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Hosted by a practicing emergency physician, The White Coat Investor Podcast is a high-yield show that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. This show teaches you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Learn more at http://whitecoatinvestor.com/

Hosted by a practicing emergency physician, The White Coat Investor Podcast is a high-yield show that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. This show teaches you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Learn more at http://whitecoatinvestor.com/
More Information

Location:

United States

Description:

Hosted by a practicing emergency physician, The White Coat Investor Podcast is a high-yield show that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. This show teaches you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Learn more at http://whitecoatinvestor.com/

Language:

English


Episodes

98: A Discussion with a Resident and a Medical Student

3/21/2019
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A resident listener and a medical school listener come on the podcast today to have their financial questions answered. This episode is sponsored by Set for Life Insurance. Set for Life Insurance was founded by President, Jamie K. Fleischner, CLU, ChFC, LUTCF in 1993 which she started while attending Washington University in St. Louis. They specialize in individual term life, disability, and long term care insurance. They work on the client’s behalf to shop around to find the most suitable...

Duration:00:50:29

97: Realtors and Physician Mortgage Loans with Peter Kim of Curbside Real Estate

3/14/2019
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Interview with Dr. Peter Kim, founder of Curbside Real Estate, addressing physician-specific issues encountered during the home buying process. We talk about how to avoid the most common mistakes doctors make when buying a home and how Curbside can save you time, money and stress. This episode is sponsored by Curbside Real Estate, a free real estate concierge service for physicians. The home buying process can be extremely confusing and difficult, especially for younger physicians. It can...

Duration:00:48:40

96: An Interview with Michelle Finkel of Insider Medical Admissions

3/7/2019
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In this episode I interview Michelle Finkel. Dr. Finkel is a former Harvard Medical School faculty member with admissions experience and a board certified emergency physician. She started Insider Medical Admissions to use her experience and expertise to guide clients through the medical admissions process successfully through reviewing essays and conducting mock interviews. She has helped well over a thousand clients from the strongly competitive to the sink or swim candidate successfully...

Duration:00:45:33

95: The Speakpipe is Working

2/28/2019
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Lots of listener's voices on this episode. The speakpipe to record your questions is working well! I answer your colleagues questions about contributing to a Roth IRA for those married filing separately, taking out a 401(k) loan, funding HSAs, when it makes sense to file as an S Corp, exchanging an annuity, and more. If you found this podcast useful visit our blog at http://whitecoatinvestor.com/ for more personal finance and investing information. Find an engaging and helpful community in...

Duration:00:34:45

94: Surgery Center Investments

2/21/2019
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I'm often asked questions about investing in a surgery center but it is something that I have no experience with. So I brought on someone who does have experience as well as a doctor that is just at the beginning of the surgery center investment in his career to discuss this type of opportunity, the pros and cons, and what you should be looking for when given the opportunity to invest. If you found this podcast useful visit our blog at http://whitecoatinvestor.com/ for more personal finance...

Duration:00:59:31

92: Being a Military Physician

2/14/2019
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Dr. Schofer is board certified in EM and currently serves in the U.S. Navy. Whenever I write anything inaccurate about being a military doctor he is gracious enough to set me straight. He has been a valuable resource to the WCI community and anyone who has ever thought about doing military medicine would do well to listen to this interview. There are a lot of unique aspects of practicing medicine in the military and we cover them in this episode. If you found this podcast useful visit our...

Duration:01:05:42

93: Private Real Estate Funds

2/7/2019
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Over the years, I’ve invested across the entire spectrum of real estate investments, from owning and managing an individual property and its tenant to buying and holding a REIT index fund. This has included investments with half a dozen crowdfunding sites, some individual syndicated investments bought directly from the syndicator and private real estate funds. Over time, I’ve gravitated more and more toward the real estate funds. In this episode I discuss the reasons why. If you found this...

Duration:00:55:43

91: Becoming Your Parent's Financial Advisor

1/31/2019
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"As a young attending who has put into effect the many themes presented by the WCI, how would you recommend I go about helping my parents get into a better financial situation?" This is the main listener question I answer in this week's episode. Tread lightly if you are thinking about taking on the role of financial advisor to your parents. I explain many things you should think about before doing this. If you found this podcast useful visit our blog at http://whitecoatinvestor.com/ for more...

Duration:00:37:51

90: An Interview with Physician on Fire and Passive Income MD

1/24/2019
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Your three favorite physician finance bloggers all in one podcast again! WCI, PIMD, and PoF answer listener questions in this episode ranging from who is the funniest and is curling a real sport? To backdoor Roth IRAs, investing in real estate vs index funds, and what are the most important financial topics to teach new physicians. Plus lots more questions. You will find it informative and entertaining. If you found this podcast useful visit our blog at http://whitecoatinvestor.com/ for...

