White Coat Investor Podcast cover image

White Coat Investor Podcast

Latest episodes

undefined
Nov 21, 2024 • 49min

WCI #394: Index Funds, Real Estate, and Buying Into Your Practice

Dive into the world of HSAs and uncover the secrets of low-cost index funds. Learn what happens when you take a 401(k) loan for real estate investments. Discover essential tips for buying into partnerships and managing your portfolio effectively. Explore the latest trends in multifamily properties and preferred equity for navigating economic uncertainties. Finally, find out why over-monitoring your investments could actually hinder your financial goals.
undefined
5 snips
Nov 18, 2024 • 25min

MtoM #197: Rehab Docs Pays Off Student Loans in 16 Months and Finance 101: Pessimism

A rehab doctor shares an inspiring journey of paying off $380,000 in student loans in just 16 months, emphasizing the importance of motivation and personal well-being. The conversation also highlights the financial benefits of locum tenens work, offering more flexibility and higher pay for medical professionals. Additionally, the podcast explores financial planning strategies, advocating for an optimistic approach to personal finance, despite the common pessimism surrounding it.
undefined
Nov 14, 2024 • 1h 27min

WCI #393: Heroes of My Life, Part 2

In this gripping discussion, guests include Christian Feinauer, an ER doctor and climbing partner of James Dahle, Mick Shane, a seasonal ranger involved in a heroic helicopter rescue, and Katie Dahle, James's supportive wife who experienced the emotional toll firsthand. They delve into the intense moments of the Grand Teton rescue, sharing the adrenaline-filled challenges they faced. The conversation highlights the importance of gratitude for healthcare professionals, family support during crises, and the transformative impact of such life-altering experiences.
undefined
Nov 11, 2024 • 31min

MtoM #196: Surgeon Gets Back to Broke During Residency and Finance 101: The Basics of Real Estate Investing

A general surgery resident shares his journey from debt to financial literacy, emphasizing goal-setting and delayed gratification. He highlights the benefits of locum tenens for higher pay and career flexibility. The discussion transitions to real estate investing basics, showcasing its potential for high returns and risks involved. Listeners are encouraged to consider diversifying investments and exploring various strategies to align with personal goals. Insightful tips for managing finances and building assets are shared throughout.
undefined
Nov 7, 2024 • 1h 2min

WCI #392: Heroes of My Life, Part 1

Katie Daly, the wife of Dr. James Dahle, shares her heartfelt insights on their family's journey following his mountain climbing accident. She discusses the impact of the incident on their lives and expresses gratitude for the unsung heroes involved in his rescue. The conversation also dives into Dr. Dahle's lifelong passion for climbing, the risks associated with the sport, and the bravery of those who helped during his critical moments. Their story is a testament to resilience, love, and the strength found in community.
undefined
6 snips
Nov 4, 2024 • 34min

MtoM #195: Radiologist Goes Part Time and Finance 101: Real Estate vs. Stocks

A radiologist celebrates cutting back to part-time work after achieving a remarkable $11 million net worth. He emphasizes the importance of investing in relationships and self-care alongside financial gains. The episode highlights the lucrative world of locum tenens, offering flexibility and higher pay. Additionally, a comparison of real estate versus stocks reveals their unique advantages, stressing that both can coexist harmoniously within a well-rounded investment strategy. Tune in for insights on work-life balance and financial literacy!
undefined
6 snips
Oct 31, 2024 • 56min

WCI #391: The Student Loan Roller Coaster

Delve into the chaotic world of student loans, where borrowers navigate the ups and downs of income-driven repayment plans. Experts share insights on the Public Service Loan Forgiveness program, legal uncertainties, and new repayment strategies tailored for medical professionals. Experience a unique mix of personal anecdotes from a team retreat that emphasize the need for financial wellness. Learn about effective tax strategies as you transition from residency to full-time roles, and discover how to tackle the complex landscape of student loan repayment.
undefined
Oct 28, 2024 • 33min

MtoM #194: Hospitalists Become Financially Independent after 12 Years and Finance 101: Retirement Accounts for the Self Employed

A hospitalist couple shares their inspiring journey to financial independence, achieving a $5 million net worth in just 12 years. Their secret? Living like residents, aggressive saving, and investing smartly. They discuss the importance of prioritizing family time while navigating financial goals. The podcast also delves into retirement strategies for the self-employed, covering customizable retirement accounts like 401(k)s and IRAs, maximizing contributions, and tax implications for smarter saving.
undefined
Oct 24, 2024 • 1h 5min

WCI #390: WCICON24 Columnist Panel Discussion

In this engaging discussion, Margaret Curtis, a pediatrician, talks about financial strategies for dual-physician households. Josh Katzlis, a financial content director, emphasizes the importance of financial literacy for young medical professionals. Julie Alonso Katzwitz shares insights on mental wellness and navigating financial challenges, while Anthony Ellis discusses transitioning to retirement. Tyler Scott highlights career shifts for dentists, underscoring the role of technology in personal finance management. They explore diverse perspectives, investment strategies, and the necessity of seeking counseling for emotional well-being.
undefined
Oct 21, 2024 • 31min

MtoM #193: Social Worker Becomes a Millionaire and Finance 101: Health Insurance in Early Retirement

Cindy, a former social worker and the first employee at White Coat Investor, shares her inspiring journey from managing student debt to becoming a millionaire. She discusses the shock of rising tax bills with increased income and her strategies for effective yet boring investing. Cindy also reflects on budgeting lessons learned while raising two teenage boys and explores the complexities of health insurance for early retirees, offering insights into coverage options and proactive financial management.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode