In this engaging discussion, Margaret Curtis, a pediatrician, talks about financial strategies for dual-physician households. Josh Katzlis, a financial content director, emphasizes the importance of financial literacy for young medical professionals. Julie Alonso Katzwitz shares insights on mental wellness and navigating financial challenges, while Anthony Ellis discusses transitioning to retirement. Tyler Scott highlights career shifts for dentists, underscoring the role of technology in personal finance management. They explore diverse perspectives, investment strategies, and the necessity of seeking counseling for emotional well-being.
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question_answer ANECDOTE
Margaret Curtis' Column Focus
Margaret Curtis shares her experience writing columns as a pediatrician focusing on two-physician families and employment issues.
She also has a snarky alter ego named Auntie Marge for more candid commentary.
question_answer ANECDOTE
Tyler Scott's Financial Transparency
Tyler Scott shared how being transparent about his family's finances helped normalize money conversations and promote happiness.
He emphasizes intentional cash flow planning to avoid the perpetual chase for more income.
insights INSIGHT
Jim Dahle's Pragmatic Philosophy
Jim Dahle is less dogmatic about finances than his online persona suggests.
He encourages making deliberate, conscious financial decisions rather than rigid adherence to rules.
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Today we are sharing one of our most popular sessions from WCICON24. Each year we have a few of our White Coat Investor columnists join Dr. Dahle on stage to answer questions about their columns, finances and overall feelings about WCI. It is always a favorite of attendees. We hope you enjoy this peek into what WCICON is and maybe even decide to join us in San Antonio this year.
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!
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