Podcasts · Business · Health & Fitness

White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

300 episodes

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, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off student loans, how to create your own personal financial plan, retirement planning, how to save money, investing in real estate, side hustles, and how everyone can be a millionaire by living WCI principles. Learn more at http://whitecoatinvestor.com/

Episodes page 1 of 6

  1. WCI #497: 1099 Taxes for Doctors: What You Need to Know

    · 1 h 17 min · Episode 497

    You just got your first 1099 check. Now what? In this episode of The White Coat Investor Podcast, Dr. Jim Dahle talks with Stephen Lee, CPA, founder of The Locum CPA, about what new independent contractor physicians…

  2. MtoM #300: From -$200K to $10M Net Worth in 8 Years

    · 40 min

    How does a family medicine doctor go from -$200K to $10 Million in 8 years? In this episode of The Milestones to Millionaire Podcast, Dr. Jim Dahle is joined by an anonymous family medicine doc who has done just that.…

  3. WCI #496: How to Retire Well: Saving Enough and Finding Purpose

    · 44 min · Episode 496

    How do you make sure you have enough for retirement, and what do you do once you get there? In this episode of The White Coat Investor Podcast, Dr. Jim Dahle takes your questions about retirement: how much you should…

  4. MtoM #299: $1.4 Million Net Worth as a Pediatrician

    · 27 min

    Can pediatricians become financially successful too? Today's guest on The Milestones to Millionaire Podcast is Dr. Andrew Demo, a private practice pediatrician in the Midwest who has grown his net worth to $1.4…

  5. WCI #495: What Doctors Need to Know About Inheriting Money

    · 53 min · Episode 495

    What actually happens when you inherit money? In this episode of The White Coat Investor Podcast, Dr. Jim Dahle takes questions from listeners about what to expect when inheriting money, as well as the process of…

  6. MtoM #298: $100K in Roth IRAs Before Finishing Residency

    · 33 min

    You don't have to build wealth during residency, but there are certainly benefits to getting an early start. Today's guest on The Milestones to Millionaire Podcast is Dr. Nick Giusti, a 5th year Orthopedic Surgery…

  7. WCI #494: Investing Lessons from 36 Years at Morningstar

    · 59 min · Episode 494

    What insights can be gained from a career at Morningstar? In this episode of The White Coat Investor Podcast, John Rekenthaler, a 36 year veteran and former VP of Research at Morningstar, joins Dr. Jim Dahle to…

  8. MtoM #297: $170K Net Worth as a Military Resident

    · 25 min

    How does this second-year military resident already have $170K net worth? Military docs face a trade-off in their careers. They owe a time debt for medical school instead of a monetary debt and they do make…

  9. WCI #493: Invest vs. Pay Off Debt: What to Do with Extra Cash

    · 55 min

    Many early investors struggle with the next best use of their money - paying off debt, investing for retirement, or even buying a practice can all be good choices. But how do you decide which is right for you? In this…

  10. MtoM #296: From $600K to $2.4M per Year and $8M+ Net Worth

    · 34 min

    What do you do when you find that you're living paycheck-to-paycheck on $600K+ per year? The answer for Justin was to go on offense and maximize his income. He did all the normal things like maxing out retirement…

  11. WCI #492: Who Profits from a Broken Healthcare System?

    · 1 h 01 min

    We all know that the medical system in the U.S. is suffering, now the question becomes "How do we fix it?" Author, Speaker, Coach, Podcaster, and Hospice Physician Dr. Jordan Grumet joins Dr. Jim Dahle on this episode…

  12. MtoM #295: $415K Student Loans Paid Off in 36 Months

    · 37 min

    In this episode of the Milestones to Millionaire Podcast we talk to Dr. William Hurtt, a Podiatric Surgeon who has paid off $415,000 in student loans in only 36 months. While paying off over $400K in loans, he also…

  13. WCI #491: How Safe Is Your Cash? FDIC and SIPC Explained

    · 53 min · Episode 491

    If your bank or brokerage failed tomorrow, would your money actually be protected? In this episode we break down how FDIC protections actually work and what those protections mean for your money. We also cover SIPC…

  14. MtoM #294: This Couple Paid Cash for a $200,000 Camper Van

    · 37 min

    Should you ever save up and pay cash for something as expensive as a $200,000 custom camper van, or does that break every rule of personal finance? In this Milestones to Millionaire episode, Teresa, a child and adult…

  15. WCI #490: Do Doctors Get Paid Enough?

    · 41 min · Episode 490

    Is it reasonable for a physician earning multiple times the median household income to feel financially strained, or has perspective gotten lost somewhere along the way? In this episode, Dr. Jim Dahle responds…

  16. MtoM #293: $250K Net Worth During Residency

    · 32 min

    How does a third-year orthopedic surgery resident, a stage where most physicians carry significant debt, end up with a net worth north of $250,000? In this Milestones to Millionaire episode, Aaron shares how a…

