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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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May 26, 2022

In this episode Jim Dahle answers your questions about interest rates, inflation, I bonds, where to put that money you are saving for a downpayment, student loan forbearance with IBR, investing in total US stock market versus international, the Japanese markets in the 1980s, and global overpopulation. See the full show notes here https://www.whitecoatinvestor.com/interest-rates-inflation-and-i-bonds-264 

Bob Bhayani 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 if you just need to get this critical insurance in place, contact Bob at https://drdisabilityquotes.com today. You can email info@drdisabilityquotes.com or call (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 23, 2022
This family doc paid of $184K+ in 3.5 years. Starting her financial education as an MS4 and continuing into residency, she had the confidence she was doing the right thing and just needed to keep chugging along. Patience is hard but is required for success. Just like medical training, it is not simply about intelligence but also about perseverance. Stay the course! https://www.whitecoatinvestor.com/why-staying-the-course-is-hard/ 

Shopping for disability insurance is complicated. Wondering if you are getting the right coverage, unbiased advice, along with the best prices and discounts can make the process even more overwhelming. Pattern knows doctors have more important things to do than spend hours sorting through numerous insurance options. This is why thousands of White Coat Investor’s followers have trusted Pattern to help them compare and understand the disability insurance they are buying. Their online process is simple: First, request your quotes online. Second, compare your options and ask questions. And third, secure your policy. Be confident you have the right policy at the best price. Request your disability insurance quotes with Pattern at https://patternlife.com/wcipodcast 

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 19, 2022

In this episode Dr. Dahle interviews a pretty unusual guest for WCI. Readers and listeners have emailed requesting that we get him on the podcast and we thought it would be an interesting conversation. Our guest is Jeffrey W. Ross MD, MBA. He is the founder of Vailshire Capital Management and Vailshire Partners hedge fund. He was a speaker at the Bitcoin 2022 Conference, and he is a board-certified radiologist. He's an interventional radiologist fellowship-trained, and just retired last year in 2021. He has contributed to the Motley Fool as well as Seeking Alpha. We talk all about Bitcoin and Crypto currency and why it is or is not a viable form of currency and if it is something we should buy into - or not. We know this is a controversial topic with the WCI audience so we hope you find this conversation interesting! https://www.whitecoatinvestor.com/investing-in-crypto-assets-with-hedge-fund-manager-jeff-ross-md-mba 

Our sponsor Bob Bhayani 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 if you just need to get this critical insurance in place, contact Bob at https://drdisabilityquotes.com today. You can email info@drdisabilityquotes.com or call (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 16, 2022

This Professor in palliative medicine and physical therapist spouse paid off $339K in 3 years by living like a resident (https://www.whitecoatinvestor.com/live-like-a-resident/) on $60-80K/year. They paid a third of their income toward loans, refinancing a couple of times for lower rates. Along the way they maxed out their tax deferred accounts and worked hard to gain a financial education together. They want to spend their money in ways that increase their happiness and paying off their student loans did that! 

PearsonRavitz are disability and life insurance advisors founded by and for physicians. At PearsonRavitz, they help you as a doctor safeguard your most valuable asset, your income, so you can protect the most important people in your life, your family. PearsonRavitz makes human connections before they make quotes. Go to https://pearsonravitz.com today to schedule your consultation with a PearsonRavitz advisor.

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 12, 2022

In this episode we discuss the cold hard truth that kids are just really, really expensive. Childcare is one of those things that can be complicated and expensive. We review some options for childcare and how to get a little cutback on the cost of that. We also discuss how much is reasonable to spend on an engagement ring, debate if second homes are worth purchasing, discuss the merits (or lack thereof) of robo-advisors, and review some of the ins and outs of Roth conversions. See show notes here: https://www.whitecoatinvestor.com/kids-are-expensive-262

Our sponsor, Bob Bhayani 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 if you just need to get this critical insurance in place, contact Bob at https://drdisabilityquotes.com today. You can email info@drdisabilityquotes.com or call (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 9, 2022
This Canadian family doc and her social worker partner applied to be a guest on the show when they achieved $0 net worth. But since applying they paid off all their student loans. They’ve had a savings rate of 60-70%!  Tracking their lifestyle inflation percentage, concrete spending/savings goals and monthly financial meetings together have catapulted them to their goals. Here are some ideas for working together with your partner on your finances. https://www.whitecoatinvestor.com/7-ways-to-get-your-partner-on-board-financially/ 

A lot of physicians have questions about locum tenens, and https://locumstory.com is the place for them to get real, unbiased answers to those questions, basic questions like, “What is locum tenens?” to more complex questions about pay ranges, taxes, various specialties, and how locum tenens works. And then there’s the big question: is it right for you? Go to https://locumstory.com and get the answers.

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 5, 2022

This episode we interview Andrew Tobias, the author of The Only Investment Guide You'll Ever Need, which has sold over a million copies and was influential in our financial education. We discuss financial plans, changes in the financial world during his career, crypto, venture investing, meme stocks, inflation, and high earners' financial mistakes. See full show notes here https://www.whitecoatinvestor.com/the-only-investment-guide-youll-ever-need-with-andrew-tobias 

A lot of physicians have questions about locum tenens, and https://locumstory.com is the place for them to get real, unbiased answers to those questions, basic questions like, “What is locum tenens?” to more complex questions about pay ranges, taxes, various specialties, and how locum tenens works. And then there’s the big question: is it right for you? Go to https://locumstory.com and get the answers.

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 2, 2022

6 months of practicing after leaving residency, this internal medicine doctor is back to broke. Start early and invest your time in educating yourself. Don’t be afraid of unique opportunities that could help you get ahead like he had in NYC and using geographic arbitrage https://www.whitecoatinvestor.com/geographic-arbitrage-pof/ like he did after training in the city. Earning above average and saving above average will change your financial life quickly.

At PKA Insurance Group Inc – Pradeep Audho, and his team, are independent insurance brokers with a focus on Disability and Life insurance. Protecting your family & income in the event of a death or disability is extremely important.  There is now an A+ rated carrier offering up to $7.5M of term life insurance without a medical exam. If you qualify medically, approval is possible within 15 minutes. Avoiding the exam could be ideal for busy professionals.  Reach out to PKA Insurance today to discuss your Disability or Life insurance needs – Call 1-800-258-1018 - OR - email at info@pkainsurance.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 

Apr 28, 2022

In this episode we answer your questions about self-employed retirement plans. If you are self-employed, open a solo/individual 401(k). If you make a lot of money, you might consider a personal defined benefit plan. Do a backdoor Roth IRA and a health savings account. Those are your retirement plans for a self-employed doc. That's the basic setup.  Anything you want to save above and beyond that goes in a taxable account. So it is not that complicated. When you get into all the details though, there can be a lot more questions. We tackle those questions in this episode. See show notes here https://www.whitecoatinvestor.com/self-employed-retirement-accounts-qa-260/

Bob Bhayani 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 if you just need to get this critical insurance in place, contact Bob at https://drdisabilityquotes.com today. You can email info@drdisabilityquotes.com or call (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 

Apr 25, 2022

This chemical engineer reached millionaire status just 7 years after completing his undergrad degree.  Don’t worry about keeping up with the Joneses. Take advantage of all the benefits offered by your place of employment. Consistency in investing and living below your means combined with time is more powerful than making as much money as possible and not saving a significant amount. 

PearsonRavitz are Disability and Life Insurance Advisors founded BY and FOR physicians.  This White Coat Investor-recommended agency grew out of one M.D.’s experience with a career-changing on-the-job injury. Today, PearsonRavitz serves the medical community in all 50 states.  At PearsonRavitz, they help you as a doctor safeguard your most valuable asset — your income — so you can protect the most important people in your life — your family. PearsonRavitz makes human connections before they make quotes. Go to https://pearsonravitz.com today to schedule your consultation with a PearsonRavitz advisor.

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 

Apr 21, 2022

Two doctors who became disabled relatively early in their careers and had to learn to navigate the disability insurance world, while dealing with very difficult circumstances, join our podcast in this episode. We are happy that Dr. Kelli Sekulovich and Dr. Shakila Angadi were willing to share their experience and to help educate on the importance of disability insurance. 

You are running a risk all the time. One of the crazy things about a medical career, and other high-income professionals are very similar in this respect, is that you have spent a great deal of your life learning a valuable set of skills. That's partly why you're paid so highly. It doesn't take much to keep you from being able to convert those skills, that education, that knowledge into income. If you lose that ability, it's pretty bad. It is so important that we all have the right amount of disability insurance.

Bob 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, and you may very well decide you need to do so after this episode, or if you just need to get this critical insurance in place, contact Bob at https://drdisabilityquotes.com today. You can email info@drdisabilityquotes.com or you can call (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 

Apr 18, 2022

This resident made a decision to let the student loan debt ride and offset it with building assets. That has helped him get back to broke. He has taken his financial knowledge and is paying it forward to his peers by completing a financial education curriculum. He shares the results of the curriculum in this interview. Learn how to establish a financial literacy curriculum in your program here: https://www.whitecoatinvestor.com/how-to-establish-a-financial-literacy-curriculum/ 

PearsonRavitz are Disability and Life Insurance Advisors founded BY and FOR physicians.  This White Coat Investor-recommended agency grew out of one M.D.’s experience with a career-changing on-the-job injury. Today, PearsonRavitz serves the medical community in all 50 states.  At PearsonRavitz, they help you as a doctor safeguard your most valuable asset — your income — so you can protect the most important people in your life — your family. PearsonRavitz makes human connections before they make quotes. Go to https://pearsonravitz.com today to schedule your consultation with a PearsonRavitz advisor.

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 

Apr 14, 2022

Budgeting is simply a plan of what your money needs to do. It helps align your spending with what you value so you can achieve your financial goals. Despite what it might feel like, budgeting actually is not restrictive but gives you freedom to spend the way you want without stress and guilt. We talk about different types of budgets and who those budgets might work for. Disha provides insight on different budgeting apps and products, and we talk about why budgeting is important and how it is not just for beginners in the financial world. We also dive into some questions from our listeners about taxes, spending, and investing. See full show notes here https://www.whitecoatinvestor.com/how-to-set-up-a-budget 

A lot of physicians have questions about locum tenens, and https://locumstory.com is the place for them to get real, unbiased answers to those questions, basic questions like, “What is locum tenens?” to more complex questions about pay ranges, taxes, various specialties, and how locum tenens works. And then there’s the big question: is it right for you? Go to https://locumstory.com and get the answers.

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 

Apr 11, 2022

This anesthesiologist shares his experience finally getting PSLF after getting rejected multiple times and having to file a complaint with the consumer financial protection bureau. Here is what you need to know about PSLF: https://www.whitecoatinvestor.com/success-of-public-service-loan-forgiveness/ 

At PKA Insurance Group Inc – Pradeep Audho, and his team, are independent insurance brokers with a focus on Disability and Life insurance. Protecting your family & income in the event of a death or disability is extremely important.  There is now an A+ rated carrier offering up to $7.5M of term life insurance without a medical exam. If you qualify medically, approval is possible within 15 minutes. Avoiding the exam could be ideal for busy professionals.  Reach out to PKA Insurance today to discuss your Disability or Life insurance needs – Call 1-800-258-1018 - OR - email at info@pkainsurance.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 

Apr 7, 2022

This episode we talk about FSA funds, ETFs, limit orders, and market orders. We discuss the pros and cons of living off of loans or living off of savings during medical school. We once again share our thoughts on when it is time to fire your financial advisor. That time is when they start encouraging you to get into actively managed accounts. We also have Andrew with https://studentloanadvice.com on the podcast. He helps answer questions about public student loan forgiveness as well as weighing in on rising interest rates and the nuance of filing taxes when you have a complicated student loan situation. See full show notes here: https://www.whitecoatinvestor.com/pslf-etfs-and-fsas-257/

Laurel Road is committed to serving the financial needs of doctors. You take care of us. It’s time someone took care of you. White Coat Investor readers receive a $550 cash bonus when they refinance their student loans with Laurel Road1. Laurel Road’s easy to use, online application process allows you to see personalized rate options in only a few minutes. Plus, we don’t charge any application or origination fees or prepayment penalties.

For terms and conditions, please visit https://www.laurelroad.com/wci 

Disclosures
Laurel Road is a brand of KeyBank N.A. All products offered by KeyBank, N.A. Member FDIC. All credit products are subject to credit approval.
1 A $550 cash bonus offered on new student loan refinance applications from active WCI members. The loan application must close in order to qualify for the bonus which will be paid within 45 days of closing. Existing Laurel Road members are not eligible. This offer cannot be combined with any other discounts from Laurel Road affiliated partners or employers nor the Student Loan Refer-a-Friend Program.

