White Coat Investor Podcast

Topics include: renting out a property, buying a house, estate planning, home office deduction, long term care insurance tax in California, real estate updates from MLG, asset protection, adding an LLC to a title insurance policy, calculating net worth when buying a house, current state of real estate, real estate investment funds, navigating tax situations in real estate, avoiding real estate scammers, heritage trusts in estate planning, challenges for doctors in California

An academic pulmonologist shares his journey to achieving a half million dollar net worth and taking control of his finances. Topics include firing a salesman financial advisor, building wealth, increasing savings, and the importance of finding a trustworthy financial advisor. The podcast also discusses the speaker's path to financial independence and their work in ICU telemedicine.

Topics discussed include: changing from W2 to K1, creating an S-Corp, converting old IRAs to solo 401(k)s, financial advisor recommendations, setting up an S-Corp and determining a fair salary, consolidating multiple solo 401(k) plans, investment advisor disclosures and fee structures, hourly and retainer models for financial planning, asset allocation and value vs. growth stocks, portfolio construction and financial planning, and the need for a backup plan in managing finances.

A doc shares his journey of advocating for changes to his employer 401(k) plan, resulting in the addition of after-tax contributions and mega back door Roth contributions. The podcast also discusses the keys to being a successful doctor and maximizing 401(k) contributions. Additionally, it debunked misconceptions about tax brackets and emphasized the importance of understanding the progressive income tax system.

Dr. Alex Shteynshlyuger educates doctors about payment processing fees, which cost them millions. They discuss regulations, third-party providers, and the impact on medical practices. The chapter also highlights the issue of prioritization in healthcare and the impact of incompetent and corrupt CMS bureaucrats.

Interview with a concert roadie who became a millionaire. Discussed alternative careers, living below means, retiring in affordable countries. Also covered retirement accounts for self-employed individuals like individual 401(k), Roth conversions, contribution limits, and more.

Topics discussed in the podcast include agency bonds, investing HSA money, factor investing, investing in India's stock market, moonlighting and tax deductions, tax efficiency of ETFs vs mutual funds, and deducting expenses for independent contractors.

A pathologist achieved financial stability by selling their house, shifting education costs, and not paying off student loans. The podcast also discusses the importance of disability and life insurance for doctors and provides guidelines for buying a home and doctor mortgages.

Topics discussed in this episode include student loans, the SAVE program, HSAs as retirement accounts, having a written financial plan, the inability to time the market, and defined benefit plans.

A doctor facing burnout decided to open an indoor golf franchise while working part-time in podiatry. They found dividing their time between medicine and golf beneficial. After getting the franchise running, they plan to open their own practice. The podcast also discusses the advantages of indoor golf, finding work-life balance, tilting a portfolio towards smaller stocks, and a lease-to-own partnership offer for physicians and practice owners.