Podcast Episodes

WCI #426: A Deep Dive into HSAs

Episode 426

Today we are answering a questions about HSAs. We spend time really getting into the details of what an HSA is, who might want to use it when, contribution limits, and what the pros and cons of using…

Published on 5 months, 3 weeks ago

MtoM #229: Intensivist Goes into the ICU and Comes Out a Millionaire and Finance 101: How to Know Where You Stand Financially

Today we are talking to a pulmonary and critical care doc who is returning to the podcast for a second interview. He has achieved several milestones including paying off his student loans and becomin…

Published on 5 months, 3 weeks ago

WCI #425: WCICON25 Columnist Panel

Episode 425

Today we are sharing one of our fan favorite sessions from WCICON25. Several of our White Coat Investor Columnists joined Dr. Dahle on stage for a discussion about spending extravagantly. They shared…

Published on 6 months ago

MtoM #228: Multiple Milestones on a Moderate Income and Finance 101: Mutual Funds

Today we are talking with Wendel Topper, our audio visual guru here at the White Coat Investor. He is sharing his story of his financial awakening and slowly learning through osmosis after he started…

Published on 6 months ago

WCI #424: PSLF, Insurance, and Bonds

Episode 424

Today we are tackling a variety of topics starting off with a few questions regarding Public Service Loan Forgiveness. We talk about looking for disability insurance as a resident and then answer a f…

Published on 6 months, 1 week ago

MtoM #227: Orthopedist Becomes a Millionaire 7 Years Out of Training and Finance 101: Leverage

Today we are talking to an orthopedic surgeon who has reached a net worth of $2 million. He read the White Coat Investor book in residency and decided he wanted to be a millionaire by 40. He has done…

Published on 6 months, 1 week ago

WCI #423: Rollovers, Roth, and Investing

Episode 423

Today we are back to our most asked about topic: Roth. We answer a question about rollovers, then we talk about Mega Backdoor Roth and then the regular backdoor Roth and the pro rata rule. We then sw…

Published on 6 months, 2 weeks ago

MtoM #226: Family Doc and PT Pay Off Student Loans and Finance 101: Debt vs. Investing

Today we are talking with a family doc and a physical therapist who have paid off all of their student loans just a few years out of training. Their secret to success was creating a financial plan an…

Published on 6 months, 2 weeks ago

WCI #422: Parents, Children, and Relationships When Money Gets Involved

Episode 422

Today we are answering questions about finances and family members. We talk about when it is the right time to kick your kids of your car insurance, what to do when you are supporting your parents fi…

Published on 6 months, 3 weeks ago

MtoM #225: Couple Leverages a Dental Practice to Reach Financial Independence in 9 Years and Finance 101: FIRE

Today we are talking with a highly motivated couple that has reached financial independence in their mid thirties. They did all of this in less than 10 years since training. She is a dentist and he i…

Published on 6 months, 3 weeks ago