Épisodes

  • WCI #395: Navigating the Nuances of Career, Family, and Money with Dr. Lisha Taylor
    Nov 28 2024

    Today we covering a range of topics with our friend Dr. Lisha Taylor. We discuss topics like what the arrival fallacy is and what to do about it and how you know when you have "enough". We debate if FIRE is the cure or the cause of burnout, then talk about some alternative ideas to the typical way inheritance is planned for and more!

    Today’s episode is brought to you by SoFi, helping medical professionals like us bank, borrow, and invest to achieve financial wellness. SoFi offers up to 4.6% APY on their savings accounts, as well as an investment platform, financial planning, and student loan refinancing…featuring an exclusive rate discount for med professionals and $100/month payments for residents. Check out all that SoFi offers at https://www.whitecoatinvestor.com/Sofi
    *Loans originated by SoFi Bank, N.A., NMLS 696891. Advisory services by SoFi Wealth LLC. The brokerage product is offered by SoFi Securities LLC, Member FINRA/SIPC. Investing comes with risk including risk of loss. Additional terms and conditions may apply.

    The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you!

    Main Website: https://www.whitecoatinvestor.com
    YouTube: https://www.whitecoatinvestor.com/youtube
    Student Loan Advice: https://studentloanadvice.com
    Facebook: https://www.facebook.com/thewhitecoatinvestor
    Twitter: https://twitter.com/WCInvestor
    Instagram: https://www.instagram.com/thewhitecoatinvestor
    Subreddit: https://www.reddit.com/r/whitecoatinvestor
    Online Courses: https://whitecoatinvestor.teachable.com
    Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter

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    1 h et 9 min
  • MtoM #198: Financially Recovering From a Divorce and Finance 101: The Importance of Both Spouses Working Towards Financial Goals Together
    Nov 25 2024

    Today we are talking with an anesthesiologist who went through an emotionally and financially tough divorce. He came on the podcast to encourage anyone going through a similar situation to hang in there and know it will be better on the other side. This doc had his financial awakening soon after his divorce when he realized he had to turn his finances around. He started working more and got into a few side gigs so he could increase his income. He got out of debt and started saving and building wealth. He is now happily remarried and financially successful. After the episode stick around for Finance 101 for a discussions about the importance of you and your spouse working toward your financial goals together.

    Mortar Group is a premier real estate investment firm focused on multifamily properties in both ground up and value add projects in the competitive markets of New York City since early 2000s. With over $300 million in assets under management and over 30 investments since inception, their fully integrated firm model allows Mortar to maximize efficiency and value across their investments in these niche markets. Mortar leverages over two decades of experience in architecture, development and asset management in their projects to build value and minimize risk for investors. Invest in tax efficient, high return, risk adjusted strategies with Mortar Group at https://whitecoatinvestor.com/mortar

    The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!

    Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones

    Main Website: https://www.whitecoatinvestor.com
    Student Loan Advice: https://studentloanadvice.com
    YouTube: https://www.whitecoatinvestor.com/youtube
    Facebook: https://www.facebook.com/thewhitecoatinvestor
    Twitter: https://twitter.com/WCInvestor
    Instagram: https://www.instagram.com/thewhitecoatinvestor
    Subreddit: https://www.reddit.com/r/whitecoatinvestor
    Online Courses: https://whitecoatinvestor.teachable.com
    Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter

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    27 min
  • WCI #394: Index Funds, Real Estate, and Buying Into Your Practice
    Nov 21 2024

    Today we start off with a dive into HSAs then answer a question about low cost index funds and how they actually work. We get into the weeds with a question about what happens when you take out a loan from your 401(k) to invest in real estate. We talk about what to consider and prioritize when buying into partnership then discuss some thoughts around managing your portfolio. We also have a short interview with our friend Paul Moore from Wellings Capital.

    Today’s episode is brought to you by SoFi, helping medical professionals like us bank, borrow, and invest to achieve financial wellness. SoFi offers up to 4.6% APY on their savings accounts, as well as an investment platform, financial planning, and student loan refinancing…featuring an exclusive rate discount for med professionals and $100/month payments for residents. Check out all that SoFi offers at https://www.whitecoatinvestor.com/Sofi
    *Loans originated by SoFi Bank, N.A., NMLS 696891. Advisory services by SoFi Wealth LLC. The brokerage product is offered by SoFi Securities LLC, Member FINRA/SIPC. Investing comes with risk including risk of loss. Additional terms and conditions may apply.

    The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you!