  17. WCI #489: Advanced Financial Planning Q&A for Physicians

    · 1 h 15 min · Episode 489

    In this episode, Dr. Jim Dahle is joined by financial planner Dr. Tyler Scott to work through a wide range of advanced financial planning questions. They cover whether to open a single 529 account for multiple nieces…

  18. MtoM #292: From $8 Million to $20 Million Net Worth in Four Years

    · 42 min

    How does a practicing OB-GYN go from $8 million to over $20 million in net worth in just four years? In this Milestones to Millionaire episode, Allen returns four years after his first appearance on the podcast to…

  19. WCI #488: Is Whole Life Insurance Ever a Good Idea?

    · 50 min · Episode 488

    Is whole life insurance ever actually the right choice for you? In this episode, Dr. Jim Dahle breaks down how whole life insurance works, why it costs significantly more than term life insurance, and why survey data…

  20. MtoM #291: Surgeons Raise $1.6 Million for a Healthcare AI Startup

    · 30 min

    How do two orthopedic surgeons with no formal business training raise over $1 million to build a healthcare technology startup? In this Milestones to Millionaire episode, Todd and Justin, orthopedic surgeons who…

  21. WCI #487: Why Self-Care Advice Doesn't Fix Physician Burnout

    · 1 h 05 min · Episode 487

    What does it actually take to recover from burnout, beyond the standard advice to practice more self-care? In this episode, Dr. Jim Dahle talks with emergency physician, executive coach, and author Dr. Rob Orman about…

  22. MtoM #290: This Fellow Reached $600K Net Worth Before Finishing Training

    · 31 min

    How does a fellow with no attending paycheck yet, and a spouse working as a teacher, build a $600,000 net worth before finishing training? In this Milestones to Millionaire episode, Matthew, a newly minted transplant…

  23. WCI #486: What Doctors Need to Know About 529 Plans

    · 32 min · Episode 486

    How much should you save in a 529 plan, and what happens if you save too much? In this episode of The White Coat Investor Podcast, Dr. Jim Dahle answers listener questions about 529 college savings plans, including…

  24. MtoM #289: $10 Million Net Worth as a Pharmacist

    · 26 min

    Can a pharmacist build a $10 million net worth without an extraordinary income? In this episode of the Milestones to Millionaire Podcast, Dr. Jim Dahle talks with a retired pharmacist who spent four decades building…

  25. WCI #485: What to Do If You Are Behind on Retirement Savings

    · 1 h 00 min · Episode 485

    Is it actually too late to catch up if you did not start investing seriously until later in your career? In this episode, Dr. Jim Dahle answers a listener's honest question about starting late and wanting to retire…

  26. MtoM #288: $20 Million Net Worth on an OB-GYN Salary

    · 20 min

    How does an OB-GYN earning a fairly typical physician income build a net worth of more than $20 million? In this episode of the Milestones to Millionaire Podcast, Dr. Jim Dahle talks with Carlos, an OB-GYN who has…

  27. WCI #484: Stop Over-Optimizing Your Finances: What Actually Moves the Needle

    · 1 h 24 min · Episode 484

    Are you spending your time, energy, and attention on financial optimizations that barely move the needle? In this episode, Dr. Jim Dahle and Tyler Scott, President of Planning at White Coat Planning, work through a…

  28. MtoM #287: $405K Student Loans Paid Off in 20 Months

    · 29 min

    How does a physician couple pay off $405,000 in student loans in less than two years, while one of them is still in residency? In this Milestones to Millionaire episode, Joe, an anesthesiologist, and Mary Beth, an Air…

  29. WCI #483: Should You Help Your Child Buy a Home?

    · 50 min

    What changed for medical and dental students now that federal student loan borrowing has a hard cap, and what should you do if you're already deep into school? In this episode, Dr. Jim Dahle breaks down the new…

  30. MtoM #286: How This OB/GYN Paid Off $200K in Student Loans in 4 Years

    · 28 min

    What does it actually take to get $200,000 in medical school loans forgiven through a state program most doctors have never heard of? In this Milestones to Millionaire episode, Rachel, a generalist OBGYN in Texas six…

  31. WCI #482: What Doctors Need to Know About Home and Auto Insurance

    · 57 min

    How do you know if your home and auto insurance actually covers what you think it does, and whether you're paying too much for it? In this episode, Dr. Jim Dahle talks with Jeff Wingate, president of Rate Insurance,…

  32. MtoM #285: This Orthopedic Fellow Reached a $0 Net Worth Before Becoming an Attending

    · 25 min

    How do you finish medical training with $300,000 in student loans and still reach a net worth of zero before your first attending paycheck? In this episode of Milestones to Millionaire, an orthopedic surgery fellow…

