White Coat Investor Podcast

By Dr. Jim Dahle of the White Coat Investor

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Category: Investing

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Subscribers: 805
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Episodes: 542

Description

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/

Episode Date
WCI #369: Mortgages, Universal Life Insurance and Annuities
May 30, 2024
MtoM #172: Family Doc Gets $500,000 Into Retirement and Finance 101: When You are Most Likely to Retire and Why
May 27, 2024
WCI #368: DOs vs. MDs - Which is the Best Degree?
May 23, 2024
MtoM #171: Medical Student Creates a Budget and Finance 101: Donor Advised Funds
May 20, 2024
WCI #367: The Importance of Asset Allocation
May 16, 2024
MtoM #170: Orthopedic Surgeon Completes His Military Commitment as a Millionaire and Finance 101: Itemizing Deductions
May 13, 2024
WCI #366: Tax Questions
May 09, 2024
MtoM #169: Homeless to a Quarter Million Dollars and Finance 101: Risk
May 06, 2024
WCI #365: Disability Insurance with a Friend of WCI
May 02, 2024
MtoM #168: Anesthesiologist Becomes a Millionaire and Finance 101: White Coat Investor Philosophy - 12 Financial Principles for Doctors
Apr 29, 2024
WCI #364: High Yield Savings Accounts
Apr 25, 2024
MtoM #167: General Surgeon Becomes a Millionaire 3 Years Out of Training and Finance 101: Cars
Apr 22, 2024
WCI #363: Women and Their Finances
Apr 18, 2024
MtoM #166: Family Docs Pay Off $705,000 in Student Loans and Finance 101: Rich Dad Poor Dad
Apr 15, 2024
WCI #362: Recasting a Mortgage and Beating a Non Compete
Apr 11, 2024
MtoM #165: Pediatric Resident Gets Back to Broke and Finance 101: Mutual Funds
Apr 08, 2024
WCI #361: Financial Pathways for Attorneys
Apr 04, 2024
MtoM #164: Orthopedist Starts a Real Estate Empire as a Resident and Finance 101: Real Estate Professional Status
Apr 01, 2024
WCI #360: Student Loans and Filing Your Taxes
Mar 28, 2024
MtoM #163: 74 Year Old Woman Becomes A Millionaire and Finance 101: Choosing a 529 Plan
Mar 25, 2024
WCI #359: Tax Deferred vs. Roth Contributions: A Deep Dive
Mar 21, 2024
MtoM #162: Ophthalmologist Acquires $50 Million and Finance 101: Estate Taxes
Mar 18, 2024
WCI #358: What to Do When You Don't Match, and Annual Survey Results
Mar 14, 2024
MtoM #161: Nurse Becomes a Millionaire and Finance 101: How to Get Started
Mar 11, 2024
WCI #357: Roth IRAs, Conversions and Backdoor Contributions
Mar 07, 2024
MtoM #160: Dermatologist Pays Off Student Loans In Less Than A Year And Finance 101: Physician Mortgages
Mar 04, 2024
WCI #356: The Struggle To Financially Support Your Parents
Feb 29, 2024
MtoM #159: Surgeon Gets PSLF Via the Waiver and Finance 101: Probate
Feb 26, 2024
WCI #355: Burnout in Women with Dr. Darria Long
Feb 22, 2024
MtoM #158: Hospitalist Pays Off Student Loans in Just Over 2 Years and Finance 101: Emergency Funds
Feb 19, 2024
WCI #354: Mega Backdoor Roth Contributions with Minimal 1099 Income
Feb 15, 2024
MtoM #157: Dual Income Couple Pays Off Mortgage Among Other Financial Milestones and Finance 101: Dividend Investing
Feb 12, 2024
WCI #353: Lesser Known Tax Strategies
Feb 08, 2024
MtoM #156: Family Doc Pays For a Dream Wedding With Cash and Finance 101: How to Wire Money
Feb 05, 2024
WCI #352: How to Reduce Capital Gains on Property Sales
Feb 01, 2024
MtoM #155: Pediatric Dentist Gets Back to Broke and More and Finance 101: Ways to Earn More Money as a Doc
Jan 29, 2024
WCI #351: Physician Side Gigs
Jan 25, 2024
MtoM #154: Psychiatrist Pays Off $460,000 in Student Loans and Finance 101: Rebalancing Your Portfolio
Jan 22, 2024
WCI #350: Paula Pant & Permabears
Jan 18, 2024
MtoM #153: Emergency Medicine Physician Pays Off $315,000 of Student Loans in One Year and Finance 101: Health Insurance in Early Retirement
Jan 15, 2024
WCI #349: Is Over Contributing to Your 403(b) Ever a Good Idea?
Jan 11, 2024
MtoM #152: Neuroradiologist Hits a Net Worth of Half a Million Dollars Upon Exiting Training and Finance 101: Schedule A Tax Return
Jan 08, 2024
WCI #348: How Much Should Location Matter When Choosing a Residency?
Jan 04, 2024
MtoM #151: Family Doc Gets His 457(b) Plan Changed For the Better and Finance 101: 457(b) Plans
Jan 01, 2024
WCI #347: How To Live a Regret Free Life with Jordan Grumet
Dec 28, 2023
MtoM #150: Physiatrist Gets Back to Broke and Finance 101: Term Life vs. Whole Life Insurance
Dec 25, 2023
WCI #346: Roth IRAs are NOT a Bad Investment
Dec 21, 2023
MtoM #149: Doctor Gives Away $1 Million and Finance 101: Charitable Giving
Dec 18, 2023
WCI #345: Charitable Giving and Donor Advised Funds
Dec 14, 2023
MtoM #148: Nurse Practitioner Hits $250,000 Net Worth and Finance 101: Pathways with the Military
Dec 11, 2023
WCI #344: Are Structured Notes More Than A Product To Be Sold?
Dec 07, 2023
MtoM #147: Anesthesiologist Pays Off Student Loans In 2 Years Despite Becoming Disabled and Finance 101: Disability Insurance
Dec 04, 2023
WCI #343: How Do You Know If You Are Getting Good Advice at a Fair Price?
