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White Coat Investor Podcast

Helping Physicians, Dentists, Residents, Students, And Other Highly-Educated Busy Professionals get a "fair shake" on Wall Street through sharing investing and personal finance information.
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Jul 11, 2019

Should you start a retirement plan for your office? When is it worth starting? What things should you consider? A practice retirement plan can help with recruitment and retention of employees. But if your employees don't value that it may not be worth starting. Running a group practice retirement plan can be expensive for employers. But once you have employees it is no longer a do it yourself project. It is time to get a pro involved and help run the numbers and decide what plan is right for you. There are half a dozen ways you can structure a retirement plan for a practice. Sometimes the best thing to do is not have a plan and just invest in taxable. We discuss when starting a group practice retirement plan might be right thing for you in this episode and answer other listener questions about buying homes, investing vs paying off the mortgage, how to figure out what expense ratio you are actually paying on your investment fund, and more. Remember if you have questions you would like answered on the podcast, record them at https://www.speakpipe.com/whitecoatinvestor. See this episode's show notes at https://www.whitecoatinvestor.com/

This episode is sponsored by Earnest. Save money on your student loans by refinancing with Earnest at https://www.whitecoatinvestor.com/earnest . Choose custom terms to fit your budget – like picking your exact monthly payment or selecting fixed and variable rates. Earnest’s Precision Pricing matches your custom term with a custom interest rate — saving you even more money when refinancing. You won’t be passed off to a third-party servicer nor penalized for making payments early. Your family is always protected with loan forgiveness in cases of death and dismemberment. Get $500 when you sign a loan with Earnest. (They can lend in DC and all states except DE, KY, NV. They can only offer fixed rates in AK, IL, MN, NH, OH, TN, and TX.)

Check out our updated Reddit page at https://www.whitecoatinvestor.com/reddit We received little bit of help recently from a redditor who has made our reddit page a lot more useful. There is the Wiki there now and additional links that are helpful. We have put a lot more color and organization on the page so be sure to check out the reddit page if you haven't check it out in awhile.

We have also updated our recommended financial advisor page at https://www.whitecoatinvestor.com/financial-advisors/ It is a lot more standardized and useful. Every one of the advisors on that page have been vetted by me and I highly recommend any of them to you. I think you'll enjoy the update page, either for yourself if you need a financial advisor, or if you just need some place where you can send your colleagues, friends, and family members and know that they are going to get good advice at a fair price.

Jul 4, 2019

"Always ask yourself, where can your portfolio go wrong? And if you can't come up with lots of different reasons, you probably are too overconfident on it. I want everyone to have an exciting, fun, and thrilling life, I just don't want you to get it from your investments. If you're getting entertainment from your investing you're probably doing something very, very wrong. Your investing should be very, very boring." Allan Roth shares lots of wisdom like this in this episode. Read the show notes at https://www.whitecoatinvestor.com/

If you are in need of financial planning or advice, check out our recommended list of financial advisors at https://www.whitecoatinvestor.com/financial-advisors/ We have revamped the page to make it more user friendly for you. Find one that offers the services you need. They all working with clients nationwide or you can find one close to you. Compare their fees and get good advice at a fair price.

This episode was sponsored by Bob Bhayani at https://drdisabilityquotes.com/. They are a truly independent provider of disability insurance planning solutions to the medical community nationwide. Bob specializes in working with residents and fellows early in their careers to set up sound financial and insurance strategies. Contact Bob today by email at info@drdisabilityquotes.com or by calling (973) 771-9100.

Jun 27, 2019

A listener asked me how to prioritize loans from their parents. I am not a fan of borrowing money from family. I'd hate to owe money to my parents. Paying that off would be a major priority for me. But if you are still going to do it, remember that when you borrow money from family, you have to pay a reasonable interest rate and it is a good idea to have written terms. We get into more details about borrowing money from family in this episode but don't become debt numb just because you are offered money at a low interest rate. Check out the show notes for this episode at https://www.whitecoatinvestor.com/

This episode is sponsored by the Origin Income Plus Fund, a diversified private real estate fund targeting a total annual return of 9 to 11%. Learn more by visiting www.originincomeplus.com/wci.

If you are a member of our private Facebook group, White Coat Investors, you'll know that we have been doing some Facebook live events there. Sometimes they are by myself and other times I bring on a sponsor and we answer your questions. If you want to interact with us live, face-to-face, and ask your questions, all you have to do is type them in as a comment, we'll answer your questions. It's like this podcast, except it's live. Become a member of the Facebook group at https://www.facebook.com/groups/whitecoatinvestors/ to participate in the next Facebook Live event.

