Shows
White Coat Investor PodcastWCI #455: Student Loan Forgiveness, Taxes, and Retirement AccountsIn today's episode, we're answering your questions about student loans, taxes, and what to do next once you're already doing a lot of things right. We talk about Borrower's Defense cases and when the government might actually forgive your loans, then dig into smart loan repayment strategies. We also cover investing after you've maxed out your 403(b), what to know after doing your first Mega Backdoor Roth and solo 401(k), and a few tax form gotchas. We wrap up with how to think about cash balance plans when you still have a long runway to invest. Today's...
2026-01-2238 min
White Coat Investor PodcastWCI #454: The Numbers and Psychology of Retirement Spending with Christine BenzToday we sit down with Christine Benz, Author, WCICON Speaker, and Director of Mutual Fund Analysis at Morningstar, for a wide-ranging and insightful conversation. We dive into her annual retirement income research, the realities of spending in retirement, and the challenge many retirees face in giving themselves permission to spend. Christine also reflects on the stark gender imbalance in the finance world and highlights the women she believes every investor should be following, whether they invest on their own or work with an advisor. It is a thoughtful, information-rich interview you will not want to miss. Getting...
2026-01-151h 09
White Coat Investor PodcastWCI #447: The Past and Future of WCIIn today's episode, Dr. Dahle takes listeners on a journey through the past and future of the White Coat Investor, sharing how it all began and how it has grown into what it is today. He gives an inside look at the brand-new WCI website, which is more beautiful, modern, and easier to navigate than ever. Jim also opens up about new business ventures, personal reflections, lessons learned, and how he'll know when it's time to step back. It's a rare behind-the-curtain conversation that helps you get to know him and the mission of WCI on a deeper level.
2025-11-2752 min
White Coat Investor PodcastWCI #436: Retirement and DecumulationThis episode is all about retirement. We answer a handful of your questions from email, the Speakpipe and the forum. We talk about decumulation and how to start withdrawing from your investments. We talk about when and if you should increase your bond allocation as you are nearing or entering retirement. We talk about gift taxes, generational wealth and the best way to pass wealth to future generations. Did you know that the White Coat Investor not only has a podcast and a blog but several books that will help you on your way to financial independence...
2025-09-1143 min
White Coat Investor PodcastWCI #432: 529s and Spending for CollegeToday we are talking about 529 accounts and how to invest them as well as how to spend them down. There are a lot of ways to help fund your children's education. Most families use a combination of 529 accounts, loans, other savings and cash flow. If you have access to a 529 account it is generally recommended to spend that down before moving to other forms of funding. In addition to discussing ways to help pay for college we answer a question about when, or if the political climate should ever cause you to change your financial plan. As...
2025-08-1442 min
The Renegade Lawyer PodcastEp. 174 – Ben Glass on The White Coat Investor Podcast: WCI #427 – Dealing with a Disability ClaimIn this special episode, we’re sharing Ben Glass’s recent interview on The White Coat Investor Podcast, where he unpacks what every physician and high-income professional needs to know about disability insurance—before a claim, during the process, and if it’s ever denied.Ben covers:What makes a strong claim (and what insurers are really looking for)How to avoid common mistakes that derail benefitsThe truth about own-occupation policiesHow to plan strategically if you're facing a disabling diagnosis🎧 Originally aired on The White Coat Investor Podcast 🔗 Listen to the original episode here...
2025-07-2343 min
White Coat Investor PodcastWCI #423: Rollovers, Roth, and InvestingToday 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 switch gears and talk about high yield dividend funds and answer a question about asset allocation and asset location. We end the episode talking about what to do if you are averse to the S&P500 including Coinbase. Laurel Road is committed to serving the unique financial needs of residents and doctors. We want to help make your money work...
2025-06-1247 min
White Coat Investor PodcastWCI #417: Get Rich Fast as a Millionaire with Roth ConversionsToday we are talking with our friend and Roth expert, Chris Davin. He is joining us to answer some of your questions and then get way into the Roth weeds with Dr. Dahle. Chris knows more about the intricacies of Roth considerations than anyone we know. They discuss when to choose Roth and why, mega backdoor Roth, choosing Roth as an independent contractor and so much more! Do you ever find yourself wishing there was somewhere to go to ask your finance, insurance or investing questions? The White Coat Investor community is a great place to turn...
