White Coat Investor Podcast

Topics discussed in this podcast include tax implications of partner income, surrendering an indexed universal life insurance policy, affordability of legal services, disability insurance for medical students, analyzing the performance of a total bond market fund, and making wise investment decisions.

This podcast features a radiologist who moved from Brazil to the US, sharing advice for international medical graduates on succeeding in the US financial system. The episode covers topics such as disability and life insurance, financial independence, investing in rental properties, running your own company, and financial advice for IMGs in the US.

Dr. Stacy Taniguchi, expert in choosing to thrive and creating a fulfilling life, discusses the importance of living intentionally and spending time and money on what we truly value. He encourages creating a thrive list instead of a bucket list to help live our fullest lives. The podcast also explores the benefits of locum tenens, the power of a question, and exciting trips to Alaska and Nepal that teach concepts of thriving.

Emergency Medicine doc turned millionaire in 2 years shares strategies for financial success. Discusses early retirement strategies, minimizing penalties and adjusting spending in retirement. Explores limitations of the 4% rule and encourages higher spending for wealthier retirees.

Explore essential tax strategies for medical professionals, including the impact of investments on taxes and tips for managing estimated payments. Gain insights into the complexities of oil and gas investment, with a focus on tax benefits. Critique Dave Ramsey’s financial advice for student debt relief while discussing loan forgiveness options. Learn tailored investment strategies for young physicians, emphasizing disciplined savings and asset allocation. Finally, understand the vital role of disability and life insurance for doctors.

An ER doctor shares his success in building wealth through savings rate. He emphasizes the importance of saving as much as possible and living within your means. The podcast also discusses cash balance plans and the strategy of maximizing retirement accounts for wealth accumulation.

The podcast discusses various topics including using 457(b) money for college education, 401(k) rollovers and rebalancing, Roth contributions in peak earnings years and overfunding a Roth IRA. They emphasize the importance of prioritizing retirement savings and following an investment plan, while also discussing alternative ways to fund college. They also touch on tax-deferred and tax-free contributions to retirement accounts, the benefits and drawbacks of overfunding a Roth IRA, and promote the White Coat Investor Champions Program.

Hospitalist and Cardiology Fellow couple pay off $400k student loans before finishing training. They discuss disciplined spending, financial literacy, and living in a low-cost area. Emphasize importance of saving, investing, and not inflating lifestyle for building wealth and achieving financial freedom.

Entrepreneurship and angel investing are discussed in this podcast episode featuring Drs Niki Kennedy and Dan Pipitone of Arborhive. They talk about the importance of doctors using their expertise outside of medicine, the challenges and benefits of entrepreneurship, and the risks and rewards of angel investing. They also emphasize the value of clinicians getting involved in innovation and making a difference in small companies through angel investing.

Discover how a vascular surgeon achieved financial milestones by living like a resident. From paying off student loans to buying cars with cash and maxing out retirement accounts, she shows that growing wealth doesn't require a high income. Stick around for a finance 101 discussion on car insurance, including the importance of increasing liability coverage and understanding comprehensive/collision insurance.