Podcast Feed
MtoM #219: Veterinarian Gets Back to Broke in 10 Months and Finance 101: Mutual Funds
Today we hear from a Veterinarian who is back to broke only 10 months out of training. This vet lives in the midwest and really shows what geo arbitr…
White Coat Investor
04/21/2025
WCI #415: The Radiologist Next Door Takes a Year Off
Dr. Dahle's good friend, Dr. Matt Morgan, joins us on the podcast today. Dr. Morgan just completed a one year sabbatical that was all about living in…
White Coat Investor
04/17/2025
MtoM #218: CRNA Becomes a Retirement Account Millionaire and Finance 101: Tax Strategy
Today we are talking with a CRNA who has become a millionaire! She is 18 years out of training and now has more than a million dollars in retirement …
White Coat Investor
04/14/2025
WCI #414: Roth IRAs and 401(k)s
Today we are answering more of your Roth IRA and 401(k) questions. We talk about the difference between Roth and Traditional IRAs and then answer a q…
White Coat Investor
04/10/2025
MtoM #217: Ophthalmologist Overcomes Financial Mistakes and Finance 101: Career Longevity
Today we are talking with a doc who is celebrating getting back on track after some financial mistakes. He made the same mistake so many of us have a…
White Coat Investor
04/07/2025
WCI #413: Optimizing Your Career for Longevity with Rob Orman
Today we are talking with Dr. Rob Orman. Dr. Orman is a writer, podcaster and coach. He is an emergency medicine doc who now works with physicians to…
White Coat Investor
04/03/2025
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