A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
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Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off student loans, how to create your own personal financial plan, retirement planning, how to save money, investing in real estate, side hustles, and how everyone can be a millionaire by living WCI principles. Learn more at http://whitecoatinvestor.com/
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Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off student loans, how to create your own personal financial plan, retirement planning, how to save money, investing in real estate, side hustles, and how everyone can be a millionaire by living WCI principles. Learn more at http://whitecoatinvestor.com/
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1 WCI #413: Optimizing Your Career for Longevity with Rob Orman 1:17:10
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Play Later Play Later Lists Like LikedToday we are talking with Dr. Rob Orman. Dr. Orman is a writer, podcaster and coach. He is an emergency medicine doc who now works with physicians to build resilience, overcome burnout, and reconnect with meaning and purpose in their work. In this conversation we discuss side gigs and the impact they can have, we talk about the incredible power of mindset, we talk about burnout and so much more. Financial Waterfalls for New Residents and Attendings: https://www.whitecoatinvestor.com/financial-waterfalls-for-new-residents-and-attendings/ Today’s episode is brought to us by SoFi , the folks who help you get your money right. Paying off student debt quickly and getting your finances back on track isn't easy, but that’s where SoFi can help — they have exclusive, low rates designed to help medical residents refinance student loans—and that could end up saving you thousands of dollars, helping you get out of student debt sooner. SoFi also offers the ability to lower your payments to just $100 a month* while you’re still in residency. And if you’re already out of residency, SoFi ’s got you covered there too. For more information, go to https://www.whitecoatinvestor.com/Sofi SoFi Student Loans are originated by SoFi Bank, N.A. Member FDIC. Additional terms and conditions apply. NMLS 696891. The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you! Main Website: https://www.whitecoatinvestor.com YouTube: https://www.whitecoatinvestor.com/youtube Student Loan Advice: https://studentloanadvice.com Facebook: https://www.facebook.com/thewhitecoatinvestor Twitter: https://twitter.com/WCInvestor Instagram: https://www.instagram.com/thewhitecoatinvestor Subreddit: https://www.reddit.com/r/whitecoatinvestor Online Courses: https://whitecoatinvestor.teachable.com Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter…
1 MtoM #216: Two Doc Couple Gets Back to Broke While Raising Kids in New York City and Finance 101: Mortgages 27:45
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Play Later Play Later Lists Like LikedToday we have a two doc couple on the podcast who are back to broke. This couple lives in NYC, has two young children and had nearly $1 million in student loans at the end of training. They have worked hard to get on the same page, save and build wealth, and still have fun living their lives in the process. They talked about the need to know what you care about and what you don't. They care more about travel than a fancy expensive apartment. Knowing what you value is critical. After the interview we are talking about mortgages for Finance 101. Today’s sponsor, Black Swan Real Estate , offers accredited investors access to private multifamily real estate investments with an investor-first model. Unlike most firms, Black Swan collects no GP-level fees and takes no profit until investors receive a full return of capital. Their physician-led team brings a hands-on approach to managing their $375M portfolio, ensuring every asset is optimized for cash flow, appreciation, and tax advantages. With a track record of meeting and exceeding return targets, Black Swan Real Estate provides stability and growth for long-term wealth building. Discover more at https://www.whitecoatinvestor.com/blackswan The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you! Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones Main Website: https://www.whitecoatinvestor.com Student Loan Advice: https://studentloanadvice.com YouTube: https://www.whitecoatinvestor.com/youtube Facebook: https://www.facebook.com/thewhitecoatinvestor Twitter: https://twitter.com/WCInvestor Instagram: https://www.instagram.com/thewhitecoatinvestor Subreddit: https://www.reddit.com/r/whitecoatinvestor Online Courses: https://whitecoatinvestor.teachable.com Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter…
1 WCI #412: Toxic Work Environments, Avoiding Burnout, and Real Estate Questions 37:37
