Best Dr Jim Dahle Of The White Coat Investor Podcasts (2024)

1
WCI #385: Early Retirement Now With Big ERN 1:12:48

36m ago1:12:48

1:12:48

Our guest in this episode is Dr. Karsten. He's the mind behind the Early Retirement Now blog. He completed a PhD in economics, worked for the Federal Reserve for a while and taught economics. He joined the research department of an investment manager and got a CFA designation. He spent 10 years there before punching out to live the FIRE lifestyle a…

1
MtoM #188: Doc Finishes Student Loans One Year Out of Training and Finance 101: Stock Indexes 20:08

1h ago20:08

20:08

This emergency doc paid off over $455,000 in less than one year! That huge number was a combination of undergrad and med school loans as well as some loans from his wife's education. They were on the same page from the beginning and agreed to set the goal of paying everything off within one year of completing training. They poured every dollar they…

1
WCI #384: Help Your Kids Build Wealth 41:29

1d ago41:29

41:29

Today on the podcast we are talking about how to help your kids build wealth by funding Roth IRAs, HSAs, 529s, and employing them in your business. We also tackle questions about using brokerage accounts to get an attractive yield on cash, cash management accounts, and how to make sure you get your full match when you have a mandatory 403b contribu…

1
MtoM #187: Pediatrician Pays Off $330,000 in Student Loans in 7 Years and Finance 101: The Basics of Asset Protection 23:04

4d ago23:04

23:04

Today we are talking with a pediatrician who paid off $330,000 in 7 years. He talked about being mentally prepared for this to take a very long time. He refinanced his loans in 2019 and was making payments and trying to throw extra cash at them when he could. But when he sold his first house and moved to a new home he made enough on that sale that …

1
WCI #383: The Politics of Student Debt Forgiveness 52:49

8d ago52:49

52:49

Today Dr. Dahle opens by talking about the state of governmental student loan repayment programs and whether or not they are likely to be around for long. We then get into answering a variety of your questions including if a physician loan is a good idea, how to evaluate real estate deals, when it is a good idea to pay off your mortgage, if nursing…

1
MtoM #186: Emergency Docs Get Back to Broke and Finance 101: Paying Off Your Mortgage 24:15

11d ago24:15

24:15

This two emergency doc family is back to broke! They are focused on getting their finances right early and while she is the finance nerd they are both on the same page. She is still a fellow and he is one year out of training. They talk to us about why they have chosen to live in California. The biggest reason is that all of their family is there a…

1
WCI #382: The Behavior Gap with Carl Richards 1:01:49

16d ago1:01:49

1:01:49

Today we are talking with Carl Richards. Carl is a Certified Financial Planner, author, podcaster and educator. He is one of the most influential voices in the financial planning world. The title of his book is The Behavior Gap. In this discussion we get into what the behavior gap is, how big it is, why it is so persistent and what we as investors …

1
MtoM #185: Communications Pro Hits Quarter Million Dollars and Finance 101: Don't Time the Market 23:32

20d ago23:32

23:32

Today we have a communications pro on the podcast who is only a few out of college and has already reached a net worth of a quarter million dollars. He attributes his success to his dad who taught him from a young age the power of compounding interest. In addition to traditional means of growing wealth he has had success dabbling in things like cry…

1
WCI #381: Retirement Accounts and Asset Protection 45:59

23d ago45:59

45:59

Today we answer questions about the Mega Backdoor Roth IRA, answer a few questions about 401(k)s, and discuss if it is worth not rolling an old 401(k) into your new one to provide some added asset protection. We talk about cash vs. bonds and how to evaluate your investment mix. Those questions and more on todays episode! Today’s episode is brought …

1
MtoM #184: Orthopedist Hits $3 Million and Finance 101: You Don't Have to Invest in Everything 22:46

1M ago22:46

22:46

This Orthopedist has grown his wealth to $3 million only 3 years out of training. He tackled his student loans quickly and started saving and investing aggressively. As we talk about regularly, a big income is super helpful but it doesn't get you anywhere if you aren't financially literate. He and his wife got on the same page early and put their h…

1
WCI #380: Michael Kitces on the State of Financial Planning 1:19:39

29d ago1:19:39

1:19:39

Today Dr. Dahle talks with Michael Kitces, creator of the popular blog Nerds Eye View. He is a CFP (along with many other designations) who has a passion for educating. His platform is huge and he knows more about financial planning and the financial planning industry than just about anyone out there. Today they tackle a range of topics with the hi…

1
MtoM #183: Emergency Physician Family Pays off $311,000 of Student Loans in 11 Months and Finance 101: The Best Paying Hobby Out There 27:03

1M ago27:03

27:03

This emergency doc paid off $311,000 in less than one year! He worked like crazy and picked up shifts every chance he could get. He and his family lived like residents and poured everything they could into the loans. He credits his wife and all she sacrificed to making this huge accomplishment possible. They are now excited to have him significantl…

1
WCI #379: Contributing to Your Non Dependent Adult Child's HSA 41:24

1M ago41:24

41:24

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 if appreciated securities are a reasonable alternative to DAFs. We talk about donating real estate to charity and then get into detail about contributing to your non dependent adult child's HSA. Today…

1
MtoM #182: Pharmacist Pays Off Student Loans in Two Years and Finance 101: Mega Backdoor Roth 28:29

1M ago28:29

28:29

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 rid of the debt quickly and discussed it in depth before they got married. The student loan pause was a huge motivator to keep plowing as much money as possible towards the loans while they were not acc…

1
WCI #378: Marketing Your Practice 44:29

2M ago44:29

44:29

Today we are talking with Marita Mccahill of PracticeGro. Marita shares her expertise around the importance of learning how to market yourself online as a doc, as well as how to market your practice. We discuss the impact of online reviews, changing jobs, and growing your practice. Whether you own your own practice or are a W2 or 1099 employee, the…

