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

1
MtoM #176: ENT Pays Off Student Loans While Also Paying For Fertility Treatments and Finance 101: Mutual Funds and ETFs 33:55

2h ago33:55

33:55

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 he continued to save and invest and build wealth along the way. He and his wife put a lot of money toward their top priority, which was starting a family. Fertility treatments were expensive and came be…

1
WCI #372: Solo 401(k), TSP, Employer Match and Converting from Pre-tax to Roth Questions 37:22

6h ago37:22

37:22

Today we are answering your questions about retirement accounts. We start out by addressing the recent change with Vanguard getting out of the solo 401(k) game. Then we talk about if you can contribute to both a solo 401(k) and the TSP if you are in the military, we discuss 401(k) employer matching, concerns around losing a non-governmental 457b, w…

1
MtoM #175: Pharmacist Pays Off Over $200,000 of Student Loans in 15 Months and Finance 101: Working Longer 19:50

3d ago19:50

19:50

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 his income by getting a higher paying job and working a side gig in retail pharmacy on the weekends. He said getting that debt off his shoulders has felt incredible and he is loving not having to work …

1
WCI #371: Which Accounts Will Make Your Kids Rich? 39:04

10d ago39:04

39:04

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 kids, if it is a good idea to open a solo 401(k) for your kids, how to maximize your 403(b) contributions and how to mimic the US Stock Market index fund if your 403(b) doesn't offer that. Today’s episode…

1
MtoM #174: VA Physician Pays Off Student Loans and Becomes a Millionaire in 5 Years and Finance 101: False Diversification 20:45

10d ago20:45

20:45

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 is impossible to overstate how good it feels to have paid off those student loans. They have also put a huge percentage of their income towards building wealth. They are currently completely debt free …

1
WCI #370: Communicating with Your Spouse About Finances When You Don't See Eye to Eye 48:26

14d ago48:26

48:26

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 life. It can be extremely difficult when your vision does not align. But it is critical to work through it and get on the same page. We also answer another handful of questions about Roth IRAs, Roth conve…

1
MtoM #173: Hospitalist Pays Off Student Loans in 2 Years and Finance 101: Buying a House as a Resident 19:52

18d ago19:52

19:52

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 to enjoy his life along the way. He left room in his budget for some travel and some of the little life luxuries that feel good. He is great example of finding that balance of building wealth and enjoyi…

1
WCI #369: Mortgages, Universal Life Insurance and Annuities 49:11

22d ago49:11

49:11

Today we answer several of your mortgage questions including if you should put all the money you can toward your down payment or use some of it to pay off student loans and what kind of mortgage you should get. We discuss a unique situation around a universal life policy and once again answer that for the vast majority of docs no annuity in any of …

1
MtoM #172: Family Doc Gets $500,000 Into Retirement and Finance 101: When You are Most Likely to Retire and Why 20:49

25d ago20:49

20:49

Today we are talking with a family doc who has hit a big net worth milestone. He has been paying down debt all while building wealth totally half a million dollars. He tells us that he has been saving aggressively and accomplishing his financial goals, but still finding a balance with enjoying life and spending money too. Stick around after the int…

1
WCI #368: DOs vs. MDs - Which is the Best Degree? 1:07:21

29d ago1:07:21

1:07:21

Today Dr. Dahle chats with Gastroenterologist, Dr. Ian Storch about all things DO medicine. They go in depth about DOs, including the history of Osteopathy and how that affected osteopathic education and practice today. They discuss the difference (if any) between MDs an DOs in education, job opportunities, and the practical hands on part of workin…

1
MtoM #171: Medical Student Creates a Budget and Finance 101: Donor Advised Funds 21:59

1M ago21:59

21:59

Today we interview an MS1 who is celebrating making a budget for the first time. He said he wants to inspire others to do whatever they can to mitigate the financial burden of medical school. He shared that simply by having a budget he is actually spending less because he is more aware of where all of his money is going. We know that the earlier yo…