    Main Website: https://www.whitecoatinvestor.com
    YouTube: https://www.whitecoatinvestor.com/youtube
    Student Loan Advice: https://studentloanadvice.com
    Facebook: https://www.facebook.com/thewhitecoatinvestor
    Twitter: https://twitter.com/WCInvestor
    Instagram: https://www.instagram.com/thewhitecoatinvestor
    Subreddit: https://www.reddit.com/r/whitecoatinvestor
    Online Courses: https://whitecoatinvestor.teachable.com
    Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter

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    49 min
  • MtoM #197: Rehab Docs Pays Off Student Loans in 16 Months and Finance 101: Pessimism
    Nov 18 2024

    This rehab doc paid off $380,000 of student loans in only 16 months! He obviously worked like crazy over that time period to be able to accomplish that goal. He said he knew his value for freedom to choose what to do in the future would keep him motivated when he was starting to feel burnt out. Having the loans gone has given him that freedom and he feels like the work was worth it. He is now excited to focus on his quality of life as well as to start building his retirement accounts. After the interview we will be talking about pessimism for Finance 101.

    One of the most underrated financial moves in medicine is working locum tenens. It pays significantly more on average, and you can work locums full time or on the side of your full time. And when you work with CompHealth, the #1 staffing agency, they cover your housing and travel costs —which on top of higher pay, really adds up. Locums also gives you more control of your career, allowing you to go where you want, when you want, with a schedule that works for you. It’s the perfect way to get ahead financially while getting focused on what you love. Whether it’s locum tenens or a regular permanent position, build your career your way with the power of CompHealth. Learn more at https://CompHealth.com

    The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!

    Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones

    Main Website: https://www.whitecoatinvestor.com
    Student Loan Advice: https://studentloanadvice.com
    YouTube: https://www.whitecoatinvestor.com/youtube
    Facebook: https://www.facebook.com/thewhitecoatinvestor
    Twitter: https://twitter.com/WCInvestor
    Instagram: https://www.instagram.com/thewhitecoatinvestor
    Subreddit: https://www.reddit.com/r/whitecoatinvestor
    Online Courses: https://whitecoatinvestor.teachable.com
    Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter

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    25 min
  • WCI #393: Heroes of My Life, Part 2
    Nov 14 2024

    This is part two of Dr. Dahle's fall and rescue story. If you did not listen to last weeks episode yet, be sure to start there. We are picking the story back up as we continue to hear the impact of this experience on Dr. Dahle, his family, friends and coworkers. You will hear from all of the people who had a hand to play in his rescue, hospital stay and overall recovery. It is a heartfelt story full of gratitude both for life, and for the unsung heroes in our lives.

    If you'd like to join Jim & Katie in donating to the Jenny Lake Rangers rescue team, you can learn more here: https://WhiteCoatInvestor.com/JennyLakeRangers

    Today’s episode is brought to you by SoFi, helping medical professionals like us bank, borrow, and invest to achieve financial wellness. SoFi offers up to 4.6% APY on their savings accounts, as well as an investment platform, financial planning, and student loan refinancing…featuring an exclusive rate discount for med professionals and $100/month payments for residents. Check out all that SoFi offers at https://www.whitecoatinvestor.com/Sofi
    *Loans originated by SoFi Bank, N.A., NMLS 696891. Advisory services by SoFi Wealth LLC. The brokerage product is offered by SoFi Securities LLC, Member FINRA/SIPC. Investing comes with risk including risk of loss. Additional terms and conditions may apply.

    The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you!

    Main Website: https://www.whitecoatinvestor.com
    YouTube: https://www.whitecoatinvestor.com/youtube
    Student Loan Advice: https://studentloanadvice.com
    Facebook: https://www.facebook.com/thewhitecoatinvestor
    Twitter: https://twitter.com/WCInvestor
    Instagram: https://www.instagram.com/thewhitecoatinvestor
    Subreddit: https://www.reddit.com/r/whitecoatinvestor
    Online Courses: https://whitecoatinvestor.teachable.com
    Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter

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    1 h et 27 min
  • MtoM #196: Surgeon Gets Back to Broke During Residency and Finance 101: The Basics of Real Estate Investing
    Nov 11 2024

    This general surgery resident is back to broke before he has even completed training. He became financially literate early in his training and got to work saving and investing and it has already paid off. He said he has had this success because he knows how to set goals and delay gratification. He shared the importance of creating good habits and mindset around money. After the interview we will be talking about the basics of real estate investing for finance 101.

