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WCI #215: Calculating ROI, Dollar Cost Averaging vs. Lump Sum, UTMA Accounts & TIPS

WCI #215: Calculating ROI, Dollar Cost Averaging vs. Lump Sum, UTMA Accounts & TIPS

This podcast is all about you and what you want to talk about. Today it is investments. How to calculate return on investment? What is the best way t…

MtoM #18 - Cancer Researcher pays off $130K

MtoM #18 - Cancer Researcher pays off $130K

After finding White Coat Investor 2 years ago, this physician has felt freed by this continuing financial education. Her debt was an emotional burden…

WCI #214: Will Student Loans Be Forgiven?

WCI #214: Will Student Loans Be Forgiven?

Student loans have been on the back burner for the last year or so, as borrowers have enjoyed 0% interest on their federal loans. There has been lots…

MtoM #17 - Nurse Practitioner and Pharmacist Millionaires

MtoM #17 - Nurse Practitioner and Pharmacist Millionaires

$1.2 million change in net worth in the last 6 years with a salary typically less than $200K. This couple reached millionaire status without ever fee…

WCI #213: Rules and Options for Managing Inherited Retirement Accounts

WCI #213: Rules and Options for Managing Inherited Retirement Accounts

If you inherited retirement accounts or anticipate leaving retirement accounts to your heirs, it is important to understand the rules and options for…

MtoM #16 - Paid off $260K in 2 years

MtoM #16 - Paid off $260K in 2 years

A urologist paid off $260K in 2 years. Making a plan ahead of time to pay off your loans helps you make decisions about where to live and what job to…

WCI #212: How to be a Coffeehouse Investor with Bill Schultheis

WCI #212: How to be a Coffeehouse Investor with Bill Schultheis

In 1998, Bill Schultheis wrote a simple investment book for people who felt overwhelmed by the market. The Coffeehouse Investor inspires readers to f…

MtoM #15 - Financially Independent Military Periodontist

MtoM #15 - Financially Independent Military Periodontist

In this episode we celebrate Casey achieving financial independence relatively early on a military salary that ranged from $75-260K/year. He has a $1…

WCI #211: Late Start Retirement Savings

WCI #211: Late Start Retirement Savings

Feeling like you are late to starting your retirement savings is a common sentiment. People are not generally as far behind as they think. Second car…

MtoM #14 - Optometrist Pays off 229K in 26 Months

MtoM #14 - Optometrist Pays off 229K in 26 Months

Optometrist and Vets seem to have the worst debt to income ratios. But this optometrist developed a hatred for his lenders and crushed his debt. Thou…

WCI #210: How to Survive and Thrive as a Divorced Doctor

WCI #210: How to Survive and Thrive as a Divorced Doctor

25% of physicians will experience divorce. We get questions on the podcast and blog from doctors going through divorce frequently but we have little …

MtoM #13 - Millionaire Internal Medicine Doctor

MtoM #13 - Millionaire Internal Medicine Doctor

Teresa and her husband made a plan to live off one income. In 5 years post training they were able to reach millionaire status. There are many roads …

WCI #209: Travel Hacking with Physician on Fire

WCI #209: Travel Hacking with Physician on Fire

For FIRE week on the White Coat Investor podcast, we have a guest host, Physician on Fire link , discussing …

MtoM #12 - Financially Independent by 31
FI

MtoM #12 - Financially Independent by 31

The lower you keep your expenses, the less you need for financial independence, and the quicker you can reach that state. Matt was able to reach fina…

WCI #208: Annuities and Cash Secured Puts in Low Yield Times

WCI #208: Annuities and Cash Secured Puts in Low Yield Times

In light of current interest rates and bond yields, should you change your investment strategy? People are wanting to do lots of different things to …

MtoM #11 - $145K Paid Off in 6 Months

MtoM #11 - $145K Paid Off in 6 Months

Dr. Asad’s hyper focus on paying off his student loan debt and living like a resident after residency, enabled him pay off his debt only 6 months out…

WCI #207: The Delusions of Crowds with Bill Bernstein

WCI #207: The Delusions of Crowds with Bill Bernstein

Bill Bernstein is one of the smartest people we know in the investing world. Listen to this interview with Dr. Bernstein about his new book, The Delu…

MtoM #10 - Millionaire 5 years Post Residency

MtoM #10 - Millionaire 5 years Post Residency

Jacque reached a net worth of a million dollars five years out of training. She practices outpatient internal medicine and is a military doctor with …

WCI #206: 10 Commandments for Financial Independence
FI

WCI #206: 10 Commandments for Financial Independence

The White Coat Investor went up into the Mount and out of the burning bush came a finger which engraved on the stone tablets the following 10 command…

MtoM #9 - Family Medicine Doc Receives PSLF

MtoM #9 - Family Medicine Doc Receives PSLF

This doctor knew from the beginning she wanted to go for PSLF and worked the system accordingly. Put in the effort to understand this program and it …