Podcast Feed
MtoM #40 - Dual Family Doctor Couple pays off $400K+ in 3 years
Following the outline for financial priorities in the WCI book, this couple was able to invest while paying off the debt for Brad’s medical school. R…
White Coat Investor
11/15/2021
WCI #236: Interview with Jaspreet Singh of the Minority Mindset
Jaspreet Singh is the creator of The Minority Mindset. We were introduced to him recently at a conference called FinCon that was for producers of fin…
White Coat Investor
11/11/2021
MtoM #39 - Buying a Car with Cash
Our guest is a general dentist three years out of training. He has hit a couple of milestones, back to broke and a six figure net worth. But he came …
White Coat Investor
11/08/2021
WCI #235: Pay Off Debt or Invest?
Today we are talking about whether it is better to pay off debt or invest. Like most financial questions the answer is, it depends. Read more at http…
White Coat Investor
11/04/2021
MtoM #38 - Dentist Achieves $0 Net Worth
This dentist just recently got back to broke! He finished training with a net worth of negative $510K. 5 years later they have reached a net worth of…
White Coat Investor
11/01/2021
WCI #234: Roth Q&A: 401ks, Conversions, and What if the Backdoor Goes Away?
This episode we answer all of your questions about Roth accounts. We talk a lot about retirement accounts and answer questions about Roth 401(k)s, th…
White Coat Investor
10/28/2021
MtoM #37 - The Veterinarian Millionaires
This dual couple veterinarians, 7.5 years out of training, have a $2-4 million net worth depending on how you value their practice. They attributed t…
White Coat Investor
10/25/2021
WCI #233: Insurance Q&A
This episode we are answering all of your questions about insurance. We discuss group universal life insurance and go over the reasons that it is ver…
White Coat Investor
10/21/2021
MtoM #36 - Psychiatrist Real Estate Investor Multimillionaire
Elaine is only one year out of her training as a psychiatrist with a 7.5 million net worth all in real estate investments and cash. She valued financ…
White Coat Investor
10/18/2021
WCI #232: Investing Q&A - The Dragon Portfolio, 457(b)s, 403(b)s And Individual Stocks
We have had a lot of questions about investing coming in lately, so today we have put all of those questions into one big Q&A podcast. We talk ab…
White Coat Investor
10/14/2021
MtoM #35 - The Attorney Millionaire
Dual attorney couple at 3.3 million net worth 8 years out of school. Their tips to success? Start early, contribute steadily, and avoid lifestyle inf…
White Coat Investor
10/11/2021
WCI #231: How Much Homeowners Insurance Do I Need?
We have had a lot of listeners request information on my homeowners insurance policy. After a large home renovation we had to make some pretty big ch…
White Coat Investor
10/07/2021
MtoM #34 - PSLF Forgiveness and Millionaires!
Out of school they owed $178K, paid $20-30K off over the next 10 years, and had the rest forgiven. Be diligent, make sure you track each payment. Get…
White Coat Investor
10/04/2021
WCI #230: Congress Proposes New Tax Bill Impacting High Earners
There are potential big changes coming up as a new tax bill is working its way through Congress. While there are sure to be many changes to the propo…
White Coat Investor
09/30/2021
MtoM #33 - Millionaire Podiatrist
Our first podiatrist on the Milestones podcast! In 8 years they paid off around a million dollars in debt between his student loans and a business lo…
White Coat Investor
09/27/2021
WCI #229: Retirement Accounts Q&A
In this week's episode we are taking listener questions regarding retirement accounts. We talk about 403(a), 403(b), and 457(b) accounts and what the…
White Coat Investor
09/23/2021
MtoM #32 - Pediatric Cardiac Intensivist Gets PSLF
Jennifer did a 4 year residency, 3 year fellowship, 1 additional training year as a pediatric cardiac intensivist, and then no payments required due …
White Coat Investor
09/20/2021
WCI #228: Charitable Giving: DAFs vs CRTs vs Private Family Foundation
In this episode we discuss charitable giving and dive into donor advised funds (DAFs), versus Charitable Remainder Trusts (CRTs) and private family f…
White Coat Investor
09/16/2021
MtoM #31 - Millionaire Dentist
As this dentist demonstrated, owning your own practice pays off. Everything extra comes to you. Save and invest that extra and you’ll be a multimilli…
White Coat Investor
09/13/2021
WCI #227: Starting a Medical Practice
When you own your practice, you're able to give better care, have more control and less burnout over your professional life. In general, you make mor…
White Coat Investor
09/09/2021