Duration:01:26:38

89: State of the Podcast

1/17/2019
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It is a tradition at The White Coat Investor to update the members of our community on the progress made in the last year. As usual, last year was our best year ever in nearly every respect. Thanks to all of you who have even the tiniest amount of responsibility for that. If you told even one person about the site or book or podcast, answered one question on the forum or Facebook group, or used the site to find a financial service provider you needed, THANK YOU. In this episode I talk about...

Duration:00:37:35

88- An Interview with Crispy Doc

1/10/2019
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In this episode I speak with Crispy Doc, a financially independent emergency physician in his mid-40s, married with kids, living in coastal California. We discuss his mid-career burnout and how it was transformed by financial literacy. He learned to manage his investments. He saved aggressively using smart strategies tailored to high-income professionals. As financial independence came he found that instead of wanting out of medicine he became more satisfied in his career. If you found this...

Duration:00:48:39

87: The White Coat Investor Philosophy

1/3/2019
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I’m often asked “where should I start with the podcasts.” I thought for our first podcast of 2019 that I’d lay out the WCI philosophy, so if someone asks “what podcast should I start with?” you can confidently say #87. In this episode I discuss the 12 Steps of the WCI philosophy. Listening to this episode will help people to understand the basics of personal finance and investing for high income earners. If you found this podcast useful visit our blog at http://whitecoatinvestor.com/ for...

Duration:00:29:41

86: Legacy Holdings in Taxable Account

12/27/2018
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A listener emailed me who is lucky enough to get a generous gift every year from their grandparents of $14,000 in stocks. The stock is all from a single company that her grandfather worked for decades ago. Because he bought it early in the companies history it's basis is $0, meaning that they are on the hook for capital gains tax for anything they sell it for. The stock does relatively well and pays out good dividends. However, they don't love the risk of owning so much in one stock. He...

Duration:00:36:46

85: The Real Life Financial Experience of a Young Periodondist

12/20/2018
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In this episode I speak with a young periodontist about his finances. He is doing great, having already paid off all his student loans relatively quickly. But like many of the WCI listeners and readers he started out with a financial advisor that tried to sell him insurance that wasn't right for him and he is in the process of moving on from that financial advisor. He is saving for a house down payment, upgrading a beater car from dental school, saving to buy a practice, and of course,...

Duration:01:09:10

84: Bonds in a Rising Interest Rate Environment

12/13/2018
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I was asked for some good strategies for investing in bonds in a rising interest rate environment. This episode I discuss short term, money market funds, inflation adjusted, and stable value funds. But don’t extrapolate the past into the future. Interest rates may go up, down, or stay flat. I don't have a working crystal ball. So I prefer a fixed asset allocation strategy. If you found this podcast useful visit our blog at http://whitecoatinvestor.com/ for more personal finance and...

Duration:00:37:10

83: Teaching Personal Finance to Students and Residents with Jason Mizell

12/6/2018
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Dr. Jason Mizell has been teaching a personal finance and investing course at his academic institution for medical students and residents for several years. It is inspiring to see what he has created and the difference he is making in the lives of these trainees. If you found this podcast useful, visit our blog at http://whitecoatinvestor.com/ for more personal finance and investing information. Find an engaging and helpful community in our forum at...

Duration:00:47:18

82: Nearing Retirement

11/29/2018
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One listener felt a lot of my podcasts are geared toward the younger physician. She really wanted to know more about investing as she nears retirement. She had questions like is a portfolio 100% in index funds appropriate for a retiree? What about alternative strategies - bond ladders, dividend paying stocks, using options as an insurance policy, and those types of things. A common misconception is that someone nearing retirement should do something dramatically different than a 25 year old....

Duration:00:33:37

81 - Medicine and FInance in the UK with Dr. Nikki Ramskill

11/22/2018
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Ever wondered what is was like to practice medicine in the UK? It is fascinating to see the differences in medicine and physicians' finances between the States and those practicing in England. Dr. Ramskill walks us through the training, practicing, and finances of British physicians. If you found this podcast useful visit our blog at http://whitecoatinvestor.com/ for more personal finance and investing information. Find an engaging and helpful community in our forum at...

Duration:00:50:15

80: Answering Listener Questions

11/15/2018
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This episode is choke full of listener questions from should you get a retirement plan for your employees to revocable trusts to the age old questions of why bonds and investing vs paying off debt. If you found this podcast useful visit our blog at http://whitecoatinvestor.com/ for more personal finance and investing information. Find an engaging and helpful community in our forum at http://whitecoatinvestor.com/forums/ This episode is sponsored by Splash Financial, a leader in student...

Duration:00:32:25

79: Sorting Out An Academic Doc's Finances

11/8/2018
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This episode I interview an academic doctor about her finances. She is in the process of firing her financial advisor and becoming a do-it-yourselfer. We talk about what accounts she has, asset allocation, 529s, dealing with capitol gains in her taxable accounts, and more. If you have ever thought of becoming a do-it-yourselfer this episode is for you. It isn't that hard and we will help you successfully manage your finances. If you found this podcast useful, visit our blog at...

Duration:00:47:45