Podcast Episodes

WCI #451: Roth IRAs and 529s

Episode 451

In this episode we tackle more of your questions, starting with a look into Roth strategy, including how TSP Roth in-plan conversions work and what to consider when converting a traditional IRA to a …

Published on 15 hours ago

MtoM #254: Hospitalist Becomes a Full-Time Entrepreneur and Finance 101: Tax Loss Harvesting

Today we are talking to a hospitalist who is giving up partnership at his practice to become a full time entrepreneur. He is excited to be able to practice medicine on his own terms. He has always ha…

Published on 3 days, 15 hours ago

WCI #450: When You Win the Game, Stop Playing with Bill Bernstein

Episode 450

Today we're thrilled to welcome back our friend and financial expert Bill Bernstein for a thoughtful conversation about what it really means to "stop playing when you win the game." We dig into the i…

Published on 1 week ago

MtoM #253: A Dentist Acquires Enough to Run for Mayor and Finance 101: End of Year Giving

Today we are chatting with a dentist who has built enough wealth that he can run for Mayor of his town. He has worked hard to build wealth and his practice and is now only seeing patients a few days …

Published on 1 week, 3 days ago

WCI #449: Unions, ACATS Fraud, Vesting, HSAs, and ETFs: What Doctors Need to Know

Episode 449

Today's episode tackles a wide mix of practical questions. We explore the pros and cons of unions for doctors, how to protect yourself from ACATS fraud, and what you need to know about vesting rules.…

Published on 2 weeks ago

MtoM #252: Psych Resident Maxes Out Spousal and Personal IRAs and Finance 101: Boosting Your Income

Today we are talking with a psych resident who has maxed out his personal and spousal IRAs for two years in a row. He found a lucrative moonlighting gig that has helped increase his income. His secre…

Published on 2 weeks, 3 days ago

WCI #448: Smart Retirement Moves for High-Income Professionals

Episode 448

Today's episode tackles a handful of questions that come up often for high-income professionals planning for the future. We dig into how to optimize your retirement accounts and take advantage of key…

Published on 3 weeks ago

MtoM #251: Dermatologist Hits $750,000 Net Worth Before Finishing Residency and Finance 101: The Basics of Real Estate Investing

Today we are talking to a Dermatology resident who has hit a $750,000 net worth before finishing training. He has been building wealth since high school and is off to an unbelievable start. This kind…

Published on 3 weeks, 3 days ago

WCI #447: The Past and Future of WCI

Episode 447

In today's episode, Dr. Dahle takes listeners on a journey through the past and future of the White Coat Investor, sharing how it all began and how it has grown into what it is today. He gives an ins…

Published on 4 weeks ago

MtoM #250: Emergency Physician Wipes Out $500,000 of Student Loans in 3 Years and Finance 101: Public Service Loan Forgiveness (PSLF)

Today we are talking with am Emergency Doc who has paid off over $500,000 in student loans in only 3 years! This couple committed to getting rid of these loans as fast as they could and chose to live…

Published on 1 month ago