Don't forget about our sponsor, Laurel Road for Doctors. When you open a Laurel Road link checking account during student loan refinancing, you can get an additional rate discount with qualifying direct deposits. If you want to come to the Physician Wellness and Financial Literacy Conference, now is when you sign up. For the WCIVense.com, you're getting early bird pricing right now. That ends November 7th at midnight. The hosts of the Whitecode Investor podcast are not licensed accountants, attorneys, or financial advisors. This podcast is free entertainment and information only. It should not be considered professional or personalized financial advice.
Dr. Dahle and Dr. Spath tackle your questions around HSAs—specifically the reimbursement process and if you can reimburse yourself for past expenses before the HSA is open. Hint: You cannot! They also get into opening 529 accounts for family members that are not your children. They talk about charitable giving and the fees that are often associated with that as well as donor advised funds and asset allocation inside of those. They answer a few different asset allocation questions, which is always interesting because determining asset allocation in any category is always personal and the answer to every question is, "It depends." They also answer questions about TIPS, captive insurance, and more. See the full show notes here:
https://www.whitecoatinvestor.com/hsas-529s-and-donor-advised-funds-284 Still not sure what to do with your student loans? Overwhelmed with how to tackle that giant debt in an ever changing political climate? The experts at StudentLoanAdvice.com are here to help guide you through the best options to manage your loans – our experienced staff have consulted on over $250M in student loan debt, and the average studentloanadvice.com client has saved over $190,000 dollars. You will receive a customized student loan plan using the principles of The White Coat Investor, get answers to all of your student loan questions, gain clarity about your financial future and start down the right path toward financial freedom. Book a consult today at
https://www.studentloanadvice.com. You can do this and The White Coat Investor can help.
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 for 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!
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