2025-05-011h 33
wieCommerce?#73 - TikTok Shop Deutschland Launch, TikTok Bann Update, eCom Marktzahlen 2024, Kaufland beendet FBK & News zu Amazon, Temu, Facebook, Instagram, Threads, WCI, Chinese New Year uvm. | #kassensturzIn der heutigen #kassensturz Folge, unseren Marketing & eCommerce News, geht es unter anderem um folgende Themen:
(00:00) Intro
(02:57) Die Top 100 Suchbegriffe 2024
(11:10) Trendwende im eCommerce Wachstum 2024 - neue bevh-Zahlen
(18:02) TikTok Bann Update
(18:50) TikTok bekommt 75 Tage Aufschub von Trump
(22:13) China’s Einstellung zum TikTok Bann
(24:30) Mitarbeiterabwanderung von TikTok
(25:40) Rednote’s Userschaft bricht ein
(26:50) TikTok biedert sich mit MAGA Party neuer US-Regierung an
(30:10) Wer kauft TikTok?
(40:55) TikTok Shop vor Deutschland Launch
(44:15) Zalando auf TikTok Shop gelauncht
(51:11) On Anot...
2025-02-031h 09
White Coat Investor PodcastWCI #403: Exploring Taxes with a Friend of WCIToday we have another Friends of WCI episode. Tax guru, Alexis Gallati, joins Dr. Dahle to answer your questions about taxes. They start with a question about what the benefits of hiring your spouse and children might be. Then they answer a question about the tax implications of hiring a nanny. They debate what to do when you have a bunch of cash in your Vanguard Settlement fund and wrap up in the episode with a question about tax considerations in a low income earning year. Still not sure what to do with your student loans? Overwhelmed...
2025-01-2356 min
White Coat Investor PodcastWCI #402: Mega Backdoor Roth, Student Loans, and Expert Witness WorkToday we start out answering a few of your Mega Backdoor Roth questions. Then we move to answering a handful of questions about student loans including if we think the Trump administration is going to get rid of PSLF. We also have friend of WCI, Dr. Gretchen Green, join us for a few minutes to talk about the power of side gigs and increasing your income. Especially if you can use the skills you already have from your training. Dr. Green teaches docs how to boost their income by doing expert witness work. If you're looking to...
2025-01-161h 06
White Coat Investor PodcastWCI #400: Contribution Limits, Estate Planning, and Emergency FundsToday we answer a few questions about estate planning and then explain what a Grantor Retained Annuity Trust is. We talk about contribution limits when you have multiple 401(k)s. We give some advice to a listener who is being gifted a property that is not going to get a step up in basis and what he should do to prepare for the potential tax bomb. We end with helping a new attending know how long it should take to save up a 4 - 6 month emergency fund. Do you ever find yourself wishing there was somewhere to...
2025-01-0232 min
ANTIC The Atari 8-bit PodcastANTIC Interview 449 - Tim Boehlert, Atari's WCI Labs DivisionTim Boehlert, Atari's WCI Labs Division Tim Boehlert began at Atari in 1982. He worked at WCI Labs, the New York Atari subsidiary, where he worked on the broadboard of the 600XL, robotics projects, and mass storage devices. This interview took place on June 4, 2022. Video version of this interview ANTIC Interview 65 - Steve Mayer, 400/800 Designer ANTIC Interview 332 - Mike Matthews, Alien Group Voice Box ANTIC Interview 383 - Gregg Squires, Atari Manager of Hardware Engineering Strong Museum of Play Support Kay's interview on Patreon
2024-12-2054 min
White Coat Investor PodcastWCI #398: Doctors on Disability and Why You Need Disability InsuranceToday we are talking all about disability insurance. After Dr. Dahle's recent accident on the Tetons he is ever more passionate about the necessity for all docs to get disability insurance. We are bringing on two different docs who tell their stories of finding themselves in situations that required using their disability insurance. We then chat with friend of WCI and founder of Doc Insure, Matt Wiggins. He is an expert on DI and really helps to answer questions and a paint a picture of why doctors and other high income professionals need to get this insurance in place.
2024-12-191h 10
White Coat Investor PodcastWCI #381: Retirement Accounts and Asset ProtectionToday we answer questions about the Mega Backdoor Roth IRA, answer a few questions about 401(k)s, and discuss if it is worth not rolling an old 401(k) into your new one to provide some added asset protection. We talk about cash vs. bonds and how to evaluate your investment mix. Those questions and more on todays episode! Do you ever find yourself wishing there was somewhere to go to ask your finance, insurance or investing questions? The White Coat Investor community is a great place to turn. We have a thriving community across all of our...
2024-08-2245 min
ericmckay4 's Listen LaterWCI #281: Physician Entrepreneurism and Venture Capital With Dr. John Shufeldt Podcast: White Coat Investor Podcast (LS 62 · TOP 0.1% what is this?)Episode: WCI #281: Physician Entrepreneurism and Venture Capital With Dr. John ShufeldtPub date: 2022-09-22Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationThis episode Dr. Dahle interviews Dr. John Shufeldt. He has had a pretty remarkable career in entrepreneurship. Dr. Shufeldt talks to us about physicians being entrepreneurs and the life cycle of starting up a business. He walks through how to scale, mistakes he made over the years, raising money, selling your business and so muc...
2024-08-1245 min
White Coat Investor PodcastWCI #374: Asset Protection, 529s and the SAVE PlanToday we are answering more of your questions. We start off talking about a terrible fraud situation and how to attempt to mitigate the damage. We answer a few questions about asset protection and then a few questions about 529 accounts and how to use them. Finally we discuss the SAVE Plan and the current and extremely generous governmental programs available to docs. Do you ever find yourself wishing there was somewhere to go to ask your finance, insurance or investing questions? The White Coat Investor community is a great place to turn. We have a thriving community...
2024-07-0442 min
White Coat Investor PodcastWCI #367: The Importance of Asset AllocationToday we are answering your asset allocation questions. We talk about how to adjust your asset allocation and when to do it, what changes with asset allocation when thinking about your long vs short term investment plan, how to make the most of your asset allocation and more. We also have a philosophical discussion about economic growth and answer a question about if you can pass on bonds if you have a high risk tolerance and long investing horizon. Do you ever find yourself wishing there was somewhere to go to ask your finance, insurance or investing...
2024-05-1642 min
White Coat Investor PodcastWCI #365: Disability Insurance with a Friend of WCIToday our friend Dr. Tyler Scott is joining Dr. Dahle to talk about disability insurance as well as to help answer your questions. Dr. Scott is a licensed dentist turned financial planner as well as a columnist here at WCI. Dr. Scott is here to preach the message that all docs need disability insurance and shares his story of going on disability. Later they talk about HSAs, saving for future home expenses, capital gains taxes, and how to clean up a disaster of an investment account and more. Kitces HSA Article: https://www.kitces.com/blog/health-savings-accounts-hsa-dependents-children-age-26...
2024-05-021h 20
White Coat Investor PodcastWCI #358: What to Do When You Don't Match, and Annual Survey ResultsToday we are talking about what your options are if you do not match this week. It can be one of the hardest things to face and knowing what your options are and what steps to take next can help ease the difficultly just a bit. We also spend some time telling you about the results of our annual survey. The survey is a huge part of how we decide what changes to make here at WCI. Finally we tackle a few of your questions about annuities, if you should ever invest with a family friend and where to...
2024-03-1455 min
White Coat Investor PodcastWCI #351: Physician Side GigsToday we are talking about physician side gigs. Docs have all kinds of side gigs that make a big impact on their financial life. Today we have 3 guests on the podcast who are going to tell you what they do. Dr. Gretchen Green does expert witness work, Dr. Daniel Smith opened IV clinics, and Dr. Rikki Racela takes medical surveys. There is a huge range of what you can do to bring in extra income with an equally large variety of barrier to entry. We hope these interviews inspire you to finally start that side gig you have been...
2024-01-2549 min
White Coat Investor PodcastWCI #337: Entrepreneurship and Angel InvestingToday we are talking with Drs Niki Kennedy and Dan Pipitone of Arborhive. We are talking all about entrepreneurship and how doctors can use their expertise outside of the standard medical box. We also hit on the flip side of entrepreneurship and talk about angel investing. Angel investing certainly is not for everyone. You really need to have the time and the money to be successful in that space. If you want to try your hand at angel investing we recommend limiting it to small percentage of your portfolio. If you're like most doctors, nobody taught you...
