionals," is taking her passion for teaching to the next level by launching Cerebral Wealth Academy. Her course, "The Doctor’s 4-Week Guide to Smart Tax Planning," is specifically tailored for medical professionals with 1099 income. In just 4 weeks, doctors can be prepared to IMMEDIATELY implement strategies that could save them thousands of dollars in taxes. Be one of the first 20 listeners to use the code WCITAX300 and receive a $300 discount! Visit https://cerebralwealthacademy.com to learn more.
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!
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WCI Columnist, pediatrician, and WCICON speaker, Margaret Curtis, joins Dr. Dahle today on the podcast to help answer your questions. They debate the age old questions of pay down debt vs invest as well as if it is better to rent or buy in this market. They answer a workplace 401(k) question and discuss how you know if you are getting good advice at a fair price.
Today’s episode is brought to us by SoFi, the folks who help you get your money right. They’ve got exclusive rates and offers to help medical professionals like you when it comes to refinancing your student loans—and that could end up saving you thousands of dollars. Still in residency? SoFi offers competitive rates and the ability to whittle down your payments to just $100 a month* while you’re still in residency. Already out of residency? SoFi’s got you covered there too, with great rates that 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/WhiteCoatInvestor
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 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!
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This doc has paid off $300,000 of student loans only 2 years out of training. He put nearly half of his income towards his loans every month. Not only was he paying big bucks towards his loans but he also started his emergency fund and maxed out a 403(b), 457(b), and invested in an HSA and brokerage account. He became financially literate in med school and the rest is history! Stick around after the interview for a discussion about contribution limits for Finance 101.
Today’s episode is brought to us by SoFi, the folks who help you get your money right. They’ve got exclusive rates and offers to help medical professionals like you when it comes to refinancing your student loans—and that could end up saving you thousands of dollars. Still in residency? SoFi offers competitive rates and the ability to whittle down your payments to just $100 a month* while you’re still in residency. Already out of residency? SoFi’s got you covered there too, with great rates that 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/WhiteCoatInvestor
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 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 

Today we are talking with Van Carlson of SRA 831(b) Admin all about captive insurance. We talk about who captive insurance is for, how to evaluate a good plan, how much capital a captive should have, and how to set premiums. We discuss how this can be a great risk management strategies with some tax benefits as well as how to avoid a bogus risk pool. There is a lot of great information here on a topic we were excited to learn more about.
As healthcare evolves, it means greater opportunities for you. You can earn more with locum tenens, plus get flexibility for better work-life balance. The key is to find the right job to meet your individual needs. CompHealth is a leader in the locums industry, and they help you navigate all the options to find the best fit. They have access to thousands of jobs, including telehealth, medical missions, and even permanent placement. You get personalized service from CompHealth, because they place your best interests at the heart of everything they do. Learn more at https://CompHealth.com or visit them in person at WCICON24 February 5th through 8th in Orlando, Florida.
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 

This family medicine doc is back to broke only 2 years out of training. When he came out of training his net worth was nearly negative $300,000! He has shown us that just chugging along on your financial goals will get you where you want to be! Saving for retirement, paying down those loans, and having a plan is all it takes. He said he expects to have his student loans paid off in about 3 years with millionaire status just a few years behind that. After the interview we will be talking about wills for finance 101.
If you are finding our podcasts informative and helpful, check out our website! Since 2011 we have been working hard to provide valuable personal finance and investing information through thousands of blog posts written by an array of authors. You can find information on how to manage your student loans, fix and avoid common financial mistakes, understand your retirement accounts, optimize your investments, find professional help at a fair price, get started investing in real estate, and so much more, all at no cost to you. You can find out more about the courses we offer, the conferences we put on, the newsletters we provide, and interact with other WCI readers through our online forum. Head over to https://www.whitecoatinvestor.com to start learning 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 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 

How to Surrender One of Those Nasty Indexed Universal Life Insurance Policies. Today we are answering your questions on the speakpipe. If you want your question answered leave us a message at https://whitecoatinvestor.com/speakpipe. Today we talk about 401(k)s vs. SEP IRAs, legal insurance, disability insurance, how to surrender an indexed universal life policy and more!
Today’s episode is brought to us by SoFi, the folks who help you get your money right. They’ve got exclusive rates and offers to help medical professionals like you when it comes to refinancing your student loans—and that could end up saving you thousands of dollars. Still in residency? SoFi offers competitive rates and the ability to whittle down your payments to just $100 a month* while you’re still in residency. Already out of residency? SoFi’s got you covered there too, with great rates that 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/WhiteCoatInvestor
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 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