White Coat Investor Podcast

Discover the latest leadership changes at Vanguard and what they mean for investors. Explore the benefits of donating appreciated securities and real estate to charity. Learn strategic tips for contributing to your non-dependent adult child's Health Savings Account. Plus, hear personal stories about outdoor summer adventures and the joy of celebrating life's milestones over financial savings. This mix of financial wisdom and relatable anecdotes adds up to a captivating listen!

The pharmacist guest, who eliminated over $170,000 in student loans in just two years, shares insights on his intense budget discipline and teamwork with his wife. They discuss the significance of a financial plan, navigating challenges like COVID-19, and living below their means. The conversation shifts to optimizing retirement savings with the Mega Backdoor Roth strategy, highlighting the benefits of a Solo 401(k). It's an inspiring tale of resilience and smart financial choices!

Marita Mccahill, an expert in online marketing strategies for medical professionals, shares valuable insights for doctors looking to enhance their online presence. She emphasizes the importance of managing online reviews and personal branding to attract new patients. The conversation also covers how healthcare providers can leverage patient referrals and improve their marketing efforts, regardless of practice type. Marita offers practical strategies to build trust and drive growth in the digital age, making marketing accessible for all medical professionals.

This week’s guest is a Dental Specialist who impressively paid off $489,000 in student loans just two years post-training! He shares his journey, emphasizing the importance of a written financial plan and prioritizing debt repayment strategies. Explore innovative career paths in dentistry, like working as a mobile specialist, and the benefits it can bring. The conversation also dives into mastering financial literacy, strategic investment principles, and the value of staying committed during market fluctuations. An insightful listen for any medical professional!

Topics include quarterly estimated tax payments, tax loss harvesting, travel expenses, residency challenges, and group health insurance. The discussion emphasizes not letting tax drive investment decisions and navigating complex financial situations.

A pathologist shares their journey from $600,000 in debt to a $500,000 net worth through PSLF and financial education. They discuss evaluating rental property investments with 5 key rules, including buying at the right price and maximizing returns.

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.

An internal medicine doc discusses receiving PSLF and having $300,000 in loans forgiven. They emphasize intentional job choice at 501(c)(3). Topics cover financial struggles in med school, loan forgiveness process, and sacrifices for PSLF qualification.

Today we are talking with our friend Mike Piper. Mike is an author and blogger and one of the smartest guys in the personal finance space. The discussion today ranges widely and includes topics like what is going to happen with social security, what you should do after you have accumulated more money than you need, how to identify the right spending strategy for you in retirement and how, when and why to talk to your children about inheritance. If you are finding our podcasts informative and helpful we would encourage you to sign up for our monthly newsletter! It is totally free and includes useful, actionable information NOT AVAILABLE on the regular blog posts. It's almost like being in a secret club - the kind of club that can boost your knowledge and enhance your wealth at the same time - with no strings attached. Visit https://www.whitecoatinvestor.com/newsletter to sign up today. You can do this and The White Coat Investor can help. 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! Main Website: https://www.whitecoatinvestor.com YouTube: https://www.whitecoatinvestor.com/youtube Student Loan Advice: https://studentloanadvice.com Facebook: https://www.facebook.com/thewhitecoatinvestor Twitter: https://twitter.com/WCInvestor Instagram: https://www.instagram.com/thewhitecoatinvestor Subreddit: https://www.reddit.com/r/whitecoatinvestor Online Courses: https://whitecoatinvestor.teachable.com Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter

Today we have a second time guest joining us to celebrate paying off his flight school loans. This pilot has made so much progress since he was first on the podcast two years ago when he got back to broke. He has saved and invested and lived frugally and now is totally debt free and also has a net worth of $275,000. Stick around after the episode for a discussion on dumb things you hear about buying homes for Finance 101. Still not sure what to do with your student loans? Overwhelmed with how to tackle that giant debt in an ever changing political climate? The experts at StudentLoanAdvice.com are here to help guide you through the best options to manage your loans – our experienced staff have consulted on over $250M in student loan debt, and the average studentloanadvice.com client has saved over $190,000 dollars. You will receive a customized student loan plan using the principles of The White Coat Investor, get answers to all of your student loan questions, gain clarity about your financial future and start down the right path toward financial freedom. Book a consult today at https://www.studentloanadvice.com. You can do this and The White Coat Investor can help. 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 channel is for you! Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones Main Website: https://www.whitecoatinvestor.com Student Loan Advice: https://studentloanadvice.com YouTube: https://www.whitecoatinvestor.com/youtube Facebook: https://www.facebook.com/thewhitecoatinvestor Twitter: https://twitter.com/WCInvestor Instagram: https://www.instagram.com/thewhitecoatinvestor Subreddit: https://www.reddit.com/r/whitecoatinvestor Online Courses: https://whitecoatinvestor.teachable.com Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter