White Coat Investor Podcast cover image

White Coat Investor Podcast

Latest episodes

undefined
Jul 21, 2025 • 25min

MtoM #232: Med Student Graduates Debt Free with Limited Parental Help and Finance 101: The Pennies Issue with the Backdoor Roth IRA

Discover how a determined medical student's journey led to graduating debt-free through hard work and military service. Hear insights on balancing multiple jobs while managing academic demands. The conversation shifts to the complexities of backdoor Roth IRAs and retirement savings strategies. Learn the significance of disability insurance for young doctors, ensuring financial security and peace of mind. This episode is a mix of inspiration, practical tips, and financial strategies for navigating the medical profession.
undefined
Jul 17, 2025 • 1h

WCI #428: Estate Planning and Passing Wealth to Your Children

Paul Moore, Founder of Wellings Capital and real estate investment expert, joins to discuss estate planning and wealth transfer. He advocates for giving inheritances early when children need them most. The conversation dives into the pros and cons of variable annuities and 529 plans, alongside the necessity for trusts in seamless wealth transfer. Paul also tackles the challenges of investing in multifamily properties amid rising interest rates, while exploring the potential of manufactured housing markets as a compelling investment option.
undefined
Jul 14, 2025 • 24min

MtoM #231: Dual Doc Couple Saves $100K for Retirement During Residency and Finance 101: Plan Documents for Employer-Provided Retirement Accounts

A dual-doctor couple impressively saved $100,000 for retirement during their residency. They share insights on early investments and managing $550,000 in student debt, including the risks and benefits of refinancing their loans. Listeners learn about the importance of budgeting and financial planning in early careers. The discussion also highlights investment opportunities in commercial real estate, emphasizing informed choices for maximizing returns while minimizing risks.
undefined
Jul 10, 2025 • 50min

WCI #427: Dealing with a Disability Claim with Attorney Ben Glass

In this discussion, Ben Glass, a long-term disability attorney known for assisting medical professionals, shares crucial insights on disability claims. He highlights what constitutes a strong claim and explains when it's vital to involve an attorney. Ben identifies common mistakes docs make during the claims process and emphasizes the need for a solid understanding of policy specifics. He also addresses the importance of securing individual disability insurance while young to ensure financial stability later in life.
undefined
Jul 7, 2025 • 24min

MtoM #230: Radiologist Hits Early Financial Independence and Finance 101: The Three Pathways to Wealth

A radiologist shares how he achieved financial independence just six years after training, revealing his unconventional journey fueled by a transformative bike trip. His investment strategies span crypto, stocks, and real estate, complemented by a tax-saving move to Puerto Rico. The conversation also explores risk management and different wealth-building pathways, serving up practical advice for medical professionals aiming for financial success. Additionally, he opens up about plans for a teleradiology business, showcasing a unique approach to finance.
undefined
28 snips
Jul 3, 2025 • 1h 1min

WCI #426: A Deep Dive into HSAs

Dive deep into the world of Health Savings Accounts (HSAs) and discover their benefits and contribution strategies. Explore the intricacies of transitioning from civilian life to active military duty, focusing on financial management and retirement savings. Learn about the Thrift Savings Plan and its advantages for military members, including traditional vs. Roth contributions. Get valuable insights on early financial planning for military doctors and the importance of student loan refinancing to ease financial burdens.
undefined
Jun 30, 2025 • 23min

MtoM #229: Intensivist Goes into the ICU and Comes Out a Millionaire and Finance 101: How to Know Where You Stand Financially

A pulmonary and critical care doctor shares his inspiring journey from debt to millionaire status, revealing how financial preparedness aided his recovery from a severe illness. He emphasizes the crucial role of a safety net and smart investing, specifically through multifamily real estate, in achieving financial goals. The discussion extends to the importance of managing personal finances, with practical advice on understanding balance sheets and income statements, ensuring a secure financial future while enjoying the present.
undefined
Jun 26, 2025 • 1h 6min

WCI #425: WCICON25 Columnist Panel

In this lively discussion, Tyler Scott, a former public health dentist turned financial planner, Josh Katzowitz, a former sports writer with a flair for finance, and Julie Alonso, a psychiatrist focused on wellness, explore the concept of intentional spending. They share personal anecdotes on evolving spending habits and the importance of valuing experiences over material goods. Insights into cultivating a guilt-free abundance mindset, planning for memorable events, and managing finances with humor create a refreshing look at money management in the medical field.
undefined
Jun 23, 2025 • 29min

MtoM #228: Multiple Milestones on a Moderate Income and Finance 101: Mutual Funds

Wendel Topper, an audio and video editor, shares his inspiring journey of financial awakening on a moderate income. In just five years, he and his wife eliminated their mortgage, built a $500,000 net worth, and purchased a car with cash. They illustrate how anyone can achieve financial goals with patience and planning. The conversation also dives into mutual funds, explaining their benefits, such as professional management and diversification, while highlighting key strategies for informed investing.
undefined
Jun 19, 2025 • 45min

WCI #424: PSLF, Insurance, and Bonds

Dive into essential advice on Public Service Loan Forgiveness and its implications for medical professionals. Learn about the critical need for disability insurance during residency. Explore the stability of bonds versus stocks, with insights on managing risk in your investment portfolio. The discussion also navigates the retirement planning maze, tackling calculations for a secure financial future. It's an engaging session filled with strategies to boost financial confidence in the medical field.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app