Podcast Feed
WCI #379: Contributing to Your Non Dependent Adult Child's HSA
Today we talk more about the new Vanguard CEO and Ascensus acquiring Vanguards's individual 401(k) business. We answer a few questions about DAFs and…
White Coat Investor
08/08/2024
MtoM #182: Pharmacist Pays Off Student Loans in Two Years and Finance 101: Mega Backdoor Roth
This pharmacist tackled his student debt with extreme focus and paid off over $170,000 in only 2 years! He said he and his wife had the goal to get r…
White Coat Investor
08/05/2024
WCI #378: Marketing Your Practice
Today we are talking with Marita Mccahill of PracticeGro. Marita shares her expertise around the importance of learning how to market yourself online…
White Coat Investor
08/01/2024
MtoM #181: Dental Specialist Pays Off Student Loans and Finance 101: The Truth About Investing
Dental Specialist has paid off just over $489,000 in student loans just two years out of training! He took the Fire Your Financial Advisor course an…
White Coat Investor
07/29/2024
WCI #377: Tax Payments and Savings
Today we are answering your questions from the speak pipe. We discuss quarterly estimated payments and the safe harbor rule. We cover tax loss harves…
White Coat Investor
07/25/2024
MtoM #180: Pathologist Reaches Multiple Milestones and Finance 101: 5 Rules for Evaluating a Rental…
Our guest today is celebrating three big milestones. She has had a unique path to financial success including an intervention from her sister while s…
White Coat Investor
07/22/2024
WCI #376: Trusts, Direct Indexing and High Yield Savings Accounts
We are tackling your questions again today. First we answer a few questions about trusts. We cover topics like revocable trusts and probate. We talk …
White Coat Investor
07/18/2024
MtoM #179: Internist Receives PSLF and Finance 101: Money and Med School
This internal medicine doc just received PSLF and had almost $300,000 of loans forgiven! He said he was very intentional about looking for a 501(c)(3…
White Coat Investor
07/15/2024
WCI #375: More Than Enough with Mike Piper
Today we are talking with our friend Mike Piper. Mike is an author and blogger and one of the smartest guys in the personal finance space. The discus…
White Coat Investor
07/11/2024
MtoM #178: Pilot Pays Off Flight School Loans and Finance 101: Dumb Things You Hear About Buying Ho…
Today we have a second time guest joining us to celebrate paying off his flight school loans. This pilot has made so much progress since he was first…
White Coat Investor
07/08/2024
WCI #374: Asset Protection, 529s and the SAVE Plan
Today we are answering more of your questions. We start off talking about a terrible fraud situation and how to attempt to mitigate the damage. We an…
White Coat Investor
07/04/2024
MtoM #177: ER Doc Becomes a Millionaire 5 Years Out and Finance 101: Financial Advisors
Today we are chatting with an ER Doc who has reached millionaire status! He comes from an immigrant family and learned young the importance of hard w…
White Coat Investor
07/01/2024
WCI #373: Getting Paid Fairly
Today on the podcast we are talking with Kyle Claussen from Resolve. He chats with Dr. Dahle about the importance of really advocating for yourself a…
White Coat Investor
06/27/2024
MtoM #176: ENT Pays Off Student Loans While Also Paying For Fertility Treatments and Finance 101: M…
Today we are talking with an ENT who has paid off $300,000 of student loans. This is a doc who was comfortable paying the loans off over time while h…
White Coat Investor
06/24/2024
WCI #372: Solo 401(k), TSP, Employer Match and Converting from Pre-tax to Roth Questions
Today we are answering your questions about retirement accounts. We start out by addressing the recent change with Vanguard getting out of the solo 4…
White Coat Investor
06/20/2024
MtoM #175: Pharmacist Pays Off Over $200,000 of Student Loans in 15 Months and Finance 101: Working…
This pharmacist has paid off $286,000 of student loans with just over $200,000 of that in the last 15 months. How did he do it? He basically doubled …
White Coat Investor
06/17/2024
WCI #371: Which Accounts Will Make Your Kids Rich?
Today we answer your questions about rolling over an HSA, when to withdraw from your HSA, whether a UTMA or Custodial Roth IRA is better for your kid…
White Coat Investor
06/13/2024
MtoM #174: VA Physician Pays Off Student Loans and Becomes a Millionaire in 5 Years and Finance 101…
This VA emergency doc has paid off $370,000 in student loans in only 5 years! Not only that but he and his wife are already millionaires. He said it…
White Coat Investor
06/10/2024
WCI #370: Communicating with Your Spouse About Finances When You Don't See Eye to Eye
Today we spend some time talking about what to do when you and your spouse or partner do not see eye to eye about certain parts of your financial lif…
White Coat Investor
06/06/2024
MtoM #173: Hospitalist Pays Off Student Loans in 2 Years and Finance 101: Buying a House as a Resid…
This hospitalist has paid off $155,000 in only 2 years! He said he was able to stick to his aggressive payment plan because he also allowed himself t…
White Coat Investor
06/03/2024