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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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Jan 19, 2017
How to Choose a Financial Advisor
 
Dr. Dahle helps you understand the financial advisor professional. What do those designations after their name mean? How do you choose a competent advisor that won't rip you off? What is a robo-advisor and should you use one? Listening to this podcast will help you answer all these questions and more.
 
He also answers readers' questions about backdoor Roth IRAs and refinancing student loans multiple times.
 
If you found this podcast useful visit our blog at http://whitecoatinvestor.com/ for more personal finance and investing information. Find an engaging and helpful community in our forum at http://whitecoatinvestor.com/forums/

This episode is sponsored by Andrew McFadden, MBA, CFP, at Panoramic Financial Advice. Panoramic is a virtual advisory firm specializing in the needs of physicians, with a focus on Gen X and Gen Y. Panoramic’s services help physicians chart an organized path to all their financial goals, helping them avoid costly mistakes along the way. Built upon years of experience and a deep understanding of the physician lifestyle, Panoramic is rare in that it can provide expert advice on student loans, taxes, passive investments, retirement planning, employee benefits, insurance, and home purchasing. No asset minimums. Free initial consultation. Can meet virtually with all clients, and in person with California residents. Please contact Founder Andrew McFadden at amcfadden@panoramicfinancial.com or 559-906-0723.

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