White Coat Investor Podcast
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/
MtoM #198: Financially Recovering From a Divorce and Finance 101: The Importance of Both Spouses Working Towards Financial Goals Together
WCI #394: Index Funds, Real Estate, and Buying Into Your Practice
MtoM #197: Rehab Docs Pays Off Student Loans in 16 Months and Finance 101: Pessimism
WCI #393: Heroes of My Life, Part 2
MtoM #196: Surgeon Gets Back to Broke During Residency and Finance 101: The Basics of Real Estate Investing
WCI #392: Heroes of My Life, Part 1
MtoM #195: Radiologist Goes Part Time and Finance 101: Real Estate vs. Stocks
WCI #391: The Student Loan Roller Coaster
MtoM #194: Hospitalists Become Financially Independent after 12 Years and Finance 101: Retirement Accounts for the Self Employed
WCI #390: WCICON24 Columnist Panel Discussion
MtoM #193: Social Worker Becomes a Millionaire and Finance 101: Health Insurance in Early Retirement
WCI #389: Estate Planning, Navigating Your First Attending Job and 529s
MtoM #192: Hospitalist Pays Off $380,000 of Student Loans and Finance 101: Target Date Funds
WCI #388: The Only Investment Guide You'll Ever Need With Andrew Tobias
MtoM #191: Cash Flowing a Medical and Doctorate Degree and Finance 101: High Yield Savings Accounts
WCI #387: Common Sense Investing With Rick Van Ness
MtoM #190: Pediatric Dentist Hits Net Worth of $6 Million and Finance 101: Expense Ratios
WCI #386: Changing the Narrative of Women and Money
MtoM #189: Emergency Medicine Doc Hits $2 Million Net Worth and Finance 101: HSAs
WCI #385: Early Retirement Now With Big ERN
MtoM #188: Doc Finishes Student Loans One Year Out of Training and Finance 101: Stock Indexes
WCI #384: Help Your Kids Build Wealth
MtoM #187: Pediatrician Pays Off $330,000 in Student Loans in 7 Years and Finance 101: The Basics of Asset Protection
WCI #383: The Politics of Student Debt Forgiveness
MtoM #186: Emergency Docs Get Back to Broke and Finance 101: Paying Off Your Mortgage
WCI #382: The Behavior Gap with Carl Richards
MtoM #185: Communications Pro Hits Quarter Million Dollars and Finance 101: Don't Time the Market
WCI #381: Retirement Accounts and Asset Protection
MtoM #184: Orthopedist Hits $3 Million and Finance 101: You Don't Have to Invest in Everything
WCI #380: Michael Kitces on the State of Financial Planning
MtoM #183: Emergency Physician Family Pays off $311,000 of Student Loans in 11 Months and Finance 101: The Best Paying Hobby Out There
WCI #379: Contributing to Your Non Dependent Adult Child's HSA
MtoM #182: Pharmacist Pays Off Student Loans in Two Years and Finance 101: Mega Backdoor Roth
WCI #378: Marketing Your Practice
MtoM #181: Dental Specialist Pays Off Student Loans and Finance 101: The Truth About Investing
WCI #377: Tax Payments and Savings
MtoM #180: Pathologist Reaches Multiple Milestones and Finance 101: 5 Rules for Evaluating a Rental Property Investment
WCI #376: Trusts, Direct Indexing and High Yield Savings Accounts
MtoM #179: Internist Receives PSLF and Finance 101: Money and Med School
WCI #375: More Than Enough with Mike Piper
MtoM #178: Pilot Pays Off Flight School Loans and Finance 101: Dumb Things You Hear About Buying Homes
WCI #374: Asset Protection, 529s and the SAVE Plan
MtoM #177: ER Doc Becomes a Millionaire 5 Years Out and Finance 101: Financial Advisors
WCI #373: Getting Paid Fairly
MtoM #176: ENT Pays Off Student Loans While Also Paying For Fertility Treatments and Finance 101: Mutual Funds and ETFs
WCI #372: Solo 401(k), TSP, Employer Match and Converting from Pre-tax to Roth Questions
MtoM #175: Pharmacist Pays Off Over $200,000 of Student Loans in 15 Months and Finance 101: Working Longer
WCI #371: Which Accounts Will Make Your Kids Rich?
MtoM #174: VA Physician Pays Off Student Loans and Becomes a Millionaire in 5 Years and Finance 101: False Diversification
WCI #370: Communicating with Your Spouse About Finances When You Don't See Eye to Eye
MtoM #173: Hospitalist Pays Off Student Loans in 2 Years and Finance 101: Buying a House as a Resident
WCI #369: Mortgages, Universal Life Insurance and Annuities
MtoM #172: Family Doc Gets $500,000 Into Retirement and Finance 101: When You are Most Likely to Retire and Why
WCI #368: DOs vs. MDs - Which is the Best Degree?
