White Coat Investor Podcast Podcast By Dr. Jim Dahle of the White Coat Investor cover art

White Coat Investor Podcast

White Coat Investor Podcast

By: Dr. Jim Dahle of the White Coat Investor
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About this listen

Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off student loans, how to create your own personal financial plan, retirement planning, how to save money, investing in real estate, side hustles, and how everyone can be a millionaire by living WCI principles. Learn more at http://whitecoatinvestor.com/ Economics Hygiene & Healthy Living Personal Finance Physical Illness & Disease
Episodes
  • MtoM #231: Dual Doc Couple Saves $100K for Retirement During Residency and Finance 101: Plan Documents for Employer-Provided Retirement Accounts
    Jul 14 2025

    This dual doc couple has a very impressive milestone today. They have saved $100,000 towards retirement during residency. They wanted to give themselves more compounding interest time and not wait until they were attendings. This doc also shared about their student loan journey. They met with Andrew at StudentLoanAdvice.com and got a plan in place early. They decided that they did not want to go for PSLF so before they started residency they refinanced their loans. They took a risk to refinance when their loans were at 0% but they locked in sub 3% and are now feeling very good about their decision. Then, for Finance 101 we are talking about plan documents for employer provided retirement accounts.

    Many investors know about the historic returns, tax advantages, and wealth-building opportunities of commercial real estate investing, but they’re confused about where to start or who to trust. Wellings Capital has created a diversified fund that offers investors an easy on-ramp to access carefully vetted commercial real estate operators and opportunities. Their goal is to provide income, growth, and tax benefits with limited downside risk. With a minimum investment of $50,000, investors get a stake in a portfolio of self-storage, manufactured housing, RV parks, industrial properties, and more. To learn more, go to https://whitecoatinvestor.com/wellings

    The White Coat Investor has been helping doctors, dentists, and other high-income professionals with their money since 2011. Our free personal finance resource covers an array of topics including how to use your retirement accounts, getting a doctor mortgage loan, how to manage your student loans, buying physician disability and malpractice insurance, asset allocation & asset location, how to invest in real estate, and so much more. We will help you learn how to manage your finances like a pro so you can stop worrying about money and start living your best life. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you!

    Have you achieved a Milestone? You can be on the Milestones to Millionaire Podcast too! Apply here: https://whitecoatinvestor.com/milestones

    Find 1000's of written articles on the blog: https://www.whitecoatinvestor.com
    Our YouTube channel if you prefer watching videos to learn: https://www.whitecoatinvestor.com/youtube
    Student Loan Advice for all your student loan needs: https://studentloanadvice.com
    Join the community on Facebook: https://www.facebook.com/thewhitecoatinvestor
    Join the community on Twitter: https://twitter.com/WCInvestor
    Join the community on Instagram: https://www.instagram.com/thewhitecoatinvestor
    Join the community on Reddit: https://www.reddit.com/r/whitecoatinvestor
    Learn faster with our Online Courses: https://whitecoatinvestor.teachable.com
    Sign up for our Newsletter here: https://www.whitecoatinvestor.com/free-monthly-newsletter

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    24 mins
  • WCI #427: Dealing with a Disability Claim with Attorney Ben Glass
    Jul 10 2025

    Today we are talking with Ben Glass, an attorney on our recommended list who helps docs make successful disability claims. Ben talks about what makes for a strong claim, when you might need to get an attorney involved, what mistakes he has seen docs make in the claims process and what he wishes docs knew if they think they might be facing a disability event. Disability Insurance is so important and we hope this episode helps you understand why.

    Laurel Road is committed to helping residents and physicians take control of their finances. That’s why we’ve designed a personal loan for doctors, with special repayment terms during training. Get help consolidating high-interest credit card debt or fund the unexpected with one low monthly payment. Check your rates in minutes to see if you qualify for a lower rate, plus, White Coat Readers also get an additional rate discount when they apply through https://LaurelRoad.com/WCI.
    For terms and conditions, please visit https://LaurelRoad.com/WCI
    Laurel Road is a brand of KeyBank N.A. Member FDIC. All products are offered by KeyBank N.A. Member FDIC. ©2025 KeyCorp® All Rights Reserved.

    The White Coat Investor has been helping doctors, dentists, and other high-income professionals with their money since 2011. Our free personal finance resource covers an array of topics including how to use your retirement accounts, getting a doctor mortgage loan, how to manage your student loans, buying physician disability and malpractice insurance, asset allocation & asset location, how to invest in real estate, and so much more. We will help you learn how to manage your finances like a pro so you can stop worrying about money and start living your best life. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you!

    Find 1000's of written articles on the blog: https://www.whitecoatinvestor.com
    Our YouTube channel if you prefer watching videos to learn: https://www.whitecoatinvestor.com/youtube
    Student Loan Advice for all your student loan needs: https://studentloanadvice.com
    Join the community on Facebook: https://www.facebook.com/thewhitecoatinvestor
    Join the community on Twitter: https://twitter.com/WCInvestor
    Join the community on Instagram: https://www.instagram.com/thewhitecoatinvestor
    Join the community on Reddit: https://www.reddit.com/r/whitecoatinvestor
    Learn faster with our Online Courses: https://whitecoatinvestor.teachable.com
    Sign up for our Newsletter here: https://www.whitecoatinvestor.com/free-monthly-newsletter

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    50 mins
  • MtoM #230: Radiologist Hits Early Financial Independence and Finance 101: The Three Pathways to Wealth
    Jul 7 2025

    Today we are chatting with a radiologist who has hit financial independence just six years out of training. This doc has taken a unique path from being a radiologist with a pain medicine specialty to his methods of making his millions. He is highly invested in crypto, individual stocks, and real estate. He and his wife also moved to Puerto Rico to save money and cut taxes. He has taken on a lot of risk and it has paid off. His next goal is opening a teleradiology business. After the interview we will talk about the three pathways to wealth for Finance 101.

    This podcast is sponsored by Bob Bhayani at Protuity. He is an independent provider of disability insurance planning solutions to the medical community in every state and a long-time white coat investor sponsor. He specializes in working with residents and fellows early in their careers to set up sound financial and insurance strategies. If you need to review your disability insurance coverage or to get this critical insurance in place, contact Bob at https://WhiteCoatInvestor.com/Protuity today by email info@protuity.com or by calling (973) 771-9100.

    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

    Show more Show less
    24 mins
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Excellent information! Thank you very much, Dr. Jim. I discovered your podcast on YouTube a few months ago and it's currently my favorite podcast of all.

Great info, Dr. Jim!

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