1
WCI #367: The Importance of Asset Allocation 42:16

1M ago42:16

42:16

Today we are answering your asset allocation questions. We talk about how to adjust your asset allocation and when to do it, what changes with asset allocation when thinking about your long vs short term investment plan, how to make the most of your asset allocation and more. We also have a philosophical discussion about economic growth and answer …

1
MtoM #170: Orthopedic Surgeon Completes His Military Commitment as a Millionaire and Finance 101: Itemizing Deductions 21:13

1M ago21:13

21:13

Today we are celebrating this orthopedic surgeon completing his military commitment and becoming a millionaire. This doc served our country for 16 years and is now moving to a civilian job. They are moving from California to Minnesota and are looking forward to a dramatic salary increase and cost of living decrease. He worked hard moonlighting on t…

1
WCI #366: Tax Questions 42:49

2M ago42:49

42:49

Today Dr. Dahle is answering all of your questions about taxes. He talks about FICA taxes, quarterly estimated payments, IRA contributions and tax deductions, paying taxes when you work in two states in one year, how to make your tax situation as efficient as possible and more. Today’s episode is brought to you by SoFi, helping medical professional…

1
MtoM #169: Homeless to a Quarter Million Dollars and Finance 101: Risk 24:05

2M ago24:05

24:05

Our guest today has a unique and inspiring story. He shares his journey from college to homelessness to financial success. He talked about what he learned and how he views the world on the other side of homelessness including gratitude for what he has and needing a lot less to be happy. He has paid off six figures of debt and built wealth to a quar…

1
WCI #365: Disability Insurance with a Friend of WCI 1:19:58

2M ago1:19:58

1:19:58

Today our friend Dr. Tyler Scott is joining Dr. Dahle to talk about disability insurance as well as to help answer your questions. Dr. Scott is a licensed dentist turned financial planner as well as a columnist here at WCI. Dr. Scott is here to preach the message that all docs need disability insurance and shares his story of going on disability. L…

1
MtoM #168: Anesthesiologist Becomes a Millionaire and Finance 101: White Coat Investor Philosophy - 12 Financial Principles for Doctors 31:07

2M ago31:07

31:07

This anesthesiologist has become a millionaire only 3 1/2 years out of training. She has a high income and is saving a massive portion of it. Not only is she building wealth for herself but she also sends money home to help take care of her mother and grandmother. She teaches us about the impact of negotiating hard for yourself when it comes time t…

1
WCI #364: High Yield Savings Accounts 58:11

2M ago58:11

58:11

Today we are answering your questions about high yield savings accounts, why you actually need to write down your financial plan instead of just having it in your head, wether or not you should start a 529 if you are going to be an older parent when your kid goes to college, and if you should take out a mortgage when buying a house or raid your tax…

1
MtoM #167: General Surgeon Becomes a Millionaire 3 Years Out of Training and Finance 101: Cars 28:03

2M ago28:03

28:03

Today we are talking with a general surgeon who paid off his student loans only 7 months out of training. He then dove into growing his wealth and became a millionaire in 3 years. He said he and his wife have always been fairly frugal and good savers but they have also splurged on what they care about. This doc is a car lover and happily bought him…

1
WCI #363: Women and Their Finances 53:43

2M ago53:43

53:43

Today we are talking with Britt Williams Baker, co-founder of Dow Janes. We explore the question of if there is a difference in finances for women vs. men. We discuss value aligned investing, what some financial stereotypes might be, how to get a less financially interested spouse involved to name just a few of the many topics. Today’s episode is b…

1
MtoM #166: Family Docs Pay Off $705,000 in Student Loans and Finance 101: Rich Dad Poor Dad 27:01

2M ago27:01

27:01

This dual physician couple has paid off over $700,000 of student debt only four years out of training. They are both family docs living in California. They had the great insight that when you choose to live in California you need to view your cost of living as your luxury item. How did they do this so quickly? They lived frugally, got rid of their …

1
WCI #362: Recasting a Mortgage and Beating a Non Compete 32:03

2M ago32:03

32:03

Today we are answering your questions about how to get rid of a timeshare that was gifted to you, if it is legal or a good idea to use student loan money for a downpayment, if you should pay off your mortgage early and what recasting a mortgage is and if it is a good idea. Dr. Dahle also answers a few questions about non compete contracts. Today’s …