MtoM #171: Medical Student Creates a Budget and Finance 101: Donor Advised Funds
WCI #367: The Importance of Asset Allocation
MtoM #170: Orthopedic Surgeon Completes His Military Commitment as a Millionaire and Finance 101: Itemizing Deductions
WCI #366: Tax Questions
MtoM #169: Homeless to a Quarter Million Dollars and Finance 101: Risk
WCI #365: Disability Insurance with a Friend of WCI
MtoM #168: Anesthesiologist Becomes a Millionaire and Finance 101: White Coat Investor Philosophy - 12 Financial Principles for Doctors
WCI #364: High Yield Savings Accounts
MtoM #167: General Surgeon Becomes a Millionaire 3 Years Out of Training and Finance 101: Cars
WCI #363: Women and Their Finances
MtoM #166: Family Docs Pay Off $705,000 in Student Loans and Finance 101: Rich Dad Poor Dad
WCI #362: Recasting a Mortgage and Beating a Non Compete
MtoM #165: Pediatric Resident Gets Back to Broke and Finance 101: Mutual Funds
WCI #361: Financial Pathways for Attorneys
MtoM #164: Orthopedist Starts a Real Estate Empire as a Resident and Finance 101: Real Estate Professional Status
WCI #360: Student Loans and Filing Your Taxes
MtoM #163: 74 Year Old Woman Becomes A Millionaire and Finance 101: Choosing a 529 Plan
WCI #359: Tax Deferred vs. Roth Contributions: A Deep Dive
MtoM #162: Ophthalmologist Acquires $50 Million and Finance 101: Estate Taxes
WCI #358: What to Do When You Don't Match, and Annual Survey Results
MtoM #161: Nurse Becomes a Millionaire and Finance 101: How to Get Started
WCI #357: Roth IRAs, Conversions and Backdoor Contributions
MtoM #160: Dermatologist Pays Off Student Loans In Less Than A Year And Finance 101: Physician Mortgages
WCI #356: The Struggle To Financially Support Your Parents
MtoM #159: Surgeon Gets PSLF Via the Waiver and Finance 101: Probate
WCI #355: Burnout in Women with Dr. Darria Long
MtoM #158: Hospitalist Pays Off Student Loans in Just Over 2 Years and Finance 101: Emergency Funds
WCI #354: Mega Backdoor Roth Contributions with Minimal 1099 Income
MtoM #157: Dual Income Couple Pays Off Mortgage Among Other Financial Milestones and Finance 101: Dividend Investing
WCI #353: Lesser Known Tax Strategies
MtoM #156: Family Doc Pays For a Dream Wedding With Cash and Finance 101: How to Wire Money
WCI #352: How to Reduce Capital Gains on Property Sales
MtoM #155: Pediatric Dentist Gets Back to Broke and More and Finance 101: Ways to Earn More Money as a Doc
WCI #351: Physician Side Gigs
MtoM #154: Psychiatrist Pays Off $460,000 in Student Loans and Finance 101: Rebalancing Your Portfolio
WCI #350: Paula Pant & Permabears
MtoM #153: Emergency Medicine Physician Pays Off $315,000 of Student Loans in One Year and Finance 101: Health Insurance in Early Retirement
WCI #349: Is Over Contributing to Your 403(b) Ever a Good Idea?
MtoM #152: Neuroradiologist Hits a Net Worth of Half a Million Dollars Upon Exiting Training and Finance 101: Schedule A Tax Return
WCI #348: How Much Should Location Matter When Choosing a Residency?
MtoM #151: Family Doc Gets His 457(b) Plan Changed For the Better and Finance 101: 457(b) Plans
WCI #347: How To Live a Regret Free Life with Jordan Grumet
MtoM #150: Physiatrist Gets Back to Broke and Finance 101: Term Life vs. Whole Life Insurance
WCI #346: Roth IRAs are NOT a Bad Investment
MtoM #149: Doctor Gives Away $1 Million and Finance 101: Charitable Giving
WCI #345: Charitable Giving and Donor Advised Funds
MtoM #148: Nurse Practitioner Hits $250,000 Net Worth and Finance 101: Pathways with the Military
WCI #344: Are Structured Notes More Than A Product To Be Sold?
MtoM #147: Anesthesiologist Pays Off Student Loans In 2 Years Despite Becoming Disabled and Finance 101: Disability Insurance
WCI #343: How Do You Know If You Are Getting Good Advice at a Fair Price?
MtoM #146: Urologist Pays Off $300,000 in 2 Years and Finance 101: Contribution Limits
WCI #342: Captive Insurance
MtoM #145: Family Doc Gets Back to Broke and Finance 101: Wills
WCI #341: How to Surrender One of Those Nasty Indexed Universal Life Insurance Policies
MtoM #144: IMG Comes to America and Becomes Financially Successful and Finance 101: Guidance for International Medical Graduates
WCI #340: Choosing To Thrive With Stacy Taniguchi
MtoM #143: Emergency Doc Becomes Millionaire in 2 Years and Finance 101: How to Spend in Retirement
WCI #339: Dave Ramsey Gives Poor Advice to Unmatched Doc
MtoM #142: Emergency Physician Becomes Multi-Deca Millionaire and Finance 101: Cash Balance Plans
WCI #338: Is It Ever a Good Idea to Over Fund a Roth IRA?
MtoM #141: Doctors Pay Off Student Loans Before Even Finishing Training and Finance 101: The Importance of Saving
WCI #337: Entrepreneurship and Angel Investing
MtoM #140: Vascular Surgeon Lives Like a Resident and Finance 101: Car Insurance
WCI #336: Asset Protection In Real Estate Investing
MtoM #139: Academic Pulmonologist Hits Half Million Dollar Net Worth and Finance 101: Financial Advisors
WCI #335: Solo 401(k) Questions
MtoM #138: Doc Helps Change His 401(k) Plan and Finance 101: Tax Brackets
WCI #334: How You’re Being Ripped Off By Incompetent and Corrupt CMS Bureaucrats with Dr. Alex Shteynshlyuger
MtoM #137: Roadie Becomes a Millionaire and Finance 101: Retirement Accounts for the Self Employed
WCI #333: Investing in India's Stock Market and More!
MtoM #136: Cutting Back To Full Time and Finance 101: Home Buying
WCI #332: Getting A Financial Plan In Place
MtoM #135: Opening a Franchise and Finance 101: Tilting Your Portfolio
WCI #331: 401K and IRA Limits are Totally Separate
MtoM #134: Primary Care Doc Becomes A Millionaire And Pays Off Student Loans in 4.5 Years And Finance 101: Hitting The Ground Running
WCI #330: Financial Therapy with Aja Evans
MtoM #133: CRNA Becomes a Millionaire and Finance 101: Disability Insurance
WCI #329: Why Mixing Insurance and Investing Causes So Many Problems
MtoM #132: Emergency Medicine Resident Hits $100K in Retirement Accounts and Finance 101: Cash
WCI #328: A Conversation With Locums Docs
MtoM #131: Nurse Becomes a Millionaire and Finance 101: Student Loan Refinancing
WCI #327: Send Your Kids to College
MtoM #130:Family and Sports Medicine Doc is Back to Broke and Finance 101: Tenant Contracts
WCI #326: Finances for Doctors With a Terminal Illness
MtoM #129:Family Physician Lives Like a Resident and Finance 101: Inflation
WCI #325: What is the 4% Rule?
MtoM #128 - Podiatrist Pays Off Student Loans and Finance 101: Dave Ramsey's Baby Steps
WCI #324: Pilots Can Reach Financial Independence Too
MtoM #127 - Veterinarian Starts Her Own Business and Finance 101: 457(b) Plans
WCI #323: When is the Right Time to Invest in Real Estate?
MtoM #126 - Pharmacist Writes a Book and Pays Off a Mortgage and Finance 101: Index Funds
WCI #322: Questions from Students and Residents
MtoM #125 - Psychiatrist Pays Off Half a Million in Loans and Becomes a Millionaire and Finance 101: The Savings Rate
WCI #321: The Family Board Meeting with Jim Shiels
MtoM #124 - Two Doc Couple Splits Their Student Loan Plan and Finance 101: The 5 Money Activities
WCI #320: Investment Accounts
MtoM #123 - Family/Sports Medicine Doc Becomes a Millionaire and Finance 101: 4% Rule
WCI #319: Wholesaling and Flipping Real Estate with Jamil Damji
MtoM #122 - Orthopedic Surgeon Hits $4 Million Net Worth and Finance 101: Taxes
WCI #318: 1099 Income and Locums Docs
MtoM #121 - Couple Creates Their Own Financial Plan and Fires Their Financial Advisor
WCI #317: Financial Planning for a Child with a Disability
MtoM #120 - Career Military Doc Takes on Retirement
WCI #316: Roth Contributions and Conversions
MtoM #119 - Opening a Franchise
WCI #315: 529's, Inheritance and Roth IRAs For Kids
MtoM #118 - Cardiologist Becomes a Millionaire
WCI #314: Loving Your Timeshare with Dr. Cory Fawcett
MtoM #117 - Sleep Doc Pays Off a Mortgage in Two Years
WCI #313: The Proposed Ban on Non-Compete Contracts and Whether It's Fair
MtoM #116 - ER Doc Builds Wealth and Pays Off $344,000 in 2 1/2 Years
WCI #312: Generational Wealth and Teaching Your Kids About Money
MtoM #115 - Doc Pays Off Student Loans in 30 Months
WCI #311: Asset Location
MtoM #114 - Pathologist and Anesthesiologist Get Back to Broke
WCI #310: The Wage Gap in Medicine
MtoM #113 - Paid Off Student Loans and Bought a Car With Cash
WCI #309: Taxes
MtoM #112 - Family Physicians Start Direct Primary Care Practice
WCI #308: Overcoming a Late Start
