Best Hero Index Podcasts (2024)

1
Amanda Voegeli, CFA: Insights from Canadian Pension Plans 26:36

3h ago26:36

26:36

Mike Wallberg, CFA, welcomes Amanda Voegeli, CFA, President and Managing Partner of Southlea Group, to discuss the unique landscape of Canadian public sector pension plans. The conversation dives into the competitive challenges these plans face in attracting and retaining talent compared to private finance giants such as Blackstone and Goldman Sach…

1
Securing Your Bitcoin: Bitkey and the Future of Self-Custody with Jason Karsh 23:34

2h ago23:34

23:34

In this episode of "Blockchain Bylines," Nicolas Cary, Co-Founder of Blockchain.com, interviews Jason Karsh, Business Lead at Bitkey to discuss the future of self-custody and the innovative solutions Bitkey offers. We dive into the details of Bitkey's user-friendly hardware and software wallets, designed to empower individuals to take control of th…

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WCI #395: Navigating the Nuances of Career, Family, and Money with Dr. Lisha Taylor 1:09:14

3h ago1:09:14

1:09:14

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 how you know when you have "enough". We debate if FIRE is the cure or the cause of burnout, then talk about some alternative ideas to the typical way inheritance is planned for and more! Today’s episod…

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MtoM #198: Financially Recovering From a Divorce and Finance 101: The Importance of Both Spouses Working Towards Financial Goals Together 27:03

9m ago27:03

27:03

Today we are talking with an anesthesiologist who went through an emotionally and financially tough divorce. He came on the podcast to encourage anyone going through a similar situation to hang in there and know it will be better on the other side. This doc had his financial awakening soon after his divorce when he realized he had to turn his finan…

1
"The Solitary Tree" by Amber Schoeller 27:30

4h ago27:30

27:30

Send us a text An excerpt from Amber's Story: "Cancer took everything from me which has left me in a position to relearn everything anew. I have learned that if I can survive depression while battling cancer, I can overcome just about anything. I emerged from this battle more confident in my ability to navigate my mental health. The tree that had l…

1
"The Finish Line" by Debi Friloux 14:29

4h ago14:29

14:29

Send us a text An excerpt from Debi's story: "With his help, I stayed healthy throughout my chemo swim. This first transition was such a wonderful break from seeing so many doctors and lab work to some weeks of no appointments at all. I kept looking at my portal thinking I was missing something! My body progressed to where there would be no delay f…

1
WCI #394: Index Funds, Real Estate, and Buying Into Your Practice 48:56

27m ago48:56

48:56

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 question about what happens when you take out a loan from your 401(k) to invest in real estate. We talk about what to consider and prioritize when buying into partnership then discuss some thoughts arou…

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"The Rise of the Phoenix" by Heather Martinez 16:31

5h ago16:31

16:31

Send us a text An excerpt from Heather's Story: "I found myself closer to Jesus and God, but drifting away from the church. I got on my knees once again, prayed, and cried for answers. My prayers were answered; a cancer nurse named Jamie, at the infusion center in New Orleans, saw me struggling and encouraged me to apply for You Night. I was not re…

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Host Lisa McKenzie - checking in with everyone today! 25:12

3h ago25:12

25:12

Send us a text Hello everyone! I wanted to come on with a special message today to check in and share info about our programs and a special project I'm working on. The Chalkboard Challenge is faith-based exercise where you take a chalkboard (or journal) and everyday you wake up and write a dash and say, "I trust you, God!". Listen in to this podcas…

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MtoM #197: Rehab Docs Pays Off Student Loans in 16 Months and Finance 101: Pessimism 24:47

1h ago24:47

24:47

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 that goal. He said he knew his value for freedom to choose what to do in the future would keep him motivated when he was starting to feel burnt out. Having the loans gone has given him that freedom and h…

1
"My Stepping Stones" by Beverly Craft Lilly 20:57

7h ago20:57

20:57

Send us a text "As I continued to move one by one through the stepping stones of this journey, I knew that God Himself had carried me and continues to do so. He gave me strength and peace that only He could give. Prior to surgery and during recovery, I would think about the precious little faces of my grandchildren, Benjamin and Noelle, and how I w…

