Podcast Feed
WCI #409: Tail Coverage, Whole Life, and Other Insurance Questions
Today we are talking all about insurance. We answer a few questions about tail coverage. We talk about annuities and whole life insurance and yet aga…
White Coat Investor
03/06/2025
MtoM #212: Engineer and Surgeon Couple Become Millionaires and Finance 101: Estate Taxes in Differe…
This Engineer and Surgeon couple have become millionaires just a short time after she completed training. They hit this impressive milestone before s…
White Coat Investor
03/03/2025
WCI #408: Roth IRAs, 457(f)s, and Other Retirement Account Questions
Today we are answering your retirement account questions. We talk about Roth IRAs and the pro rata rule, we talk about self directing your solo 401(k…
White Coat Investor
02/27/2025
MtoM #211: Psychiatrist Gets Back to Broke and Finance 101: The Dangers of Performance Chasing
Today we are chatting with a psychiatrist who is back to broke. He said he owes his financial awakening to his wife who and his medical school friend…
White Coat Investor
02/24/2025
WCI #407: Credit Card Hacking for Travel
Today we are talking all about credit card hacking for travel. We have friend of WCI, Dr. Lisha Taylor, back on the podcast as well as credit card ha…
White Coat Investor
02/20/2025
MtoM #210: Engineer Becomes a Multimillionaire with a Six Figure HSA and Finance 101: FIRE
Today we are talking with an Automotive Engineer who has built a 6 figure HSA and gown his net worth to over $2 million. He shows us that you do not …
White Coat Investor
02/17/2025
WCI #406: iBonds, Asset Pricing and Other Investing Questions
Today we are getting into some investing questions. We start off with a discussion around iBonds and if they are still a worth while investment or if…
White Coat Investor
02/13/2025
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