Podcast Feed
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
MtoM #199: Nurse Practitioner Becomes a Millionaire by Doing Locums and Finance 101: Trading
Today we are celebrating a Nurse Practitioner who has become a millionaire. A few years into her career she was feeling bored and wanted a change. So…
White Coat Investor
12/02/2024
WCI #395: Navigating the Nuances of Career, Family, and Money with Dr. Lisha Taylor
Today we covering a range of topics with our friend Dr. Lisha Taylor. We discuss topics like what the arrival fallacy is and what to do about it and …
White Coat Investor
11/28/2024
MtoM #198: Financially Recovering From a Divorce and Finance 101: The Importance of Both Spouses Wo…
Today we are talking with an anesthesiologist who went through an emotionally and financially tough divorce. He came on the podcast to encourage anyo…
White Coat Investor
11/25/2024
WCI #394: Index Funds, Real Estate, and Buying Into Your Practice
Today we start off with a dive into HSAs then answer a question about low cost index funds and how they actually work. We get into the weeds with a q…
White Coat Investor
11/21/2024
MtoM #197: Rehab Docs Pays Off Student Loans in 16 Months and Finance 101: Pessimism
This rehab doc paid off $380,000 of student loans in only 16 months! He obviously worked like crazy over that time period to be able to accomplish th…
White Coat Investor
11/18/2024
WCI #393: Heroes of My Life, Part 2
This is part two of Dr. Dahle's fall and rescue story. If you did not listen to last weeks episode yet, be sure to start there. We are picking the st…
White Coat Investor
11/14/2024
MtoM #196: Surgeon Gets Back to Broke During Residency and Finance 101: The Basics of Real Estate I…
This general surgery resident is back to broke before he has even completed training. He became financially literate early in his training and got to…
White Coat Investor
11/11/2024
WCI #392: Heroes of My Life, Part 1
We are so excited to welcome Dr. Dahle back to the podcast after a few months off as he recovered from his mountain climbing accident. Back in August…
White Coat Investor
11/07/2024
MtoM #195: Radiologist Goes Part Time and Finance 101: Real Estate vs. Stocks
This radiologist has had so much success and is celebrating cutting back to part time. He has a net worth of roughly $11 million and could have retir…
White Coat Investor
11/04/2024
WCI #391: The Student Loan Roller Coaster
“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the…
White Coat Investor
10/31/2024
MtoM #194: Hospitalists Become Financially Independent after 12 Years and Finance 101: Retirement A…
This dual hospitalist couple has hit a huge net worth milestone become financially independent after just 12 years. He said his entire motivation to …
White Coat Investor
10/28/2024
WCI #390: WCICON24 Columnist Panel Discussion
Today we are sharing one of our most popular sessions from WCICON24. Each year we have a few of our White Coat Investor columnists join Dr. Dahle on …
White Coat Investor
10/24/2024
MtoM #193: Social Worker Becomes a Millionaire and Finance 101: Health Insurance in Early Retirement
Today we are talking with someone near and dear to us at the White Coat Investor. Cindy was the first employee at White Coat and has been working her…
White Coat Investor
10/21/2024