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Play Later Play Later Lists Like LikedToday we start out by talking about what to do when your work place turns toxic and how to protect yourself from bad employers and from losing your job. The truth is sometimes you might just have to go find a new job. The biggest risk to the longevity of your career and becoming financially independent is burnout. If you hate your job, you are at great risk of burnout. We also answer some questions about real estate around buying into your building, 1031 exchange details, and if it is a good idea to let the builder of your new home carry the construction loan. Today’s episode is brought to us by SoFi , the folks who help you get your money right. Paying off student debt quickly and getting your finances back on track isn't easy, but that’s where SoFi can help — they have exclusive, low rates designed to help medical residents refinance student loans—and that could end up saving you thousands of dollars, helping you get out of student debt sooner. SoFi also offers the ability to lower your payments to just $100 a month* while you’re still in residency. And if you’re already out of residency, SoFi’s got you covered there too. For more information, go to https://www.whitecoatinvestor.com/Sofi SoFi Student Loans are originated by SoFi Bank, N.A. Member FDIC. Additional terms and conditions apply. NMLS 696891. The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you! Main Website: https://www.whitecoatinvestor.com YouTube: https://www.whitecoatinvestor.com/youtube Student Loan Advice: https://studentloanadvice.com Facebook: https://www.facebook.com/thewhitecoatinvestor Twitter: https://twitter.com/WCInvestor Instagram: https://www.instagram.com/thewhitecoatinvestor Subreddit: https://www.reddit.com/r/whitecoatinvestor Online Courses: https://whitecoatinvestor.teachable.com Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter…
1 MtoM #215: Dentist Pays Off HPSP Contract and Finance 101: Credit Scores 27:41
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Play Later Play Later Lists Like LikedToday we are talking with a dentist who is completing his HPSP contract. He shares with us the positives and the negatives of his four year contract. He said he definitely came out ahead financially going this route and he is very excited to complete his contract and move forward with his career. For finance 101 we will be talking about credit scores. Full disclosure, the following is a sponsored promotion for Locumstory.com . But the weird thing here is there’s nothing they’re trying to sell you. Locumstory.com is simply a free, unbiased educational resource about locum tenens – it’s not an agency. They simply exist to answer your questions about the how-to’s of locums on their website, podcast, webinars, videos, and they even have a locums 101 crash course. Learn about locums and get insights from real-life physicians, PAs and NPs at Locumstory.com . The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you! Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones Main Website: https://www.whitecoatinvestor.com Student Loan Advice: https://studentloanadvice.com YouTube: https://www.whitecoatinvestor.com/youtube Facebook: https://www.facebook.com/thewhitecoatinvestor Twitter: https://twitter.com/WCInvestor Instagram: https://www.instagram.com/thewhitecoatinvestor Subreddit: https://www.reddit.com/r/whitecoatinvestor Online Courses: https://whitecoatinvestor.teachable.com Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter…
1 WCI #411: 401(k)s, IRAs, 403(b)s, and other Retirement Account Questions 55:39
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Play Later Play Later Lists Like LikedToday we are tackling your questions about retirement accounts. We talk about rolling a 401(k) into and IRA after changing jobs, how to do a 403(b) rollover, and how to pass non discrimination testing for your 401(k) as business owners. We answer a question about rebalancing your portfolio and cover some taxable account questions as well. Today’s episode is brought to you by SoFi , helping medical professionals like us bank, borrow, and invest to achieve financial wellness. SoFi offers savings accounts, as well as an investment platform, financial planning, and student loan refinancing… featuring an exclusive rate discount for med professionals and $100/month payments for residents. Check out all that SoFi offers at https://www.whitecoatinvestor.com/Sofi *Loans originated by SoFi Bank, N.A., NMLS 696891. Advisory services by SoFi Wealth LLC. The brokerage product is offered by SoFi Securities LLC, Member FINRA/SIPC. Investing comes with risk including risk of loss. Additional terms and conditions may apply. The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you! Main Website: https://www.whitecoatinvestor.com YouTube: https://www.whitecoatinvestor.com/youtube Student Loan Advice: https://studentloanadvice.com Facebook: https://www.facebook.com/thewhitecoatinvestor Twitter: https://twitter.com/WCInvestor Instagram: https://www.instagram.com/thewhitecoatinvestor Subreddit: https://www.reddit.com/r/whitecoatinvestor Online Courses: https://whitecoatinvestor.teachable.com Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter…
1 MtoM #214: Medical Student Finishes School with a Positive Net Worth and Finance 101: Buying a House During Residency 36:37
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Play Later Play Later Lists Like LikedToday we are talking with a 4th year med student who is graduating medical school with a positive net worth. He and his spouse are financially educated and have worked hard to prepare, save money, and use what they have wisely. His spouse has a great job and they had a windfall that both helped make a big difference in their financial life. He shared the wise words that lucky circumstances won't do much for you if you are not prepared to act. For finance 101 we are talking about buying a house during residency. With Weatherby Healthcare , you choose your own healthcare career path. Our locums experts then support you every step of the way, helping you find the right opportunities at the right times. We understand your professional and personal goals, and are experts at helping you achieve them. Let’s keep your career interesting with new locations and settings, and diverse patients and cases. And, just as importantly, let’s make sure you get more free time for your hobbies… or to just relax. We’ll help you find that balance. With more jobs in more locations, Weatherby gets you where you want to go. www.whitecoatinvestor.com/weatherby The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you! Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones Main Website: https://www.whitecoatinvestor.com Student Loan Advice: https://studentloanadvice.com YouTube: https://www.whitecoatinvestor.com/youtube Facebook: https://www.facebook.com/thewhitecoatinvestor Twitter: https://twitter.com/WCInvestor Instagram: https://www.instagram.com/thewhitecoatinvestor Subreddit: https://www.reddit.com/r/whitecoatinvestor Online Courses: https://whitecoatinvestor.teachable.com Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter…
1 WCI #410: Taxes in Retirement, Tax Gain Harvesting, and Avoiding Probate 51:42
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Play Later Play Later Lists Like LikedToday we are answering your tax questions. We discuss tax liability in retirement, social security tax limits, tax gain harvesting in UGMA accounts and maximizing tax in retirement. Then we answer a few estate planning questions. The first is around if it is important to avoid probate and then talk about SLAT trusts. Laurel Road is committed to serving the unique financial needs of residents and doctors. We want to help make your money work harder and smarter. If credit card debt is weighing you down and you’re struggling with monthly payments, a personal loan designed for residents with special repayment terms during training may be exactly what you need to consolidate your debt. Check your rates in minutes to see if you qualify for a lower rate, plus, White Coat Readers also get an additional rate discount when they apply through https://LaurelRoad.com/WCI For terms and conditions, please visit https://LaurelRoad.com/WCI Laurel Road is a brand of KeyBank N.A. Member FDIC. All products are offered by KeyBank N.A. Member FDIC. ©2025 KeyCorp® All Rights Reserved. The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you! Main Website: https://www.whitecoatinvestor.com YouTube: https://www.whitecoatinvestor.com/youtube Student Loan Advice: https://studentloanadvice.com Facebook: https://www.facebook.com/thewhitecoatinvestor Twitter: https://twitter.com/WCInvestor Instagram: https://www.instagram.com/thewhitecoatinvestor Subreddit: https://www.reddit.com/r/whitecoatinvestor Online Courses: https://whitecoatinvestor.teachable.com Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter…
1 MtoM #213: Resident Acquires a Six Month Emergency Fund and Finance 101: Two Doc Households 34:26
