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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: February, 2018
Feb 22, 2018

In this episode I discuss the concept of buying one property a year as a path to wealth and financial independence. Remember this isn’t required for a high income professional. But it is an alternate path and quite likely a little faster, but more risky, path to financial independence.

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/

Splash Financial is a leader in student loan refinancing for doctors. Consolidate and refinance your federal and private student loans to save money and simplify your life. No application or origination fees and no prepayment penalties. Your family is always protected with loan forgiveness in case of death and permanent disability. Plus, WCI readers receive a $1,000 bonus for loans over $200k, a $500 bonus for loans $100k-$200k, or $250 bonus for loans under $100k. You can even use their loan assessment tool to compare government repayment options against refinancing. Visit www.whitecoatinvestor.com/splashfinancial

Feb 15, 2018

In the medical world, it is routine to get a second opinion. The more serious the condition, the more likely a patient will seek a second opinion. Most doctors take no offense to this, nor should they. However, in the world of financial advisors, a second opinion is rare and some advisors are personally offended by it. It shouldn’t be any big deal to have one of your clients go pay for an hour or two of someone’s time to make sure you’re not doing anything too crazy with their money. Of course, I understand why it is a big deal since most clients that go for a second opinion never come back because most “advisors” aren’t giving good advice. If you’ve never had a second opinion, I highly recommend it and will discuss ways to get that second opinion on your financial plan.

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 Firstmetric, a low-cost investment advisory firm that provides investment planning and portfolio management services using index funds from Vanguard and Dimensional Fund Advisors; among others. Scott Salaske is the CEO of Firstmetric and host of the Seeking Wealth podcast. He has 20 years of experience helping physicians and other professionals make the switch to an indexing investment philosophy. To learn more about how Firstmetric can help you lower your investment fees and start using index funds visit their website at www.firstmetric.com.

Feb 8, 2018

Physician on Fire and WCI discuss his transition to part time work, his safe withdrawal rate, and slow traveling with his family. They also answer many listeners' questions.

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 Adam Grossman of Mayport Wealth Management. Adam is a Boston-based advisor and works with physicians across the country. Unlike most other advisors, Adam offers straightforward flat fees for both standalone financial planning and investment management. Whatever stage you're at in your career, Adam can help you get organized with a personalized financial plan and can help you implement it with a low-cost index fund portfolio. Adam is a Chartered Financial Analyst and received his MBA from MIT, but more importantly, you'll benefit from Adam's own personal experience with many of the same financial obstacles and opportunities that face physicians. To learn more, visit Adam's website mayport.com/whitecoat to download a free e-book especially for physicians.

Feb 1, 2018

Dr. Dahle answers listeners' questions in this episode. He covers questions about SERPs, the new tax law, inherited IRAs, and gifts.

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 ProAssurance professional liability insurance for doctors. Their numbers show they close more medical malpractice claims without indemnity payouts. ProAssurance also spends more on defense and less on settlements. You can get the facts about medical liability insurance and strong defense at ProAssurance.com.

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