2023-10-1943 min
White Coat Investor PodcastWCI #334: How You're Being Ripped Off By Incompetent and Corrupt CMS Bureaucrats with Dr. Alex ShteynshlyugerOur guest today is Dr. Alex Shteynshlyuger. We learned about him in a ProPublica article we recently came across. Dr. Alex is on a crusade to educate docs about one very big way that they are getting ripped off and likely don't even know it. He educates us on what payment processing fees are, and how they came to impact docs. These fees are costing doctors millions and millions of dollars every single year. We hope everyone will listen to this episode and then fight for changes to this policy! Do you ever find yourself wishing there...
2023-09-2843 min
White Coat Investor PodcastWCI #332: Getting A Financial Plan In PlaceToday, SC Gutierrez, long time friend of WCI and the podcast is joining Dr. Dahle to help answer your questions. Together they answer questions about student loans and the SAVE program, about how HSAs should be viewed as retirement accounts, the importance of a written financial plan and a friendly reminder that no one can time the market, and finally get into what a defined benefit plan is. As a white coat, you have valuable knowledge. Various companies want that knowledge. And they're willing to pay you for it! That's why we've put together a list of...
2023-09-141h 01
Deconstructing CompBrandi Lewis: Live at WCI!Send us a textBrandi Lewis is one busy woman! We were lucky to catch up with her at the WCI conference for a live podcast interview. Join Yvonne and Rafael as we talk with Brandi, learn about what she's been up to lately, and talk to her about the business she founded and now chairwoman of Health Plus Trans, providing transportation, translation, and ancillary services. Among her many skills and talents, Brandi is a phenomenal event planner and turned our WCI Salsa Party into a top-notch, red-carpet event not to be missed! Sh...
2023-09-0214 min
Deconstructing CompKirsten Kaiser Kus: WCI Live!Send us a textFinally, Yvonne and Rafael catch up with Kirsten Kaiser Kus, an attorney with Downey and Lenkov, LLC at WCI. We have been hot on her trail for some time now, trying to schedule an interview. Luckily, she had time to spare and sit down with us at WCI. Get to know more about Kirsten and what she has been up to. Visit her profile here: https://www.dl-firm.com/attorneys/kirsten-l-kaiser-kus/¡Muchas Gracias! Thank you for listening. We would appreciate you sharing our podcast with your frie...
2023-09-0221 min
Deconstructing CompThe Mod Squad: WCI Live!Send us a textA fun group, we are calling the "mod squad" includes Dr. Geralyn Datz, Jeffrey Adelson, and Stuart Colburn. We have a very fun and energetic conversation about dinner the night before and the beginning of the WCI Conference. Experience the energy of the WCI conference as we chat about this groups thoughts on various topics. They all love to poke fun at Yvonne, so laugh along with the conversation about dingers. We finally pulled ourselves together and talked about the conference opening session and some of the important topics di...
2023-09-0219 min
Deconstructing CompDoug Clark: WCI Live!Send us a textYvonne and Rafael talk to Doug Clark LIVE! during the WCI-Give Kids the World Village Volunteer Service Day ahead of the WCI Conference in Orlando, Florida. Doug talks to us about what's going on at the 2023 WCI-GKTW volunteer service day. It's a day that the WCI-Spirit to Serve committee plans for all year! Nearly 600 volunteers, 106 different companies, 25 projects at the village. If you live near the Orlando, FL, area, there is still time to join us tonight for our annual WCI-GKTW Gala! Our theme is Candy Kingdom! Wear something br...
2023-08-1908 min
White Coat Investor PodcastWCI #327: Send Your Kids to CollegeToday we are answering your questions about 529 accounts. We talk about what a reasonable amount to put in a 529 is and what to do if you over fund it. We discuss if it is complicated to have multiple 529 accounts, what a "Daddy Match" is, how to decide what accounts to fund if you are cutting back at work and much more! Do you ever find yourself wishing there was somewhere to go to ask your finance, insurance or investing questions? The White Coat Investor community is a great place to turn. We have a thriving community across...
2023-08-1033 min
White Coat Investor PodcastWCI #315: 529's, Inheritance and Roth IRAs For KidsToday we answer your questions about 529's. We try to help clarify the changes coming with Secure Act 2.0. We talk about if it would make sense for 529s to be under a grandparents name to avoid your child not qualifying for FAFSA. We discuss if it is smart to save in a 529 if you aren't sure if your child will attend college in the US. Dr. Dahle answers questions about his families' plan for inheritance for their kids and discusses which funds to choose for your kids Roth IRAs. We even touch on the topic of how much is...