Jun 20, 2019

Dr. David Draghinas is probably best known in this community for his podcast, Doctors Unbound, https://www.doctorsunbound.com/ where he shares inspiring stories about doctors doing extraordinary things. But in this interview I asked Dr. Draghinas about something extraordinary that he is doing. They converted one of their rental properties to a short term rental, then bought another luxury rental property, and rent both out as short term rentals through Airbnb and VRBO. These properties, managed by his wife, have done extremely well and they now consider themselves financially independent. To learn more about how to achieve FI through short term rentals listen to this episode as Dr. Draghinas shares what he has learned through this experience. Read the show notes at https://www.whitecoatinvestor.com/


Remember that the registration for the next Physician Wellness and Financial Literacy Conference, WCICON20, opens at 7pm MST on July 8th. Put the date in your calendar so you don't miss out on this opportunity.


Are you a member of the WCI Facebook group? We've been doing some Facebook Live events in the group where I've been answering your questions live. That has been a lot of fun so join that group if you haven't. https://www.facebook.com/groups/whitecoatinvestors/


I'd like to thank this episode's sponsor, Origin Investments. Private real estate is known for its stability and high returns, and Origin Investments has a great new fund that delivers both. The Origin IncomePlus fund is a diversified private real estate fund targeting the total annual return of nine to 11%, inclusive of 6% in annual distributions. Learn more by visiting www.originincomeplus.com/wci.

Jun 13, 2019

How does the US tax foreign investment income? Foreign income is taxed as ordinary income on your US tax return. No free lunch here, sorry. The places that are paying higher interest rates are generally expected to depreciate against the dollar. So should you invest in foreign currency trading? Listen to this episode to learn more. Find detailed show notes and links to everything discussed in this episode at https://www.whitecoatinvestor.com/

Remember registration for WCICon20 starts at 7:00 PM Mountain Time on Monday, July 8th.

This episode was sponsored by Set for Life Insurance. Set for Life clients have access to special services not available elsewhere in the industry like special discounts, gender-neutral policies, saving women significantly, priority underwriting handling, and on some occasions, exceptions in the underwriting process. For more information visit https://www.setforlifeinsurance.com/

Jun 6, 2019

Rick Ferri is a financial advisor and an accomplished author of 7 books related to investing. I consider him the heir apparent to Jack Bogle. In this interview we discuss passive investing and why you should be investing in index funds. As well as financial advisory fees and negotiating those fees with your advisor.

This episode is sponsored by Creighton University. Creighton University believes in equipping physicians for success in the exam room, the operating room, and the boardroom. If you want to sharpen your business acumen, deepen your leadership understanding, and earn your seat at the table, Creighton’s Executive Healthcare MBA is for you Specifically tailored to busy physicians, advanced clinicians, or working healthcare executives, our program blends the richness of on campus and the flexibility of online learning. Earn a Creighton University Executive MBA 18 months, 45 credit hours, and four, four-day on campus residencies. Learn in a deeply collaborative, peer to peer cohort, and elevate your expertise. Visit www.creighton.edu/CHEE to learn more.

May 30, 2019

What is Value Averaging and How Does it Work? It is an investing strategy that works like dollar cost averaging in terms of steady contributions, but differs in its approach to the amount of each contribution. My problem with it is mainly the side fund, the complexity and the extra work. I realized pretty early on I didn’t need to do that to reach my goals but I discuss how to do it in this episode if that is something you want to try.

This episode is sponsored by Origin Investments. Are you tired of the ups and downs of the stock market? Private real estate could be your answer and Origin Investments has a great solution. The company recently launched the IncomePlus Fund, a diversified private real estate fund designed to deliver a 6% stable annual dividend yield and a total return of 9 to 11%. The principals are investing $10 million of their personal capital alongside investors into the fund. Learn more about the Fund at www.originincomeplus.com/WCI. That’s www.originincomeplus.com/WCI.

May 23, 2019

I first met Bill Bernstein at the Bogleheads Conference in 2008. I was a Bernsteinhead before I was ever a Boglehead. The Four Pillars of Investing was certainly one of the first good books on investing I ever read and had a huge influence on my financial outlook. This interview with Dr. Bernstein is chalk full of so much financial wisdom that every investor should know.

Laurel Road has helped thousands of medical professionals across the country refinance federal and private school loans. Including my husband and I. They gave us the lowest rate and we were able to pay off our loans quickly. Of course we took advantage of the $300 bonus they offer In addition to offering a $300 bonus for WCI readers and listeners who refinance student loans with Laurel Road. Laurel Road also offers those in residency or fellowship the ability to make reduced payments throughout their training and up to 6 months after. Terms and conditions apply. For more information and to submit an application, simply visit www-dot-Laurel Road-dot-com/w-c-i-p-o-d-c-a-s-t

May 16, 2019

We talk about tips for physicians starting a family in this episode. You have to realize it has dramatic changes on retirement dates - pretty easy to FIRE without kids. Kids not only introduce additional expenses but can also change your lifestyle. It is a big decision. What do you want out of your life?

Are you tired of the ups and downs of the stock market? Private real estate could be your answer and Origin Investments has a great solution. The company recently launched the IncomePlus Fund, a diversified private real estate fund designed to deliver a 6% stable annual dividend yield and a total return of 9 to 11%. The principals are investing $10 million of their personal capital alongside investors into the fund. Learn more about the Fund at www.originincomeplus.com/WCI. That’s www.originincomeplus.com/WCI.

May 9, 2019

Our guest this episode is Jonathan Clements, a previous WSJ columnist, the blogger behind HumbleDollar.com, and the author of 8 books (7 financial and a novel) including one of my all time favorites, How to Think About Money. From Jonathan, "There are those who think the goal of investing is to beat the market and amass as much wealth as possible, that street smarts and hard work ensure investment success, and that the road to happiness is paved with more of everything. And then there are those who get it. Want a more prosperous, less stressful financial life?" Listen to this episode.

Creighton University believes in equipping physicians for success in the exam room, the operating room, and the boardroom. If you want to sharpen your business acumen, deepen your leadership understanding, and earn your seat at the table, Creighton’s Executive Healthcare MBA is for you Specifically tailored to busy physicians, advanced clinicians, or working healthcare executives, our program blends the richness of on campus and the flexibility of online learning. Earn a Creighton University Executive MBA 18 months, 45 credit hours, and four, four-day on campus residencies. Learn in a deeply collaborative, peer to peer cohort, and elevate your expertise. Visit www.creighton.edu/CHEE to learn more.

May 2, 2019

Many financial advisors are salesmen masquerading as financial advisors. You need to learn how to differentiate between the two so you make sure you are getting good advice at a fair price. In this episode you can learn how to to do that as well as how to move away from your salesman financial advisor if you find yourself working with one.

This episode is sponsored by Set for Life Insurance. Set for Life Insurance was founded by President, Jamie K. Fleischner, CLU, ChFC, LUTCF in 1993 which she started while attending Washington University in St. Louis. They specialize in individual term life, disability and long term care insurance. They work on the client’s behalf to shop around to find the most suitable products at the most cost effective rate. Set for Life is first and foremost a client-centric company. They listen carefully to the needs of clients. Because of the volume and exceptional reputation of Set for Life Insurance, as well as the relationships they have developed over the years, Set for Life clients have access to special services not available elsewhere in the industry. This includes special discounts, gender neutral policies (saving women significantly), priority underwriting handling and on some occasions exceptions in the underwriting process. For more information, visit Set For Life Insurance.com

Apr 25, 2019

Our guest this episode is Jimmy of The Physician Philosopher blog. Jimmy is an anesthesiologist, an academic physician working full-time and living on the East Coast. Despite his youth, he already has some impressive personal finance experience; he increased his net worth by 1/4 of a million dollars in his first year out of training and paid off $200,000 in student loans in 19 months. He clearly knows how to Live Like a Resident. Even though he grew up in a family where profligate spending, credit cards, and even bankruptcy were the norm. Like many financial bloggers and others who become financially literate at the beginning of their career, he plans to become financially independent by mid-career and cut back to part-time by 50. However, working 1.3 FTEs and having a side gig appears to be starting to take its toll, just like it has with many of you. Which brings us to the main reason for the addition of the Physician Philosopher to The White Coat Investor Network. It is his focus on balance, contentment, burnout, life design, and living intentionally. In short, I’m trying to add a little more philosophy to the hard-core financial topics we hit so often.

This episode is sponsored by PKA Insurance Group. Pradeep Audho is an independent insurance broker and the owner of PKA Insurance Group Inc. He is based in Boston, but works with clients nationwide. His focus is on Disability and Life insurance. Pradeep has over 15 years of experience providing clients with Disability and Life insurance. He represents all the major pure own occ disability insurance carriers. He is very laid back and approachable and is not a pushy sales person. You can request life and disability quotes on his website at pkainsurance.com. OR You can reach Pradeep by phone at 978-314-7795.

Apr 18, 2019

There are lots of ways to pay for a home, 15 year mortgages, 30 year mortgages, fixed, ARMS, paying all cash. What is right for you? I answer listener questions in this episode about buying a house.

The US is 9 years into the second longest economic expansion in US history and many people are asking how long can this go on? Further, the US is in an affordable housing crisis and when looked at together, these problems create a compelling opportunity. Seasoned real estate investors and sons of physicians Mark Khuri and Ryan Andrews launched “The Recession Resistant Fund”. The fund invests in value-add mobile home parks, self-storage facilities, and workforce apartment communities and provides investors with passive income and immediate diversification. The Fund currently holds an ownership stake in 27 properties across 9 states. Learn more at: www.recessionresistantfund.com

Apr 11, 2019

When should you hire a financial planner? You don’t have to know everything about finance to take care of your own finances. You only have to know the parts that apply to you. The amount of knowledge you have to assemble in order to do your own financial planning and investing can be surprisingly minimal. But there are a lot of ways a financial planner can help you. We discuss these ways and when it would be smart to hire professional help with your finances in this episode.

This episode is sponsored by Creighton University. Creighton University believes in equipping physicians for success in the exam room, the operating room, and the boardroom. If you want to sharpen your business acumen, deepen your leadership understanding, and earn your seat at the table, Creighton’s Executive Healthcare MBA is for you Specifically tailored to busy physicians, advanced clinicians, or working healthcare executives, our program blends the richness of on campus and the flexibility of online learning. Earn a Creighton University Executive MBA 18 months, 45 credit hours, and four, four-day on campus residencies. Learn in a deeply collaborative, peer to peer cohort, and elevate your expertise. Visit www.creighton.edu/CHEE to learn more.

Apr 4, 2019

Let’s talk about How to Get Rich. First thing is to avoid getting poor. That means minimizing the cost of your education, making sure you match. Making sure you get through your training. That doctor income is going to fuel your wealth creation. Even if you end up with a great side gig or become a real estate mogul, the doctor income is going to kick that off. It’s the cash cow. So make sure you get it. In this episode we discuss the other steps to becoming rich as a doctor.

This episode is sponsored by M3 Global Research. Instead of helping 11 - 30 patients a day, what if you could affect exponentially more? In just 30 minutes, you can positively impact the patient journey, improve the development of medical devices, and influence emerging treatments. Join more than two million healthcare professionals around the world who take part in paid medical studies with M3 Global Research. You have a wealth of medical knowledge and experience that few others possess. Join M3 Global Research and help shape the future of healthcare. https://www.whitecoatinvestor.com/M3Global

Mar 28, 2019

Two readers are on this week's episode, a dentist and an attending physician. Both are in the process of taking control of their money and moving on from their financial advisors. I have no problem whatsoever with using an advisor, so long as the advisor charges a fair price for good advice. If the advisor charges too much, or gives bad advice (or both as is often the case), you should fire them. You can then either hire a good advisor, or become your own financial advisor. In this episode we discuss how to break up with your advisor and move on.

This episode is sponsored by Alexis Gallati of Gallati Professional Services – Alexis is not your typical tax advisor. With over 15 years of experience, she has been helping physicians all over the country save money on their taxes. As the spouse of a busy physician, she understands the burden of high tax payments physicians incur during their lifetime. Not only will she create a high level strategic tax plan for you, guaranteeing money in your pocket, but Alexis will proactively work with you throughout the year to maintain your tax plan, prepare your annual tax returns, and represent you in case of an audit. The investment in her tax planning services is a fixed-price agreement and her tax maintenance packages are a flat monthly fee. If you’re tired of complex tax jargon and giving away most of your paycheck to the IRS, visit Alexis’ website at www.GallatiTax.com today to schedule your free initial consultation.

Mar 21, 2019

A resident listener and a medical school listener come on the podcast today to have their financial questions answered.

This episode is sponsored by Set for Life Insurance. Set for Life Insurance was founded by President, Jamie K. Fleischner, CLU, ChFC, LUTCF in 1993 which she started while attending Washington University in St. Louis. They specialize in individual term life, disability, and long term care insurance. They work on the client’s behalf to shop around to find the most suitable products at the most cost-effective rate. Set for Life is first and foremost a client-centric company. They listen carefully to the needs of clients and shop around to find the best products available at the best rate. For more information, visit Set For Life Insurance.

Mar 14, 2019

Interview with Dr. Peter Kim, founder of Curbside Real Estate, addressing physician-specific issues encountered during the home buying process. We talk about how to avoid the most common mistakes doctors make when buying a home and how Curbside can save you time, money and stress.

This episode is sponsored by Curbside Real Estate, a free real estate concierge service for physicians. The home buying process can be extremely confusing and difficult, especially for younger physicians. It can be tough to decide whether to rent or buy, know what your loan options are, and ultimately figure out what lenders and real estate agents you should choose. After struggling through his first home purchase, Dr. Peter Kim founded Curbside Real Estate to address these physician-specific issues encountered during the home buying process. Curbside Real Estate is your physician-led “curbside consult” for physician home loans, expert real estate agents, relocation services, and everything in between. Whether you’re securing your first home loan, just beginning your search, or just not sure where to start, Curbside Real Estate can help you navigate the home buying process confidently and efficiently, saving you valuable time and money. Exclusive bonus for White Coat Investor readers: $100 bonus at closing. Contact Curbside Real Estate at hello@CurbsideRE.com or (650) 397-1728 for a no-commitment consultation.

Mar 7, 2019

In this episode I interview Michelle Finkel. Dr. Finkel is a former Harvard Medical School faculty member with admissions experience and a board certified emergency physician. She started Insider Medical Admissions to use her experience and expertise to guide clients through the medical admissions process successfully through reviewing essays and conducting mock interviews. She has helped well over a thousand clients from the strongly competitive to the sink or swim candidate successfully gain access to medical school. If you are looking at medical school this episode is for you.

This episode was sponsored by Integrity Wealth Solutions is a flat-fee financial planning and investment management firm focused on helping physicians, dentists, individuals and small business owners in a transparent and equitable manner. They adhere to low-cost, tax-efficient portfolios based on the client’s comprehensive financial planning goals. They have helped numerous White Coat Investors in all stages of life by developing customized holistic financial plans and investing strategy’s that evolve as the client’s needs grow. For more information on philosophy and services, visit their website at www.integrity-wealth.com.

Feb 28, 2019

Lots of listener's voices on this episode. The speakpipe to record your questions is working well! I answer your colleagues questions about contributing to a Roth IRA for those married filing separately, taking out a 401(k) loan, funding HSAs, when it makes sense to file as an S Corp, exchanging an annuity, and more.

If you found this podcast useful visit our blog at http://whitecoatinvestor.com/ for more personal finance and investing information. Find an engaging and helpful community in our forum at http://whitecoatinvestor.com/forums/

This episode is sponsored by First Republic. You worked hard to get your degree...and you continue to work hard to pay off your student loan debt. Consider a refinance with First Republic Bank and start working on what matters most to you. First Republic can offer you fixed rates on your student loans that are among the lowest in the country, and could potentially save you thousands. First Republic is committed to helping you get out of student loan debt faster, so you can enjoy the benefits of your hard work sooner. Visit www.firstrepublic.com/whitecoatinvestor to learn more about First Republic’s low rates and extraordinary service. That’s www.firstrepublic.com/whitecoatinvestor First Republic Bank. Member FDIC and Equal Housing Lender.

Feb 21, 2019

I'm often asked questions about investing in a surgery center but it is something that I have no experience with. So I brought on someone who does have experience as well as a doctor that is just at the beginning of the surgery center investment in his career to discuss this type of opportunity, the pros and cons, and what you should be looking for when given the opportunity to invest.

If you found this podcast useful visit our blog at http://whitecoatinvestor.com/ for more personal finance and investing information. Find an engaging and helpful community in our forum at http://whitecoatinvestor.com/forums/

This episode is sponsored by Alexis Gallati of Gallati Professional Services - Alexis is not your typical tax advisor. With over 15 years of experience, she has been helping physicians all over the country save money on their taxes. As the spouse of a busy physician, she understands the burden of high tax payments physicians incur during their lifetime. Not only will she create a high level strategic tax plan for you, guaranteeing money in your pocket, but Alexis will proactively work with you throughout the year to maintain your tax plan, prepare your annual tax returns, and represent you in case of an audit. The investment in her tax planning services is a fixed-price agreement and her tax maintenance packages are a flat monthly fee. If you’re tired of complex tax jargon and giving away most of your paycheck to the IRS, visit Alexis’ website at www.GallatiTax.com today to schedule your free initial consultation.

