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White Coat Investor Podcast

Latest episodes

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Apr 1, 2024 • 26min

MtoM #164: Orthopedist Starts a Real Estate Empire as a Resident and Finance 101: Real Estate Professional Status

An orthopedist shares how he started a multi-million dollar real estate empire during residency by learning about real estate and finances. The discussion also covers the advantages of physician mortgages, transitioning to conventional mortgages, and prioritizing retirement investments. Additionally, insights on real estate investing for physicians, becoming a real estate professional, and utilizing depreciation deduction are provided.
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Mar 28, 2024 • 48min

WCI #360: Student Loans and Filing Your Taxes

This podcast discusses tricky student loan questions in relation to taxes, filing taxes in med school, being married on the PSLF track, and the SAVE plan. It also touches on locum tenens as a career solution for healthcare professionals and the importance of seeking professional financial advice.
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Mar 25, 2024 • 20min

MtoM #163: 74 Year Old Woman Becomes A Millionaire and Finance 101: Choosing a 529 Plan

An inspiring interview with a 74-year-old woman who became a millionaire, highlighting the importance of persistence and pursuing passion. Discussing the significance of choosing a 529 plan for education savings and providing physicians with contract negotiation resources. Also, exploring real estate investments, asset allocation, and the power of surrounding oneself with supportive individuals for entrepreneurial success.
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Mar 21, 2024 • 1h 15min

WCI #359: Tax Deferred vs. Roth Contributions: A Deep Dive

In this podcast, they delve into the complexities of Roth IRAs, Backdoor Roth, Mega backdoor Roth, and Roth conversions. They discuss the importance of determining pre or post tax contributions considering tax rates. The conversation progresses from a basic to advanced level, exploring tips and tricks for making financial decisions. Guest expert Chris Daven shares insights on personal finance, while highlighting the benefits of retirement accounts and maximizing after-tax income in retirement.
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Mar 18, 2024 • 29min

MtoM #162: Ophthalmologist Acquires $50 Million and Finance 101: Estate Taxes

Retired ophthalmologist shares secrets to his $50 million portfolio success, advocating for strategic living and business ownership. Finance 101 covers estate taxes and the Fire Your Financial Advisor online course for comprehensive financial education.
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Mar 14, 2024 • 55min

WCI #358: What to Do When You Don't Match, and Annual Survey Results

Discover what to do if you don't match, annual survey results, risks of investing with family, tax consequences of annuities, and financial planning for high-income years in medicine.
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Mar 11, 2024 • 29min

MtoM #161: Nurse Becomes a Millionaire and Finance 101: How to Get Started

A nurse becomes a millionaire with financial education, reaching goals early. Advice on using financial advisors for doctors and starting your financial journey. Discussion on balancing debt and lifestyle, starting financial planning from scratch, and empowering wealth building strategies.
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Mar 7, 2024 • 59min

WCI #357: Roth IRAs, Conversions and Backdoor Contributions

In this episode, they cover Roth IRAs, conversions, and contributions. They discuss living like a resident and the difference between wants and needs, including Jim's big truck. The episode also touches on financial planning strategies for physicians and optimizing Roth IRA contributions and conversions.
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Mar 4, 2024 • 23min

MtoM #160: Dermatologist Pays Off Student Loans In Less Than A Year And Finance 101: Physician Mortgages

A dermatologist shares how he paid off student loans and built a $150K net worth within a year, navigating private equity challenges. Discusses physician mortgages for young doctors with insights on down payments and refinancing options for financial stability.
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Feb 29, 2024 • 34min

WCI #356: The Struggle To Financially Support Your Parents

Topics include navigating contributions in 401(k) or 403(b), identifying a good CPA, backdoor Roth conversions, challenges of financially supporting immigrant parents, and exploring locum tenens opportunities for physicians. The episode also delves into balancing support for parents with personal savings goals and offers insights on tax strategies and retirement savings.

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