#2847

Mentioned in 12 episodes

The White Coat Investor

A Doctor's Guide to Personal Finance and Investing

Book • 2014

James M. Dahle, MD, FACEP

This book, written by Dr. Jim Dahle, is designed to help medical students, residents, physicians, dentists, and other high-income professionals navigate the complexities of personal finance and investing.

It covers topics such as graduating from medical school with minimal debt, escaping student loans, purchasing the right insurance, investing sensibly, and protecting assets from lawsuits.

The book also provides advice on tax minimization, estate planning, and choosing the right business structure.

It is known for its clear explanations and actionable advice, making it a valuable resource for those in the medical profession seeking to manage their finances effectively.

Mentioned by

Margaret Curtis

Mentioned in 12 episodes

Mentioned by Jordan Grumet as the author of a book that helped him understand financial independence.

A Hospice Doctor’s Advice on Making the Most of Your Finances, Relationships and Time with Jordan Grumet, MD

Mentioned by

Margaret Curtis

as the topic of conversation with

Patrick Arpin

.

WCI #438: The Resident Episode

Mentioned by

Jordan Grummet

as a helpful resource for understanding personal finance.

611. 20 Things I've Learned in 10 years of Financial Independence w/ Jordan Grumet

Recommended by

Chris Beck

as a starting point for those new to financial literacy.

Ep. 533 Physician’s Guide to Financial Literacy and Investment Strategies with Dr. Jim Dahle

Mentioned by

Dennis

when discussing his journey to financial literacy.

MtoM #207: A Rural Surgeon Gets Back to Broke and Finance 101: Nuances with Roths and Mega Backdoor Roths

Mentioned by the guest, Greg, as a resource he was directed to by a colleague for investment advice.

MtoM #238: Hand Surgeon Becomes Multimillionaire and Finance 101: Annuities

Mentioned by

Jordan Grumet

as a book that taught him about financial independence.

Building Purpose, Minimizing Regret, And Getting Off The Achievement Treadmill

Mentioned by

Jordan Grumet

as a book that provided him with financial vocabulary.

WCI #401: Risk vs Reward - How to Find the Balance

Mentioned by Brody as the source of his financial education.

MtoM #220: Family Physician Millionaire Receives PSLF and Finance 101: Long Term Bonds

Mentioned by the podcast guest Lucas, who used it to guide his financial decisions after graduating residency.

MtoM #205: Emergency Doc Gets Back to Broke in One Year and Finance 101: Rollovers

Mentioned by

James Dahle

as a good overview for anyone at any stage of their career.

WCI #194: The Backdoor Roth IRA Made Easy

Mentioned by

James Dahle

as a helpful resource for residents.

WCI #76: Good Debt and Bad Debt

Mentioned by Andrew when discussing resources that helped him with his financial journey.

MtoM #211: Psychiatrist Gets Back to Broke and Finance 101: The Dangers of Performance Chasing

Mentioned by

Spencer Reese

as a good resource for financial advice, particularly for those in high-income professions.

#24 Military FIRE: Financial Independence, Retire Early

Mentioned by

Jordan Grumet

as a book that introduced him to financial independence.

Dr. Jordan Grumet on Investing In Your Life's Purpose

Mentioned by

James Dahle

as a resource for financial advice for doctors.

MtoM #208: PM&R Resident Gets Back to Broke and Finance 101: Turning Your Home into a Rental Property

Mentioned by

James Dahle

as the entry drug to the white coat investor world.

MtoM #222: Engineer and Medical Student Hit Half Million Dollar Net Worth and Finance 101: Different Ways to Pay for Medical School

Mentioned by

James Dahle

during his interview on the Milestones to Millionaire podcast, as the book that helped him become financially literate.

MtoM #206: Urologist Becomes a Millionaire and Finance 101: Changing Your Family Tree

Mentioned by

Chris Reiba

as a resource that helped him and a friend learn about personal finance.

MtoM #223: ER Doc Gets His Finances in Order and Finance 101: Donor Advised Funds

Recommended by

Kyle Stevenson

, who read it in residency and was inspired by the "millionaire by 40" chapter.

MtoM #227: Orthopedist Becomes a Millionaire 7 Years Out of Training and Finance 101: Leverage

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