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White Coat Investor Podcast

Latest episodes

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Apr 25, 2024 • 58min

WCI #364: High Yield Savings Accounts

This podcast discusses high yield savings accounts, the importance of writing down your financial plan, starting a 529 plan as an older parent, mortgage decisions, responding to criticism, and real estate investment strategies. It also touches on career goals, financial literacy, and the benefits of locum tenens. The episode highlights the evolution of career objectives, financial advice critiques, and diversifying income sources.
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Apr 22, 2024 • 28min

MtoM #167: General Surgeon Becomes a Millionaire 3 Years Out of Training and Finance 101: Cars

A general surgeon became a millionaire 3 years after training, sharing insights on wealth building and frugal spending. He discussed paying off student loans, saving, and splurging on what matters, like buying a Corvette. The podcast also covered Finance 101 with a focus on car purchases and financial discipline.
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Apr 18, 2024 • 54min

WCI #363: Women and Their Finances

Britt Williams Baker, co-founder of Dow Janes, discusses finance for women vs. men, value-aligned investing, financial stereotypes, and getting less financially interested spouses involved. Topics include starting financial management at any age, consciousness in spending and investment strategies, empowering women through financial knowledge, and joint financial planning for couples.
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Apr 15, 2024 • 27min

MtoM #166: Family Docs Pay Off $705,000 in Student Loans and Finance 101: Rich Dad Poor Dad

A dual physician couple in California paid off $700,000 in student loans by living frugally and focusing on debt. They discuss their financial journey and how they achieved freedom. The podcast also delves into earning money through surveys and the benefits of diversifying investments.
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Apr 11, 2024 • 32min

WCI #362: Recasting a Mortgage and Beating a Non Compete

Topics discussed include getting rid of a gifted timeshare, using student loan money for downpayment, paying off mortgages early, and recasting mortgages. Non-compete contracts are also covered, highlighting the legal and ethical considerations. The episode also features information on SOFI services and the Financial Educator Award.
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Apr 8, 2024 • 21min

MtoM #165: Pediatric Resident Gets Back to Broke and Finance 101: Mutual Funds

A second year pediatric resident shares their journey to financial stability through strategic planning and education. They discuss managing a windfall, maximizing retirement accounts, and tackling student loans. The importance of financial planning, tax planning, and creating a solid financial plan early on is emphasized.
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Apr 4, 2024 • 57min

WCI #361: Financial Pathways for Attorneys

Lawyer Chris Avery discusses education costs for legal professionals, income disparities between big law and small firms, and the financial implications of student loans for lawyers versus physicians. The podcast delves into law school scholarships, alternative career paths, and the importance of understanding personal finance in the legal profession.
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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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