MtoM #111 - Internal Medicine Doc Becomes a Millionaire
WCI #307: Private Real Estate Versus REITs
MtoM #110 - New York Physician Pays Off Student Loans
WCI #306: Using Retirement Accounts
MtoM #109 - Geriatrician Pays Off Student Loans
WCI #305: Navigating a Law Suit
MtoM #108 - Hospitalist Pays off $350,000 in 18 months
WCI #304: Roth's, 401(k)s and 529s
MtoM #107 - Cardiologist Becomes a Millionaire
WCI #303: A Random Walk Down Wall Street with Burton Malkiel
MtoM #106 - ER Doc Becomes a Millionaire Only 3 Years Out of Training
WCI #302: Where to Store Your Money
MtoM #105 - Public Health Dentist Pays Off Student Loans
WCI #301: I Will Teach You To Be Rich
MtoM #104 - Dual Physician Couple Pay Off Loans During Residency
WCI #300: Introduction to the Secure Act 2.0
MtoM #103 - Anesthesiologist Pays Off $369,000 in Four Years
WCI #299: Grab Your Slice with Monica Scudieri
MtoM #102 - Psychiatrist Reaches Half Million Net Worth
WCI #298: Leaving a Bad Advisor
MtoM #101 - General Dentist Buys Private Practice
WCI #297: A Wealth Of Common Sense with Ben Carlson
WCI #296: Charitable Giving and Bonds
MtoM #99 - Doc Pays Off Student Loans 8 Months Into Attendinghood
WCI #295: Your Money Or Your Life with Vicki Robin
MtoM #98 - Entrepreneur Takes New Product to Market
WCI #294: Finance For the Whole Family
MtoM #97 - Doc Pays Off $360,000 of Student Loans and Hits Millionaire Status
WCI #293: Life after Financial Independence
MtoM #96 - Periodontist Pays Off $780,000 of Debt
WCI #292: Workplace Retirement Accounts
MtoM #95 - Emergency Doc is Back to Broke
WCI #291: Tax Loss Harvest Before Year End
MtoM #94 - ER Doc Pays Off Student Loans In 18 Months
WCI #290: Thankful on Thanksgiving
MtoM #93 - Dermatology Resident Dumps His Lease
WCI #289: Is It Tacky to Talk About Money?
MtoM #92 - Emergency Physician Gets Back to Broke
WCI #288: Real Estate Q&A
MtoM #91 - OBGYN Builds Wealth
WCI #287: House Hacking With Dr. Ayush Gupta
MtoM #90 - Orthopedic Surgeon Builds Wealth By Living Like a Resident
WCI #286: Comparing Retirement Accounts
MtoM #89 - Pediatric Hospitalist Pays Off $270,000 in Student Loans
WCI #285: Physician Assistant Financial Education
MtoM #88 - Sports Medicine Doc Pays Off $287,000 in 2 Years
WCI #284: HSAs, 529s, and Donor Advised Funds
MtoM #87 - Flight Surgeon Building Wealth
WCI #283: Preparing Financially for the Unexpected with Dr. Josh Daily
MtoM #86 - Multimillionaire OBGYN
WCI #282: Fiduciary Financial Advisors
MtoM #85 - Nurse Practitioner Millionaire
WCI #281: Physician Entrepreneurism and Venture Capital With Dr. John Shufeldt
MtoM #84 - Primary Care Doc Gets Back to Broke
WCI #280: Asset Allocation, International Stocks, Bonds, Small and Mid-Cap Value Factors
MtoM #83 - Anesthesiologist Gets Back to Broke
WCI #279: Roth Options and Questions
MtoM #82 - Gynecologist Gets Back to Broke
WCI #278: Recession Proof Investments
MtoM #81 - Orthodontist Pays Off $540K In 4 Years
WCI #277: Nonclinical Work for Physicians
MtoM #80 - Dual Physician Couple Pays off Loans and Becomes Millionaires
WCI #276: 529s, I bonds, TIPS, S Corps, ETFs and 403(b)s
MtoM #79 - Pilot Gets Back to Broke
WCI #275: The Buy, Borrow, and Die Strategy
MtoM #78 - Oncologist Multimillionaire
WCI #274: Setting Up Your Portfolio 101
MtoM #77 - Radiology Resident Gets Back to Broke
WCI #273: Tax Credits and Passive vs. Actively Managed Funds
MtoM #76 - Naturopathic Medicine Physician is Back to Broke
WCI #272: Father and Son Physician Duo Does Direct Real Estate
MtoM #75 - Postdoc Pays Off High Interest Debt
WCI #271: Physician Online Advocacy with KevinMD
MtoM #74 - Urologist Millionaire
WCI #270: Tax-Loss Harvesting, Mortgages, Side Gigs and More!
MtoM #73 - Radiologist Pays Off Student Loans
WCI #269: Infertility Among Doctors
MtoM #72 - Electrical Engineer Millionaire
WCI #268: When Is It Time to Stop Being Cheap?