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Play Later Play Later Lists Like LikedToday we are talking with a PGY2 who has saved up six months of emergency funds. He has an impressive savings rate of around 35% and shows us that you can still make progress in your financial life even while you are still in training. Get financially educated, make sound financial choices, live within your means and you will be ready to hit the ground running as an attending. After the interview we will be talking about finances in a two doc household for Finance 101. With Weatherby Healthcare , you choose your own healthcare career path. Our locums experts then support you every step of the way, helping you find the right opportunities at the right times. We understand your professional and personal goals, and are experts at helping you achieve them. Let’s keep your career interesting with new locations and settings, and diverse patients and cases. And, just as importantly, let’s make sure you get more free time for your hobbies… or to just relax. We’ll help you find that balance. With more jobs in more locations, Weatherby gets you where you want to go. https://whitecoatinvestor.com/weatherby The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you! Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones Main Website: https://www.whitecoatinvestor.com Student Loan Advice: https://studentloanadvice.com YouTube: https://www.whitecoatinvestor.com/youtube Facebook: https://www.facebook.com/thewhitecoatinvestor Twitter: https://twitter.com/WCInvestor Instagram: https://www.instagram.com/thewhitecoatinvestor Subreddit: https://www.reddit.com/r/whitecoatinvestor Online Courses: https://whitecoatinvestor.teachable.com Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter…
1 WCI #409: Tail Coverage, Whole Life, and Other Insurance Questions 1:03:33
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Play Later Play Later Lists Like LikedToday we are talking all about insurance. We answer a few questions about tail coverage. We talk about annuities and whole life insurance and yet again encourage you all to avoid these products. We also have a short interview with a doc who has found himself working in the insurance world. We then answer a question about mortgages and the implication of property tax and home insurance. As you prepare your taxes this season, you might be wondering if you're paying more than you should. Over the past decade, clients of Cerebral Tax Advisors have seen an average return of 453.53% on their investment in Cerebral's tax planning services. As a White Coat Investor-recommended firm trusted by physicians nationwide, Cerebral uses court-tested, IRS-approved strategies to reduce personal and business taxes. Cerebral founder, Alexis Gallati, comes from a family of physicians and brings over 20 years of expertise in tax strategy and multi-state tax preparation. Don't let another year go by leaving money on the table - schedule your free Discovery Session today at https://cerebraltaxadvisors.com The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you! Main Website: https://www.whitecoatinvestor.com YouTube: https://www.whitecoatinvestor.com/youtube Student Loan Advice: https://studentloanadvice.com Facebook: https://www.facebook.com/thewhitecoatinvestor Twitter: https://twitter.com/WCInvestor Instagram: https://www.instagram.com/thewhitecoatinvestor Subreddit: https://www.reddit.com/r/whitecoatinvestor Online Courses: https://whitecoatinvestor.teachable.com Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter…
1 MtoM #212: Engineer and Surgeon Couple Become Millionaires and Finance 101: Estate Taxes in Different States 25:30
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Play Later Play Later Lists Like LikedThis Engineer and Surgeon couple have become millionaires just a short time after she completed training. They hit this impressive milestone before she even began practicing. They have a very impressive savings rate and were building wealth while she was in training and he was working as an engineer. They lived off of his income and saved hers while she was in residency. Their next financial goals are to reevaluate their savings plan, automate savings and learn how to spend more. After the interview we will talk about different states estate taxes for Finance 101. Take charge of your financial future with CompHealth , the #1 staffing agency for physicians and healthcare providers. Locum tenens positions pay more on average, and with housing and travel costs covered, your earnings stretch even further. CompHealth also offers full-time positions, telehealth, and medical missions. From credentialing and licensing to contract negotiation and finding the right opportunities, their specialized support makes the job search easier. Whether you want to work locums full-time, part-time or pursue something permanent, CompHealth provides options and resources to help you achieve financial success. Build your career your way with the power of CompHealth. Learn more: https://www.whitecoatinvestor.com/comphealth The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you! Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones Main Website: https://www.whitecoatinvestor.com Student Loan Advice: https://studentloanadvice.com YouTube: https://www.whitecoatinvestor.com/youtube Facebook: https://www.facebook.com/thewhitecoatinvestor Twitter: https://twitter.com/WCInvestor Instagram: https://www.instagram.com/thewhitecoatinvestor Subreddit: https://www.reddit.com/r/whitecoatinvestor Online Courses: https://whitecoatinvestor.teachable.com Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter…