    One of the most underrated financial moves in medicine is working locum tenens. It pays significantly more on average, and you can work locums full time or on the side of your full time. And when you work with CompHealth, the #1 staffing agency, they cover your housing and travel costs —which on top of higher pay, really adds up. Locums also gives you more control of your career, allowing you to go where you want, when you want, with a schedule that works for you. It’s the perfect way to get ahead financially while getting focused on what you love. Whether it’s locum tenens or a regular permanent position, build your career your way with the power of CompHealth. Learn more at https://CompHealth.com

    The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!

    Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones

    Main Website: https://www.whitecoatinvestor.com
    Student Loan Advice: https://studentloanadvice.com
    YouTube: https://www.whitecoatinvestor.com/youtube
    Facebook: https://www.facebook.com/thewhitecoatinvestor
    Twitter: https://twitter.com/WCInvestor
    Instagram: https://www.instagram.com/thewhitecoatinvestor
    Subreddit: https://www.reddit.com/r/whitecoatinvestor
    Online Courses: https://whitecoatinvestor.teachable.com
    Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter

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    31 min
  • WCI #392: Heroes of My Life, Part 1
    Nov 7 2024

    We are so excited to welcome Dr. Dahle back to the podcast after a few months off as he recovered from his mountain climbing accident. Back in August Dr. Dahle was climbing the north face of the Tetons with his long time climbing partner and friend. He had a serious fall and is very lucky to be on his way back to a full recovery. Today we are telling his story. You will hear from all of the people who had a hand to play in his rescue, hospital stay and overall recovery. It is a heartfelt story full of gratitude both for life, and for the unsung heroes in our lives.

    Today’s episode is brought to you by SoFi, helping medical professionals like us bank, borrow, and invest to achieve financial wellness. SoFi offers up to 4.6% APY on their savings accounts, as well as an investment platform, financial planning, and student loan refinancing…featuring an exclusive rate discount for med professionals and $100/month payments for residents. Check out all that SoFi offers at https://www.whitecoatinvestor.com/Sofi
    *Loans originated by SoFi Bank, N.A., NMLS 696891. Advisory services by SoFi Wealth LLC. The brokerage product is offered by SoFi Securities LLC, Member FINRA/SIPC. Investing comes with risk including risk of loss. Additional terms and conditions may apply.

    The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you!

    Main Website: https://www.whitecoatinvestor.com
    YouTube: https://www.whitecoatinvestor.com/youtube
    Student Loan Advice: https://studentloanadvice.com
    Facebook: https://www.facebook.com/thewhitecoatinvestor
    Twitter: https://twitter.com/WCInvestor
    Instagram: https://www.instagram.com/thewhitecoatinvestor
    Subreddit: https://www.reddit.com/r/whitecoatinvestor
    Online Courses: https://whitecoatinvestor.teachable.com
    Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter

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    1 h et 2 min
  • MtoM #195: Radiologist Goes Part Time and Finance 101: Real Estate vs. Stocks
    Nov 4 2024

    This radiologist has had so much success and is celebrating cutting back to part time. He has a net worth of roughly $11 million and could have retired if he wanted to. He said going part time has re-sparked his love for his work and he thinks he will keep working far longer than he thought he would want to. His biggest advice to you is to invest in more than just money. It is just as important, if not more important, to invest in your marriage, your kids, your family, yourself and your community more than anything else. After the episode we will be comparing real estate and stocks.

    One of the most underrated financial moves in medicine is working locum tenens. It pays significantly more on average, and you can work locums full time or on the side of your full time. And when you work with CompHealth, the #1 staffing agency, they cover your housing and travel costs —which on top of higher pay, really adds up. Locums also gives you more control of your career, allowing you to go where you want, when you want, with a schedule that works for you. It’s the perfect way to get ahead financially while getting focused on what you love. Whether it’s locum tenens or a regular permanent position, build your career your way with the power of CompHealth.
    Learn More at https://CompHealth.com

    The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!

    Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones

    Main Website: https://www.whitecoatinvestor.com
    Student Loan Advice: https://studentloanadvice.com
    YouTube: https://www.whitecoatinvestor.com/youtube
    Facebook: https://www.facebook.com/thewhitecoatinvestor
    Twitter: https://twitter.com/WCInvestor
    Instagram: https://www.instagram.com/thewhitecoatinvestor
    Subreddit: https://www.reddit.com/r/whitecoatinvestor
    Online Courses: https://whitecoatinvestor.teachable.com
    Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter

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    34 min