Nov 30, 2023
MtoM #146: Urologist Pays Off $300,000 in 2 Years and Finance 101: Contribution Limits
Nov 27, 2023
WCI #342: Captive Insurance
Nov 23, 2023
MtoM #145: Family Doc Gets Back to Broke and Finance 101: Wills
Nov 20, 2023
WCI #341: How to Surrender One of Those Nasty Indexed Universal Life Insurance Policies
Nov 16, 2023
MtoM #144: IMG Comes to America and Becomes Financially Successful and Finance 101: Guidance for International Medical Graduates
Nov 13, 2023
WCI #340: Choosing To Thrive With Stacy Taniguchi
Nov 09, 2023
MtoM #143: Emergency Doc Becomes Millionaire in 2 Years and Finance 101: How to Spend in Retirement
Nov 06, 2023
WCI #339: Dave Ramsey Gives Poor Advice to Unmatched Doc
Nov 02, 2023
MtoM #142: Emergency Physician Becomes Multi-Deca Millionaire and Finance 101: Cash Balance Plans
Oct 30, 2023
WCI #338: Is It Ever a Good Idea to Over Fund a Roth IRA?
Oct 26, 2023
MtoM #141: Doctors Pay Off Student Loans Before Even Finishing Training and Finance 101: The Importance of Saving
Oct 23, 2023
WCI #337: Entrepreneurship and Angel Investing
Oct 19, 2023
MtoM #140: Vascular Surgeon Lives Like a Resident and Finance 101: Car Insurance
Oct 16, 2023
WCI #336: Asset Protection In Real Estate Investing
Oct 12, 2023
MtoM #139: Academic Pulmonologist Hits Half Million Dollar Net Worth and Finance 101: Financial Advisors
Oct 09, 2023
WCI #335: Solo 401(k) Questions
Oct 05, 2023
MtoM #138: Doc Helps Change His 401(k) Plan and Finance 101: Tax Brackets
Oct 02, 2023
WCI #334: How You’re Being Ripped Off By Incompetent and Corrupt CMS Bureaucrats with Dr. Alex Shteynshlyuger
Sep 28, 2023
MtoM #137: Roadie Becomes a Millionaire and Finance 101: Retirement Accounts for the Self Employed
Sep 25, 2023
WCI #333: Investing in India's Stock Market and More!
Sep 21, 2023
MtoM #136: Cutting Back To Full Time and Finance 101: Home Buying
Sep 18, 2023
WCI #332: Getting A Financial Plan In Place
Sep 14, 2023
MtoM #135: Opening a Franchise and Finance 101: Tilting Your Portfolio
Sep 11, 2023
WCI #331: 401K and IRA Limits are Totally Separate
Sep 07, 2023
MtoM #134: Primary Care Doc Becomes A Millionaire And Pays Off Student Loans in 4.5 Years And Finance 101: Hitting The Ground Running
Sep 04, 2023
WCI #330: Financial Therapy with Aja Evans
Aug 31, 2023
MtoM #133: CRNA Becomes a Millionaire and Finance 101: Disability Insurance
Aug 28, 2023
WCI #329: Why Mixing Insurance and Investing Causes So Many Problems
Aug 24, 2023
MtoM #132: Emergency Medicine Resident Hits $100K in Retirement Accounts and Finance 101: Cash
Aug 21, 2023
WCI #328: A Conversation With Locums Docs
Aug 17, 2023
MtoM #131: Nurse Becomes a Millionaire and Finance 101: Student Loan Refinancing
Aug 14, 2023
WCI #327: Send Your Kids to College
Aug 10, 2023
MtoM #130:Family and Sports Medicine Doc is Back to Broke and Finance 101: Tenant Contracts
Aug 07, 2023
WCI #326: Finances for Doctors With a Terminal Illness
Aug 03, 2023
MtoM #129:Family Physician Lives Like a Resident and Finance 101: Inflation
Jul 31, 2023
WCI #325: What is the 4% Rule?
Jul 27, 2023
MtoM #128 - Podiatrist Pays Off Student Loans and Finance 101: Dave Ramsey's Baby Steps
Jul 24, 2023
WCI #324: Pilots Can Reach Financial Independence Too
Jul 20, 2023
MtoM #127 - Veterinarian Starts Her Own Business and Finance 101: 457(b) Plans
Jul 17, 2023
WCI #323: When is the Right Time to Invest in Real Estate?