1
MtoM #165: Pediatric Resident Gets Back to Broke and Finance 101: Mutual Funds 20:53

3M ago20:53

20:53

This pediatric resident is preaching the importance of having a written financial plan. He is a second year resident and got back to broke by knowing exactly what to do with a windfall because he had a written plan. He took the Fire Your Financial Advisor course and now has all of the knowledge and skills he needs to stay on the road to financial i…

1
WCI #361: Financial Pathways for Attorneys 57:28

3M ago57:28

57:28

Today we are having our first ever full episode focused on lawyers. Our friend and lawyer, Chris Avery, joins Dr. Dahle to discuss education costs and processes for legal professionals, when and why what school you go to matters, what bimodal pay is and what it has to do with lawyers, what lawyers typically make, if there really is a difference wit…

1
MtoM #164: Orthopedist Starts a Real Estate Empire as a Resident and Finance 101: Real Estate Professional Status 26:28

3M ago26:28

26:28

This Orthopedist got started building his real estate portfolio while he was still a resident! Now after only 4 years he has a multi million dollar real estate empire. He said he began his journey by learning everything he possibly could about real estate and finances when he was in his second year of residency. Once he had the confidence he had th…

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
MtoM #176: ENT Pays Off Student Loans While Also Paying For Fertility Treatments and Finance 101: Mutual Funds and ETFs 33:55

1
WCI #372: Solo 401(k), TSP, Employer Match and Converting from Pre-tax to Roth Questions 37:22

1
MtoM #175: Pharmacist Pays Off Over $200,000 of Student Loans in 15 Months and Finance 101: Working Longer 19:50

1
WCI #371: Which Accounts Will Make Your Kids Rich? 39:04

1
MtoM #174: VA Physician Pays Off Student Loans and Becomes a Millionaire in 5 Years and Finance 101: False Diversification 20:45

1
WCI #370: Communicating with Your Spouse About Finances When You Don't See Eye to Eye 48:26

1
MtoM #173: Hospitalist Pays Off Student Loans in 2 Years and Finance 101: Buying a House as a Resident 19:52

1
WCI #369: Mortgages, Universal Life Insurance and Annuities 49:11

1
MtoM #172: Family Doc Gets $500,000 Into Retirement and Finance 101: When You are Most Likely to Retire and Why 20:49

1
WCI #368: DOs vs. MDs - Which is the Best Degree? 1:07:21

1
MtoM #171: Medical Student Creates a Budget and Finance 101: Donor Advised Funds 21:59

1
WCI #367: The Importance of Asset Allocation 42:16

1
MtoM #170: Orthopedic Surgeon Completes His Military Commitment as a Millionaire and Finance 101: Itemizing Deductions 21:13

1
WCI #366: Tax Questions 42:49

1
MtoM #169: Homeless to a Quarter Million Dollars and Finance 101: Risk 24:05

1
WCI #365: Disability Insurance with a Friend of WCI 1:19:58

1
MtoM #168: Anesthesiologist Becomes a Millionaire and Finance 101: White Coat Investor Philosophy - 12 Financial Principles for Doctors 31:07

1
WCI #364: High Yield Savings Accounts 58:11

1
MtoM #167: General Surgeon Becomes a Millionaire 3 Years Out of Training and Finance 101: Cars 28:03

1
WCI #363: Women and Their Finances 53:43

1
MtoM #166: Family Docs Pay Off $705,000 in Student Loans and Finance 101: Rich Dad Poor Dad 27:01

1
WCI #362: Recasting a Mortgage and Beating a Non Compete 32:03

1
MtoM #165: Pediatric Resident Gets Back to Broke and Finance 101: Mutual Funds 20:53

1
WCI #361: Financial Pathways for Attorneys 57:28

1
MtoM #164: Orthopedist Starts a Real Estate Empire as a Resident and Finance 101: Real Estate Professional Status 26:28

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