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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: March, 2023
Mar 30, 2023

Today we talk to a doc who got a late start on his financial journey. He shares his experience of over inflating his life style for nearly 20 years after residency before having his financial awakening. He finally realized that if he ever wanted to retire he and his family would have to make some big changes. He talks about the struggle of deflating his lifestyle but the overall peace and happiness that has come from getting his financial ducks in a row. He shares his story in hopes to help inspire other late starters out there that it is not too late to change your habits and reach financial independence.

Today’s episode is brought to us by SoFi. Right now, qualifying medical professionals can refinance their private student loans with an up to one percent rate discount. Still a resident? With SoFi Student Loan Refinancing, you could pay just a hundred dollars a month during your residency. And as a SoFi member, you’ll have access to a powerful set of tools, education, even financial planners, to help you not only save money, but help you 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. 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 

Mar 27, 2023

This internal medicine doc has become a millionaire not long out of training. He has lived like a resident and saved a huge portion of his income. This doc has done a little bit of everything from saving cash, investing in the stock market and starting his real estate empire. He is passionate about creating low income housing and helping to better the community he grew up in. His advice to you is to make a commitment to building wealth. He says to have a solid mind set, strong work ethic and to start young so your wealth can grow exponentially. Want to learn more about real estate? Check out our No Hype Real Estate Course: https://www.wcicourses.com/p/no-hype-real-estate-investing 

This episode is sponsored by All Global Circle. You have valuable knowledge and can always use a little extra money. The All Global Circle community is set up to provide a clear, easy, and efficient means of communication between the pharmaceutical industry, the research industry, and those professionals who are using new developments and end products on an ongoing daily basis. If All Global Circle can't get you a survey to take within 90 days, they'll pay you a loyalty bonus just for logging in and checking a couple of times per month. By signing up at https://www.whitecoatinvestor.com/Global you'll get an extra $50 just for being a member of the WCI community.

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 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 23, 2023

Today we are answering more of your real estate questions. We discuss if it is a good idea to have your rental properties in an LLC, if you can claim a loss on US taxes for an international property, and where to store your money that you want to direct towards syndications. Our guest today is Michael Episcope from Origin Investments. He tells us about what funds are available currently, what new changes are happening at Origin and helps answer a listeners question about passive real estate versus REITs.

SoFi is here to help medical professionals like you save thousands of dollars with student loan refinancing. Right now, qualifying medical professionals can refinance their private student loans with an up to one percent rate discount. And for residents, you’ll pay just a hundred dollars monthly while in residency. Visit https://SoFi.com/WhiteCoatInvestor to see all the promotions and offers they’ve got waiting for you.
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 

Mar 20, 2023

This New York City doc paid off $375,000 in only five years. This is a dual physician couple that wanted to get rid of both of their loans as quickly as possible. He shares that after training he knew very little about finances but knew getting rid of loans was a top priority. This doc shows us that you can live in a high cost of living area and still pay off loans, save for retirement, buy a house and live the life you want. His tips? Have a plan and stick to it, don't explode your lifestyle and automate as much of your finances as you can. He says you can have anything you want, you just can't have everything you want. Want to avoid lifestyle creep? Read this post: https://www.whitecoatinvestor.com/how-to-avoid-the-traps-of-lifestyle-creep/ 

Are you ready to start earning passive income while diversifying your investment portfolio? Then check out The Peak Group. Through the Peak Housing REIT, they are helping WCI members build wealth through passive real estate investment and lowering the barrier to entry with a $25K minimum investment. Their team is ready to help guide you on your investment journey. Ready to learn more? https://www.whitecoatinvestor.com/peak

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 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 16, 2023

Today we are answering your questions about retirement accounts. This is a topic that comes up a lot from readers and listeners and that is because it can be complicated! Especially when the rules keep changing like they did with the recent Secure Act 2.0. Today we tackle questions about withholding taxes, new rules with the Roth 401(k), maximum allowable contributions to combined retirement accounts, when you should roll your 401(k)s from multiple companies into one account and so much more.

SoFi is here to help medical professionals like you save thousands of dollars with student loan refinancing. Right now, qualifying medical professionals can refinance their private student loans with an up to one percent rate discount. And for residents, you’ll pay just a hundred dollars monthly while in residency. Visit https://SoFi.com/WhiteCoatInvestor to see all the promotions and offers they’ve got waiting for you.
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 

Mar 13, 2023

This geriatrician paid off his student loans and achieved a net worth of $350,000 only 4 years out of training. He shows that you can make big financial progress even if your income is on the lower end of physician incomes. He shares that reaching these milestones was easier to achieve than he thought it would be. He recommends living like a resident, renting a home for 6 months post training and just hammer away at your loans. He said to make a repayment plan and stick with it. The relief from that debt burden is amazing and worth the hard work. Need some motivation to pay off your student loans quickly? Check out this post: https://www.whitecoatinvestor.com/10-reasons-to-pay-off-your-student-loans-quickly/ 

DLP is a familiar name within the WCI community as long time members of our investment opportunities list. If you want to invest with a high-growth IMPACT investor that believes in doing well …while doing good, we encourage you to check out DLP.  Their real estate-backed investments build wealth and prosperity for all of their members, investors, clients and partners—plus their funds have historically had zero losses. Find out more at https://www.whitecoatinvestor.com/dlp If you are thinking of getting into investment housing, they should definitely be on your radar.

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 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 9, 2023

Today we interview a doc who shares their experience of navigating a law suit. While he keeps the details of the case private he shares what he learned through this long and arduous several year process. We hope you find this discussion informative as well as gives you a sense of how emotionally challenging this process can be. Read this article to learn some important things about medical malpractice: https://www.whitecoatinvestor.com/medical-malpractice/ 

As healthcare evolves, it means greater opportunities for you. You can learn about the growing need for locum tenens from the creators of the industry, CompHealth. These short-term assignments allow you to pay down your student loan debt faster or earn extra income. Locums also provides flexibility of schedule and location for better work-life balance. In addition to assignments across the US and abroad, CompHealth provides personalized, high-quality service, which means exploring additional options, such as a medical mission, telehealth work, or even a permanent position, and help with your CV, contract negotiations, and more. Connect with an expert at CompHealth.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 

Mar 6, 2023

This hospitalist tackled her $350,000 of debt in only 18 months. This physician duo got on the same financial page early in their relationship. They both agreed to live like residents and allocate everything extra to the loans. Despite living in costly Manhattan they were able to pay down the debt while still doing some travel and eating out and having some fun along the way. Their advice to you is to make a clear goal and then stick to it and to have these important financial discussions early on in your relationship.

SoFi is here to help medical professionals like you save thousands of dollars with student loan refinancing. Right now, qualifying medical professionals can refinance their private student loans with an up to one percent rate discount. And for residents, you’ll pay just a hundred dollars monthly while in residency. Visit https://SoFi.com/WhiteCoatInvestor to see all the promotions and offers they’ve got waiting for you.
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 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 2, 2023

We always know when it is the beginning of the year because we get so many questions about retirement accounts and everything related to them. This episode answers more of your questions about employer and solo 401(k)s, 529s, backdoor Roths, the difference between traditional and roth and so much more.

What’s changed in healthcare? The opportunities, the lifestyle, and you. Your needs, wants, and goals are probably different than they were five years ago. Now’s the perfect time to explore locum tenens opportunities. Start your research at https://locumstory.com, an unbiased, educational resource. You’ll hear true stories from physicians, learn about specialty trends, compare locums agencies, and more. Locums could be an essential part of a career that adapts to your needs. Visit https://locumstory.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 

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