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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: July, 2017
Jul 31, 2017

Tax Diversification

Tax Diversification means not having all of your assets subject to the same tax effects, particularly during the withdrawal phase in retirement.  Proponents of this concept argue you should have some tax-free money, some tax-deferred money, and some taxable money.  This not only provides against against the possibility of severe changes in tax brackets, but also allows you to control your tax bill to a certain extent in retirement. Listen to this podcast to learn 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 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.

Jul 19, 2017

Comparing Independent Contractor Jobs with Employee Jobs.

Which job offer is better? This is a common question and one which nearly every doctor wrestles with at some point during her career. In this podcast Dr. Dahle discusses the factors that should go into this decision.

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 Laurel Road. Do you know how easy it is to refinance your student loans to lower interest rates? Laurel Road offers a FREE, online application and their borrowers save an average of $20,200+ over the life of their loans when refinancing. As a member of the WCI community, you’ll get a $300 bonus when refinancing with Laurel Road! Even residents can refinance and pay only $100/month during training. To learn more and get rates within minutes, visit https://www.laurelroad.com/refinance-student-loans/?white-coat-investor

 

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