White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor
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7 snips
Dec 7, 2023 • 42min

WCI #344: Are Structured Notes More Than A Product To Be Sold?

In this insightful discussion, the complexities of structured notes and their investment risks are unraveled. Listeners learn valuable strategies for protecting personal information and safeguarding against identity theft. The conversation highlights the benefits of I-Bonds as a hedge against inflation and compares solo 401k plans to SEP IRAs for tax-savvy high earners. Additionally, tips on student loan repayment and navigating asset protection laws are shared, making this a must-listen for anyone seeking financial independence.
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Dec 4, 2023 • 20min

MtoM #147: Anesthesiologist Pays Off Student Loans In 2 Years Despite Becoming Disabled and Finance 101: Disability Insurance

This doctor paid off $260,000 of student loans only 2 years out of training. Not only did he pay off his loans quickly, he did it despite becoming disabled. This doc suffered a stroke one year ago and had to file for disability and rehab back to health. He had to take time off work and was very grateful to have a solid disability policy. How did he manage all of it? He didn't over inflate his lifestyle and he poured everything he could into tackling his goal until it was accomplished. After the interview we will be talking about disability insurance. If you are finding our podcasts informative and helpful, check out our website! Since 2011 we have been working hard to provide valuable personal finance and investing information through thousands of blog posts written by an array of authors. You can find information on how to manage your student loans, fix and avoid common financial mistakes, understand your retirement accounts, optimize your investments, find professional help at a fair price, get started investing in real estate, and so much more, all at no cost to you. You can find out more about the courses we offer, the conferences we put on, the newsletters we provide, and interact with other WCI readers through our online forum. Head on over to https://www.whitecoatinvestor.com to start learning 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 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
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Nov 30, 2023 • 59min

WCI #343: How Do You Know If You Are Getting Good Advice at a Fair Price?

This podcast discusses topics such as paying down debt vs investing, renting vs buying a home, understanding retirement plan options, finding good financial advice, and the importance of financial literacy. The hosts share examples and provide insights on how to make informed financial decisions.
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Nov 27, 2023 • 19min

MtoM #146: Urologist Pays Off $300,000 in 2 Years and Finance 101: Contribution Limits

A urologist paid off $300,000 in student loans in 2 years by allocating half their income for repayments and investing in recommended vehicles. The speaker also discusses loan forgiveness, geographic arbitrage, and the impact of financial literacy. Plans for the extra income include investing for financial independence, giving back, and enjoying life. The podcast also covers contribution limits for retirement accounts in 2024.
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6 snips
Nov 23, 2023 • 1h 5min

WCI #342: Captive Insurance

The podcast discusses captive insurance, including who it is for, how to evaluate a good plan, and setting premiums. It explores the benefits and importance of captive insurance for business owners, particularly in managing risks like supply chain, brand protection, and cyber threats. The requirements for being a trusted advisor in a brokerage account are also discussed, along with investment options and diversification within an S&P 500 index fund. The podcast concludes by exploring captive insurance as a tool for risk management and tax strategies.
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12 snips
Nov 20, 2023 • 22min

MtoM #145: Family Doc Gets Back to Broke and Finance 101: Wills

A family medicine doc who was almost $300,000 in debt 2 years after training is now on track to pay off student loans and become a millionaire. They emphasize the importance of saving for retirement, having a plan, and chugging along. The podcast also discusses wills for finance 101 and mentions the White Coat Investor's website for valuable personal finance and investing information.
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8 snips
Nov 16, 2023 • 33min

WCI #341: How to Surrender One of Those Nasty Indexed Universal Life Insurance Policies

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.
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Nov 13, 2023 • 28min

MtoM #144: IMG Comes to America and Becomes Financially Successful and Finance 101: Guidance for International Medical Graduates

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.
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24 snips
Nov 9, 2023 • 51min

WCI #340: Choosing To Thrive With Stacy Taniguchi

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.
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Nov 6, 2023 • 28min

MtoM #143: Emergency Doc Becomes Millionaire in 2 Years and Finance 101: How to Spend in Retirement

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.

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