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 

Apr 4, 2022
Captain Dan shows that what we have been preaching works. Get a good job, throw a bunch of money at the student loans and they go away. Then that frees up your income to do other things to build wealth and enjoy your life. You can pay off those loans. You just need a plan. If you are in need of help creating that plan for your loans, book a consultation at https://studentloanadvice.com/ today. 

A lot of physicians have questions about locum tenens, and https://locumstory.com is the place for them to get real, unbiased answers to those questions, basic questions like, “What is locum tenens?” to more complex questions about pay ranges, taxes, various specialties, and how locum tenens works. And then there’s the big question: is it right for you? Go to https://locumstory.com and get the answers.

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 

Mar 31, 2022

This episode we interview prominent Boglehead published author Rick Van Ness. Rick has made a career of teaching financial literacy to the world. We review his ten principles for common sense investing as well as hear why Rick thinks bonds are worth investing in. He talks about his current passion, which we here at WCI understand, getting a financial plan in place. We discuss the importance of knowing what you value and making a plan that accounts for that. See full show notes here: https://www.whitecoatinvestor.com/common-sense-investing-with-rick-van-ness 

PearsonRavitz are disability and life insurance advisors founded by and for physicians. At PearsonRavitz, they help you as a doctor safeguard your most valuable asset, your income so you can protect the most important people in your life, your family. PearsonRavitz makes human connections before they make quotes. Go to https://pearsonravitz.com today to schedule your consultation with a PearsonRavitz advisor.

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 

Mar 28, 2022
This primary care physician achieved 100K in assets less than 6 months after residency.  Developing a written financial plan early, budgeting, and tracking his goals help this physician get a great start on his net worth from the beginning. Building wealth is addictive, and seeing that number grow can encourage you to save even more. You would be surprised at how quickly wealth can accumulate when you make good decisions, even just during residency. If you need a written financial plan, this course https://whitecoatinvestor.teachable.com/p/fire-your-financial-advisor will help you get that in place. 

At PKA Insurance Group Inc – Pradeep Audho, and his team, are independent insurance brokers with a focus on Disability and Life insurance. Protecting your family & income in the event of a death or disability is extremely important.  There is now an A+ rated carrier offering up to $7.5M of term life insurance without a medical exam. If you qualify medically, approval is possible within 15 minutes. Avoiding the exam could be ideal for busy professionals.  Reach out to PKA Insurance today to discuss your Disability or Life insurance needs – Call 1-800-258-1018 - OR - email at info@pkainsurance.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 

Mar 24, 2022

This episode we answer all your questions about 401(k)s. We cover questions about IRA rollovers, the mega backdoor Roth, how to manage a 401(k) with your side hustle and so much more.  See full show notes here - https://www.whitecoatinvestor.com/401k-question-and-answer 

https://Studentloanadvice.com is a White Coat Investor company created to help doctors, dentists, and other high earners tackle and defeat their student debt. Letting a professional guide you through the best options to manage your loans will save you hours of research and stress and potentially save hundreds to thousands of dollars with your custom student loan plan. Book a consult with the student loan consultant at https://studentloanadvice.com today.

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 

Mar 21, 2022

Everyone’s pathway is a little bit different. Short term rentals were responsible for a huge portion of this guest’s success. They used a fair amount of leverage in a very opportune time in the real estate market to get there. Figure out what your pathway is going to be and make sure you balance your life, your need for income to build wealth, and everything you want to do with your life. Certainly a lot of physicians have found success with short term rentals. If you are interested in that here is your guide https://www.whitecoatinvestor.com/your-guide-to-short-term-rentals/ 

A lot of physicians have questions about locum tenens, and https://locumstory.com is the place for them to get real, unbiased answers to those questions, basic questions like, “What is locum tenens?” to more complex questions about pay ranges, taxes, various specialties, and how locum tenens works. And then there’s the big question: is it right for you? Go to https://locumstory.com and get the answers.

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 

Mar 17, 2022

Our special guest this episode is Paula Pant, of Afford Anything. Some of you may know from her work in the FIRE community where is a prominent personal finance blogger and podcaster. We talk about the importance of learning your financial psychology and what drives your saving or spending habits. We discuss some great things to think about when and if you decide to invest in real estate as well as the need to live your best life now. Paula encourages that we make changes where we can to prevent burnout and increase our happiness as we work towards financial independence. She talks about the importance of outsourcing when possible and being intentional about how and where we spend our time. See the full show notes here https://www.whitecoatinvestor.com/afford-anything-with-paula-pant 

https://StudentLoanAdvice.com is a White Coat Investor company created to help doctors, dentists, and other high earners tackle and defeat their student debt. Letting a professional guide you through the best options to manage your loans will save you hours of research and stress and potentially save hundreds to thousands of dollars with your custom student loan plan. Book a consultation with the student loan consultant at https://studentloanadvice.com today.


