Podcast Feed
MtoM #216: Two Doc Couple Gets Back to Broke While Raising Kids in New York City and Finance 101: M…
Today we have a two doc couple on the podcast who are back to broke. This couple lives in NYC, has two young children and had nearly $1 million in st…
White Coat Investor
03/31/2025
WCI #412: Toxic Work Environments, Avoiding Burnout, and Real Estate Questions
Today we start out by talking about what to do when your work place turns toxic and how to protect yourself from bad employers and from losing your j…
White Coat Investor
03/27/2025
MtoM #215: Dentist Pays Off HPSP Contract and Finance 101: Credit Scores
Today we are talking with a dentist who is completing his HPSP contract. He shares with us the positives and the negatives of his four year contract.…
White Coat Investor
03/24/2025
WCI #411: 401(k)s, IRAs, 403(b)s, and other Retirement Account Questions
Today we are tackling your questions about retirement accounts. We talk about rolling a 401(k) into and IRA after changing jobs, how to do a 403(b) r…
White Coat Investor
03/20/2025
MtoM #214: Medical Student Finishes School with a Positive Net Worth and Finance 101: Buying a Hous…
Today we are talking with a 4th year med student who is graduating medical school with a positive net worth. He and his spouse are financially educat…
White Coat Investor
03/17/2025
WCI #410: Taxes in Retirement, Tax Gain Harvesting, and Avoiding Probate
Today we are answering your tax questions. We discuss tax liability in retirement, social security tax limits, tax gain harvesting in UGMA accounts a…
White Coat Investor
03/13/2025
MtoM #213: Resident Acquires a Six Month Emergency Fund and Finance 101: Two Doc Households
Today we are talking with a PGY2 who has saved up six months of emergency funds. He has an impressive savings rate of around 35% and shows us that yo…
White Coat Investor
03/10/2025
WCI #409: Tail Coverage, Whole Life, and Other Insurance Questions
Today we are talking all about insurance. We answer a few questions about tail coverage. We talk about annuities and whole life insurance and yet aga…
White Coat Investor
03/06/2025
MtoM #212: Engineer and Surgeon Couple Become Millionaires and Finance 101: Estate Taxes in Differe…
This Engineer and Surgeon couple have become millionaires just a short time after she completed training. They hit this impressive milestone before s…
White Coat Investor
03/03/2025
WCI #408: Roth IRAs, 457(f)s, and Other Retirement Account Questions
Today we are answering your retirement account questions. We talk about Roth IRAs and the pro rata rule, we talk about self directing your solo 401(k…
White Coat Investor
02/27/2025
MtoM #211: Psychiatrist Gets Back to Broke and Finance 101: The Dangers of Performance Chasing
Today we are chatting with a psychiatrist who is back to broke. He said he owes his financial awakening to his wife who and his medical school friend…
White Coat Investor
02/24/2025
WCI #407: Credit Card Hacking for Travel
Today we are talking all about credit card hacking for travel. We have friend of WCI, Dr. Lisha Taylor, back on the podcast as well as credit card ha…
White Coat Investor
02/20/2025
MtoM #210: Engineer Becomes a Multimillionaire with a Six Figure HSA and Finance 101: FIRE
Today we are talking with an Automotive Engineer who has built a 6 figure HSA and gown his net worth to over $2 million. He shows us that you do not …
White Coat Investor
02/17/2025
WCI #406: iBonds, Asset Pricing and Other Investing Questions
Today we are getting into some investing questions. We start off with a discussion around iBonds and if they are still a worth while investment or if…
White Coat Investor
02/13/2025
MtoM #209: OBGYN Takes 5 Months Off and Still Builds Wealth and Finance 101: Treasury Direct
Today we are celebrating this OBGYN taking a 5 month maternity leave and still building wealth through the process. This dual doc couple took advanta…
White Coat Investor
02/10/2025
WCI #405: TSP Fund, Indemnification Clauses, and Paying Off Loans
We start off answering questions from some military docs about the TSP fund now that it allows Roth conversions and contributions. We then talk about…
White Coat Investor
02/06/2025
MtoM #208: PM&R Resident Gets Back to Broke and Finance 101: Turning Your Home into a Rental Proper…
Today we are talking to a resident who is already back to broke. He had a leg up from fantastic parents who were able to help pay for his first few y…
White Coat Investor
02/03/2025
WCI #404: Real Estate, the National Debt and the Financial Challenges of Building a Practice
Today we are answering a few real estate questions starting with one about a 1031 exchange and then one about how to determine what qualifies as a "p…
White Coat Investor
01/30/2025
MtoM #207: A Rural Surgeon Gets Back to Broke and Finance 101: Nuances with Roths and Mega Backdoor…
Today we are talking with a surgeon from the midwest who is back to broke. This doc really teaches us the power of finding a great work life balance.…
White Coat Investor
01/27/2025
WCI #403: Exploring Taxes with a Friend of WCI
Today we have another Friends of WCI episode. Tax guru, Alexis Gallati, joins Dr. Dahle to answer your questions about taxes. They start with a quest…
White Coat Investor
01/23/2025