White Coat Investor Podcast

A dual physician couple in California paid off $700,000 in student loans by living frugally and focusing on debt. They discuss their financial journey and how they achieved freedom. The podcast also delves into earning money through surveys and the benefits of diversifying investments.

Topics discussed include getting rid of a gifted timeshare, using student loan money for downpayment, paying off mortgages early, and recasting mortgages. Non-compete contracts are also covered, highlighting the legal and ethical considerations. The episode also features information on SOFI services and the Financial Educator Award.

A second year pediatric resident shares their journey to financial stability through strategic planning and education. They discuss managing a windfall, maximizing retirement accounts, and tackling student loans. The importance of financial planning, tax planning, and creating a solid financial plan early on is emphasized.

Lawyer Chris Avery discusses education costs for legal professionals, income disparities between big law and small firms, and the financial implications of student loans for lawyers versus physicians. The podcast delves into law school scholarships, alternative career paths, and the importance of understanding personal finance in the legal profession.

An orthopedist shares how he started a multi-million dollar real estate empire during residency by learning about real estate and finances. The discussion also covers the advantages of physician mortgages, transitioning to conventional mortgages, and prioritizing retirement investments. Additionally, insights on real estate investing for physicians, becoming a real estate professional, and utilizing depreciation deduction are provided.

This podcast discusses tricky student loan questions in relation to taxes, filing taxes in med school, being married on the PSLF track, and the SAVE plan. It also touches on locum tenens as a career solution for healthcare professionals and the importance of seeking professional financial advice.

An inspiring interview with a 74-year-old woman who became a millionaire, highlighting the importance of persistence and pursuing passion. Discussing the significance of choosing a 529 plan for education savings and providing physicians with contract negotiation resources. Also, exploring real estate investments, asset allocation, and the power of surrounding oneself with supportive individuals for entrepreneurial success.

In this podcast, they delve into the complexities of Roth IRAs, Backdoor Roth, Mega backdoor Roth, and Roth conversions. They discuss the importance of determining pre or post tax contributions considering tax rates. The conversation progresses from a basic to advanced level, exploring tips and tricks for making financial decisions. Guest expert Chris Daven shares insights on personal finance, while highlighting the benefits of retirement accounts and maximizing after-tax income in retirement.

Retired ophthalmologist shares secrets to his $50 million portfolio success, advocating for strategic living and business ownership. Finance 101 covers estate taxes and the Fire Your Financial Advisor online course for comprehensive financial education.

Discover what to do if you don't match, annual survey results, risks of investing with family, tax consequences of annuities, and financial planning for high-income years in medicine.