Feb 14, 2019

Dr. Schofer is board certified in EM and currently serves in the U.S. Navy. Whenever I write anything inaccurate about being a military doctor he is gracious enough to set me straight. He has been a valuable resource to the WCI community and anyone who has ever thought about doing military medicine would do well to listen to this interview. There are a lot of unique aspects of practicing medicine in the military and we cover them in this episode.

If you found this podcast useful visit our blog at http://whitecoatinvestor.com/ for more personal finance and investing information. Find an engaging and helpful community in our forum at http://whitecoatinvestor.com/forums/

This episode is sponsored by Bob Bhayani at Doctor Disability Quotes.com . They are a truly independent provider of disability insurance planning solutions to the medical community nation wide. Bob specializes in working with residents and fellows early in their careers to set up sound financial and insurance strategies. Contact Bob today by email at info@drdisabilityquotes.com or by calling 973-771-9100

Feb 7, 2019

Over the years, I’ve invested across the entire spectrum of real estate investments, from owning and managing an individual property and its tenant to buying and holding a REIT index fund. This has included investments with half a dozen crowdfunding sites, some individual syndicated investments bought directly from the syndicator and private real estate funds. Over time, I’ve gravitated more and more toward the real estate funds. In this episode I discuss the reasons why.

If you found this podcast useful visit our blog at http://whitecoatinvestor.com/ for more personal finance and investing information. Find an engaging and helpful community in our forum at http://whitecoatinvestor.com/forums/

This episode is sponsored by Chad Chubb of WealthKeel. Based in Philadelphia, WealthKeel is a financial planning firm that works with physicians across the country. WealthKeel specializes in crafting straightforward, actionable financial plans for Gen X & Gen Y physicians. They navigate through the increasingly complex decisions you have to make with your money, allowing you to free up time and energy to focus on your family, your work, and what you love most. To learn more and to schedule your free Icebreaker Call 267-590-9533, visit https://wealthkeel.com/wci or email Chad directly at chadchubb@wealthkeel.com

Jan 31, 2019

"As a young attending who has put into effect the many themes presented by the WCI, how would you recommend I go about helping my parents get into a better financial situation?" This is the main listener question I answer in this week's episode. Tread lightly if you are thinking about taking on the role of financial advisor to your parents. I explain many things you should think about before doing this. If you found this podcast useful visit our blog at http://whitecoatinvestor.com/ for more personal finance and investing information. Find an engaging and helpful community in our forum at http://whitecoatinvestor.com/forums/ This episode is sponsored by our friends at Zoe Financial. The most common misstep people make with their financial planning is not starting today. The second most common misstep is partnering with the wrong advisor. Zoefin-dot-com makes it easy to find a trustworthy and experienced advisor to help you reach your unique financial goals. As the premier network of independent fee-only advisors and planners, Zoe Financial rejects 95% of the advisors who interview to join their network, so you don’t have to waste time speaking with unqualified advisors and sales people. Your patients trust and depend on you everyday. Trust Zoe to connect you with an independent, fiduciary financial advisor you can depend on. Visit Zoefin.com/whitecoat to take their guided questionnaire and schedule your free call today.

Jan 24, 2019

Your three favorite physician finance bloggers all in one podcast again! WCI, PIMD, and PoF answer listener questions in this episode ranging from who is the funniest and is curling a real sport? To backdoor Roth IRAs, investing in real estate vs index funds, and what are the most important financial topics to teach new physicians. Plus lots more questions. You will find it informative and entertaining.

If you found this podcast useful visit our blog at http://whitecoatinvestor.com/ for more personal finance and investing information. Find an engaging and helpful community in our forum at http://whitecoatinvestor.com/forums/

This episode is sponsored by another podcast. The Financial Residency podcast is dedicated to helping physicians become better financially equipped and more confident in making the right money decisions. The host, Ryan Inman, is a fee-only financial planner who is married to a US Navy pediatric pulmonologist. Ryan's firm, Physician Wealth Services, is a White Coat Investor recommended advisor. I recently went on his show to discuss the trade-offs between paying off medical school debt or choosing to invest. It’s a great resource to learn about the most popular finance question we seem to get on a regular basis; and, plus, it’s on an awesome show. So, go find Financial Residency in the same podcast player you listen to me in, download the show he and I did together, and use it as a guide to help you with your decision to pay down debt or invest.

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