MtoM #71 - Neurologist Millionaire
WCI #267: Non Food Franchising
MtoM #70 - Academic Pharmacist Millionaire
WCI #266: Employer Health Insurance Plans: PPO vs. HDHP
MtoM #69 - Graduating Medical School Debt Free
WCI #265: Physician on FIRE Q&A
MtoM #68 - Surgeon Builds Wealth By Living Like a Resident
WCI #264: Interest Rates, Inflation, and I Bonds
MtoM #67 - Family Doc Pays Off $184K
WCI #263: Investing in Crypto-Assets with Hedge Fund Manager, Jeff Ross MD, MBA
MtoM #66 - Living Like a Resident Really Works
WCI #262: Kids (and Engagement Rings) Are Expensive! And What Is the Future of WCI?
MtoM #65 - Family Doc Achieves $0 Net Worth
WCI #261: The Only Investment Guide You'll Ever Need With Andrew Tobias
MtoM #64 - Back to Broke
WCI #260: Self Employed Retirement Accounts Q&A
MtoM #63 - Chemical Engineer Millionaire
WCI #259: Doctors Who Become Disabled
MtoM #62 - EM Resident Gets Back to Broke
WCI #258: How to Set Up a Budget, and Why It Can Be So Valuable
MtoM #61 - Anesthesiologist Gets PSLF and Becomes a Millionaire
WCI #257: PSLF, ETFs, and FSAs
MtoM #60 - Captain Pays off $269K in 2 Years
WCI #256: Common Sense Investing with Rick Van Ness
MtoM #59 - Resident with 100K in Assets
WCI #255: Answering Your Questions About 401(k)s And How To Manage Them
MtoM #58 - Physician Assistant Millionaire
WCI #254: Afford Anything with Paula Pant
MtoM #57 - Orthopedic Surgeon Sells Practice Early in Career
WCI #253: What to Do with Extra Money and Life After Covid
MtoM #56 - Decamillionaire Doctors
WCI #252: Real Estate Q&A with Passive Income MD's Peter Kim
MtoM #55 - Pediatrician Reaches Financial Independence
WCI #251: How to Fix the Retirement Account System
MtoM #54 - WCI Ambassador Reaches Millionaire Status
WCI #250: Marriage, Kids, and Finances
MtoM #53 - Dentist Reaches Financial Independence
WCI #249: What To Do With Old Retirement Accounts Q&A
MtoM #52 - Multimillionaires 5 yrs Post Residency
WCI #248: Veterinarians and Their Finances
MtoM #51 - Neonatologist Finds Financial Freedom
WCI #247: Bonds and Tax Loss Harvesting
MtoM #50 - Orthopaedic Surgeon Pays Off All of His Debt in 6 years
WCI #246: Early Retirement Now
MtoM #49 - EM Doc Pays Off Loans and Reaches $250K Net Worth
WCI #245: The Backdoor Roth Lives On
MtoM #48 - Family Docs Pay Off $570K
WCI #244: The Finances of Professional Cyclists
MtoM #47 - Millionaire Military Officer
WCI #243: Annuities, Securities, and The Three Fund Portfolio
MtoM #46 - Dual Physician Millionaires
WCI #242: Avoiding Debt and Giving Back With Michelle Singletary
MtoM #45 - Pediatrician Pays off $185K in 3.5 years
WCI #241: Retirement Account Q&A
MtoM #44 - Back to Broke Oncologist
WCI #240: Asset Allocation Q&A
MtoM #43 - Doc Dumps Whole Life Policy And Becomes Millionaire
WCI #239: Contract Negotiation and Student Loans
MtoM #42 - Back to Broke as a Resident
WCI #238: 2021 Financial Book Reviews
MtoM #41 - Pediatrician pays off $300K in 3 years
WCI #237: How to Reduce your Investment Taxes
MtoM #40 - Dual Family Doctor Couple pays off $400K+ in 3 years
WCI #236: Interview with Jaspreet Singh of the Minority Mindset
MtoM #39 - Buying a Car with Cash
WCI #235: Pay Off Debt or Invest?
MtoM #38 - Dentist Achieves $0 Net Worth
WCI #234: Roth Q&A: 401ks, Conversions, and What if the Backdoor Goes Away?
MtoM #37 - The Veterinarian Millionaires
WCI #233: Insurance Q&A
MtoM #36 - Psychiatrist Real Estate Investor Multimillionaire
WCI #232: Investing Q&A - The Dragon Portfolio, 457(b)s, 403(b)s And Individual Stocks
MtoM #35 - The Attorney Millionaire
WCI #231: How Much Homeowners Insurance Do I Need?
MtoM #34 - PSLF Forgiveness and Millionaires!
