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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 pr…
3 months, 2 weeks 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…
3 months, 3 weeks 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 pr…
3 months, 3 weeks 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 fra…
3 months, 4 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 …
4 months 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 …
4 months 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 sch…
4 months, 1 week 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 i…
4 months, 1 week 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 t…
4 months, 2 weeks ago
WCI #446: Managing Taxes in Retirement with Sean Mullaney
Episode 446
Today we're joined by Sean Mullaney, an author and CPA who presented at this year's Bogleheads conference. We dive into smart ways to manage your tax…
4 months, 2 weeks ago