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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: April, 2021
Apr 29, 2021

In light of current interest rates and bond yields, should you change your investment strategy? People are wanting to do lots of different things to chase higher yields and most of them are bad ideas. We discuss a couple in this episode: cash secured puts and annuities. Since our crystal ball is as cloudy as yours, changing your investment strategy based on what you think will happen with rates in the future is generally not a good idea but we discuss when annuities might be appropriate for your portfolio. Learn more about the good annuity here https://www.whitecoatinvestor.com/spia-the-good-annuity/ 

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 26, 2021

Dr. Asad’s hyper focus on paying off his student loan debt and living like a resident after residency, enabled him pay off his debt only 6 months out of residency. Utilizing geographical arbitrage and being a dedicated nocturnist were keys to his success. Live like a resident and gain your freedom from debt! https://www.whitecoatinvestor.com/live-like-a-resident/ 

If you still have private student loans at a high rate, we recommend checking out student loan refinancing with Splash Financial. Refinancing with Splash can save you a lot of money with rates at historic lows. Splash Financial also offers refinancing to residents and fellows, and a cash bonus for eligible white coat investors. There is no cost to refinance your student loans. Go to www.splashfinancial.com/whitecoat today to see how much you can save.

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 22, 2021

Bill Bernstein is one of the smartest people we know in the investing world. Listen to this interview with Dr. Bernstein about his new book, The Delusions of Crowds and you will see why. The book is about religion and finance and is Bill’s attempt to explain to a secular audience the current polarization of American politics and culture. We really like his focus on financial history. It is important to understand what has happened in the past and to carry those lessons into your current investing. We discuss past manias, mass delusions, and bubbles while comparing them to today’s world. Bill emphasized that we need to treat investing as a serious subject with fundamental textbooks and peer reviewed literature. See full show notes here https://www.whitecoatinvestor.com/the-delusions-of-crowds-with-bill-bernstein-podcast-207 

This episode is brought to you by the Laurel Road Student Loan Cashback℠ credit card. 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 www.LaurelRoad.com/WCI 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 

Apr 19, 2021

Jacque reached a net worth of a million dollars five years out of training. She practices outpatient internal medicine and is a military doctor with the National Guard. How did she become a millionaire so quickly? She prepared a plan for her finances while she was in medical school. Still need a financial plan? Check out https://www.whitecoatinvestor.com/investing/you-need-an-investing-plan/ 

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 we trust. They've been around for more than 10 years and still maintain 100% profitable track record with clear reporting and excellent educational content. 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!

YouTube: https://www.whitecoatinvestor.com/youtube 

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 
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 15, 2021

The White Coat Investor went up into the Mount and out of the burning bush came a finger which engraved on the stone tablets the following 10 commandments https://www.whitecoatinvestor.com/the-10-commandments-of-the-white-coat-investor/ . Okay, these are not quite as good as those that were given to Moses, but this is the financial and investing philosophy of The White Coat Investor. You may not agree with all of it, but if you follow these commandments, financial success is guaranteed.

This podcast is sponsored by Bob Bhayani at 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. If you need to review your disability insurance coverage or to get this critical insurance in place, contact Bob at 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!

YouTube: https://www.whitecoatinvestor.com/youtube

Main Website: https://www.whitecoatinvestor.com

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 12, 2021

This doctor knew from the beginning she wanted to go for PSLF and worked the system accordingly. Put in the effort to understand this program and it will work for you. She had $330K in federal student loans forgiven. We discuss the mistakes she made and the lessons she learned in this episode to help those of you on this ten year journey to find success at the end. As you are working toward loan forgiveness make sure you are using the correct retirement accounts https://www.whitecoatinvestor.com/roth-vs-traditional-pslf/.

If you still have private student loans at a high rate, we recommend checking out Student Loan refinancing with Splash Financial. Refinancing with Splash can save you a lot of money with rates at historic lows. Splash also offers special refinancing to residents and fellows AND a cash bonus for eligible White Coat listeners. Go to splashfinancial.com/whitecoat today to see how much you can save.

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!

Subscribe Here: https://www.whitecoatinvestor.com/youtube

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
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 8, 2021

A lot of people have this fear of required minimum distributions. Understanding how RMDs work is important but you don't need to fear the future taxes. See this post for more information https://www.whitecoatinvestor.com/dont-fear-the-reaper-rmds/ One listener was concerned that they would end up losing money in retirement because not enough time and effort was spent in planning strategically for RMDs. In this episode we dive into everything you need to know about required minimum distributions: how they are calculated, what the minimum is, tax implications, and tax mitigation strategies. If you have any fears about RMDs, this episode will help alleviate them.

For those of you who are not laying awake at night worrying about RMDs, we also answer listener questions about what to do with old retirement accounts, backdoor Roth IRAs, naming beneficiaries for 529 accounts, bond tents, how risky hobbies will affect your insurance, and indexed universal life insurance.

Brought to you by the Laurel Road Student Loan Cashback℠ credit card http://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 www.LaurelRoad.com/WCI. 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!

Subscribe Here: https://www.whitecoatinvestor.com/youtube

Main Website: https://www.whitecoatinvestor.com
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 5, 2021

This doctor paid off $450K in student loans in 2.5 years by prioritizing being debt free above all else. Impressive amount of discipline. That amount of debt was incredibly intimidating for Daniel but it feels every bit as good as he thought it would to be free of these student loans. It is possible with commitment, budgeting, and delaying gratification. Getting rid of your student loans is a trial run for your future goal of being financially independent. Find the tools you need to be manage your student loans at https://www.whitecoatinvestor.com/ultimate-guide-to-student-loan-debt-management-for-doctors/

This episode was sponsored by Bob Bhayani, an independent provider of disability insurance planning solutions to the medical community in every state and a long-time white coat investor sponsor. If you need disability insurance coverage, contact Bob at drdisabilityquotes.com today by email info@drdisabilityquotes.com or by calling (973) 771-9100.

Apr 1, 2021

Physician on Fire has been retired from medicine for a year and half. Granted the pandemic kind of screwed up a lot of his plans, but we can get an idea of what this early retirement life looks like. See the full shownotes http://whitecoatinvestor.com/first-year-of-retirement-with-physician-on-fire-podcast-204 We discuss that loss of identity as a doctor and what he says he does for a living now. Does he miss work? Is he happier now? What are they doing about health care? How will they leave wealth to their children? We also talk about the psychology of changing from the accumulation phase to the withdrawal phase and what his asset allocation is now as well as what it would be like to return to practicing medicine. Many think about an early retirement. This episode will give you a picture of what it could look like for you.

This podcast is sponsored by Bob Bhayani at 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. If you need to review your disability insurance coverage to make sure it meets your needs or if you just haven’t gotten around to getting this critical insurance in place, contact Bob 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!

Subscribe Here: https://www.whitecoatinvestor.com/youtube

Main Website: https://www.whitecoatinvestor.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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