1
MtoM #181: Dental Specialist Pays Off Student Loans and Finance 101: The Truth About Investing 32:43

2M ago32:43

32:43

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 and created a written financial plan before he finished training. The first six months out of training he focused on paying off his car, credit card debt and and a loan from family. Then he aggressively w…

1
WCI #377: Tax Payments and Savings 49:30

2M ago49:30

49:30

Today we are answering your questions from the speak pipe. We discuss quarterly estimated payments and the safe harbor rule. We cover tax loss harvesting and not letting the tax tail wag the investment dog and if you should ever change your asset allocation for potential tax savings. We talk about travel expenses and tax implications that come with…

1
MtoM #180: Pathologist Reaches Multiple Milestones and Finance 101: 5 Rules for Evaluating a Rental Property Investment 26:03

2M ago26:03

26:03

Our guest today is celebrating three big milestones. She has had a unique path to financial success including an intervention from her sister while she was in residency. When she got out of residency she was $600,000 in debt. 5 years later she has received PSLF, reached a net worth of $500,000 and paid off $120,000 in student loans. Once she realiz…

1
WCI #376: Trusts, Direct Indexing and High Yield Savings Accounts 48:43

2M ago48:43

48:43

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 about direct indexing and what exactly that means and if it is worth doing. We discuss high yield savings accounts and CDs and bonds. We close out the episode with Dr. Dahle sharing how his views and v…

1
MtoM #179: Internist Receives PSLF and Finance 101: Money and Med School 30:04

2M ago30:04

30:04

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) institution when choosing a job. He feels so much freedom now that his loans are gone. After the interview we will talk about money and med school for Finance 101. This podcast is sponsored by Bob Bh…

1
WCI #375: More Than Enough with Mike Piper 54:15

2M ago54:15

54:15

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 discussion today ranges widely and includes topics like what is going to happen with social security, what you should do after you have accumulated more money than you need, how to identify the right spendin…

1
MtoM #178: Pilot Pays Off Flight School Loans and Finance 101: Dumb Things You Hear About Buying Homes 21:44

2M ago21:44

21:44

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 on the podcast two years ago when he got back to broke. He has saved and invested and lived frugally and now is totally debt free and also has a net worth of $275,000. Stick around after the episode f…

1
WCI #374: Asset Protection, 529s and the SAVE Plan 42:34

3M ago42:34

42:34

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 answer a few questions about asset protection and then a few questions about 529 accounts and how to use them. Finally we discuss the SAVE Plan and the current and extremely generous governmental program…

1
MtoM #177: ER Doc Becomes a Millionaire 5 Years Out and Finance 101: Financial Advisors 22:24

3M ago22:24

22:24

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 work, education and building the life you want. He started paying off his student loans during residency and hit the ground running building wealth directly out of training. After the interview we will …

1
WCI #373: Getting Paid Fairly 48:26

3M ago48:26

48:26

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 and your pay when starting a new job and signing a new contract. It is critical to negotiate until you feel confident and happy with any contract you sign. Many doctors are not paid what they are worth …

Podcasts Worth a Listen

Dr Jim Dahle Of The White Coat Investor Podcasts

Podcasts Worth a Listen

1
White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

1
WCI #385: Early Retirement Now With Big ERN 1:12:48

1
MtoM #188: Doc Finishes Student Loans One Year Out of Training and Finance 101: Stock Indexes 20:08

1
WCI #384: Help Your Kids Build Wealth 41:29

1
MtoM #187: Pediatrician Pays Off $330,000 in Student Loans in 7 Years and Finance 101: The Basics of Asset Protection 23:04

1
WCI #383: The Politics of Student Debt Forgiveness 52:49

1
MtoM #186: Emergency Docs Get Back to Broke and Finance 101: Paying Off Your Mortgage 24:15

1
WCI #382: The Behavior Gap with Carl Richards 1:01:49

1
MtoM #185: Communications Pro Hits Quarter Million Dollars and Finance 101: Don't Time the Market 23:32

1
WCI #381: Retirement Accounts and Asset Protection 45:59

1
MtoM #184: Orthopedist Hits $3 Million and Finance 101: You Don't Have to Invest in Everything 22:46

1
WCI #380: Michael Kitces on the State of Financial Planning 1:19:39

1
MtoM #183: Emergency Physician Family Pays off $311,000 of Student Loans in 11 Months and Finance 101: The Best Paying Hobby Out There 27:03

1
WCI #379: Contributing to Your Non Dependent Adult Child's HSA 41:24

1
MtoM #182: Pharmacist Pays Off Student Loans in Two Years and Finance 101: Mega Backdoor Roth 28:29

1
WCI #378: Marketing Your Practice 44:29

1
MtoM #181: Dental Specialist Pays Off Student Loans and Finance 101: The Truth About Investing 32:43

1
WCI #377: Tax Payments and Savings 49:30

1
MtoM #180: Pathologist Reaches Multiple Milestones and Finance 101: 5 Rules for Evaluating a Rental Property Investment 26:03

1
WCI #376: Trusts, Direct Indexing and High Yield Savings Accounts 48:43

1
MtoM #179: Internist Receives PSLF and Finance 101: Money and Med School 30:04

1
WCI #375: More Than Enough with Mike Piper 54:15

1
MtoM #178: Pilot Pays Off Flight School Loans and Finance 101: Dumb Things You Hear About Buying Homes 21:44

1
WCI #374: Asset Protection, 529s and the SAVE Plan 42:34

1
MtoM #177: ER Doc Becomes a Millionaire 5 Years Out and Finance 101: Financial Advisors 22:24

1
WCI #373: Getting Paid Fairly 48:26

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