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 

Mar 14, 2022

This interview illustrates a different path to wealth than we normally discuss. Just a few years out of training, this physician sold his practice to private equity which gave him cash but also he retained some ownership. From him we can learn to take some risks. Don’t be afraid to be an owner. It may pay off in a big way. Ownership has its privileges. https://www.whitecoatinvestor.com/ownership-has-its-privileges/ 

Pearson Ravitz are disability and life insurance advisors founded by and for physicians. This White Coat Investor-recommended agency grew out of one MD's experience with a career-changing on-the-job injury. Today, Pearson Ravitz serves the medical community in all 50 states. At Pearson Ravitz, they help you as a doctor safeguard your most valuable asset, your income, so you can protect the most important people in your life, your family. Pearson Ravitz makes human connections before they make quotes. Go to https://pearsonravitz.com today to schedule your consultation with a Pearson Ravitz advisor.

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 

Mar 10, 2022

In this episode we cover an array of topics from what to do with extra income to locums to what to do when you fire your financial advisor. We go through some of the interesting results we got from the WCI survey.  We will be implementing what we learned and making changes where we can to better serve our audience!  We have a special guest on the podcast today named Scotti Petersen. She worked as an ICU nurse during the pandemic and shares some of her story about being diagnosed with PTSD and how we need to heal and move forward together. See full show notes here. https://www.whitecoatinvestor.com/what-to-do-with-extra-money-life-after-covid 

A lot of physicians have questions about locum tenens, and https://locumstory.com is the place for them to get real, unbiased answers to those questions, basic questions like, “What is locum tenens?” to more complex questions about pay ranges, taxes, various specialties, and how locum tenens works. And then there’s the big question: is it right for you? Go to https://locumstory.com and get the answers.

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 

Mar 7, 2022

We have two special guests on this episode that have been great financial educators among physicians for years! We have had many WCI readers tell us what a difference they have made in their financial lives. This dual physician couple takes us back to what it was like investing at Vanguard in the beginning, reminding us to make investing simple and always minimize costs. Their advice? Build a strong partnership with your significant other, pay off debt, and invest early and often. Make time to educate yourself and take responsibility for your own personal finances. If you are just getting start on this financial journey, start here https://www.whitecoatinvestor.com/new-to-the-blog-start-here/ 

CrowdStreet is an online real estate investing platform that gives accredited investors direct access to institutional-quality real estate. Since 2014, CrowdStreet Marketplace investors have invested more than $2.6 billion across 560+ deals, earning $360 million in distributions. Compare, review, and invest in a variety of projects, including both individual deals and real estate funds, backed by more than 250 firms across the U.S. Recently funded deals include an apartment community in Salt Lake City, a hospitality development project in the heart of Washington D.C., and a life sciences lab in Boston. With more investment opportunities than any other platform, including a managed portfolio service, CrowdStreet provides investors with a new way to add private equity real estate to their portfolios. Create your account for free at https://whitecoatinvestor.com/crowdstreet and browse the latest deals today.

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 

Mar 3, 2022

Peter Kim from Passive Income MD takes over the podcast to answer your questions about real estate this episode. He covers real estate syndications, Class B catch up contributions, rental income and properties, active vs. passive real estate investing, when to put more (or less) cash toward your down payment, when to sell or keep a rental property, and more. See the full show notes here. https://www.whitecoatinvestor.com/real-estate-qa-with-passive-income-mds-peter-kim 

Pearson Ravitz are disability and life insurance advisors founded by and for physicians. This White Coat Investor recommended agency grew out of one MD's experience with a career-changing on-the-job injury. Today, Pearson Ravitz serves the medical community in all 50 states. At Pearson Ravitz, they help you as a doctor safeguard your most valuable asset, your income, so you can protect the most important people in your life, your family. Pearson Ravitz makes human connections before they make quotes. Go to https://pearsonravitz.com today to schedule your consultation with a Pearson Ravitz advisor.

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 

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