Podcast Feed

WCI #336: Asset Protection In Real Estate Investing

WCI #336: Asset Protection In Real Estate Investing

Today we tackle your questions about renting out a property, buying a house, estate planning, and the home office deduction. We also talk about a new…

MtoM #139: Academic Pulmonologist Hits Half Million Dollar Net Worth and Finance 101: Financial Advisors

MtoM #139: Academic Pulmonologist Hits Half Million Dollar Net Worth and Finance 101: Financial Adv…

Today we are talking with a doc that has hit a half million dollar net worth. He took our Fire Your Financial Advisor course and gained the confidenc…

WCI #335: Solo 401(k) Questions

WCI #335: Solo 401(k) Questions

Today we are answering your solo 401(k) questions. We tackle topics like what to do when you change from W2 to K1, when to create an S-Corp, how to c…

MtoM #138: Doc Helps Change His 401(k) Plan and Finance 101: Tax Brackets

MtoM #138: Doc Helps Change His 401(k) Plan and Finance 101: Tax Brackets

We loved hearing from this doc about how he advocated for changes to be made to his employer 401(k) plan. After a few years of requests he was happy …

WCI #334: How You’re Being Ripped Off By Incompetent and Corrupt CMS Bureaucrats with Dr. Alex Shteynshlyuger

WCI #334: How You’re Being Ripped Off By Incompetent and Corrupt CMS Bureaucrats with Dr. Alex Shte…

Our guest today is Dr. Alex Shteynshlyuger. We learned about him in a ProPublica article we recently came across. Dr. Alex is on a crusade to educate…

MtoM #137: Roadie Becomes a Millionaire and Finance 101: Retirement Accounts for the Self Employed

MtoM #137: Roadie Becomes a Millionaire and Finance 101: Retirement Accounts for the Self Employed

On this episode we have a great interview with a concert roadie who has become a millionaire. This White Coat Investor lives in Brazil and has a degr…

WCI #333: Investing in India's Stock Market and More!

WCI #333: Investing in India's Stock Market and More!

Today we answer your questions about agency bonds, what to invest HSA money in, factor investing, and whether to pay off debt or invest. We also disc…

MtoM #136: Cutting Back To Full Time and Finance 101: Home Buying

MtoM #136: Cutting Back To Full Time and Finance 101: Home Buying

This pathologist is celebrating getting her financial ducks in a row and finally feeling ready to give up her side gigs and just work one job. She ma…

WCI #332: Getting A Financial Plan In Place

WCI #332: Getting A Financial Plan In Place

Today, SC Gutierrez, long time friend of WCI and the podcast is joining Dr. Dahle to help answer your questions. Together they answer questions about…

MtoM #135: Opening a Franchise and Finance 101: Tilting Your Portfolio

MtoM #135: Opening a Franchise and Finance 101: Tilting Your Portfolio

This doc decided to take some lemons that came his way and make lemonade. After being let go from his job he decided to continue to work part time in…

WCI #331: 401K and IRA Limits are Totally Separate

WCI #331: 401K and IRA Limits are Totally Separate

Today Dr. Dahle reminds us that 401K and IRA limits are totally separate. He once again reviews the changes that happened with the Secure Act 2.0 and…

MtoM #134: Primary Care Doc Becomes A Millionaire And Pays Off Student Loans in 4.5 Years And Finance 101: Hitting The Ground Running

MtoM #134: Primary Care Doc Becomes A Millionaire And Pays Off Student Loans in 4.5 Years And Finan…

This doc has been a White Coat Investor since he was a med student. He got started with his financial journey during residency and has hit financial …

WCI #330: Financial Therapy with Aja Evans

WCI #330: Financial Therapy with Aja Evans

Today Dr. Dahle speaks with financial therapist, Aja Evans. Aja is a licensed therapist with over a decade of experience in the mental health industr…

MtoM #133: CRNA Becomes a Millionaire and Finance 101: Disability Insurance

MtoM #133: CRNA Becomes a Millionaire and Finance 101: Disability Insurance

This CRNA just became a millionaire. He had his financial awakening after an expensive divorce and realized he needed to learn more about finances if…

WCI #329: Why Mixing Insurance and Investing Causes So Many Problems

WCI #329: Why Mixing Insurance and Investing Causes So Many Problems

Today we get into the weeds about annuities. We talk all about what they are and when (or if) they are worth owning. We answer a question about if yo…

MtoM #132: Emergency Medicine Resident Hits $100K in Retirement Accounts and Finance 101: Cash

MtoM #132: Emergency Medicine Resident Hits $100K in Retirement Accounts and Finance 101: Cash

This emergency medicine resident saved $100,000 in his retirement accounts all during residency. He said living in the midwest helped because of low …

WCI #328: A Conversation With Locums Docs

WCI #328: A Conversation With Locums Docs

Today we have two locums docs on the podcast. One doc started his career as a locums doc before moving into long term employment. The other doc left …

MtoM #131: Nurse Becomes a Millionaire and Finance 101: Student Loan Refinancing

MtoM #131: Nurse Becomes a Millionaire and Finance 101: Student Loan Refinancing

Our guest today is a nurse who has a networth of $1.8 million only 12 years out of training. He wanted to come on the podcast to make sure people kno…

WCI #327: Send Your Kids to College

WCI #327: Send Your Kids to College

Today we are answering your questions about 529 accounts. We talk about what a reasonable amount to put in a 529 is and what to do if you over fund i…

MtoM #130:Family and Sports Medicine Doc is Back to Broke and Finance 101: Tenant Contracts

MtoM #130:Family and Sports Medicine Doc is Back to Broke and Finance 101: Tenant Contracts

This dual board certified doc is back to broke. She was in denial for a very long time about her finances and how much debt she had taken on and had …