1 WCI #408: Roth IRAs, 457(f)s, and Other Retirement Account Questions 51:04
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Play Later Play Later Lists Like LikedToday we are answering your retirement account questions. We talk about Roth IRAs and the pro rata rule, we talk about self directing your solo 401(k). We discuss 457(f)s and 457(b)s. We talk about when to do Roth contributions and 401(k) contribution limits and more! Today’s episode is brought to you by SoFi , helping medical professionals like us bank, borrow, and invest to achieve financial wellness. SoFi offers savings accounts, as well as an investment platform, financial planning, and student loan refinancing…featuring an exclusive rate discount for med professionals and $100/month payments for residents. Check out all that SoFi offers at https://www.whitecoatinvestor.com/Sofi *Loans originated by SoFi Bank, N.A., NMLS 696891. Advisory services by SoFi Wealth LLC. The brokerage product is offered by SoFi Securities LLC, Member FINRA/SIPC. Investing comes with risk including risk of loss. Additional terms and conditions may apply. The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you! Main Website: https://www.whitecoatinvestor.com YouTube: https://www.whitecoatinvestor.com/youtube Student Loan Advice: https://studentloanadvice.com Facebook: https://www.facebook.com/thewhitecoatinvestor Twitter: https://twitter.com/WCInvestor Instagram: https://www.instagram.com/thewhitecoatinvestor Subreddit: https://www.reddit.com/r/whitecoatinvestor Online Courses: https://whitecoatinvestor.teachable.com Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter…
1 MtoM #211: Psychiatrist Gets Back to Broke and Finance 101: The Dangers of Performance Chasing 29:17
29:17 Play Later Play Later Lists Like Liked29:17
Play Later Play Later Lists Like LikedToday we are chatting with a psychiatrist who is back to broke. He said he owes his financial awakening to his wife who and his medical school friends who introduced him to WCI. He quickly turned things around and started saving an emergency fund and opened a Roth IRA. He is working towards PSLF and is currently saving for a down payment while also investing and growing wealth. His biggest piece of advice is to have a great partner that you are on the same page with. Together you can do anything! After the interview we will be talking about the dangers of performance chasing. Take charge of your financial future with CompHealth , the #1 staffing agency for physicians and healthcare providers. Locum tenens positions pay more on average, and with housing and travel costs covered, your earnings stretch even further. CompHealth also offers full-time positions, telehealth, and medical missions. From credentialing and licensing to contract negotiation and finding the right opportunities, their specialized support makes the job search easier. Whether you want to work locums full-time, part-time or pursue something permanent, CompHealth provides options and resources to help you achieve financial success. Build your career your way with the power of CompHealth . Learn more: https://www.whitecoatinvestor.com/comphealth The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you! Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones Main Website: https://www.whitecoatinvestor.com Student Loan Advice: https://studentloanadvice.com YouTube: https://www.whitecoatinvestor.com/youtube Facebook: https://www.facebook.com/thewhitecoatinvestor Twitter: https://twitter.com/WCInvestor Instagram: https://www.instagram.com/thewhitecoatinvestor Subreddit: https://www.reddit.com/r/whitecoatinvestor Online Courses: https://whitecoatinvestor.teachable.com Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter…
1 WCI #407: Credit Card Hacking for Travel 1:25:36
1:25:36 Play Later Play Later Lists Like Liked1:25:36
Play Later Play Later Lists Like LikedToday we are talking all about credit card hacking for travel. We have friend of WCI, Dr. Lisha Taylor, back on the podcast as well as credit card hacking guru, Dr. Devon Gimbel. They share why they think high income professionals are the perfect people to make use of credit card points, particularly for travel. They share their insights on how this works, how much time it takes, when it is worth doing and when it is not. Today’s episode is brought to you by SoFi , helping medical professionals like us bank, borrow, and invest to achieve financial wellness. SoFi offers up to 4.6% APY on their savings accounts, as well as an investment platform, financial planning, and student loan refinancing…featuring an exclusive rate discount for med professionals and $100/month payments for residents. Check out all that SoFi offers at https://www.whitecoatinvestor.com/Sofi *Loans originated by