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White Coat Investor Podcast

Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off student loans, how to create your own personal financial plan, retirement planning, how to save money, investing in real estate, side hustles, and how everyone can be a millionaire by living WCI principles. Learn more at http://whitecoatinvestor.com/
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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.

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