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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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Now displaying: May, 2021
May 31, 2021

A urologist paid off $260K in 2 years. Making a plan ahead of time to pay off your loans helps you make decisions about where to live and what job to take, to meet your goals. When he came out of residency his head was in the sand, but he figured it out. You can’t put a price tag on the feeling of having your debts off your back. Read our Ultimate Guide to Student Loan Debt Management at https://www.whitecoatinvestor.com/ultimate-guide-to-student-loan-debt-management-for-doctors/ 

Gain the expertise to manage the business of medicine with the Physicians Executive MBA at Auburn University’s Harbert College of Business. Auburn’s flexible, physicians-only program lets you earn your MBA without taking you away from your patients. Auburn’s unique 21-month program blends innovative distance learning with five short on-campus residencies. Tailored to the practicing physician, Auburn’s Physicians Executive MBA program is currently enrolling for Fall 2021. Take control of your future during these challenging times. Learn more at https://www.auburn-pemba.com 

The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!

Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones 

Main Website: https://www.whitecoatinvestor.com 
Student Loan Advice: https://studentloanadvice.com 
YouTube: https://www.whitecoatinvestor.com/youtube 
Facebook: https://www.facebook.com/thewhitecoatinvestor 
Twitter: https://twitter.com/WCInvestor 
Instagram: https://www.instagram.com/thewhitecoatinvestor 
Subreddit: https://www.reddit.com/r/whitecoatinvestor 
Online Courses: https://whitecoatinvestor.teachable.com 
Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter 

May 27, 2021

In 1998, Bill Schultheis wrote a simple investment book for people who felt overwhelmed by the market. The Coffeehouse Investor inspires readers to follow a low stress way to financial security. Long before the White Coat Investor, Bill was preaching that when you simplify your investments, you end up getting better returns. This gives you more time for family, friends, and other pursuits. The Coffeehouse Investor philosophy is essentially getting your money taken care of so you can focus on living. In this interview we talk a lot about the importance of creating balance in your life and keeping money in a healthy perspective. We don't live to make money. Money is to pay for the life we want to live. If you are finding your life a little unbalanced right now, this episode will help get you straightened out. https://www.whitecoatinvestor.com/how-to-be-a-coffeehouse-investor-with-bill-schultheis 

This episode is sponsored by Set For Life Insurance. They have helped thousands of physicians and professionals with their term life and disability insurance needs. As independent brokers, they work on your behalf to shop around to find the most suitable products at the most cost-effective rate. Their significant expertise and down to earth style helps you move through the process smoothly without any pressure. Because of their volume and exceptional reputation and the relationships they've developed over the years, they have access to special services not available elsewhere in the industry, including special discounts, priority underwriting handling and on some occasions exceptions in the underwriting process. So if you need term life or disability insurance, visit https://www.setforlifeinsurance.com today They will help you Get SET for LIFE!

The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!

Main Website: https://www.whitecoatinvestor.com 
YouTube: https://www.whitecoatinvestor.com/youtube 
Student Loan Advice: https://studentloanadvice.com 
Facebook: https://www.facebook.com/thewhitecoatinvestor 
Twitter: https://twitter.com/WCInvestor 
Instagram: https://www.instagram.com/thewhitecoatinvestor 
Subreddit: https://www.reddit.com/r/whitecoatinvestor 
Online Courses: https://whitecoatinvestor.teachable.com 
Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter 

May 24, 2021

In this episode we celebrate Casey achieving financial independence relatively early on a military salary that ranged from $75-260K/year. He has a $1.5 million net worth plus a pension providing $80K/year starting at the age of 48. Not a typical FI story with a spending budget of $130K/year but with a family of 7 Casey can FIRE at age 48. He makes a good case for sticking it out for 20 years with the military! Learn more about being a military doctor https://www.whitecoatinvestor.com/being-a-military-doctor-podcast-92/ 

This episode is brought to you by 37th Parallel Properties. There's a substantial body of evidence supporting commercial real estate investing. As one of the good guys in the industry, 37th Parallel Properties is a partner I trust. They've been around for more than 10 years and still maintain100% profitable track record with clear reporting and excellent educational content. Many of my readers have invested with 37th Parallel and so have I. I've been happy with my investment. To check them out, hop on over to https://www.whitecoatinvestor.com/37parallel 

The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!

Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones 

Main Website: https://www.whitecoatinvestor.com 
Student Loan Advice: https://studentloanadvice.com 
YouTube: https://www.whitecoatinvestor.com/youtube 
Facebook: https://www.facebook.com/thewhitecoatinvestor 
Twitter: https://twitter.com/WCInvestor 
Instagram: https://www.instagram.com/thewhitecoatinvestor 
Subreddit: https://www.reddit.com/r/whitecoatinvestor 
Online Courses: https://whitecoatinvestor.teachable.com 
Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter 

May 20, 2021

Feeling like you are late to starting your retirement savings is a common sentiment. People are not generally as far behind as they think. Second career doctors have already taken care of some things that a doctor just coming out of residency has not, like owning a car, home, and raising children. Your highest earnings of your career are typically in your 50s. So, when you are earning more, it's easier to save more. This episode will help a later saver know what to prioritize and to understand some of the benefits of their age. The truth is that no doctor is ever really more than 10 years away from financial independence. You can do this and we can help. https://www.whitecoatinvestor.com/behind-in-the-retirement-savings-game/ 

This podcast is sponsored by Bob Bhayani at https://drdisabilityquotes.com He is an independent provider of disability insurance planning solutions to the medical community in every state and a long-time White Coat Investor sponsor. He specializes in working with residents and fellows early in their careers to set up sound financial and insurance strategies. If you need to review your disability insurance coverage or to get this critical insurance in place, contact Bob at https://drdisabilityquotes.com today by email info@drdisabilityquotes.com or by calling (973) 771-9100.

The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!

Main Website: https://www.whitecoatinvestor.com 
YouTube: https://www.whitecoatinvestor.com/youtube 
Student Loan Advice: https://studentloanadvice.com 
Facebook: https://www.facebook.com/thewhitecoatinvestor 
Twitter: https://twitter.com/WCInvestor 
Instagram: https://www.instagram.com/thewhitecoatinvestor 
Subreddit: https://www.reddit.com/r/whitecoatinvestor 
Online Courses: https://whitecoatinvestor.teachable.com 
Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter 

May 17, 2021

Optometrist and Vets seem to have the worst debt to income ratios. But this optometrist developed a hatred for his lenders and crushed his debt. Though he waited too long to refinance, he finally started throwing big chunks at the loan to pay off principal and loved the guaranteed return of paying off debt. If you need to refinance your loans, find great cash back deals here https://www.whitecoatinvestor.com/student-loan-refinancing/ 

Our sponsor is Bob Bhayani at https://DrDisabilityQuotes.com , a “Truly Independent” organization. DrDisabilityQuotes.com was founded on the basic principle of providing unbiased & conflict free disability planning solutions to Physicians, Residents and Fellows nationwide. They shop your business with every major insurance carrier to create a True Own Occupation policy at best possible rates with all applicable discounting. If you need disability insurance Contact Bob at (973) 771-9100 or info@drdisabilityquotes.com 

The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!

Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones 

Main Website: https://www.whitecoatinvestor.com 
Student Loan Advice: https://studentloanadvice.com 
YouTube: https://www.whitecoatinvestor.com/youtube 
Facebook: https://www.facebook.com/thewhitecoatinvestor 
Twitter: https://twitter.com/WCInvestor 
Instagram: https://www.instagram.com/thewhitecoatinvestor 
Subreddit: https://www.reddit.com/r/whitecoatinvestor 
Online Courses: https://whitecoatinvestor.teachable.com 
Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter 

May 13, 2021

25% of physicians will experience divorce. We get questions on the podcast and blog from doctors going through divorce frequently but we have little experience with it. People want answers from those who have lived through it. Our guest in this episode, Dr. George Hwang presented at the WCI Conference 2021 https://www.whitecoatinvestor.com/cfe2021 about how you can survive and thrive as a divorced doctor. We get into the nitty gritty details of financial planning and divorce in this interview. It can be complex and divorce is not something people like to talk about. It is expensive and will greatly affect your financial planning. If you are in that 25% of physicians, this episode will answer many of your questions from attorney costs, mediation, child support, alimony, to valuing your assets, dividing them up equitably, and reevaluating your financial plan for the future. Listen to the episode then go complete these financial chores if you are divorced https://www.whitecoatinvestor.com/financial-chores-to-complete-after-divorce/ 

Brought to you by the Laurel Road Student Loan Cashback℠ credit card https://www.laurelroad.com/WCI Laurel Road is committed to serving the financial needs of doctors. You take care of us. It’s time someone took care of you. With the new Laurel Road Student Loan Cashback℠ credit card, you can earn 2.0% in Cashback Rewards towards eligible student loans for each $1 spent on eligible purchases, or 1.0% in Cashback Rewards as a statement credit. Subject to credit approval. For terms and conditions, please visit Laurel Road. Laurel Road is a brand of KeyBank N.A. Member FDIC and Equal Housing Lender. NMLS # 399797.

The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!

Main Website: https://www.whitecoatinvestor.com 
YouTube: https://www.whitecoatinvestor.com/youtube 
Student Loan Advice: https://studentloanadvice.com 
Facebook: https://www.facebook.com/thewhitecoatinvestor 
Twitter: https://twitter.com/WCInvestor 
Instagram: https://www.instagram.com/thewhitecoatinvestor 
Subreddit: https://www.reddit.com/r/whitecoatinvestor 
Online Courses: https://whitecoatinvestor.teachable.com 
Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter 

May 10, 2021

Teresa and her husband made a plan to live off one income. In 5 years post training they were able to reach millionaire status. There are many roads to reaching a net worth of a million dollars. They chose investing in real estate. But the principles are the same: earn money, carve a good chunk out, and invest it in a smart way. It doesn’t take long until you’ve reached your goals. Every one of you can be a millionaire. https://www.whitecoatinvestor.com/everyone-a-millionaire/ 

This episode is brought to you by 37th Parallel Properties. There's a substantial body of evidence supporting commercial real estate investing. As one of the good guys in the industry, 37th Parallel Properties is a partner I trust. They've been around for more than 10 years and still maintain100% profitable track record with clear reporting and excellent educational content. Many of my readers have invested with 37th Parallel and so have I. I've been happy with my investment. To check them out, hop on over to https://www.whitecoatinvestor.com/37parallel 

The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!

Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones 

Main Website: https://www.whitecoatinvestor.com 
Student Loan Advice: https://studentloanadvice.com 
YouTube: https://www.whitecoatinvestor.com/youtube 
Facebook: https://www.facebook.com/thewhitecoatinvestor 
Twitter: https://twitter.com/WCInvestor 
Instagram: https://www.instagram.com/thewhitecoatinvestor 
Subreddit: https://www.reddit.com/r/whitecoatinvestor 
Online Courses: https://whitecoatinvestor.teachable.com 
Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter 

May 6, 2021

For FIRE week on the White Coat Investor podcast, we have a guest host, Physician on Fire https://www.physicianonfire.com/credit-cards/ , discussing travel hacking and answering listener questions. You can earn free travel and he shows you how with regular spending and credit card welcome bonuses. Now credit cards are for convenience and only use them if you are disciplined enough to pay them off every month. Use autopay for all your cards and make sure you are getting at least 1.5% to 2% back on your everyday purchases. If you’re willing to pick up a new card a couple of times a year, and maybe cancel a card or two if you don’t think a card is worth the annual fee, you can get a LOT more bang for your buck by taking advantage of welcome bonuses. Let Leif show you how in this episode.

He also answers many questions about bonds and their role in your portfolio, as well as maximizing the 199A deduction, turnover rates in index funds, and understanding your taxes on side income.

This podcast is sponsored by Bob Bhayani at https://drdisabilityquotes.com He is an independent provider of disability insurance planning solutions to the medical community in every state and a long-time white coat investor sponsor. He specializes in working with residents and fellows early in their careers to set up sound financial and insurance strategies. If you need to review your disability insurance coverage or to get this critical insurance in place, contact Bob today at https://drdisabilityquotes.com , by email info@drdisabilityquotes.com or by calling (973) 771-9100

The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!

Main Website: https://www.whitecoatinvestor.com 
YouTube: https://www.whitecoatinvestor.com/youtube 
Student Loan Advice: https://studentloanadvice.com 
Facebook: https://www.facebook.com/thewhitecoatinvestor 
Twitter: https://twitter.com/WCInvestor 
Instagram: https://www.instagram.com/thewhitecoatinvestor 
Subreddit: https://www.reddit.com/r/whitecoatinvestor 
Online Courses: https://whitecoatinvestor.teachable.com 
Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter 

May 3, 2021

The lower you keep your expenses, the less you need for financial independence, and the quicker you can reach that state. Matt was able to reach financial independence by the age of 31 with a high savings rate and managing his spending well. A classic FIRE guy, this interview will give you tips, motivation, and inspiration to reach financial independence as quickly as possible. A good place to start is the live on half challenge https://www.whitecoatinvestor.com/live-on-half-challenge/ 

Doctor Disability Insurance, Inc. is an innovative, one-stop service that makes disability insurance shopping quick, affordable, and easy to understand. Physicians and Dentists save time and money by comparing plans and prices from multiple insurance companies. The site provides free quotes from leading companies in the disability insurance industry along with friendly and knowledgeable customer support. Check it out at https://www.whitecoatinvestor.com/doctordisability 

The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!

Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones 

Main Website: https://www.whitecoatinvestor.com 
Student Loan Advice: https://studentloanadvice.com 
YouTube: https://www.whitecoatinvestor.com/youtube 
Facebook: https://www.facebook.com/thewhitecoatinvestor 
Twitter: https://twitter.com/WCInvestor 
Instagram: https://www.instagram.com/thewhitecoatinvestor 
Subreddit: https://www.reddit.com/r/whitecoatinvestor 
Online Courses: https://whitecoatinvestor.teachable.com 
Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter 

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