Jul 13, 2023
MtoM #126 - Pharmacist Writes a Book and Pays Off a Mortgage and Finance 101: Index Funds
Jul 10, 2023
WCI #322: Questions from Students and Residents
Jul 06, 2023
MtoM #125 - Psychiatrist Pays Off Half a Million in Loans and Becomes a Millionaire and Finance 101: The Savings Rate
Jul 03, 2023
WCI #321: The Family Board Meeting with Jim Shiels
Jun 29, 2023
MtoM #124 - Two Doc Couple Splits Their Student Loan Plan and Finance 101: The 5 Money Activities
Jun 26, 2023
WCI #320: Investment Accounts
Jun 22, 2023
MtoM #123 - Family/Sports Medicine Doc Becomes a Millionaire and Finance 101: 4% Rule
Jun 19, 2023
WCI #319: Wholesaling and Flipping Real Estate with Jamil Damji
Jun 15, 2023
MtoM #122 - Orthopedic Surgeon Hits $4 Million Net Worth and Finance 101: Taxes
Jun 12, 2023
WCI #318: 1099 Income and Locums Docs
Jun 08, 2023
MtoM #121 - Couple Creates Their Own Financial Plan and Fires Their Financial Advisor
Jun 05, 2023
WCI #317: Financial Planning for a Child with a Disability
Jun 01, 2023
MtoM #120 - Career Military Doc Takes on Retirement
May 29, 2023
WCI #316: Roth Contributions and Conversions
May 25, 2023
MtoM #119 - Opening a Franchise
May 22, 2023
WCI #315: 529's, Inheritance and Roth IRAs For Kids
May 18, 2023
MtoM #118 - Cardiologist Becomes a Millionaire
May 15, 2023
WCI #314: Loving Your Timeshare with Dr. Cory Fawcett
May 11, 2023
MtoM #117 - Sleep Doc Pays Off a Mortgage in Two Years
May 08, 2023
WCI #313: The Proposed Ban on Non-Compete Contracts and Whether It's Fair
May 04, 2023
MtoM #116 - ER Doc Builds Wealth and Pays Off $344,000 in 2 1/2 Years
May 01, 2023
WCI #312: Generational Wealth and Teaching Your Kids About Money
Apr 27, 2023
MtoM #115 - Doc Pays Off Student Loans in 30 Months
Apr 24, 2023
WCI #311: Asset Location
Apr 20, 2023
MtoM #114 - Pathologist and Anesthesiologist Get Back to Broke
Apr 17, 2023
WCI #310: The Wage Gap in Medicine
Apr 13, 2023
MtoM #113 - Paid Off Student Loans and Bought a Car With Cash
Apr 10, 2023
WCI #309: Taxes
Apr 06, 2023
MtoM #112 - Family Physicians Start Direct Primary Care Practice
Apr 03, 2023
WCI #308: Overcoming a Late Start
Mar 30, 2023
MtoM #111 - Internal Medicine Doc Becomes a Millionaire
Mar 27, 2023
WCI #307: Private Real Estate Versus REITs
Mar 23, 2023
MtoM #110 - New York Physician Pays Off Student Loans
Mar 20, 2023
WCI #306: Using Retirement Accounts
Mar 16, 2023
MtoM #109 - Geriatrician Pays Off Student Loans
Mar 13, 2023
WCI #305: Navigating a Law Suit
Mar 09, 2023
MtoM #108 - Hospitalist Pays off $350,000 in 18 months
Mar 06, 2023
WCI #304: Roth's, 401(k)s and 529s
Mar 02, 2023
MtoM #107 - Cardiologist Becomes a Millionaire
Feb 27, 2023
WCI #303: A Random Walk Down Wall Street with Burton Malkiel
Feb 23, 2023
MtoM #106 - ER Doc Becomes a Millionaire Only 3 Years Out of Training
Feb 20, 2023
WCI #302: Where to Store Your Money
Feb 16, 2023
MtoM #105 - Public Health Dentist Pays Off Student Loans
Feb 13, 2023
WCI #301: I Will Teach You To Be Rich
Feb 09, 2023
MtoM #104 - Dual Physician Couple Pay Off Loans During Residency
Feb 06, 2023
WCI #300: Introduction to the Secure Act 2.0
Feb 02, 2023
MtoM #103 - Anesthesiologist Pays Off $369,000 in Four Years
Jan 30, 2023
WCI #299: Grab Your Slice with Monica Scudieri
Jan 26, 2023
MtoM #102 - Psychiatrist Reaches Half Million Net Worth
Jan 23, 2023
WCI #298: Leaving a Bad Advisor
Jan 19, 2023
MtoM #101 - General Dentist Buys Private Practice
Jan 16, 2023
WCI #297: A Wealth Of Common Sense with Ben Carlson
Jan 12, 2023
WCI #296: Charitable Giving and Bonds
Jan 05, 2023
MtoM #99 - Doc Pays Off Student Loans 8 Months Into Attendinghood
Jan 02, 2023
WCI #295: Your Money Or Your Life with Vicki Robin
Dec 29, 2022
MtoM #98 - Entrepreneur Takes New Product to Market
Dec 26, 2022
WCI #294: Finance For the Whole Family
Dec 22, 2022
MtoM #97 - Doc Pays Off $360,000 of Student Loans and Hits Millionaire Status
Dec 19, 2022
WCI #293: Life after Financial Independence
Dec 15, 2022
MtoM #96 - Periodontist Pays Off $780,000 of Debt
Dec 12, 2022
WCI #292: Workplace Retirement Accounts
Dec 08, 2022
MtoM #95 - Emergency Doc is Back to Broke
Dec 05, 2022
WCI #291: Tax Loss Harvest Before Year End
Dec 01, 2022
MtoM #94 - ER Doc Pays Off Student Loans In 18 Months
Nov 28, 2022
WCI #290: Thankful on Thanksgiving
Nov 24, 2022
MtoM #93 - Dermatology Resident Dumps His Lease
Nov 21, 2022
WCI #289: Is It Tacky to Talk About Money?
Nov 17, 2022
MtoM #92 - Emergency Physician Gets Back to Broke
Nov 14, 2022
WCI #288: Real Estate Q&A
Nov 10, 2022
MtoM #91 - OBGYN Builds Wealth
Nov 07, 2022
WCI #287: House Hacking With Dr. Ayush Gupta
Nov 03, 2022
MtoM #90 - Orthopedic Surgeon Builds Wealth By Living Like a Resident
Oct 31, 2022
WCI #286: Comparing Retirement Accounts
Oct 27, 2022
MtoM #89 - Pediatric Hospitalist Pays Off $270,000 in Student Loans
Oct 24, 2022
WCI #285: Physician Assistant Financial Education
Oct 20, 2022
MtoM #88 - Sports Medicine Doc Pays Off $287,000 in 2 Years
Oct 17, 2022
WCI #284: HSAs, 529s, and Donor Advised Funds
Oct 13, 2022
MtoM #87 - Flight Surgeon Building Wealth
Oct 10, 2022
WCI #283: Preparing Financially for the Unexpected with Dr. Josh Daily
Oct 06, 2022
MtoM #86 - Multimillionaire OBGYN
Oct 03, 2022
WCI #282: Fiduciary Financial Advisors
Sep 29, 2022
MtoM #85 - Nurse Practitioner Millionaire
Sep 26, 2022
WCI #281: Physician Entrepreneurism and Venture Capital With Dr. John Shufeldt
Sep 22, 2022
MtoM #84 - Primary Care Doc Gets Back to Broke
Sep 19, 2022
WCI #280: Asset Allocation, International Stocks, Bonds, Small and Mid-Cap Value Factors
Sep 15, 2022
MtoM #83 - Anesthesiologist Gets Back to Broke
Sep 12, 2022
WCI #279: Roth Options and Questions
Sep 08, 2022
MtoM #82 - Gynecologist Gets Back to Broke
Sep 05, 2022
WCI #278: Recession Proof Investments
Sep 01, 2022
MtoM #81 - Orthodontist Pays Off $540K In 4 Years
Aug 29, 2022
WCI #277: Nonclinical Work for Physicians
Aug 25, 2022
MtoM #80 - Dual Physician Couple Pays off Loans and Becomes Millionaires
Aug 22, 2022
WCI #276: 529s, I bonds, TIPS, S Corps, ETFs and 403(b)s
Aug 18, 2022
MtoM #79 - Pilot Gets Back to Broke
Aug 15, 2022
WCI #275: The Buy, Borrow, and Die Strategy
Aug 11, 2022
MtoM #78 - Oncologist Multimillionaire
Aug 08, 2022
WCI #274: Setting Up Your Portfolio 101
Aug 04, 2022
MtoM #77 - Radiology Resident Gets Back to Broke
Aug 01, 2022
WCI #273: Tax Credits and Passive vs. Actively Managed Funds
Jul 28, 2022
MtoM #76 - Naturopathic Medicine Physician is Back to Broke
Jul 25, 2022
WCI #272: Father and Son Physician Duo Does Direct Real Estate
Jul 21, 2022
MtoM #75 - Postdoc Pays Off High Interest Debt
Jul 18, 2022
WCI #271: Physician Online Advocacy with KevinMD
Jul 14, 2022
MtoM #74 - Urologist Millionaire
Jul 11, 2022
WCI #270: Tax-Loss Harvesting, Mortgages, Side Gigs and More!
Jul 07, 2022
MtoM #73 - Radiologist Pays Off Student Loans
Jul 04, 2022
WCI #269: Infertility Among Doctors
Jun 30, 2022
MtoM #72 - Electrical Engineer Millionaire
Jun 27, 2022
WCI #268: When Is It Time to Stop Being Cheap?
Jun 23, 2022
MtoM #71 - Neurologist Millionaire
Jun 20, 2022
WCI #267: Non Food Franchising
Jun 16, 2022
MtoM #70 - Academic Pharmacist Millionaire
Jun 13, 2022
WCI #266: Employer Health Insurance Plans: PPO vs. HDHP
Jun 09, 2022
MtoM #69 - Graduating Medical School Debt Free
Jun 06, 2022
WCI #265: Physician on FIRE Q&A
Jun 02, 2022
MtoM #68 - Surgeon Builds Wealth By Living Like a Resident
May 30, 2022
WCI #264: Interest Rates, Inflation, and I Bonds
May 26, 2022
MtoM #67 - Family Doc Pays Off $184K
May 23, 2022
WCI #263: Investing in Crypto-Assets with Hedge Fund Manager, Jeff Ross MD, MBA
May 19, 2022
MtoM #66 - Living Like a Resident Really Works
May 16, 2022
WCI #262: Kids (and Engagement Rings) Are Expensive! And What Is the Future of WCI?
May 12, 2022
MtoM #65 - Family Doc Achieves $0 Net Worth
May 09, 2022
WCI #261: The Only Investment Guide You'll Ever Need With Andrew Tobias
May 05, 2022
MtoM #64 - Back to Broke
May 02, 2022
WCI #260: Self Employed Retirement Accounts Q&A
Apr 28, 2022
MtoM #63 - Chemical Engineer Millionaire
Apr 25, 2022
WCI #259: Doctors Who Become Disabled
Apr 21, 2022
MtoM #62 - EM Resident Gets Back to Broke
Apr 18, 2022
WCI #258: How to Set Up a Budget, and Why It Can Be So Valuable
Apr 14, 2022
MtoM #61 - Anesthesiologist Gets PSLF and Becomes a Millionaire
Apr 11, 2022
WCI #257: PSLF, ETFs, and FSAs
Apr 07, 2022
MtoM #60 - Captain Pays off $269K in 2 Years
Apr 04, 2022
WCI #256: Common Sense Investing with Rick Van Ness
Mar 31, 2022
MtoM #59 - Resident with 100K in Assets
Mar 28, 2022
WCI #255: Answering Your Questions About 401(k)s And How To Manage Them
Mar 24, 2022
MtoM #58 - Physician Assistant Millionaire
Mar 21, 2022
WCI #254: Afford Anything with Paula Pant
Mar 17, 2022
MtoM #57 - Orthopedic Surgeon Sells Practice Early in Career
Mar 14, 2022
WCI #253: What to Do with Extra Money and Life After Covid
Mar 10, 2022
MtoM #56 - Decamillionaire Doctors
Mar 07, 2022
WCI #252: Real Estate Q&A with Passive Income MD's Peter Kim
Mar 03, 2022
MtoM #55 - Pediatrician Reaches Financial Independence
Feb 28, 2022
WCI #251: How to Fix the Retirement Account System
Feb 24, 2022
MtoM #54 - WCI Ambassador Reaches Millionaire Status
Feb 21, 2022
WCI #250: Marriage, Kids, and Finances
Feb 17, 2022
MtoM #53 - Dentist Reaches Financial Independence
Feb 14, 2022
WCI #249: What To Do With Old Retirement Accounts Q&A
Feb 10, 2022
MtoM #52 - Multimillionaires 5 yrs Post Residency
Feb 07, 2022
WCI #248: Veterinarians and Their Finances
Feb 03, 2022
MtoM #51 - Neonatologist Finds Financial Freedom
Jan 31, 2022
WCI #247: Bonds and Tax Loss Harvesting
Jan 27, 2022
MtoM #50 - Orthopaedic Surgeon Pays Off All of His Debt in 6 years
Jan 24, 2022
WCI #246: Early Retirement Now
Jan 20, 2022
MtoM #49 - EM Doc Pays Off Loans and Reaches $250K Net Worth
Jan 17, 2022
WCI #245: The Backdoor Roth Lives On
Jan 13, 2022
MtoM #48 - Family Docs Pay Off $570K
Jan 10, 2022
WCI #244: The Finances of Professional Cyclists
Jan 06, 2022
MtoM #47 - Millionaire Military Officer
Jan 03, 2022
WCI #243: Annuities, Securities, and The Three Fund Portfolio
Dec 30, 2021
MtoM #46 - Dual Physician Millionaires
Dec 27, 2021
WCI #242: Avoiding Debt and Giving Back With Michelle Singletary
Dec 23, 2021
MtoM #45 - Pediatrician Pays off $185K in 3.5 years
Dec 20, 2021
WCI #241: Retirement Account Q&A
Dec 16, 2021
MtoM #44 - Back to Broke Oncologist
Dec 13, 2021
WCI #240: Asset Allocation Q&A
Dec 09, 2021
MtoM #43 - Doc Dumps Whole Life Policy And Becomes Millionaire
Dec 06, 2021
WCI #239: Contract Negotiation and Student Loans
Dec 02, 2021
MtoM #42 - Back to Broke as a Resident
Nov 29, 2021
WCI #238: 2021 Financial Book Reviews
Nov 25, 2021
MtoM #41 - Pediatrician pays off $300K in 3 years
Nov 22, 2021
WCI #237: How to Reduce your Investment Taxes
Nov 18, 2021
MtoM #40 - Dual Family Doctor Couple pays off $400K+ in 3 years
Nov 15, 2021
WCI #236: Interview with Jaspreet Singh of the Minority Mindset
Nov 11, 2021
MtoM #39 - Buying a Car with Cash
Nov 08, 2021
WCI #235: Pay Off Debt or Invest?
Nov 04, 2021
MtoM #38 - Dentist Achieves $0 Net Worth
Nov 01, 2021
WCI #234: Roth Q&A: 401ks, Conversions, and What if the Backdoor Goes Away?
Oct 28, 2021
MtoM #37 - The Veterinarian Millionaires
Oct 25, 2021
WCI #233: Insurance Q&A
Oct 21, 2021
MtoM #36 - Psychiatrist Real Estate Investor Multimillionaire
Oct 18, 2021
WCI #232: Investing Q&A - The Dragon Portfolio, 457(b)s, 403(b)s And Individual Stocks
Oct 14, 2021
MtoM #35 - The Attorney Millionaire
Oct 11, 2021
WCI #231: How Much Homeowners Insurance Do I Need?
Oct 07, 2021
MtoM #34 - PSLF Forgiveness and Millionaires!
Oct 04, 2021
WCI #230: Congress Proposes New Tax Bill Impacting High Earners
Sep 30, 2021
MtoM #33 - Millionaire Podiatrist
Sep 27, 2021
WCI #229: Retirement Accounts Q&A
Sep 23, 2021
MtoM #32 - Pediatric Cardiac Intensivist Gets PSLF
Sep 20, 2021
WCI #228: Charitable Giving: DAFs vs CRTs vs Private Family Foundation
Sep 16, 2021
MtoM #31 - Millionaire Dentist
Sep 13, 2021
WCI #227: Starting a Medical Practice
Sep 09, 2021
MtoM #30 - Nurse Practitioner Multimillionaire
Sep 06, 2021
WCI #226: The State of Physician Financial Literacy
Sep 02, 2021
MtoM #29 - Teacher and Doctor Become Millionaires in 5 years
Aug 30, 2021
WCI #225: Q&A - Single Income Docs, Insuring Jewelry, Best Time of Year to Retire, Over Saving in a 529
Aug 26, 2021
MtoM #28 - EM Doc Pays off $180K in 3 years
Aug 23, 2021
WCI #224: Q&A- Actively Managed Funds, Savings Rates, Social Index Funds and Home Prices
Aug 19, 2021
MtoM #27 - Academic Endocrinologist Millionaire
Aug 16, 2021
WCI #223: Understanding Cash Balance Plans
Aug 12, 2021
MtoM #26 - Orthodontist Pays off $480K
Aug 09, 2021
WCI #222: Car insurance: How much do you need?
Aug 05, 2021
MtoM #25 - Psychiatrist Millionaire
Aug 02, 2021
WCI #221: Beating the New Death Tax with James Lange
Jul 29, 2021
MtoM #24 - Hospitalist and Obesity Medicine Physician Pays off $156K in 5 years
Jul 26, 2021
WCI #220: Financial Priorities as a New Resident
Jul 22, 2021
MtoM #23 - First Generation Millionaire Physician
Jul 19, 2021
WCI #219: Financial Priorities as a New Attending
Jul 15, 2021
MtoM #22 - Family Doc Pays Off $230K in 6 years
Jul 12, 2021
WCI #218: How Much Car Can You Afford?
Jul 08, 2021
MtoM #21 - Doctor and Nurse Become Millionaires in 5 years
Jul 05, 2021
WCI #217: Practicing Medicine in India
Jul 01, 2021
MtoM #20 - Psy-Fi MD Millionaire
Jun 28, 2021
WCI #216: Gold Bullion, Subway Franchises, Taxes, and Divorce
Jun 24, 2021
MtoM #19 - Millionaire Status in 5 Years
Jun 21, 2021
WCI #215: Calculating ROI, Dollar Cost Averaging vs. Lump Sum, UTMA Accounts & TIPS
Jun 17, 2021
MtoM #18 - Cancer Researcher pays off $130K
Jun 14, 2021
WCI #214: Will Student Loans Be Forgiven?
Jun 10, 2021
MtoM #17 - Nurse Practitioner and Pharmacist Millionaires
Jun 07, 2021
WCI #213: Rules and Options for Managing Inherited Retirement Accounts
Jun 03, 2021
MtoM #16 - Paid off $260K in 2 years
May 31, 2021
WCI #212: How to be a Coffeehouse Investor with Bill Schultheis
May 27, 2021
MtoM #15 - Financially Independent Military Periodontist
May 24, 2021
WCI #211: Late Start Retirement Savings
May 20, 2021
MtoM #14 - Optometrist Pays off 229K in 26 Months
May 17, 2021
WCI #210: How to Survive and Thrive as a Divorced Doctor
May 13, 2021
MtoM #13 - Millionaire Internal Medicine Doctor
May 10, 2021
WCI #209: Travel Hacking with Physician on Fire
May 06, 2021
MtoM #12 - Financially Independent by 31
May 03, 2021
WCI #208: Annuities and Cash Secured Puts in Low Yield Times
Apr 29, 2021
MtoM #11 - $145K Paid Off in 6 Months
Apr 26, 2021
WCI #207: The Delusions of Crowds with Bill Bernstein
Apr 22, 2021
MtoM #10 - Millionaire 5 years Post Residency
Apr 19, 2021
WCI #206: 10 Commandments for Financial Independence
Apr 15, 2021
MtoM #9 - Family Medicine Doc Receives PSLF
Apr 12, 2021
WCI #205: Understanding Required Minimum Distributions
Apr 08, 2021
MtoM #8 - $450K Paid Off In 2.5 Years
Apr 05, 2021
WCI #204: First Year of Retirement with Physician on Fire
Apr 01, 2021
MtoM #7 - Psychiatrist pays off $330K in 3.5 Years
Mar 29, 2021
WCI #203: Benefits and Drawbacks of an MSO
Mar 25, 2021
MtoM #6 - Millionaire Status - Automatically
Mar 22, 2021
WCI #202: Working Together with Your Partner, with Mrs. WCI
Mar 18, 2021
MtoM #5 - Anesthesiologist Pays Off $300K in 2 Years
Mar 15, 2021
WCI #201: When to Rent vs Buy a Home
Mar 11, 2021
MtoM #4 - Military Pediatrician Pays off $150K in 15 Months
Mar 08, 2021
WCI #200: Vetting Private Real Estate Deals
Mar 04, 2021
MtoM #3 - Become a Millionaire with the 1/3 Income Rule
Mar 01, 2021
WCI #199: Asset Protection with Jay Adkisson
Feb 25, 2021
MtoM #2 - Pediatric Intensivist gets PSLF with No Hassle
Feb 22, 2021
WCI #198: Where to Save $100K for Private Real Estate
Feb 18, 2021
MtoM #1 - High COLA Family Doc Slays $400K in Student Loans
Feb 15, 2021
WCI #197: The Value of Physician Leadership
Feb 11, 2021
WCI #196: Understanding Tax Brackets
Feb 04, 2021
WCI #195: Investing Lessons from Christine Benz of Morningstar
Jan 28, 2021
WCI #194: The Backdoor Roth IRA Made Easy
Jan 21, 2021
WCI #193: Cure Physician Burnout with Dr. Dike Drummond
Jan 14, 2021
WCI #192: Is Your Financial Plan Reasonable?
Jan 07, 2021
WCI #191: Don't Make These 10 Financial Mistakes
Dec 31, 2020
WCI #190: The Next Millionaire Next Door
Dec 24, 2020
WCI #189: Inherited IRAs
Dec 17, 2020
WCI #188: Dr. Rick Hodes, a Life Dedicated to Service
Dec 10, 2020
WCI #187: How Much Should You Put in a Roth?
Dec 03, 2020
WCI #186: Pilots are High Income Professionals Too
Nov 26, 2020
WCI #185: Finances in the Great White North
Nov 19, 2020
WCI #184: Selling Your Practice to a Private Equity Firm
Nov 12, 2020
WCI #183: Physician Moms and Their Finances
Nov 05, 2020
WCI #182: Stock Market and Elections
Oct 29, 2020
WCI #181: Evidence-Based Investing with Larry Swedroe
Oct 22, 2020
WCI #180: More Physician Millionaires
Oct 15, 2020
WCI #179: Financial Changes When You Make Partner
Oct 08, 2020
WCI #178: Practicing Medicine in Australia
Oct 01, 2020
WCI #177: Financial Planning for Children with Special Needs
Sep 24, 2020
WCI #176: A Public Service Loan Forgiveness Success Story
Sep 17, 2020
WCI #175: Fixing Analysis Paralysis
Sep 10, 2020
WCI #174: How to Make Seven Figures in Medicine
Sep 03, 2020
WCI #173: The Dangers of Robinhood
Aug 27, 2020
WCI #172: Behavioral Finance with Morgan Housel
Aug 20, 2020
WCI #171: Six Principles of Asset Location
Aug 13, 2020
WCI #170: Rick Ferri versus Paul Merriman Part 2
Aug 06, 2020
WCI #169: Rick Ferri versus Paul Merriman on Factor Investing
Jul 30, 2020
WCI #168: Retirement Accounts versus Real Estate
Jul 23, 2020
WCI #167: You Need a Budget
Jul 16, 2020
WCI #166: Is Vanguard Losing Its Status?
Jul 09, 2020
WCI #165: What is Direct Primary Care?
Jul 02, 2020
WCI #164: Why You Should Max Out Your Retirement Accounts
Jun 25, 2020
WCI #163: Guide to Physician Disability Insurance
Jun 18, 2020
WCI #162: Are Side Gigs Mandatory for Doctors?
Jun 11, 2020
WCI #161: Medicine and Finance in Venezuela
Jun 04, 2020
WCI #160: What State is Best for Real Estate Investing?
May 28, 2020
WCI #159: Financial Infidelity
May 21, 2020
WCI #158: Which Physician Specialty is Best for Retiring Early?
May 14, 2020
WCI #157: Tips for Buying and Selling a Practice
May 07, 2020
WCI #156: What to do with a Dramatically Lower Income
Apr 30, 2020
WCI #155: Malpractice Insurance - Above Policy Limit Judgments
Apr 23, 2020
WCI #154: Bear Market Action Plan
Apr 16, 2020
WCI #153: Tax Loss Harvesting
Apr 09, 2020
WCI #152: Work Life Balance with Tired Super Heroine
Apr 02, 2020
WCI #151: How to Pick a Charity
Mar 26, 2020
WCI #150: Side Gigs, Women, and Demographic Changes in Medicine
Mar 19, 2020
WCI #149: Should I Time the Market?
