Podcast Feed

WCI #429: Impact of the Big Beautiful Bill on Student Loans

WCI #429: Impact of the Big Beautiful Bill on Student Loans

There has been a lot of concern around student loans and what impact the new legislation will have. Today we bring on Andrew Paulson of link

MtoM #232: Med Student Graduates Debt Free with Limited Parental Help and Finance 101: The Pennies Issue with the Backdoor Roth IRA

MtoM #232: Med Student Graduates Debt Free with Limited Parental Help and Finance 101: The Pennies …

Today we are taking with a newly graduated med student who made it through school debt free. She worked four different jobs and ended up joining the …

WCI #428: Estate Planning and Passing Wealth to Your Children

WCI #428: Estate Planning and Passing Wealth to Your Children

Today we are answering your questions about estate planning and passing on of wealth to future generations. We talk about the value of giving your ki…

MtoM #231: Dual Doc Couple Saves $100K for Retirement During Residency and Finance 101: Plan Documents for Employer-Provided Retirement Accounts

MtoM #231: Dual Doc Couple Saves $100K for Retirement During Residency and Finance 101: Plan Docume…

This dual doc couple has a very impressive milestone today. They have saved $100,000 towards retirement during residency. They wanted to give themsel…

WCI #427: Dealing with a Disability Claim with Attorney Ben Glass

WCI #427: Dealing with a Disability Claim with Attorney Ben Glass

Today we are talking with Ben Glass, an attorney on our recommended list who helps docs make successful disability claims. Ben talks about what makes…

MtoM #230: Radiologist Hits Early Financial Independence and Finance 101: The Three Pathways to Wealth

MtoM #230: Radiologist Hits Early Financial Independence and Finance 101: The Three Pathways to Wea…

Today we are chatting with a radiologist who has hit financial independence just six years out of training. This doc has taken a unique path from bei…

WCI #426: A Deep Dive into HSAs
HSA

WCI #426: A Deep Dive into HSAs

Today we are answering a questions about HSAs. We spend time really getting into the details of what an HSA is, who might want to use it when, contri…

MtoM #229: Intensivist Goes into the ICU and Comes Out a Millionaire and Finance 101: How to Know Where You Stand Financially

MtoM #229: Intensivist Goes into the ICU and Comes Out a Millionaire and Finance 101: How to Know W…

Today we are talking to a pulmonary and critical care doc who is returning to the podcast for a second interview. He has achieved several milestones …

WCI #425: WCICON25 Columnist Panel

WCI #425: WCICON25 Columnist Panel

Today we are sharing one of our fan favorite sessions from WCICON25. Several of our White Coat Investor Columnists joined Dr. Dahle on stage for a di…

MtoM #228: Multiple Milestones on a Moderate Income and Finance 101: Mutual Funds

MtoM #228: Multiple Milestones on a Moderate Income and Finance 101: Mutual Funds

Today we are talking with Wendel Topper, our audio visual guru here at the White Coat Investor. He is sharing his story of his financial awakening an…

WCI #424: PSLF, Insurance, and Bonds

WCI #424: PSLF, Insurance, and Bonds

Today we are tackling a variety of topics starting off with a few questions regarding Public Service Loan Forgiveness. We talk about looking for disa…

MtoM #227: Orthopedist Becomes a Millionaire 7 Years Out of Training and Finance 101: Leverage

MtoM #227: Orthopedist Becomes a Millionaire 7 Years Out of Training and Finance 101: Leverage

Today we are talking to an orthopedic surgeon who has reached a net worth of $2 million. He read the White Coat Investor book in residency and decide…

WCI #423: Rollovers, Roth, and Investing

WCI #423: Rollovers, Roth, and Investing

Today we are back to our most asked about topic: Roth. We answer a question about rollovers, then we talk about Mega Backdoor Roth and then the regul…

MtoM #226: Family Doc and PT Pay Off Student Loans and Finance 101: Debt vs. Investing

MtoM #226: Family Doc and PT Pay Off Student Loans and Finance 101: Debt vs. Investing

Today we are talking with a family doc and a physical therapist who have paid off all of their student loans just a few years out of training. Their …

WCI #422: Parents, Children, and Relationships When Money Gets Involved

WCI #422: Parents, Children, and Relationships When Money Gets Involved

Today we are answering questions about finances and family members. We talk about when it is the right time to kick your kids of your car insurance, …

MtoM #225: Couple Leverages a Dental Practice to Reach Financial Independence in 9 Years and Finance 101: FIRE

MtoM #225: Couple Leverages a Dental Practice to Reach Financial Independence in 9 Years and Financ…

Today we are talking with a highly motivated couple that has reached financial independence in their mid thirties. They did all of this in less than …

WCI #421: Finding Joy in Your Work with Dr. Cory Fawcett

WCI #421: Finding Joy in Your Work with Dr. Cory Fawcett

Today we are talking with our friend, Dr. Cory Fawcett. Dr. Fawcett is an author many times over and has another great book newly published called A …

MtoM #224: CRNA Hits Half a Million Dollars and Finance 101: Investing Cash

MtoM #224: CRNA Hits Half a Million Dollars and Finance 101: Investing Cash

Today we are talking with a CRNA who has reached a net worth of a half million dollars. She has followed the White Coat way and lived frugally and sa…

WCI #420: Due Diligence on Real Estate Deals

WCI #420: Due Diligence on Real Estate Deals

Today we are answering some of your real estate questions starting with how to know if a deal is too good to be true and as well as the importance of…

MtoM #223: ER Doc Gets His Finances in Order and Finance 101: Donor Advised Funds

MtoM #223: ER Doc Gets His Finances in Order and Finance 101: Donor Advised Funds

Today we are talking with an ER doc who is celebrating getting his financial life in order. He shares his journey of hiring a trustworthy financial a…