SoFi Bank, N.A., NMLS 696891. Advisory services by SoFi Wealth LLC. The brokerage product is offered by SoFi Securities LLC, Member FINRA/SIPC. Investing comes with risk including risk of loss. Additional terms and conditions may apply. The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you! Main Website: https://www.whitecoatinvestor.com YouTube: https://www.whitecoatinvestor.com/youtube Student Loan Advice: https://studentloanadvice.com Facebook: https://www.facebook.com/thewhitecoatinvestor Twitter: https://twitter.com/WCInvestor Instagram: https://www.instagram.com/thewhitecoatinvestor Subreddit: https://www.reddit.com/r/whitecoatinvestor Online Courses: https://whitecoatinvestor.teachable.com Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter…
1 MtoM #210: Engineer Becomes a Multimillionaire with a Six Figure HSA and Finance 101: FIRE 28:49
28:49 Play Later Play Later Lists Like Liked28:49
Play Later Play Later Lists Like LikedToday we are talking with an Automotive Engineer who has built a 6 figure HSA and gown his net worth to over $2 million. He shows us that you do not have to make a half a million dollars or more a year to become a millionaire or to reach FIRE. He has a massive savings rate and got started right out of school. 13 years later he is well on his way to financial independence. He said it has always been important to him to have freedom and independence to choose what he wants to do without worrying about finances. He wants to be able to serve his community and maybe even teach personal finance when he is no longer working full time. After the interview we are going to talk about FIRE for Finance 101. Take charge of your financial future with CompHealth , the #1 staffing agency for physicians and healthcare providers. Locum tenens positions pay more on average, and with housing and travel costs covered, your earnings stretch even further. CompHealth also offers full-time positions, telehealth, and medical missions. From credentialing and licensing to contract negotiation and finding the right opportunities, their specialized support makes the job search easier. Whether you want to work locums full-time, part-time or pursue something permanent, CompHealth provides options and resources to help you achieve financial success. Build your career your way with the power of CompHealth. Learn more: https://www.whitecoatinvestor.com/comphealth The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you! Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones Main Website: https://www.whitecoatinvestor.com Student Loan Advice: https://studentloanadvice.com YouTube: https://www.whitecoatinvestor.com/youtube Facebook: https://www.facebook.com/thewhitecoatinvestor Twitter: https://twitter.com/WCInvestor Instagram: https://www.instagram.com/thewhitecoatinvestor Subreddit: https://www.reddit.com/r/whitecoatinvestor Online Courses: https://whitecoatinvestor.teachable.com Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter…
1 WCI #406: iBonds, Asset Pricing and Other Investing Questions 57:41
57:41 Play Later Play Later Lists Like Liked57:41
Play Later Play Later Lists Like LikedToday we are getting into some investing questions. We start off with a discussion around iBonds and if they are still a worth while investment or if it might be time to let them go. We also discuss ASC investment and buffer assets and what those both are. We talk about how to make asset allocation decisions when you have access to some unique investments and wrap up with a discussion around stock performance when you have a very long investing time horizon. Laurel Road is committed to serving the financial needs of doctors. We want to help make your money work both harder and smarter, with A Laurel Road High Yield Savings account. Build your savings with highly competitive rates, no minimum balance to open, and no monthly maintenance fees. Whether you’re saving for an emergency fund or planning your next big purchase, you can keep building your savings and access your funds whenever you need them. For terms and conditions, please visit https://LaurelRoad.com/WCI Laurel Road is a brand of KeyBank N.A. Member FDIC. Disclosures: Laurel Road is a brand of KeyBank N.A. All products are offered by KeyBank N.A. Member FDIC. ©2024 KeyCorp® All Rights Reserved. The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you! Main Website: https://www.whitecoatinvestor.com YouTube: https://www.whitecoatinvestor.com/youtube Student Loan Advice: https://studentloanadvice.com Facebook: https://www.facebook.com/thewhitecoatinvestor Twitter: https://twitter.com/WCInvestor Instagram: https://www.instagram.com/thewhitecoatinvestor Subreddit: https://www.reddit.com/r/whitecoatinvestor Online Courses: https://whitecoatinvestor.teachable.com Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter…
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