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Bonus Episode: WCI Conference Video Course

Bonus Episode: WCI Conference Video Course



Bonus Episode! On March 1-3, 2018, 300 physicians, dentists, and other high income professionals met in Park City, Utah for the first-ever Physician Wellness and Financial Literacy Conference. It was…


Published on 7 years, 6 months ago

WCI #55: Basics of Investing

WCI #55: Basics of Investing


Episode 55


Sometimes investing hobbyists like myself, especially after a decade or more of investing, assume everybody knows the basics of investing. Occasionally, I am starkly reminded that is not the case. To…


Published on 7 years, 7 months ago

WCI #54: Asset Protection

WCI #54: Asset Protection


Episode 54


This episode is about asset protection. We discuss what you can do to better protect your assets like houses, taxable accounts, real estate, etc. Plus of course answer listener question about backdoo…


Published on 7 years, 7 months ago

WCI #53: Tax Cut and Jobs Act Pass Through Deduction

WCI #53: Tax Cut and Jobs Act Pass Through Deduction


Episode 53


There is a new deduction for pass-through businesses such as sole proprietorships, LLCs, and S corporations. However, this deduction is specifically limited for physicians and similar professionals w…


Published on 7 years, 7 months ago

WCI #52: An Interview with Lara McElderry from Married to Doctors

WCI #52: An Interview with Lara McElderry from Married to Doctors


Episode 52


In this episode I interview Lara McElderry from the Married to Doctors podcast. Some might find that being married to a doctor isn't as glamorous as society assumes. Having a physician spouse and hav…


Published on 7 years, 7 months ago

WCI #51: Another Visit to Whole Life Insurance Land

WCI #51: Another Visit to Whole Life Insurance Land


Episode 51


I would like to say "don't ever buy whole life insurance" and leave it at that but that just isn't the case. In this episode we revisit whole life insurance and discuss some situations in which you m…


Published on 7 years, 8 months ago

WCI #50: An Interview with Paul Merriman

WCI #50: An Interview with Paul Merriman


Episode 50


In this episode I interview Paul Merriman. He is best known for his work, a large percentage of which is done on a volunteer basis, educating the individual investor. I told him when we were lining t…


Published on 7 years, 8 months ago

WCI #49: Tales From my Email Box

WCI #49: Tales From my Email Box


Episode 49


This episode is full of listeners' and readers' questions. Dr. Dahle talks about lifetime limits on retirement accounts and 529 plans, Backdoor Roth IRAs, SEP IRAs, saving for short term large purcha…


Published on 7 years, 8 months ago

WCI #48: Choose Financial Independence

WCI #48: Choose Financial Independence


Episode 48


Dr. Dahle interviews Brad and Jonathan from the ChooseFI podcast. They discuss many different aspects of financial independence.

The White Coat Investor is proud to introduce our No Hype Real Estate …


Published on 7 years, 8 months ago

WCI #47: Staying the Course, Stock Purchase Plans, and TSP Loans

WCI #47: Staying the Course, Stock Purchase Plans, and TSP Loans


Episode 47


In this episode Dr. Dahle answers listeners' questions about staying the course with your investing, stock purchase plans, and TSP Loans.

If you are finding our podcasts informative and helpful we wo…


Published on 7 years, 8 months ago





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