Mar 12, 2020
WCI #148: Finding Balance in Your Life with Dr. Dawn Baker
Mar 05, 2020
WCI #147: Being a Finance Buff with Harry Sit
Feb 27, 2020
WCI #146: The 5-Year Rule for Roth IRA Conversions
Feb 20, 2020
WCI #145: Faith, Family, and Finance with Rogue Dad, M.D.
Feb 13, 2020
WCI #144: Can I Send Money to India?
Feb 06, 2020
WCI #143: All About Medical School Loans with Ben White
Jan 30, 2020
WCI #142: Should You Raid a Roth IRA To Pay Off Your Loans?
Jan 23, 2020
WCI #141: Private Real Estate Access Funds
Jan 16, 2020
WCI #140: Solving Your Financial Mistakes
Jan 09, 2020
WCI #139: Physician Millionaires - How'd They Do It?
Jan 02, 2020
WCI #138: Managing Student Loans and When to Pay for Advice
Dec 26, 2019
WCI #137: Inspiration to Crush Your Student Loans
Dec 19, 2019
WCI #136: Taxes on Stock Options
Dec 12, 2019
WCI #135: Estate Planning with Daniel Kesten
Dec 05, 2019
WCI #134: Improve Your Personal Financial Literacy
Nov 28, 2019
WCI #133: What Physicians Need to Know About Contract Negotiation
Nov 21, 2019
WCI #132: Asset Protection Strategies to Secure Your Wealth
Nov 14, 2019
WCI #131: Rules for Business Vehicle Tax Deduction
Nov 07, 2019
WCI #130: How to Retire Early as a Doctor with the Physician on Fire
Oct 31, 2019
WCI #129: Helping Family When They are Bad With Money
Oct 24, 2019
WCI #128: Resident Physician Financial Mistakes
Oct 17, 2019
WCI #127: Understanding the Mega Backdoor Roth IRA
Oct 10, 2019
WCI #126: How to Reduce your Investment Taxes with Phil DeMuth
Oct 03, 2019
WCI #125: How to Rebalance Your Portfolio
Sep 26, 2019
WCI #124: Financial Advisors: The Good, The Bad, and The Ugly with Michael Kitces
Sep 19, 2019
WCI #123: Will the Politicians Cancel your Student Loan Debt?
Sep 12, 2019
WCI #122: Frugal Living with the Frugal Physician
Sep 05, 2019
WCI #121: What You Need to Know About Self-Employment Taxes
Aug 29, 2019
WCI #120: Medical Missionary Work
Aug 22, 2019
WCI #119: How to Pay for College with Robert Farrington
Aug 15, 2019
WCI #118: How Do I Claim a Foreign Tax Credit?
Aug 08, 2019
WCI #117: Managing Healthcare Real Estate Properly
Aug 01, 2019
WCI #116: Fix the Car or Buy a New One?
Jul 25, 2019
WCI #115: How to Fix Your Investment Mistakes
Jul 18, 2019
WCI #114: Should You Start a Group Practice Retirement Plan?
Jul 11, 2019
WCI #113: Dare to be Dull with Allan Roth
Jul 04, 2019
WCI #112: The Right Way to Borrow Money From Family
Jun 27, 2019
WCI #111: Investing in Airbnb Rentals with David Draghinas
Jun 20, 2019
WCI #110: How Does the US Tax Foreign Investment Income?
Jun 13, 2019
WCI #109: Passive Investing and Financial Advisory Fees with Rick Ferri
Jun 06, 2019
WCI #108: What is Value Averaging and How Does it Work
May 30, 2019
WCI #107: The Four Pillars of Investing with Bill Bernstein, MD
May 23, 2019
WCI #106: Financial Advice for Those Starting a Family
May 16, 2019
WCI #105: How to Think About Money with Jonathan Clements
May 09, 2019
WCI #104: Mistaking a Salesman for a Financial Advisor
May 02, 2019
WCI #103: Reduce Burnout with the Physician Philosopher
Apr 25, 2019
WCI #102: How to Pay for a House
Apr 18, 2019
WCI #101: When To Hire A Financial Planner
Apr 11, 2019
WCI #100: How To Get Rich as a Doctor
Apr 04, 2019
WCI #99: How to Break Up with Your Financial Advisor
Mar 28, 2019
WCI #98: A Discussion with a Resident and a Medical Student
Mar 21, 2019
WCI #97: Realtors and Physician Mortgage Loans with Peter Kim of Curbside Real Estate
Mar 14, 2019
WCI #96: An Interview with Michelle Finkel of Insider Medical Admissions
Mar 07, 2019
WCI #95: The Speakpipe is Working
Feb 28, 2019
WCI #94: Surgery Center Investments
Feb 21, 2019
WCI #93: Being a Military Physician
Feb 14, 2019
WCI #92: Private Real Estate Funds
Feb 07, 2019
WCI #91: Becoming Your Parent's Financial Advisor
Jan 31, 2019
WCI #90: An Interview with Physician on Fire and Passive Income MD
Jan 24, 2019
WCI #89: State of the Podcast
Jan 17, 2019
WCI #88: Interview with Crispy Doc
Jan 10, 2019
WCI #87: The White Coat Investor Philosophy
Jan 03, 2019
WCI #86: Legacy Holdings in Taxable Account
Dec 27, 2018
WCI #85: The Real Life Financial Experience of a Young Periodontist
Dec 20, 2018
WCI #84: Bonds in a Rising Interest Rate Environment
Dec 13, 2018
WCI #83: Teaching Personal Finance to Students and Residents with Jason Mizell
Dec 06, 2018
WCI #82: Nearing Retirement
Nov 29, 2018
WCI #81 - Medicine and Finance in the UK with Dr. Nikki Ramskill
Nov 22, 2018
WCI #80: Answering Listener Questions
Nov 15, 2018
WCI #79: Sorting Out An Academic Doc's Finances
Nov 08, 2018
WCI #78: Cash Balance Plans
Nov 01, 2018
WCI #77: Investing in Online Businesses - An Interview with Gregory Elfrink from Empire Flippers
Oct 25, 2018
WCI #76: Good Debt and Bad Debt
Oct 18, 2018
WCI #75: Increasing Your Primary Care Income - An Interview with Doc G from DiverseFI.com
Oct 16, 2018
WCI #74: Public Service Loan Forgiveness
Oct 04, 2018
WCI #73: Raising Exceptionally Talented Children
Sep 27, 2018
WCI #72: Why Bonds?
Sep 20, 2018
WCI #71: An Interview with Nii Darko from Docs Outside the Box
Sep 13, 2018
WCI #70: Stuff I Don't Invest In
Sep 06, 2018
WCI #69: An Interview with Carrie Reynolds from Hippocratic Hustle
Aug 30, 2018
WCI #68: Moonlighting and Side Gigs
Aug 23, 2018
WCI #67: An Interview with Passive Income MD and Physician on Fire
Aug 16, 2018
WCI #66: Long Term Care Insurance
Aug 09, 2018
WCI #65: An Interview with Coach Carson
Aug 02, 2018
WCI #64: Dealing with Inflation
Jul 26, 2018
WCI #63: Hate Mail and a Disclosure
Jul 19, 2018
WCI #62: An Interview with Vagabond MD
Jul 12, 2018
WCI #61: All About Residents
Jul 05, 2018
WCI #60: An Interview with Ryan Gray from Medical School Headquarters
Jun 28, 2018
WCI #59: Is Dr. Mike Meru Crazy?
Jun 21, 2018
WCI #58: Interview with Sarah Catherine Gutierrez from Aptus Financial
Jun 14, 2018
WCI #57: Questions from Doctors Doing Well and Doctors in Trouble
Jun 07, 2018
WCI #56: An Interview with Mike Piper from the Oblivious Investor
May 31, 2018
Bonus Episode: WCI Conference Video Course
May 28, 2018
WCI #55: Basics of Investing
May 24, 2018
WCI #54: Asset Protection
May 17, 2018
WCI #53: Tax Cut and Jobs Act Pass Through Deduction
May 13, 2018
WCI #52: An Interview with Lara McElderry from Married to Doctors
May 03, 2018
WCI #51: Another Visit to Whole Life Insurance Land
Apr 26, 2018
WCI #50: An Interview with Paul Merriman
Apr 19, 2018
WCI #49: Tales From my Email Box
Apr 12, 2018
WCI #48: Choose Financial Independence
Apr 05, 2018
WCI #47: Staying the Course, Stock Purchase Plans, and TSP Loans
Mar 29, 2018
WCI #46: The Happy Philosopher
Mar 22, 2018
WCI #45: Interview with Curbside Real Estate
Mar 15, 2018
WCI #44: Complicated Aspects of 401(k)s
Mar 08, 2018
WCI #43: Merger Arbitrage with Peter Steinberg MD
Mar 01, 2018
WCI #42: Buy One Property A Year
Feb 22, 2018
WCI #41: Getting A Second Opinion
Feb 15, 2018
WCI #40: Physician on Fire Update
Feb 08, 2018
WCI #39: Five Questions on SERPs, New Tax Law, Inherited IRAs, and Gifts
Feb 01, 2018
WCI #38: Bitcoin, Prenups, and Investing vs Paying off Debt
Jan 25, 2018
WCI #37: Introducing the WCI Online Course: Fire Your Financial Advisor
Jan 18, 2018
WCI #36: Interview with Nathaniel Minnick, DO
Jan 11, 2018
WCI #35: Interview with Jordan Goodman from Money Answers
Jan 04, 2018
WCI #34: Good Investing is Boring Investing
Dec 28, 2017
WCI #33: Questions from Medical Students
Dec 21, 2017
WCI #32: Passive Income MD
Dec 14, 2017
WCI #31: Alternative Investments with Dr. Meadows
Dec 07, 2017
WCI #30: How to Invest at All Time Highs
Nov 30, 2017
WCI #29: Tax Reform Bill in Congress
Nov 16, 2017
WCI #28: What Matters Most in Personal Finance
Nov 04, 2017
WCI #27: How To Get Rich Quickly
Oct 30, 2017
WCI #26: When To Buy A Home
Oct 24, 2017
WCI #25: Military and 1099 Physicians
Oct 02, 2017
WCI #24: Potpourri of Listeners' Questions
Sep 25, 2017
WCI #23: An Interview with Miss Bonnie MD
Aug 29, 2017
WCI #22: Nuts and Bolts of Financial Planning
Aug 21, 2017
WCI #21: Tax Diversification
Jul 31, 2017
WCI #20: Comparing Independent Contractor Jobs with Employee Jobs
Jul 19, 2017
WCI #19: Social Security
Jun 27, 2017
WCI #18: Emergency Funds
Jun 19, 2017
WCI #17: Understanding Tax Deductions and Credits
Jun 09, 2017
WCI #16: Understanding The Age 59 1/2 Rule
May 30, 2017
WCI #15: What to do if you have No 401K as a New Attending
May 24, 2017
WCI #14: WCI Interviews the Physician on Fire
May 11, 2017
WCI #13: Fixed versus Variable Rates
Apr 28, 2017
WCI #12: Investing in Taxable Accounts - What You Need to Know
Apr 25, 2017
WCI #11: Should You Make Roth or Traditional 401K Contributions?
Mar 23, 2017
WCI #10: An interview with Mrs. WCI
Mar 17, 2017
WCI #9: The Four Pillars to Successfully Paying for Children’s Education
Mar 10, 2017
WCI #8: Passive Income
Feb 24, 2017
WCI #7: Backdoor Roth IRAs and Why You Should Be Funding Them
Feb 16, 2017
WCI #6: Disability Insurance for High Income Earners
Feb 09, 2017
WCI #5: Paying Down Student Loans Versus Investing
Jan 27, 2017
WCI #4: The Stealth IRA: A Health Savings Account May Be Your Best Retirement Plan
Jan 27, 2017
WCI #3: How to Choose a Financial Advisor
Jan 19, 2017
WCI #2: Everything You Need to Know about Whole Life Insurance
Jan 19, 2017
WCI #1: Refinancing Student Loans
Jan 19, 2017
The White Coat Investor - Podcast Trailer
Jan 05, 2017