2023-05-1836 min
White Coat Investor PodcastWCI #312: Generational Wealth and Teaching Your Kids About MoneyOur guest on the podcast today is Dr. Brittne Halford of More Joy, More Wealth. She and Dr. Dahle discuss how your upbringing affects your view on money. They discuss generational wealth and the difference between being rich and having wealth. They talk about how to teach your kids about money and how to help them learn to work hard and create the life they want even if they have some generational wealth coming their way. Do you ever find yourself wishing there was somewhere to go to ask your finance, insurance or investing questions? The White...
2023-04-2757 min
White Coat Investor PodcastWCI #297: A Wealth Of Common Sense with Ben CarlsonBen Carlson is our guest on the podcast today. He is a financial advisor, author, blogger, podcaster and self professed introvert. Todays discussion will have a little something for everyone as they cover a broad range of topics from inflation to crypto currency to how to pick an asset allocation and stick to it. They also get into more philosophical topics such as how to not let money ruin your life. Do you ever find yourself wishing there was somewhere to go to ask your finance, insurance or investing questions? The White Coat Investor community is a...
2023-01-1254 min
White Coat Investor PodcastWCI #269: Infertility Among DoctorsJim and Disha interview two women physicians on the podcast to enlighten us about all things financial in relation to fertility treatments, which is a huge issue among physicians. They explain fertility challenges are twice as common among physicians as it is in the general population. Infertility treatments are mentally and physically taxing, not to mention really expensive. It is a complicated process in so many different ways. We are grateful to these two physicians for being willing to share their knowledge and their stories. Full show notes here https://www.whitecoatinvestor.com/infertility-among-doctors-269 Do you ever f...
2022-06-3043 min
White Coat Investor PodcastWCI #263: Investing in Crypto-Assets with Hedge Fund Manager, Jeff Ross MD, MBAIn this episode Dr. Dahle interviews a pretty unusual guest for WCI. Readers and listeners have emailed requesting that we get him on the podcast and we thought it would be an interesting conversation. Our guest is Jeffrey W. Ross MD, MBA. He is the founder of Vailshire Capital Management and Vailshire Partners hedge fund. He was a speaker at the Bitcoin 2022 Conference, and he is a board-certified radiologist. He's an interventional radiologist fellowship-trained, and just retired last year in 2021. He has contributed to the Motley Fool as well as Seeking Alpha. We talk all about Bitcoin and Crypto...
2022-05-191h 14
White Coat Investor PodcastWCI #253: What to Do with Extra Money and Life After CovidIn this episode we cover an array of topics from what to do with extra income to locums to what to do when you fire your financial advisor. We go through some of the interesting results we got from the WCI survey. We will be implementing what we learned and making changes where we can to better serve our audience! We have a special guest on the podcast today named Scotti Petersen. She worked as an ICU nurse during the pandemic and shares some of her story about being diagnosed with PTSD and how we need to heal and mo...
2022-03-1058 min
White Coat Investor PodcastWCI #241: Retirement Account Q&AThis episode is all about retirement accounts. We are answering your questions regarding TSPs, what to do with old retirement accounts, how to set up retirement accounts, Roth conversions, Backdoor Roth IRAs and so much more. We have a number of great resources on the WCI blog regarding retirement accounts and financial advisors that can help you make a financial plan. Check out the recommended tab on the blog https://www.whitecoatinvestor.com for recommended financial advisors and retirement accounts. Do you ever find yourself wishing there was somewhere to go to ask your finance...
2021-12-1649 min
White Coat Investor PodcastWCI #238: 2021 Financial Book ReviewsEvery year we are sent a big stack of books that people want us to read and review on the blog or the podcast. This week at WCI is Continuing Financial Education week and we want to recommend a handful of books that we think would be useful to our readers and listeners. I have talked a lot about the importance of continuing education and I recommend reading at least one book a year to further your financial knowledge. Hopefully one of these books will prove to be a great resource for you. If not, check out our recommended...
2021-11-2548 min
White Coat Investor PodcastWCI #227: Starting a Medical PracticeWhen you own your practice, you're able to give better care, have more control and less burnout over your professional life. In general, you make more money too. So, it is mostly all positive, although it does take some work upfront. Will and Juli Albright have been sharing their knowledge of practice startups on the blog for a couple of years, since they started their practice, Alamo Plastic Surgery. Will is the surgeon and Juli is the chief financial officer. They both join us in this episode to talk about their motivation to open a practice, the steps it...
