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White Coat Investor Podcast
WCI #376: Trusts, Direct Indexing and High Yield Savings Accounts
Jul 18, 2024
48:43
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Topics covered in this podcast include trusts, direct indexing, high yield savings accounts, real estate investing, and financial planning for surgery residents. The discussion also touches on retirement planning, investment strategies, CD and bond rates, and the benefits of community support for financial independence.
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Quick takeaways
- Trusts can prevent probate complications, direct indexing offers control over investments, high yield savings accounts provide returns.
Deep dives
Real Estate Investing as an Alternative Path
Real estate investing was considered as an alternative plan if not for the success of the white coat investor venture. The strategy involved building a real estate empire, focusing on multifamily and single-family homes in Utah for easier management. The plan would have started with self-management and progressively outsourced as the volume grew.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode