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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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Now displaying: May, 2017
May 30, 2017

Understanding the Age 59 1/2 Rule.

Planning on an early retirement? Listen to this podcast to understand the Age 59 1/2 Rule and how it may affect you. Dr. Dahle discusses all the exceptions to this rule to simplify your early retirement.

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 was sponsored by Set for Life Insurance, founded by Jamie Fleischner, CLU, ChFC, LUTCF. They specialize in individual term life, disability, and long term care insurance. They are first and foremost a client centric company. They listen carefully to the needs of clients and shop around to find the most suitable products at the most cost effective rate. Because of the volume and exceptional reputation of Set for Life 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 include special discounts, gender neutral policies (saving women significantly), priority underwriting handling, and on some occasions, exceptions in the underwriting process. For more information visit www.setforlifeinsurance.com

 

 

 

 

May 24, 2017

What to do if you have No 401K as a New Attending.

When starting a job as an Attending, often there is a time period where you cannot contribute to the 401K. Dr. Dahle outlines some of the things you should be doing with your money during this time.

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 DrDisabilityQuotes.com . Bob Bhayani, MBA, is managing partner for a truly independent provider of disability insurance planning solutions to the medical community nationwide. Bob regularly lectures at hospitals and faculties regarding creation of income protection and risk management solutions. Bob has specialized in working with residents and fellows early in their careers to set up sound financial and insurance strategies. Bob has leveraged his decades worth of relationships with top insurance companies to deliver discounts to all eligible applicants. DrDisabilityQuotes.com is an interactive website where physicians are able to gain a wealth of knowledge regarding disability insurance and also run instant life insurance comparison quotes from various companies. For your insurance needs contact Bob at info@drdisabilityquotes.com or 973-771-9100.

May 11, 2017

WCI Interviews the Physician on Fire. Listen to the first interview the anonymous PoF has granted!

Learn about the path he took to gain financial independence before he was 40 and his plans to retire early.

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 Contract Diagnostics. They are a long-term advertiser with us here at WCI. I love this company as they’ve helped hundreds of WCI get a ‘fair shake’ when it comes to reviewing and understanding their employment contracts – its all they do there. All contracts are reviewed by an in-house attorney, and presented in a simplified way back to you. Using custom documentation, compensation data, and times outside normal business hours they make it easy for you. All packages are flat priced so you know what you will pay up front – residents and fellows can even make interest free payments over time.   So look them up – contractdiagnostics.com or 888-574-5526.

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