WCI #230: Congress Proposes New Tax Bill Impacting High Earners
MtoM #33 - Millionaire Podiatrist
WCI #229: Retirement Accounts Q&A
MtoM #32 - Pediatric Cardiac Intensivist Gets PSLF
WCI #228: Charitable Giving: DAFs vs CRTs vs Private Family Foundation
MtoM #31 - Millionaire Dentist
WCI #227: Starting a Medical Practice
MtoM #30 - Nurse Practitioner Multimillionaire
WCI #226: The State of Physician Financial Literacy
MtoM #29 - Teacher and Doctor Become Millionaires in 5 years
WCI #225: Q&A - Single Income Docs, Insuring Jewelry, Best Time of Year to Retire, Over Saving in a 529
MtoM #28 - EM Doc Pays off $180K in 3 years
WCI #224: Q&A- Actively Managed Funds, Savings Rates, Social Index Funds and Home Prices
MtoM #27 - Academic Endocrinologist Millionaire
WCI #223: Understanding Cash Balance Plans
MtoM #26 - Orthodontist Pays off $480K
WCI #222: Car insurance: How much do you need?
MtoM #25 - Psychiatrist Millionaire
WCI #221: Beating the New Death Tax with James Lange
MtoM #24 - Hospitalist and Obesity Medicine Physician Pays off $156K in 5 years
WCI #220: Financial Priorities as a New Resident
MtoM #23 - First Generation Millionaire Physician
WCI #219: Financial Priorities as a New Attending
MtoM #22 - Family Doc Pays Off $230K in 6 years
WCI #218: How Much Car Can You Afford?
MtoM #21 - Doctor and Nurse Become Millionaires in 5 years
WCI #217: Practicing Medicine in India
MtoM #20 - Psy-Fi MD Millionaire
WCI #216: Gold Bullion, Subway Franchises, Taxes, and Divorce
MtoM #19 - Millionaire Status in 5 Years
WCI #215: Calculating ROI, Dollar Cost Averaging vs. Lump Sum, UTMA Accounts & TIPS
MtoM #18 - Cancer Researcher pays off $130K
WCI #214: Will Student Loans Be Forgiven?
MtoM #17 - Nurse Practitioner and Pharmacist Millionaires
WCI #213: Rules and Options for Managing Inherited Retirement Accounts
MtoM #16 - Paid off $260K in 2 years
WCI #212: How to be a Coffeehouse Investor with Bill Schultheis
MtoM #15 - Financially Independent Military Periodontist
WCI #211: Late Start Retirement Savings
MtoM #14 - Optometrist Pays off 229K in 26 Months
WCI #210: How to Survive and Thrive as a Divorced Doctor
MtoM #13 - Millionaire Internal Medicine Doctor
WCI #209: Travel Hacking with Physician on Fire
MtoM #12 - Financially Independent by 31
WCI #208: Annuities and Cash Secured Puts in Low Yield Times
MtoM #11 - $145K Paid Off in 6 Months
WCI #207: The Delusions of Crowds with Bill Bernstein
MtoM #10 - Millionaire 5 years Post Residency
WCI #206: 10 Commandments for Financial Independence
MtoM #9 - Family Medicine Doc Receives PSLF
WCI #205: Understanding Required Minimum Distributions
MtoM #8 - $450K Paid Off In 2.5 Years
WCI #204: First Year of Retirement with Physician on Fire
MtoM #7 - Psychiatrist pays off $330K in 3.5 Years
WCI #203: Benefits and Drawbacks of an MSO
MtoM #6 - Millionaire Status - Automatically
WCI #202: Working Together with Your Partner, with Mrs. WCI
MtoM #5 - Anesthesiologist Pays Off $300K in 2 Years
WCI #201: When to Rent vs Buy a Home
MtoM #4 - Military Pediatrician Pays off $150K in 15 Months
WCI #200: Vetting Private Real Estate Deals
MtoM #3 - Become a Millionaire with the 1/3 Income Rule
WCI #199: Asset Protection with Jay Adkisson
MtoM #2 - Pediatric Intensivist gets PSLF with No Hassle
WCI #198: Where to Save $100K for Private Real Estate
MtoM #1 - High COLA Family Doc Slays $400K in Student Loans
WCI #197: The Value of Physician Leadership
WCI #196: Understanding Tax Brackets
WCI #195: Investing Lessons from Christine Benz of Morningstar
WCI #194: The Backdoor Roth IRA Made Easy
WCI #193: Cure Physician Burnout with Dr. Dike Drummond
WCI #192: Is Your Financial Plan Reasonable?
WCI #191: Don't Make These 10 Financial Mistakes
WCI #190: The Next Millionaire Next Door
WCI #189: Inherited IRAs
WCI #188: Dr. Rick Hodes, a Life Dedicated to Service
WCI #187: How Much Should You Put in a Roth?
WCI #186: Pilots are High Income Professionals Too
WCI #185: Finances in the Great White North
WCI #184: Selling Your Practice to a Private Equity Firm
WCI #183: Physician Moms and Their Finances
WCI #182: Stock Market and Elections
WCI #181: Evidence-Based Investing with Larry Swedroe
WCI #180: More Physician Millionaires
WCI #179: Financial Changes When You Make Partner
WCI #178: Practicing Medicine in Australia
WCI #177: Financial Planning for Children with Special Needs
WCI #176: A Public Service Loan Forgiveness Success Story
WCI #175: Fixing Analysis Paralysis
WCI #174: How to Make Seven Figures in Medicine
WCI #173: The Dangers of Robinhood
WCI #172: Behavioral Finance with Morgan Housel
WCI #171: Six Principles of Asset Location
WCI #170: Rick Ferri versus Paul Merriman Part 2
WCI #169: Rick Ferri versus Paul Merriman on Factor Investing
WCI #168: Retirement Accounts versus Real Estate
WCI #167: You Need a Budget
WCI #166: Is Vanguard Losing Its Status?