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Rich Nuzum, CFA: Lessons from Top-Ranked Political Systems 29:16

14h ago29:16

29:16

In this episode of the Enterprising Investor podcast, guest host Ryan Munson discusses the 2024 edition of the Mercer CFA Institute Global Pension Index with Mercer's Executive Director of Investments and Global Chief Investment Strategist, Rich Nuzum, CFA. Rich, who has extensive experience in providing investment advice and leading long-term savi…

1
"The Battle is the Lord's" by Michelle Lyon 16:23

3h ago16:23

16:23

Send us a text Excerpt from Michelle's Story: "As I continue pressing ahead, I am embracing the truth that my victory belongs to God. He is my strength and defender. He sees my story from His rear view mirror. Even when my path might get a little dark I trust in Him. He will give me what I need to see me through to the other side. The battle is His…

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WCI #393: Heroes of My Life, Part 2 1:27:19

37m ago1:27:19

1:27:19

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 story back up as we continue to hear the impact of this experience on Dr. Dahle, his family, friends and coworkers. You will hear from all of the people who had a hand to play in his rescue, hospital sta…

1
"When Lemons Fall" by Laramie McLain 22:11

2d ago22:11

22:11

Send us a text Excerpt from Laramie's Story: "But now as I sit here and finish this and really focus on what it will take for me to finally get and enjoy the lemonade from all these lemons. Makes me think of my kids, my family, my friends, my community and my extraordinary medical team, they are my happy thoughts, my happy place, my happy start to …

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MtoM #196: Surgeon Gets Back to Broke During Residency and Finance 101: The Basics of Real Estate Investing 30:47

3d ago30:47

30:47

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 work saving and investing and it has already paid off. He said he has had this success because he knows how to set goals and delay gratification. He shared the importance of creating good habits and m…

1
"Beauty and the Beast" by Yer Kue 14:42

10d ago14:42

14:42

Send us a text An excerpt from Yer's story: "I had to put back on my worn-out boxing gloves. As I got into the boxing ring for another round to fight this demon, I could hear my dad cheering for me in the crowd. I will keep on fighting for my life. I know that my boxing gloves will shield me and guard me against the horrible disease. My guiding lig…

1
"Only the Silent Suffers" by Asja Godbolt 18:13

7d ago18:13

18:13

Send us a text An excerpt from Asja's story: "It’s funny how something so devastating is supposed to make you feel sad and give up, but little did breast cancer know I had already done the unthinkable. --the worst to me -- so this was just a cleansing process. Breast cancer literally cleared everything and everyone out my life that was not conduciv…

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WCI #392: Heroes of My Life, Part 1 1:01:41

7d ago1:01:41

1:01:41

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 Dr. Dahle was climbing the north face of the Tetons with his long time climbing partner and friend. He had a serious fall and is very lucky to be on his way back to a full recovery. Today we are telli…

1
"Dandelion Destinations" by Andreana Amaral 12:45

9d ago12:45

12:45

Send us a text An excerpt from Andreana's story: "At 31, this diagnosis was difficult to grasp. My young children had to witness all my struggles. Getting a diagnosis of cancer makes you reflect on your life. I got married when I was 22 years old. We immediately had our first child and a few years later we had our second. I knew from a young age th…

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MtoM #195: Radiologist Goes Part Time and Finance 101: Real Estate vs. Stocks 34:08

10d ago34:08

34:08

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 retired if he wanted to. He said going part time has re-sparked his love for his work and he thinks he will keep working far longer than he thought he would want to. His biggest advice to you is to invest i…

1
"Riding the Rapids" by Amy Weigand 13:17

23d ago13:17

13:17

Send us a text An excerpt from Amy's story: "As the river began to calm and the end of my treatment approached, I looked back on the journey with a profound sense of gratitude. My raft, composed of the love, strength, and support of my friends and family, carried me through the most challenging experience of my life. Over five years later, the rive…

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Clare Flynn Levy: Measuring Decision-Making Skill in Investing 25:41

1M ago25:41

25:41

Founder and CEO of Essentia Analytics, Clare Flynn Levy, joins Mike Wallberg, CFA, to discuss the concept of the behavioral alpha score, a metric designed to assess an investor's decision-making skill. Drawing from her experience as an active equity fund manager, Clare explains the origins of the behavioral alpha score and its significance in the p…

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"A Mighty Fortress" by Noel Hammac 8:53

14d ago8:53

8:53

Send us a text An excerpt from Noel's story: "This realization was nauseating and liberating. I felt a peace I had never felt before. I had become this weak whimpering woman and suddenly I found a backbone. I found my voice. I learned what I am worth. And it was a lot more than he ever allowed it to be. My life is now uprooted, but it was MINE. I w…

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WCI #391: The Student Loan Roller Coaster 55:36

26d ago55:36

55:36

“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 epoch of incredulity, it was the season of light, it was the season of darkness, it was the spring of hope, it was the winter of despair.” A Tale Of Two Cities tells the story of a French doctor's 18 …

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Unlocking Broad Crypto Exposure: Jordan Tonani from Index Coop 16:14

17d ago16:14

16:14

In this episode of "Blockchain Bylines," Nicolas Cary, co-founder of Blockchain.com, interviews Jordan Tonani from Index Coop, a collective that builds decentralized structured products that make crypto simple, accessible and secure. The pair dive into Index Coop’s mission and discuss the future of crypto indexing.…

1
MtoM #194: Hospitalists Become Financially Independent after 12 Years and Finance 101: Retirement Accounts for the Self Employed 32:46

17d ago32:46

32:46

This dual hospitalist couple has hit a huge net worth milestone become financially independent after just 12 years. He said his entire motivation to save and reduce the amount of work he has to do was so he could spend as much time as possible with his daughter. He says living like a resident, saving and investing aggressively was what made this po…

1
“Imperfect Petals” by Paula Deshaies 19:27

18d ago19:27

19:27

Send us a text Excerpt from Paula's story: "Time spent with family and friends is something I value. My circle has always been small. My husband and I have come to accept that family is not always family, sometimes less is best. Life is short, time is precious, don't take anything for granted because you don't know what tomorrow will bring. The wis…

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"Dance in the Rain, Stomp in the Mud!" by Vicky Talley 15:53

21d ago15:53

15:53

Send us a text An excerpt from Vicky''s story: "As life moves on, sunshine is starting to peek through those clouds again. I have overcome four surgeries. The scars I have now are not because I'm damaged; they are trophies of what I’ve overcome. I am not ashamed of them; they are the story of my journey. I had to learn to trust people and depen…

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WCI #390: WCICON24 Columnist Panel Discussion 1:04:59

1M ago1:04:59

1:04:59

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 stage to answer questions about their columns, finances and overall feelings about WCI. It is always a favorite of attendees. We hope you enjoy this peek into what WCICON is and maybe even decide to jo…

1
MtoM #193: Social Worker Becomes a Millionaire and Finance 101: Health Insurance in Early Retirement 30:59

1M ago30:59

30:59

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 here helping Dr. Dahle make WCI what it is for over 10 years. Her background is in social work and she and her husband have been working to pay down student debt and build wealth. She shares her story of …

1
"ROAR!" by Lisa Marie-Izzo 14:59

27d ago14:59

14:59

Send us a text Excerpt from Lisa's story: "I do not want to cry. I look beyond. Why am I not vulnerable? Why do I not shed tears? Maybe because I adopted the hang loose attitude from the islands. I thought about it– no. Maybe because I was a bulldog. I borrowed military ideals. I thought about it–no. My heritage is that of Yankee, Irish and Italian…

1
"No Typos" by Jessica Hornsby 19:26

28d ago19:26

19:26

Send us a text An excerpt from Jessica's story: "Knowing I would lose my breasts, I feared losing a part of me that I never really understood the importance of until it was going to be taken away; taking away what fed my son, taking away where he would rest his head for comfort, taking away a part of my femininity, and replacing it with something t…

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WCI #389: Estate Planning, Navigating Your First Attending Job and 529s 25:32

28d ago25:32

25:32

Today our friend Margaret Curtis is taking on the role of host while Dr. Dahle is recovering. She is answering your questions off the speak pipe. She talks about a tough estate planning situation with a listener finding her self in an undesirable situation, then she answers a question about cost segregation studies and rental properties, how to nav…

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