  33. WCI #481: Is a Physician Partnership Track Actually Worth It?

    · 52 min

    Should physicians take partnership track jobs, and how do these opportunities actually work? In this episode of The White Coat Investor Podcast, we break down how physician partnership track jobs are structured, what…

  34. MtoM #284: How This Doctor Paid Off $313K in Student Loans in One Year

    · 32 min

    How do you pay off $313,000 in medical school student loans just one year after residency? In this Milestones to Millionaire episode, Jake shares how he and his wife eliminated more than $300,000 in student loan debt…

  35. WCI #480: This Doctor Takes 3-5 Months Off Work Every Year. Here's How.

    · 52 min · Episode 480

    How could a busy physician take their family abroad for months at a time without sacrificing their career, their children's education, or their financial future? In this episode, Dr. Jim Dahle talks with…

  36. MtoM #283: How This Doctor Became a Millionaire at 38

    · 25 min

    How does a physician become a millionaire by age 38? In this Milestones to Millionaire episode, we talk with a physician who recently reached $1 million in net worth at a relatively young age, while also receiving…

  37. WCI #479: How to Access Retirement Money Before Age 59.5

    · 45 min

    Can you access retirement money before age 59.5 without penalty? In this episode of The White Coat Investor Podcast, we discuss the Rule of 55 retirement strategy and how it may allow certain investors to access…

  38. MtoM #282: How a Health Scare Changed This Doctor's View on Money

    · 25 min

    What is the real purpose of building wealth? In this Milestones to Millionaire episode, we meet a physician who reached $1 million in investable assets, but a serious health scare involving his wife changed how their…

  39. WCI #478: How Doctors Can Give More and Pay Less in Taxes

    · 1 h 02 min · Episode 478

    How can physicians maximize charitable giving while reducing their tax burden? In this episode of The White Coat Investor Podcast, Dr. Matt Moore joins us to discuss charitable trusts, recent changes affecting…

  40. MtoM #281: What This Doctor Did with a Surprise Inheritance

    · 33 min

    What should you do when a large amount of money suddenly enters your life? In this Milestones to Millionaire episode, we talk with a physician who received an unexpected inheritance and had to make important decisions…

  41. WCI #477: How Doctors Beat Corporate Medicine

    · 51 min · Episode 477

    What happens when a physician-owned practice takes on corporate medicine? In this episode of The White Coat Investor Podcast, we discuss how a group of emergency physicians successfully fought to preserve their…

  42. MtoM #280: How a Millionaire Doctor Changed Specialties

    · 26 min

    What happens when financial success gives you the freedom to rethink your career? In this Milestones to Millionaire episode, we meet a physician who reached millionaire status and then made an unexpected decision:…

  43. WCI #476: Factor Investing: Should You Tilt Your Portfolio?

    · 1 h 08 min · Episode 476

    Should investors stick with traditional index funds, or does factor investing deserve a place in a portfolio? In this episode of the White Coat Investor Podcast, we interview Jeromey Thornton from Avantis about the…

  44. MtoM #279: The Financial Decisions That Built a Millionaire Doctor

    · 25 min

    How quickly can a physician build wealth after training? In this Milestones to Millionaire episode, we meet a doctor who became a millionaire just four years after completing training while also paying off student…

  45. WCI #475: Do Physicians Need a Family Office?

    · 1 h 04 min · Episode 475

    What is a family office, and do physicians actually need one? In this episode of the White Coat Investor Podcast, we speak with Josh Kanter about the concept of family offices, the story of Burton W. Kanter, and how…

  46. MtoM #278: This Doctor's Investment Gains Beat His Contributions

    · 25 min

    What happens when your investment growth starts exceeding the amount you are contributing each year? In this Milestones to Millionaire episode, we talk with a physician who reached an important investing milestone:…

  47. WCI #474: Choosing the Right Investment Accounts

    · 25 min · Episode 474

    How should physicians think about choosing the right investment accounts? In this episode of the White Coat Investor Podcast, we discuss several common account and investing questions, including Roth versus…

  48. MtoM #277: Graduating Residency with a $200K Net Worth

    · 35 min

    What does strong financial progress during residency actually look like? In this Milestones to Millionaire episode, we talk with a physician who is graduating residency with a $200K net worth and discuss the decisions…

  49. WCI #473: Risk, Reward, and Smarter Investing

    · 56 min · Episode 473

    How should investors think about risk, reward, and building a portfolio that actually matches their goals? In this episode of the White Coat Investor Podcast, we talk with Ben Carlson about themes from his new book…

  50. MtoM #276: Part-Time Millionaire as a Government Doctor

    · 30 min

    What does long-term wealth building look like as a government physician? In this Milestones to Millionaire episode, we talk to a doctor who became a TSP millionaire while transitioning to part-time work and…

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