White Coat Investor Podcast
Episodes
WCI #46: The Happy Philosopher
22 Mar 2018
Contributed by Lukas
WCI interviews The Happy Philosopher in this episode discussing physician burnout and what can be done about it. Still not sure what to do with your s...
WCI #45: Interview with Curbside Real Estate
15 Mar 2018
Contributed by Lukas
I am continually fascinated by the burning desire among graduating medical students and even residents, and particularly their spouses, to purchase a ...
WCI #44: Complicated Aspects of 401(k)s
08 Mar 2018
Contributed by Lukas
There are complicated aspects of 401(k)s. Many of these are discussed in this episode as we answer listeners' questions about their 401(k)s. If you're...
WCI #43: Merger Arbitrage with Peter Steinberg MD
01 Mar 2018
Contributed by Lukas
WCI and Dr. Steinberg discuss merger arbitrage. Now, this is a technique that hedge fund managers have done for some time, with varying amounts of suc...
WCI #42: Buy One Property A Year
22 Feb 2018
Contributed by Lukas
In this episode I discuss the concept of buying one property a year as a path to wealth and financial independence. Remember this isn't required for a...
WCI #41: Getting A Second Opinion
15 Feb 2018
Contributed by Lukas
In the medical world, it is routine to get a second opinion. The more serious the condition, the more likely a patient will seek a second opinion. Mos...
WCI #40: Physician on Fire Update
08 Feb 2018
Contributed by Lukas
Physician on Fire and WCI discuss his transition to part time work, his safe withdrawal rate, and slow traveling with his family. They also answer man...
WCI #39: Five Questions on SERPs, New Tax Law, Inherited IRAs, and Gifts
01 Feb 2018
Contributed by Lukas
Dr. Dahle answers listeners' questions in this episode. He covers questions about SERPs, the new tax law, inherited IRAs, and gifts. At some point in ...
WCI #38: Bitcoin, Prenups, and Investing vs Paying off Debt
25 Jan 2018
Contributed by Lukas
In this episode Dr. Dahle answers listeners' questions about bitcoin, prenups, and whether you should be investing or paying off debt. I estimate that...
WCI #37: Introducing the WCI Online Course: Fire Your Financial Advisor
18 Jan 2018
Contributed by Lukas
This episode is an introduction to the new WCI course, Fire Your Financial Advisor! Over the years that I've been helping doctors and other high incom...
WCI #36: Interview with Nathaniel Minnick, DO
11 Jan 2018
Contributed by Lukas
Dr. Dahle and Dr. Minnick answer readers' questions in this episode. From the debate over DO vs MD to where is the best place to open your solo 401k t...
WCI #35: Interview with Jordan Goodman from Money Answers
04 Jan 2018
Contributed by Lukas
This show is an interview with Jordan Goodman, "America's Money Answers Man" and a "nationally-recognized expert" on personal finance. We discuss hard...
WCI #34: Good Investing is Boring Investing
28 Dec 2017
Contributed by Lukas
This episode is a bit of a "back to basics" show. Mutual funds make up the majority of my investment portfolio and I think that should be the case for...
WCI #33: Questions from Medical Students
21 Dec 2017
Contributed by Lukas
Dr. Dahle answers questions from medical students on the show today. He will cover how to get on the same page financially with your partner. He discu...
WCI #32: Passive Income MD
14 Dec 2017
Contributed by Lukas
We have a special guest in this episode, Passive Income M.D. He's the newest addition to the White Coat Investor Network, which is a network of physic...
WCI #31: Alternative Investments with Dr. Meadows
07 Dec 2017
Contributed by Lukas
Alternative Investments with Dr. Meadows Our guest on this episode is Dr. Kenyon Meadows, a radiation oncologist who practices in Georgia. He recently...
WCI #30: How to Invest at All Time Highs
30 Nov 2017
Contributed by Lukas
How to Invest at All Time Highs Our topic on the podcast today is how to invest at all time highs. This is a question I've been hearing a lot lately b...
WCI #29: Tax Reform Bill in Congress
16 Nov 2017
Contributed by Lukas
Tax Reform Bill in Congress We are talking about taxes today and specifically about the tax bills bouncing around in Congress. Now obviously these are...
WCI #28: What Matters Most in Personal Finance
04 Nov 2017
Contributed by Lukas
What Matters Most in Personal Finance We spend a lot of our time talking about and worrying about the minutia compared to the big things you should be...
WCI #27: How To Get Rich Quickly
30 Oct 2017
Contributed by Lukas
How to Get Rich Quickly Dr. Dahle discusses how to build wealth in this episode and if you have a need/desire to build wealth quickly he lays out a pl...
WCI #26: When To Buy A Home
24 Oct 2017
Contributed by Lukas
When to Buy a Home. There are lots of great reasons to own your own home, including the fact that you can have as many pets as you like, you can paint...
WCI #25: Military and 1099 Physicians
02 Oct 2017
Contributed by Lukas
Military and 1099 Physicians. WCI discusses important financial aspects of being a military physician or a physician paid on a 1099. If this applies t...
WCI #24: Potpourri of Listeners' Questions
25 Sep 2017
Contributed by Lukas
Potpourri of Listeners' Questions. Many of listener questions are answered today on the podcast from diversifying bonds to getting on the same page fi...
WCI #23: An Interview with Miss Bonnie MD
29 Aug 2017
Contributed by Lukas
An Interview with Miss Bonnie MD. Listen to this interview between the WCI and Miss Bonnie MD, who is helping women find financial clarity through per...
WCI #22: Nuts and Bolts of Financial Planning
21 Aug 2017
Contributed by Lukas
Nuts and Bolts of Financial Planning. Listen to this Q&A between Dr. Dahle and a fellow listener to find the answers to many of your financial plannin...
WCI #21: Tax Diversification
31 Jul 2017
Contributed by Lukas
Tax Diversification Tax Diversification means not having all of your assets subject to the same tax effects, particularly during the withdrawal phase ...
WCI #20: Comparing Independent Contractor Jobs with Employee Jobs
19 Jul 2017
Contributed by Lukas
Comparing Independent Contractor Jobs with Employee Jobs. Which job offer is better? This is a common question and one which nearly every doctor wrest...
WCI #19: Social Security
27 Jun 2017
Contributed by Lukas
Social Security Do you count on Social Security when running your retirement projections? How do you do so? Do you discount it somehow? Listen to this...
WCI #18: Emergency Funds
19 Jun 2017
Contributed by Lukas
Emergency Funds What is the purpose of an emergency fund? How should you invest it? This podcast tells everything you ever wanted to know about emerge...
WCI #17: Understanding Tax Deductions and Credits
09 Jun 2017
Contributed by Lukas
Understanding Tax Deductions and Credits. If you've ever wondered what the difference between tax deductions and tax credits is and desired to lower ...
WCI #16: Understanding The Age 59 1/2 Rule
30 May 2017
Contributed by Lukas
Understanding the Age 59 1/2 Rule. Planning on an early retirement? Listen to this podcast to understand the Age 59 1/2 Rule and how it may affect you...
WCI #15: What to do if you have No 401K as a New Attending
24 May 2017
Contributed by Lukas
What to do if you have No 401K as a New Attending. When starting a job as an Attending, often there is a time period where you cannot contribute to th...
WCI #14: WCI Interviews the Physician on Fire
11 May 2017
Contributed by Lukas
WCI Interviews the Physician on Fire. Listen to the first interview the anonymous PoF has granted! Learn about the path he took to gain financial inde...
WCI #13: Fixed versus Variable Rates
28 Apr 2017
Contributed by Lukas
Fixed versus Variable Rates-- Which is Better for Your Mortgage or Student Loan Refinance? There is a natural hesitancy to having a variable rate loan...
WCI #12: Investing in Taxable Accounts - What You Need to Know
25 Apr 2017
Contributed by Lukas
Investing in Taxable Accounts -- What You Need to Know. Ever wondered what you should do when you've maxed out your 401K, backdoor Roth IRA, and HSA b...
WCI #11: Should You Make Roth or Traditional 401K Contributions?
23 Mar 2017
Contributed by Lukas
Should You Make Roth or Traditional 401K Contributions? Dr. Dahle get lots of questions from readers about whether or not they should take advantage o...
WCI #10: An interview with Mrs. WCI
17 Mar 2017
Contributed by Lukas
An interview with Mrs. WCI about how they've worked together to build financial success. Great couples function as one unit. It's not my money or your...
WCI #9: The Four Pillars to Successfully Paying for Children's Education
10 Mar 2017
Contributed by Lukas
The Four Pillars to Successfully Paying for Children's Education. Student loans are becoming an ever-larger burden on many households. Dr. Dahle discu...
WCI #8: Passive Income
24 Feb 2017
Contributed by Lukas
Passive Income. "The wealthiest physicians have loads of passive income. They don't just have like trickling, bubbling streams…they have frothy riv...
WCI #7: Backdoor Roth IRAs and Why You Should Be Funding Them
16 Feb 2017
Contributed by Lukas
Backdoor Roth IRAs and Why You Should Be Funding Them. If you have no idea what a Backdoor Roth IRA is, listen to this podcast. Seriously. You need to...
WCI #6: Disability Insurance for High Income Earners
09 Feb 2017
Contributed by Lukas
Disability Insurance for High Income Earners: Understand these critical steps to purchasing disability insurance. A medical resident's most valuable ...
WCI #5: Paying Down Student Loans Versus Investing
27 Jan 2017
Contributed by Lukas
Paying Down Student Loans Versus Investing -- What Should You Do? Ahhhhh….you've finally made it. 4 years in college, 4 years in medical school, 3-5...
WCI #4: The Stealth IRA: A Health Savings Account May Be Your Best Retirement Plan
27 Jan 2017
Contributed by Lukas
The Stealth IRA: A Health Savings Account May Be Your Best Retirement Plan Dr. Dahle teaches you everything you need to know about a Health Savings Ac...
WCI #3: How to Choose a Financial Advisor
19 Jan 2017
Contributed by Lukas
How to Choose a Financial Advisor Dr. Dahle helps you understand the financial advisor professional. What do those designations after their name me...
WCI #2: Everything You Need to Know about Whole Life Insurance
19 Jan 2017
Contributed by Lukas
Everything You Need to Know about Whole Life Insurance. Dr Dahle explains what it is, how it works, why you don't need it, and what to do if you have ...
WCI #1: Refinancing Student Loans
19 Jan 2017
Contributed by Lukas
What You Should Be Doing With Your Student Loans. Still have student loans at 6-8% interest? Not planning to go for PSLF? Dr. Dahle explains the reaso...
The White Coat Investor - Podcast Trailer
05 Jan 2017
Contributed by Lukas
Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast...