Podcast Feed
MtoM #143: Emergency Doc Becomes Millionaire in 2 Years and Finance 101: How to Spend in Retirement
Today we are talking with an emergency medicine doc who became a millionaire only 2 years after training. He is the perfect example of how quickly yo…
White Coat Investor
11/06/2023
WCI #339: Dave Ramsey Gives Poor Advice to Unmatched Doc
Today we are answering you questions about taxes. We talk about how investing can impact taxes, how to manage estimated payments for your taxes and q…
White Coat Investor
11/02/2023
MtoM #142: Emergency Physician Becomes Multi-Deca Millionaire and Finance 101: Cash Balance Plans
This ER doc is celebrating his success building his net worth and his impending retirement. He did not do anything fancy with investments, he didn't …
White Coat Investor
10/30/2023
WCI #338: Is It Ever a Good Idea to Over Fund a Roth IRA?
Today we talk about are if it is reasonable to use 457(b) money to help fund your child's college education, how to do a 401(k) rollover and then how…
White Coat Investor
10/26/2023
MtoM #141: Doctors Pay Off Student Loans Before Even Finishing Training and Finance 101: The Import…
This Hospitalist and Cardiology Fellow couple paid off almost $400,000 of student loans before they were both out of training! They put their noses t…
White Coat Investor
10/23/2023
WCI #337: Entrepreneurship and Angel Investing
Today we are talking with Drs Niki Kennedy and Dan Pipitone of Arborhive. We are talking all about entrepreneurship and how doctors can use their exp…
White Coat Investor
10/19/2023
MtoM #140: Vascular Surgeon Lives Like a Resident and Finance 101: Car Insurance
Our interview today is with a doc who has mastered the art of living like a resident. She shows us what working hard, saving and advocating for yours…
White Coat Investor
10/16/2023
WCI #336: Asset Protection In Real Estate Investing
Today we tackle your questions about renting out a property, buying a house, estate planning, and the home office deduction. We also talk about a new…
White Coat Investor
10/12/2023
MtoM #139: Academic Pulmonologist Hits Half Million Dollar Net Worth and Finance 101: Financial Adv…
Today we are talking with a doc that has hit a half million dollar net worth. He took our Fire Your Financial Advisor course and gained the confidenc…
White Coat Investor
10/09/2023
WCI #335: Solo 401(k) Questions
Today we are answering your solo 401(k) questions. We tackle topics like what to do when you change from W2 to K1, when to create an S-Corp, how to c…
White Coat Investor
10/05/2023
MtoM #138: Doc Helps Change His 401(k) Plan and Finance 101: Tax Brackets
We loved hearing from this doc about how he advocated for changes to be made to his employer 401(k) plan. After a few years of requests he was happy …
White Coat Investor
10/02/2023
WCI #334: How You’re Being Ripped Off By Incompetent and Corrupt CMS Bureaucrats with Dr. Alex Shte…
Our guest today is Dr. Alex Shteynshlyuger. We learned about him in a ProPublica article we recently came across. Dr. Alex is on a crusade to educate…
White Coat Investor
09/28/2023
MtoM #137: Roadie Becomes a Millionaire and Finance 101: Retirement Accounts for the Self Employed
On this episode we have a great interview with a concert roadie who has become a millionaire. This White Coat Investor lives in Brazil and has a degr…
White Coat Investor
09/25/2023
WCI #333: Investing in India's Stock Market and More!
Today we answer your questions about agency bonds, what to invest HSA money in, factor investing, and whether to pay off debt or invest. We also disc…
White Coat Investor
09/21/2023
MtoM #136: Cutting Back To Full Time and Finance 101: Home Buying
This pathologist is celebrating getting her financial ducks in a row and finally feeling ready to give up her side gigs and just work one job. She ma…
White Coat Investor
09/18/2023
WCI #332: Getting A Financial Plan In Place
Today, SC Gutierrez, long time friend of WCI and the podcast is joining Dr. Dahle to help answer your questions. Together they answer questions about…
White Coat Investor
09/14/2023
MtoM #135: Opening a Franchise and Finance 101: Tilting Your Portfolio
This doc decided to take some lemons that came his way and make lemonade. After being let go from his job he decided to continue to work part time in…
White Coat Investor
09/11/2023
WCI #331: 401K and IRA Limits are Totally Separate
Today Dr. Dahle reminds us that 401K and IRA limits are totally separate. He once again reviews the changes that happened with the Secure Act 2.0 and…
White Coat Investor
09/07/2023
MtoM #134: Primary Care Doc Becomes A Millionaire And Pays Off Student Loans in 4.5 Years And Finan…
This doc has been a White Coat Investor since he was a med student. He got started with his financial journey during residency and has hit financial …
White Coat Investor
09/04/2023
WCI #330: Financial Therapy with Aja Evans
Today Dr. Dahle speaks with financial therapist, Aja Evans. Aja is a licensed therapist with over a decade of experience in the mental health industr…
White Coat Investor
08/31/2023