Podcast Feed
MtoM #209: OBGYN Takes 5 Months Off and Still Builds Wealth and Finance 101: Treasury Direct
Today we are celebrating this OBGYN taking a 5 month maternity leave and still building wealth through the process. This dual doc couple took advanta…
White Coat Investor
02/10/2025
WCI #405: TSP Fund, Indemnification Clauses, and Paying Off Loans
We start off answering questions from some military docs about the TSP fund now that it allows Roth conversions and contributions. We then talk about…
White Coat Investor
02/06/2025
MtoM #208: PM&R Resident Gets Back to Broke and Finance 101: Turning Your Home into a Rental Proper…
Today we are talking to a resident who is already back to broke. He had a leg up from fantastic parents who were able to help pay for his first few y…
White Coat Investor
02/03/2025
WCI #404: Real Estate, the National Debt and the Financial Challenges of Building a Practice
Today we are answering a few real estate questions starting with one about a 1031 exchange and then one about how to determine what qualifies as a "p…
White Coat Investor
01/30/2025
MtoM #207: A Rural Surgeon Gets Back to Broke and Finance 101: Nuances with Roths and Mega Backdoor…
Today we are talking with a surgeon from the midwest who is back to broke. This doc really teaches us the power of finding a great work life balance.…
White Coat Investor
01/27/2025
WCI #403: Exploring Taxes with a Friend of WCI
Today we have another Friends of WCI episode. Tax guru, Alexis Gallati, joins Dr. Dahle to answer your questions about taxes. They start with a quest…
White Coat Investor
01/23/2025
MtoM #206: Urologist Becomes a Millionaire and Finance 101: Changing Your Family Tree
This doc has become a millionaire just 4 years out of training. He comes from a two doc family who saved up enough to cover the cost of under grad an…
White Coat Investor
01/20/2025
WCI #402: Mega Backdoor Roth, Student Loans, and Expert Witness Work
Today we start out answering a few of your Mega Backdoor Roth questions. Then we move to answering a handful of questions about student loans includi…
White Coat Investor
01/16/2025
MtoM #205: Emergency Doc Gets Back to Broke in One Year and Finance 101: Rollovers
This ER doc is back to broke only one year out of training. He decided to focus on investing and growing wealth instead of tackling his student loans…
White Coat Investor
01/13/2025
WCI #401: Risk vs Reward - How to Find the Balance
Today we are talking about finding balance in our lives. We discuss how to know what our risk tolerance is both in the finance space but also in our …
White Coat Investor
01/09/2025
MtoM #204: Two Doc Couple Beats the Seven Year Itch and Becomes Multi Millionaires and Finance 101:…
This two doc couple is celebrating 8 years of marriage. He talks about how having such a fantastic partner is the most important part of his life and…
White Coat Investor
01/06/2025
WCI #400: Contribution Limits, Estate Planning, and Emergency Funds
Today we answer a few questions about estate planning and then explain what a Grantor Retained Annuity Trust is. We talk about contribution limits wh…
White Coat Investor
01/02/2025
MtoM #203: Intern Saves Up an Emergency Fund and Finance 101: Year End Calculations
Today we are chatting with an intern who has saved up an emergency fund. He is only 4 months into residency and he has built up enough to cover two m…
White Coat Investor
12/30/2024
WCI #399: 529s, UTMAs, and HSAs
Today Dr. Dahle Dr. Dahle is answering your questions off the speakpipe. We talk about dynasty 529s, UTMAs and the tax benefits of contributing to th…
White Coat Investor
12/26/2024
MtoM #202: Radiologist Gets PSLF and Finance 101: Charitable Giving
Today we are chatting with a radiologist who has received PSLF. She learned about PSLF back in 2009. She knew she wanted to go into academics so she …
White Coat Investor
12/23/2024
WCI #398: Doctors on Disability and Why You Need Disability Insurance
Today we are talking all about disability insurance. After Dr. Dahle's recent accident on the Tetons he is ever more passionate about the necessity f…
White Coat Investor
12/19/2024
MtoM #201: Financial Planner Becomes a Millionaire and Finance 101: Overfunded 529 Accounts
Today we are talking to a financial planner who has become a millionaire. This planner initially planned on going to dental school but changed his mi…
White Coat Investor
12/16/2024
WCI #397: Roth, Mega Backdoor Roth, Solo 401(k)s and IRAs
Today we are answering your retirement account questions. We answer questions about the mega backdoor Roth, Roth conversions, solo 401(k)s, individua…
White Coat Investor
12/12/2024
MtoM #200: Military Family Physician Takes the Fast Lane to Wealth and Finance 101: The Millionaire…
This military family medicine doc has become a millionaire. He is doing all the right things to invest and build wealth, but his real focus is on rea…
White Coat Investor
12/09/2024
WCI #396: Financial Planning For Special Needs Kids with Dr. Bryan Jepson
Today we are talking with practicing emergency physician and financial planner, Dr. Bryan Jepson. Dr. Jepson shares his journey from emergency medici…
White Coat Investor
12/05/2024