WCI #165: What is Direct Primary Care?
WCI #164: Why You Should Max Out Your Retirement Accounts
WCI #163: Guide to Physician Disability Insurance
WCI #162: Are Side Gigs Mandatory for Doctors?
WCI #161: Medicine and Finance in Venezuela
WCI #160: What State is Best for Real Estate Investing?
WCI #159: Financial Infidelity
WCI #158: Which Physician Specialty is Best for Retiring Early?
WCI #157: Tips for Buying and Selling a Practice
WCI #156: What to do with a Dramatically Lower Income
WCI #155: Malpractice Insurance - Above Policy Limit Judgments
WCI #154: Bear Market Action Plan
WCI #153: Tax Loss Harvesting
WCI #152: Work Life Balance with Tired Super Heroine
WCI #151: How to Pick a Charity
WCI #150: Side Gigs, Women, and Demographic Changes in Medicine
WCI #149: Should I Time the Market?
WCI #148: Finding Balance in Your Life with Dr. Dawn Baker
WCI #147: Being a Finance Buff with Harry Sit
WCI #146: The 5-Year Rule for Roth IRA Conversions
WCI #145: Faith, Family, and Finance with Rogue Dad, M.D.
WCI #144: Can I Send Money to India?
WCI #143: All About Medical School Loans with Ben White
WCI #142: Should You Raid a Roth IRA To Pay Off Your Loans?
WCI #141: Private Real Estate Access Funds
WCI #140: Solving Your Financial Mistakes
WCI #139: Physician Millionaires - How'd They Do It?
WCI #138: Managing Student Loans and When to Pay for Advice
WCI #137: Inspiration to Crush Your Student Loans
WCI #136: Taxes on Stock Options
WCI #135: Estate Planning with Daniel Kesten
WCI #134: Improve Your Personal Financial Literacy
WCI #133: What Physicians Need to Know About Contract Negotiation
WCI #132: Asset Protection Strategies to Secure Your Wealth
WCI #131: Rules for Business Vehicle Tax Deduction
WCI #130: How to Retire Early as a Doctor with the Physician on Fire
WCI #129: Helping Family When They are Bad With Money
WCI #128: Resident Physician Financial Mistakes
WCI #127: Understanding the Mega Backdoor Roth IRA
WCI #126: How to Reduce your Investment Taxes with Phil DeMuth
WCI #125: How to Rebalance Your Portfolio
WCI #124: Financial Advisors: The Good, The Bad, and The Ugly with Michael Kitces
WCI #123: Will the Politicians Cancel your Student Loan Debt?
WCI #122: Frugal Living with the Frugal Physician
WCI #121: What You Need to Know About Self-Employment Taxes
WCI #120: Medical Missionary Work
WCI #119: How to Pay for College with Robert Farrington
WCI #118: How Do I Claim a Foreign Tax Credit?
WCI #117: Managing Healthcare Real Estate Properly
WCI #116: Fix the Car or Buy a New One?
WCI #115: How to Fix Your Investment Mistakes
WCI #114: Should You Start a Group Practice Retirement Plan?
WCI #113: Dare to be Dull with Allan Roth
WCI #112: The Right Way to Borrow Money From Family
WCI #111: Investing in Airbnb Rentals with David Draghinas
WCI #110: How Does the US Tax Foreign Investment Income?
WCI #109: Passive Investing and Financial Advisory Fees with Rick Ferri
WCI #108: What is Value Averaging and How Does it Work
WCI #107: The Four Pillars of Investing with Bill Bernstein, MD
WCI #106: Financial Advice for Those Starting a Family
WCI #105: How to Think About Money with Jonathan Clements
WCI #104: Mistaking a Salesman for a Financial Advisor
WCI #103: Reduce Burnout with the Physician Philosopher
WCI #102: How to Pay for a House
WCI #101: When To Hire A Financial Planner
WCI #100: How To Get Rich as a Doctor
WCI #99: How to Break Up with Your Financial Advisor
WCI #98: A Discussion with a Resident and a Medical Student
WCI #97: Realtors and Physician Mortgage Loans with Peter Kim of Curbside Real Estate
WCI #96: An Interview with Michelle Finkel of Insider Medical Admissions
WCI #95: The Speakpipe is Working
WCI #94: Surgery Center Investments
WCI #93: Being a Military Physician
WCI #92: Private Real Estate Funds
WCI #91: Becoming Your Parent's Financial Advisor
WCI #90: An Interview with Physician on Fire and Passive Income MD
WCI #89: State of the Podcast
WCI #88: Interview with Crispy Doc
WCI #87: The White Coat Investor Philosophy
WCI #86: Legacy Holdings in Taxable Account
WCI #85: The Real Life Financial Experience of a Young Periodontist
WCI #84: Bonds in a Rising Interest Rate Environment
WCI #83: Teaching Personal Finance to Students and Residents with Jason Mizell
WCI #82: Nearing Retirement
WCI #81 - Medicine and Finance in the UK with Dr. Nikki Ramskill
WCI #80: Answering Listener Questions
WCI #79: Sorting Out An Academic Doc's Finances
WCI #78: Cash Balance Plans
WCI #77: Investing in Online Businesses - An Interview with Gregory Elfrink from Empire Flippers
WCI #76: Good Debt and Bad Debt
WCI #75: Increasing Your Primary Care Income - An Interview with Doc G from DiverseFI.com
WCI #74: Public Service Loan Forgiveness
WCI #73: Raising Exceptionally Talented Children
WCI #72: Why Bonds?
