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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: July, 2022
Jul 28, 2022

In this episode Dr. Dahle discusses tax credits, foreign tax credits, insurance tax code changes and how a 7702 is not something we are excited about at WCI. We talk about Roth conversions during retirement and a host of other topics. We also have a husband and wife doctor duo on the podcast. They are guests we have had before and the creators of the online course Zero to Freedom that will teach you all about cash flowing real estate properties. See full show notes here: https://www.whitecoatinvestor.com/tax-credits-and-passive-vs-actively-managed-funds-273 

SoFi has exclusive rates and offers for medical professionals, which could help you save thousands by refinancing your student loans. If you're still in residency, SoFi offers a lowered interest rate and the ability to reduce your payment to just $100 per month while in school. If you're out of residency, SoFi's great rates could help you save money and get on the road to financial freedom. Check out their payment plans and interest rates at https://sofi.com/whitecoatinvestor . SoFi student loans are originated by SoFi Bank, N.A. Member FDIC. Additional terms and conditions may apply. NMLS696891

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 

Jul 25, 2022

6 years out of training this doctor is back to broke! With an income range between $100K- $200K, what helped her the most was bargaining hard for more pay. Increasing your income can speed you up on your financial goals. Learn 3 tips for negotiating here: https://www.whitecoatinvestor.com/3-negotiation-tips/ 

SoFi has exclusive rates and offers for Medical Professionals, which could help you save thousands by refinancing your student loans. If you’re still in residency, SoFi offers a lowered interest rate and the ability to reduce your payment to just $100 per month while in school. If you’re out of residency, SoFi’s great rates could help you save money and get on the road to financial freedom. Check out their payment plans and interest rates at https://sofi.com/whitecoatinvestorpod 

SoFi Student Loans are originated by SoFi Bank, N.A. Member FDIC. Additional terms and conditions may apply. NMLS 696891 

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 

Jul 21, 2022

In this episode Dr. Dahle interviews a father and son physician duo. The father began a direct real estate business as he built his medical practice and used the real estate to teach his children about finances and hard work. The father is now at the end of his long real estate investing career and we discuss what that looks like and what his son has taken from the lessons and experiences watching his dad be successful financially as he embarks on his own medical career. See full show notes here: https://www.whitecoatinvestor.com/father-and-son-physician-duo-does-direct-real-estate-272 

SoFi has exclusive rates and offers for medical professionals, which could help you save thousands by refinancing your student loans. If you're still in residency, SoFi offers a lowered interest rate and the ability to reduce your payment to just $100 per month while in school. If you're out of residency, SoFi's great rates could help you save money and get on the road to financial freedom. Check out their payment plans and interest rates at https://sofi.com/whitecoatinvestor SoFi student loans are originated by SoFi Bank, N.A. Member FDIC. Additional terms and conditions may apply. NMLS696891.

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 

Jul 18, 2022

After not matching and doing a year postdoc before now being accepted into anesthesiology residency, this doctor accumulated $26K in credit card debt, mostly for the payment of his wedding. We celebrate with him today that he has paid off all of that high interest debt. With a $48K income as a postdoc and interest rates on the cards between 26-29% it was way harder than he thought! If you have debt hanging over your head here are some guiding principles for managing it: https://www.whitecoatinvestor.com/ten-guiding-principles-for-physician-debt-management/ 

SoFi has exclusive rates and offers for Medical Professionals, which could help you save thousands by refinancing your student loans. If you’re still in residency, SoFi offers a lowered interest rate and the ability to reduce your payment to just $100 per month while in school. If you’re out of residency, SoFi’s great rates could help you save money and get on the road to financial freedom. Check out their payment plans and interest rates at https://sofi.com/whitecoatinvestorpod SoFi Student Loans are originated by SoFi Bank, N.A. Member FDIC. Additional terms and conditions may apply. NMLS 696891 

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 

Jul 14, 2022

We have a special guest on the podcast this episode, Kevin Pho, who you probably know better as KevinMD, social media's leading physician voice. We will be talking about a lot of different subjects including advocacy online, combating misinformation, managing your online reputation, and physician burnout. See full show notes here: https://www.whitecoatinvestor.com/physician-online-advocacy-with-kevinmd-271 

SoFi has exclusive rates and offers for Medical Professionals, which could help you save thousands by refinancing your student loans. If you’re still in residency, SoFi offers a lowered interest rate and the ability to reduce your payment to just $100 per month while in school. If you’re out of residency, SoFi’s great rates could help you save money and get on the road to financial freedom. Check out their payment plans and interest rates at https://sofi.com/whitecoatinvestorpod SoFi Student Loans are originated by SoFi Bank, N.A. Member FDIC. Additional terms and conditions may apply. NMLS 696891 

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 

Jul 11, 2022

Four years out of training this urologist had paid off $320K in student loans and reached millionaire status. Making a budget and focusing on paying off debt can offer tangible early victories that reinforce your investing plan. These victories, for this couple, increased their savings rate far beyond what they thought possible while focusing on spending that made them happy. Make sure you are spending your money on what makes you happy! https://www.whitecoatinvestor.com/spend-your-money-on-what-makes-you-happy/ 

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://www.pearsonravitz.com/wci/ 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 

Jul 7, 2022

No surprise, when markets go down people start wondering about tax-loss harvesting. The markets are down over 24% on the year and it can really feel like a bad time to be an investor. We want you to remember to stay the course. Bear markets are an expected part of investing. They happen every few years. Don't deviate from your financial plan. Take this opportunity to do some tax-loss harvesting and then stay the course. We have had all kinds of questions about tax-loss harvesting and we will tackle those in this episode as well as a few questions regarding side gigs, mortgages, 529s and UGMA accounts. See full show notes here: https://www.whitecoatinvestor.com/tax-loss-harvesting-mortgages-side-gigs-and-more-270 

Now is a great time to start thinking about reviewing your last tax plan or starting a new one to make sure you're taking advantage of all the available strategies. Waiting too long into the year can result in lost opportunities to keep more of your hard-earned money in your pocket. If you haven't heard about Cerebral Tax Advisors, physicians all over the country work with them to lower their personal and business taxes through court-tested and IRS-approved tax strategies. Medical professionals rely on Cerebral Tax Advisors for proactive tax planning strategies for doctors helping them lower their effective tax rate and increase their wealth. If you'd like to find out more, schedule a pre-consultation, visit their website at https://www.cerebraltaxadvisors.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!

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 

Jul 4, 2022

Radiologist pays off $75K. That may not seem like a lot. But he shares some great advice from his journey to being debt free, recognizing the sacrifice of his spouse in frugality and his parents’ sacrifice for funding a 529 so he could do medical school with only $75K in debt. This lower debt freed him up to have no limitations on the job he could accept post training. Are you funding a 529 for your kids? https://www.whitecoatinvestor.com/tax-break-for-the-rich-the-529-account-back-to-basics-series/ 

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 

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