White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
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/
Episodes
Mentioned books
4 snips
Sep 4, 2025 • 47min
WCI #435: Becoming a Millionaire by Reducing Your Taxes
Explore practical strategies for tax reduction that can help you keep more of your hard-earned money. Learn about managing capital gains taxes and leveraging tax losses, particularly for retirees. Discover the benefits of investing early and diversifying as an aspiring anesthesiologist. Uncover the value of professional tax advice and how it can lead to significant returns. Plus, find tips on charitable giving to enhance tax efficiency while supporting your favorite causes.
12 snips
Sep 1, 2025 • 34min
MtoM #238: Hand Surgeon Becomes Multimillionaire and Finance 101: Annuities
A seasoned hand surgeon shares his inspiring journey to becoming a multimillionaire, emphasizing the importance of financial literacy and the slow but rewarding path of saving and investing. He underscores the value of paying yourself first and fostering supportive financial partnerships. The discussion then shifts to annuities, clarifying misconceptions and highlighting their role in retirement planning. Listeners gain insights into the complexities of annuities and the necessity of informed decision-making in personal finance.
26 snips
Aug 28, 2025 • 44min
WCI #434: Fixing Your Life, Burnout, and Money Problems by Identifying Your Core Values with Robert Glazer
Robert Glazer, an entrepreneur and best-selling author, shares his insights on tackling burnout and financial stress by identifying core values. He emphasizes that aligning personal and professional lives with these values leads to fulfillment and balance. Glazer discusses the importance of appreciating the journey rather than fixating solely on goals. He also highlights how self-awareness in leadership enhances team dynamics and adaptability in high-pressure environments. This motivating conversation inspires listeners to elevate their performance in both life and work.
Aug 25, 2025 • 25min
MtoM #237: Plastic Surgeon Hits Mid Career Milestones and Finance 101: The Debt Dilemma for Dentists
A mid-career plastic surgeon celebrates his journey and shares insights on achieving financial security while prioritizing education for his children. He discusses the challenges of balancing personal and professional aspirations, and expresses inspiration through his newly written book. The conversation shifts to the financial hurdles faced by dentists, particularly the staggering student debt they often accumulate. Strategies for effective financial planning and debt management are explored, emphasizing the critical need for sound financial strategies in the medical field.
24 snips
Aug 21, 2025 • 1h 1min
WCI #433: Investing Questions
Explore the intricacies of stock valuation, using Tesla as an example to distinguish prices from true company value. Discover effective ways to track portfolio returns and the role of bonds in your investment strategy. Is gold a wise investment or just speculation? Dive into the complexities of private equity and its implications in the healthcare sector. Plus, learn about tax loss harvesting and the choice between hiring financial advisors or managing your investments yourself.
Aug 18, 2025 • 34min
MtoM #236: Physician Takes a Youth Sports Team to the State Championship and Finance 101: Sequence of Returns Risk
A physician celebrates coaching a youth hockey team to a state championship, blending passion with financial success. His pursuit of financial independence has allowed him to prioritize family and coaching. The discussion shifts to sequence of returns risk, shedding light on its impact on retirement portfolios. Listeners learn strategies to mitigate this risk and the importance of a solid financial plan for stability in changing markets. The transformative journey from debt to financial empowerment rounds out this enlightening conversation.
24 snips
Aug 14, 2025 • 43min
WCI #432: 529s and Spending for College
Discover the ins and outs of 529 accounts, from smart spending strategies to tax implications. Learn how to manage education costs effectively while balancing loans and savings. Hear insights on navigating student loans as payment pauses end. One listener shares an inspiring effort to boost financial literacy among dental students. Plus, find out how political influences can impact personal finance planning. It's all about simplifying finances for long-term success and building wealth.
Aug 11, 2025 • 29min
MtoM #235: Resident Gets $100K in Assets During Residency and Finance 101: Medical School
A third-year resident boasts an impressive $100,000 in assets, showcasing smart savings habits and a 40% savings rate. Learn how he manages low expenses, moonlights for an extra $40K, and still enjoys life. The discussion also tackles the value of medical school amid evolving financial landscapes and the impact of technology on healthcare. Plus, get practical tips for navigating loans and financial planning while maintaining a fulfilling lifestyle. This journey is all about balancing finance and passion in the medical field!
Aug 7, 2025 • 32min
WCI #431: How to Rise Above a Broken Healthcare System with Dr. Dimitrios Tsatiris
Dr. Dimitrios Tsatiris, a practicing psychiatrist and burnout expert, shares insights on the alarming burnout crisis among physicians. He explores how workplace toxicity and perfectionism contribute to this issue, advocating for emotional awareness and healthier coping strategies. The conversation delves into the psychological roots of dissatisfaction in medicine and highlights gratitude practices and social connections as vital supports. Additionally, financial literacy is emphasized, with practical tax strategies discussed to help physicians thrive both personally and financially.
Aug 4, 2025 • 25min
MtoM #234: Psychiatrist Opens a Private Practice and Still Manages to Pay Off Her Student Loans in 2 years and Finance 101: How to Invest at All Time Highs
A psychiatrist shares her inspiring journey of paying off $210,000 in student loans in just two years while opening her private practice. She emphasizes the importance of providing personalized care and the freedom that comes with self-employment. Listeners also gain insights on investing during market highs, exploring the emotional aspects of investor behavior and how to navigate financial complexities. This discussion empowers medical professionals to take control of their finances and understand market dynamics.
