Nuts and Bolts of Financial Planning. Listen to this Q&A between Dr. Dahle and a fellow listener to find the answers to many of your financial pl…
White Coat Investor
08/21/2017
Tax Diversification Tax Diversification means not having all of your assets subject to the same tax effects, particularly during the withdrawal phase…
White Coat Investor
07/31/2017
Comparing Independent Contractor Jobs with Employee Jobs. Which job offer is better? This is a common question and one which nearly every doctor wres…
White Coat Investor
07/19/2017
Social Security Do you count on Social Security when running your retirement projections? How do you do so? Do you discount it somehow? Listen to thi…
White Coat Investor
06/27/2017
Emergency Funds What is the purpose of an emergency fund? How should you invest it? This podcast tells everything you ever wanted to know about emerg…
White Coat Investor
06/19/2017
Understanding Tax Deductions and Credits. If you've ever wondered what the difference between tax deductions and tax credits is and desired to lower…
White Coat Investor
06/09/2017
Understanding the Age 59 1/2 Rule. Planning on an early retirement? Listen to this podcast to understand the Age 59 1/2 Rule and how it may affect yo…
White Coat Investor
05/30/2017
What to do if you have No 401K as a New Attending. When starting a job as an Attending, often there is a time period where you cannot contribute to t…
White Coat Investor
05/24/2017
WCI Interviews the Physician on Fire. Listen to the first interview the anonymous PoF has granted! Learn about the path he took to gain financial ind…
White Coat Investor
05/11/2017
Fixed versus Variable Rates-- Which is Better for Your Mortgage or Student Loan Refinance? There is a natural hesitancy to having a variable rate loa…
White Coat Investor
04/28/2017
Investing in Taxable Accounts -- What You Need to Know. Ever wondered what you should do when you've maxed out your 401K, backdoor Roth IRA, and HSA …
White Coat Investor
04/25/2017
Should You Make Roth or Traditional 401K Contributions? Dr. Dahle get lots of questions from readers about whether or not they should take advantage …
White Coat Investor
03/23/2017
An interview with Mrs. WCI about how they've worked together to build financial success. Great couples function as one unit. It’s not my money or you…
White Coat Investor
03/17/2017
The Four Pillars to Successfully Paying for Children’s Education. Student loans are becoming an ever-larger burden on many households. Dr. Dahle disc…
White Coat Investor
03/10/2017
Passive Income. "The wealthiest physicians have loads of passive income. They don’t just have like trickling, bubbling streams…they have frothy river…
White Coat Investor
02/24/2017
Backdoor Roth IRAs and Why You Should Be Funding Them. If you have no idea what a Backdoor Roth IRA is, listen to this podcast. Seriously. You need t…
White Coat Investor
02/16/2017
Disability Insurance for High Income Earners: Understand these critical steps to purchasing disability insurance. A medical resident’s most valuable …
White Coat Investor
02/09/2017
Paying Down Student Loans Versus Investing -- What Should You Do? Ahhhhh….you’ve finally made it. 4 years in college, 4 years in medical school, 3-5 …
White Coat Investor
01/27/2017
The Stealth IRA: A Health Savings Account May Be Your Best Retirement Plan Dr. Dahle teaches you everything you need to know about a Health Savings A…
White Coat Investor
01/27/2017
How to Choose a Financial Advisor Dr. Dahle helps you understand the financial advisor professional. What do those designations after their name me…
White Coat Investor
01/19/2017