Podcast Feed
WCI #199: Asset Protection with Jay Adkisson
Attorneys who specialize in asset protection often use a lot of fear in their marketing materials. They want us to feel like we are going to be sued …
White Coat Investor
02/25/2021
MtoM #2 - Pediatric Intensivist gets PSLF with No Hassle
PSLF is real and can be received without major hassles. Dr. Yu is proof! He is a pediatric intensivist who owed $155K when he graduated school and ha…
White Coat Investor
02/22/2021
WCI #198: Where to Save $100K for Private Real Estate
For medicine and healthcare nationally, it is not good that as physicians, we are tending to abdicate our leadership opportunities. If we refuse to d…
White Coat Investor
02/18/2021
MtoM #1 - High COLA Family Doc Slays $400K in Student Loans
Dr. Emily and her partner, both family doctors in a high cost of living area, paid off $400K+ in students loans in really only 4 years after deciding…
White Coat Investor
02/15/2021
WCI #197: The Value of Physician Leadership
For medicine and healthcare nationally, it is not good that as physicians, we are tending to abdicate our leadership opportunities. If we refuse to d…
White Coat Investor
02/11/2021
WCI #196: Understanding Tax Brackets
Understanding how the tax brackets work will aid your tax planning and make for more informed, reasonable discussions of tax policy. People don't act…
White Coat Investor
02/04/2021
WCI #195: Investing Lessons from Christine Benz of Morningstar
Morningstar has been around for 36 years and is by far the best place to get information about all of the mutual funds available. Our guest in this e…
White Coat Investor
01/28/2021
WCI #194: The Backdoor Roth IRA Made Easy
Everyone should be contributing to a Roth IRA every year. This is retirement account space that you can't get back. Many of us need to contribute to …
White Coat Investor
01/21/2021
WCI #193: Cure Physician Burnout with Dr. Dike Drummond
Burnout is a big risk to your finances. Your fastest path to cash is as a board-certified doctor. We want you to be happily practicing medicine for a…
White Coat Investor
01/14/2021
WCI #192: Is Your Financial Plan Reasonable?
I often tell people having a written investing plan is crucial to their financial success. That requires that the investing plan first be reasonable.…
White Coat Investor
01/07/2021
WCI #191: Don't Make These 10 Financial Mistakes
There are 10 big financial mistakes that doctors make. We see these made repeatedly over and over again. If you can avoid these, you're going to have…
White Coat Investor
12/31/2020
WCI #190: The Next Millionaire Next Door
We can learn a lot from the research examining how self-made, economically successful Americans became that way. Our guest this week is Sarah Stanley…
White Coat Investor
12/24/2020
WCI #189: Inherited IRAs
If you are fortunate enough to inherit an IRA there are some things you should know. Inherited IRAs, also known as stretch IRAs (link
White Coat Investor
12/17/2020
WCI #188: Dr. Rick Hodes, a Life Dedicated to Service
The work of Dr. Rick Hodes in Ethiopia is inspiring. He is working in an international inter-religious, interfaith, inter-ethnic environment to make …
White Coat Investor
12/10/2020
WCI #187: How Much Should You Put in a Roth?
Is there a recommended percentage of your portfolio that should be in Roth accounts when you retire? We are asked this question a lot. People think t…
White Coat Investor
12/03/2020
WCI #186: Pilots are High Income Professionals Too
The financial pathway of a major airline pilot is remarkably similar to that of a doctor. A lot of people don't realize they make doctor-like incomes…
White Coat Investor
11/26/2020
WCI #185: Finances in the Great White North
The Canadian financial system is similar but not quite the same as the U.S. financial system. In this episode we talk about the Canadian retirement s…
White Coat Investor
11/19/2020
WCI #184: Selling Your Practice to a Private Equity Firm
It is becoming more and more common for physician groups to be approached by a private equity firm that wants to buy the practice and make them “more…
White Coat Investor
11/12/2020
WCI #183: Physician Moms and Their Finances
Our guest today is Dr. Hala Sabry, the founder of the Physician Moms Group on Facebook. Who better to ask about physician moms and their finances tha…
White Coat Investor
11/05/2020
WCI #182: Stock Market and Elections
What general market trends do we see during election seasons? What usually happens if a Republican president wins a second term? What usually happens…
White Coat Investor
10/29/2020