WCI #71: An Interview with Nii Darko from Docs Outside the Box
WCI #70: Stuff I Don't Invest In
WCI #69: An Interview with Carrie Reynolds from Hippocratic Hustle
WCI #68: Moonlighting and Side Gigs
WCI #67: An Interview with Passive Income MD and Physician on Fire
WCI #66: Long Term Care Insurance
WCI #65: An Interview with Coach Carson
WCI #64: Dealing with Inflation
WCI #63: Hate Mail and a Disclosure
WCI #62: An Interview with Vagabond MD
WCI #61: All About Residents
WCI #60: An Interview with Ryan Gray from Medical School Headquarters
WCI #59: Is Dr. Mike Meru Crazy?
WCI #58: Interview with Sarah Catherine Gutierrez from Aptus Financial
WCI #57: Questions from Doctors Doing Well and Doctors in Trouble
WCI #56: An Interview with Mike Piper from the Oblivious Investor
Bonus Episode: WCI Conference Video Course
WCI #55: Basics of Investing
WCI #54: Asset Protection
WCI #53: Tax Cut and Jobs Act Pass Through Deduction
WCI #52: An Interview with Lara McElderry from Married to Doctors
WCI #51: Another Visit to Whole Life Insurance Land
WCI #50: An Interview with Paul Merriman
WCI #49: Tales From my Email Box
WCI #48: Choose Financial Independence
WCI #47: Staying the Course, Stock Purchase Plans, and TSP Loans
WCI #46: The Happy Philosopher
WCI #45: Interview with Curbside Real Estate
WCI #44: Complicated Aspects of 401(k)s
WCI #43: Merger Arbitrage with Peter Steinberg MD
WCI #42: Buy One Property A Year
WCI #41: Getting A Second Opinion
WCI #40: Physician on Fire Update
WCI #39: Five Questions on SERPs, New Tax Law, Inherited IRAs, and Gifts
WCI #38: Bitcoin, Prenups, and Investing vs Paying off Debt
WCI #37: Introducing the WCI Online Course: Fire Your Financial Advisor
WCI #36: Interview with Nathaniel Minnick, DO
WCI #35: Interview with Jordan Goodman from Money Answers
WCI #34: Good Investing is Boring Investing
WCI #33: Questions from Medical Students
WCI #32: Passive Income MD
WCI #31: Alternative Investments with Dr. Meadows
WCI #30: How to Invest at All Time Highs
WCI #29: Tax Reform Bill in Congress
WCI #28: What Matters Most in Personal Finance
WCI #27: How To Get Rich Quickly
WCI #26: When To Buy A Home
WCI #25: Military and 1099 Physicians
WCI #24: Potpourri of Listeners' Questions
WCI #23: An Interview with Miss Bonnie MD
WCI #22: Nuts and Bolts of Financial Planning
WCI #21: Tax Diversification
WCI #20: Comparing Independent Contractor Jobs with Employee Jobs
WCI #19: Social Security
WCI #18: Emergency Funds
WCI #17: Understanding Tax Deductions and Credits
WCI #16: Understanding The Age 59 1/2 Rule
WCI #15: What to do if you have No 401K as a New Attending
WCI #14: WCI Interviews the Physician on Fire
WCI #13: Fixed versus Variable Rates
WCI #12: Investing in Taxable Accounts - What You Need to Know
WCI #11: Should You Make Roth or Traditional 401K Contributions?
WCI #10: An interview with Mrs. WCI
WCI #9: The Four Pillars to Successfully Paying for Children’s Education
WCI #8: Passive Income
WCI #7: Backdoor Roth IRAs and Why You Should Be Funding Them
WCI #6: Disability Insurance for High Income Earners
WCI #5: Paying Down Student Loans Versus Investing
WCI #4: The Stealth IRA: A Health Savings Account May Be Your Best Retirement Plan
WCI #3: How to Choose a Financial Advisor
WCI #2: Everything You Need to Know about Whole Life Insurance
WCI #1: Refinancing Student Loans