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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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Jun 10, 2021

Student loans have been on the back burner for the last year or so, as borrowers have enjoyed 0% interest on their federal loans. There has been lots of talk in Congress about loan forgiveness and what that could look like. With the break on interest scheduled to come to an end this Fall, student loans are about to come front and center. Being in this state of limbo leaves borrowers with hundreds of thousands of dollars in student loans unsure of how to manage their loans going forward. Refinance and risk losing 0% interest if President Biden extends the deal? Or risk missing out on any loan forgiveness Congress may pass? There is a lot to think about right now so we brought on Andrew Paulson, of StudentLoanAdvice.com, in this week's episode to discuss loan forgiveness, interest rates, refinancing, consolidating and other questions about managing your student loan debt.

Sponsor
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 High Yield Savings℠ account, you can earn 10x the national average. Specially designed for doctors, our high yield savings account costs nothing to open and has no monthly maintenance fees. Information as of June 10, 2021. For terms and conditions, please visit https:///www.laurelroad.com/wci 

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 

Jun 7, 2021

$1.2 million change in net worth in the last 6 years with a salary typically less than $200K. This couple reached millionaire status without ever feeling deprived. Find what a rich life feels like to you, and if that life doesn’t cost a lot of money, it will be a lot easier and make that journey enjoyable and not painful. Make sure what you spend your money on brings value to your life. Learn to be intentional with your spending https://www.whitecoatinvestor.com/intentional-spending/ 

This podcast is sponsored by DLP Capital Partners. Don Wenner, Best-selling Author and Founder & CEO of DLP Capital Partners, believes in making an impact and helping investors leave a legacy. DLP’s funds offer double digit targeted annual returns, and DLP has never missed a return target since inception. Many White Coat Investors enjoy the consistent, high-yield returns. Go to https://DLPCapitalPartners.com/wci to learn more about the investment funds, get a free copy of Don’s best-selling book, and see an exclusive offer for our listeners. Again, that’s https://DLPCapitalPartners.com/wci 

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 

Jun 3, 2021

If you inherited retirement accounts or anticipate leaving retirement accounts to your heirs, it is important to understand the rules and options for managing those retirement accounts. This will help you use that inherited money wisely but also make good decisions in your estate planning. We discuss what the rules and options are plus which accounts are the best to inherit and which are the worst. https://www.whitecoatinvestor.com/rules-and-options-for-managing-inherited-retirement-accounts 

We also dive into the listener questions that came in while we were rafting the Grand Canyon. Student loans are on more people's minds lately. Should you refinance your student loans now? Can you invest student loan money in retirement accounts? We discuss some physician specific topics like how to choose a specialty and some non physician specific questions like the difference between being compensated by SARs vs RSUs. Lastly we answer important questions like what percentage of your income you should be saving towards retirement and how to deal with inflation and your investing portfolio.

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

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

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

May 31, 2021

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

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

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

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

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

May 27, 2021

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

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

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

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

May 24, 2021

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

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

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

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

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

May 20, 2021

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

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

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

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

May 17, 2021

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

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

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

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

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

May 13, 2021

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

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

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

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

May 10, 2021

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

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

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

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

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

May 6, 2021

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

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

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

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

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

May 3, 2021

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

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

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

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

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

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 
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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

Mar 29, 2021

Are you a non traditional med student and think you’ll never be free of those loans? Think again. This psychiatrist finished training at 50 years old and had her loans paid off 3.5 years later. She took the WCI advice to live like a resident to heart. She sees debt as a great evil that keeps people down and is now so relieved to have it gone. See this advice for how to live like a resident https://www.whitecoatinvestor.com/live-like-a-resident/

This episode was brought to you by Laurel Road. At Laurel Road, we’ve always been committed to serving the financial needs of doctors, and we’re taking that commitment to the next level with a special announcement today on National Doctors' Day. For more information on this exciting initiative for doctors, please visit www.LaurelRoad.com. Laurel Road is a brand of KeyBank N.A. Member FDIC and Equal Housing Lender. NMLS # 399797

Mar 25, 2021

Management service organizations (MSOs) provide a range of administrative and managerial services to doctors. With the trend in practice ownership changing from ownership to employees, more people will be interacting with MSOs, either as an organization providing administrative services for your practice or as a private equity buyout that acquires your practice and you take more of an employee role. In this episode we discuss the advantages and disadvantages of an MSO to help you decide if this move is right for your practice. We also answer listener questions about what to do if you are denied life insurance, whether you should do Mega Roth IRA or tax deferred contributions, where to put your REITs, and purchasing company stock. See full show notes here https://www.whitecoatinvestor.com/mso-podcast-203/

This episode is brought to you by 37th Parallel Properties https://www.whitecoatinvestor.com/37parallel There is a substantial body of evidence supporting commercial real estate investing. Through the years, as we gained a deeper understanding of the asset class, we added more and more to our portfolio. But, unless you want to manage it yourself, the real trick is to find a trusted investment sponsor. As one of the good guys in the industry, 37th Parallel Properties is a partner we trust. They’ve been around for more than ten years and still maintain a 100% profitable track record with clear reporting, and excellent educational content. Many of our readers have invested with 37th Parallel, and so have we. If you’d like to check them out, go to https://www.whitecoatinvestor.com/37parallel

Mar 22, 2021

Dr. Cori is a hospitalist worth 2.8 million. She reached millionaire status 5 years out of training. Her secret to success? Automating and tracking her financial life. A key was working with her partner to make some sacrifices early on to reach their goals so they can live like no one else later. Now they have the opportunity to cut back to part time, retire early, or pursue other interests. Want to be a millionaire? Follow the steps found here: https://www.whitecoatinvestor.com/everyone-a-millionaire/

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.

Mar 18, 2021

Managing finances with your partner can be challenging but it is hard to be successful if you don't learn to do it well. In this episode we discuss with Mrs. WCI how we have learned to work together to strengthen our relationship and our finances through the long pipeline of medical training and on to financial independence. From this episode you will see that getting on the same financial page with your partner takes time and effort but working together towards your shared goals is worth it. Learn how to work together here. https://www.whitecoatinvestor.com/7-ways-to-get-your-partner-on-board-financially/

If you have student loans, SoFi sofi.com/whitecoatinvestor practically invented student loan refinancing in 2011 and right now they have the lowest starting fixed interest rates they’ve had in years, which could help you save thousands of dollars on your student loans. Plus, they just lowered rates for physicians and dentists still in residency. If you refinance your student loans through SoFi, you’ll get a $500 cash welcome bonus just for listeners of this podcast.

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