Tax loss harvesting is an important topic, especially right now. If you have been hemorrhaging money in the markets, like most of us have, you may wa…
White Coat Investor
04/09/2020
With medical school classes now having slightly more women than men, more physicians are or will be juggling the challenge of being a professional an…
White Coat Investor
04/02/2020
Choosing which charities to give to is important. It takes just as much effort to give well as it does to earn, save, invest and spend well. We all k…
White Coat Investor
03/26/2020
Medical school classes now have slightly more women than men. In today's episode we talk a little bit about what that means, both for male and female…
White Coat Investor
03/19/2020
Should you try to time the market? No! Why? Because it is very hard to do well over the long term and it introduces significant transaction costs to …
White Coat Investor
03/12/2020
Life balance is an important topic as we address physician wellness in the medical community. Why is it so hard for high-income professionals to find…
White Coat Investor
03/05/2020
All of us can become a finance buffs if we are willing to put in the time to learn. Our guest in this episode is proof of that and is a bit of an of …
White Coat Investor
02/27/2020
The 5-year rule for Roth IRA Conversions can be confusing because there are two 5-year rules regarding Roth IRAs. We discuss the difference between t…
White Coat Investor
02/20/2020
In this episode we are looking at faith, family, and finances through the lens of medicine. Fahd Ahmad, also know as Rogue Dad, M.D. is our guest. Se…
White Coat Investor
02/13/2020
The question often comes up about sending money to or receiving money from India. It turns out international gifts of money are not that complicated …
White Coat Investor
02/06/2020
Managing your medical school loans is one of the most important first financial steps that a medical school student or resident needs to take care of…
White Coat Investor
01/30/2020
Should you raid your Roth IRA to pay off your student loans? No, I think raiding your Roth IRA for any reason is a bad decision. You only get so much…
White Coat Investor
01/23/2020
This episode we discuss advantages and disadvantages of investing in private real estate access funds. What are the advantages of access funds over s…
White Coat Investor
01/16/2020
As you become more financially literate, you realize all the financial mistakes that you were making. Some of those mistakes are more challenging to …
White Coat Investor
01/09/2020
It is possible for you to retire a millionaire. In this episode I interview 7 of your colleagues who have become millionaires before retirement. They…
White Coat Investor
01/02/2020
There is a huge issue with student loans in our country today. I think it is currently at $1.7 trillion. That is almost half of the annual federal bu…
White Coat Investor
12/26/2019
We want to inspire you to crush your student loans. One of the worst parts of being a doctor, dentist, or attorney is this massive student loan burde…
White Coat Investor
12/19/2019
There are non-qualified stock options and incentive stock options. They are each taxed very differently. A listener joined a startup and was offered …
White Coat Investor
12/12/2019
Daniel Kesten, an estate planning attorney and a speaker at the WCICon 20 in Las Vegas in March, is our guest on this episode. We have a great discus…
White Coat Investor
12/05/2019
This week is continuing financial education week. See more information and resources to get financially literate at link
White Coat Investor
11/28/2019