2021-09-0954 min
The SXS Guys Offroad PodcastRuslan Yankilevich & WCI OffroadIn this episode of The SXS Guys Offroad Podcast, we are live in the Offroad Syndicate trailer at UTV Takeover Coos Bay, OR with special guests Rusland Yankilevich and Mike Short from WCI Offroad. We talk about the relationship between Ruslan and their fabrication shop, sending it over the Glamis canal, shocks, seats, hucking, Takeover, and more!
Short link: sxsguys.link/episode49
Rundown
0:00:00 - Introductions
0:02:08 - Jumping the Glamis Canal Again
0:07:31 - Developing Chassis for Ruslan
0:10:44 - WCI Offroad UTV Cages
0:12:04 - UTV Takeover History
0:13:48 - Where's the 4-Seater
0:16:46 - Canal Again & Aftermath
0:21:24...
2021-07-0641 min
White Coat Investor PodcastWCI #210: How to Survive and Thrive as a Divorced Doctor25% of physicians will experience divorce. We get questions on the podcast and blog from doctors going through divorce frequently but we have little experience with it. People want answers from those who have lived through it. Our guest in this episode, Dr. George Hwang presented at the WCI Conference 2021 https://www.whitecoatinvestor.com/cfe2021 about how you can survive and thrive as a divorced doctor. We get into the nitty gritty details of financial planning and divorce in this interview. It can be complex and divorce is not something people like to talk about. It is expensive and will...
2021-05-1357 min
Wise Women Interviews#4 WCI Legacy Interviews - MoneyIn this episode, Dr. Vivian Smith-Del Toro talks with WCI Executive Director Susan Burgess-Lent and Grant Williams, a major donor to WCI, about what it takes to keep a non-profit, especially one devoted to women's advancement, on track with necessary funding.
2021-05-1117 min
White Coat Investor PodcastWCI #202: Working Together with Your Partner, with Mrs. WCIManaging finances with your partner can be challenging but it is hard to be successful if you don't learn to do it well. In this episode we discuss with Mrs. WCI how we have learned to work together to strengthen our relationship and our finances through the long pipeline of medical training and on to financial independence. From this episode you will see that getting on the same financial page with your partner takes time and effort but working together towards your shared goals is worth it. Learn how to work together here. https://www.whitecoatinvestor.com/7-ways-to-get-your-partner-on-board-financially/
2021-03-1849 min
White Coat Investor PodcastWCI #199: Asset Protection with Jay AdkissonAttorneys who specialize in asset protection often use a lot of fear in their marketing materials. They want us to feel like we are going to be sued and lose everything. Is this fear appropriate? How much anxiety should a doctor really feel about asset protection? Our guest in this episode is Jay Adkisson, an expert in asset protection. We discuss a basic framework for thinking about asset protection, domestic asset protection trusts, personal liability insurance, malpractice insurance, protecting your home equity, LLCs, the California Private Retirement Plan, bankruptcies, and how many doctors he has known personally who have...
2021-02-251h 03
White Coat Investor PodcastWCI #195: Investing Lessons from Christine Benz of MorningstarMorningstar has been around for 36 years and is by far the best place to get information about all of the mutual funds available. Our guest in this episode, Christine Benz is the director of personal finance and a senior columnist at Morningstar. She is the author or co-author of five books, including 30-minute Money Solutions, which we will be given away at the WCI Conference https://www.whitecoatinvestor.com/conference in March, where she is our keynote speaker. Christine has had a 30 year career at Morningstar so lots of investing lessons to be learned from her. See the full...
2021-01-2856 min
White Coat Investor PodcastWCI #190: The Next Millionaire Next DoorWe can learn a lot from the research examining how self-made, economically successful Americans became that way. Our guest this week is Sarah Stanley Fallaw. You may not be as familiar with her name as you are of her late father, Thomas Stanley, author of The Millionaire Next Door. See the full show notes for our interview here https://www.whitecoatinvestor.com/the-next-millionaire-next-door-podcast-190.They were involved in research examining these economically successful Americans and co-wrote The Next Millionaire Next Door. Much has changed from the first millionaire book. A new generation are hearing from self proclaimed experts in personal f...
2020-12-2446 min
White Coat Investor PodcastWCI #185: Finances in the Great White NorthThe Canadian financial system is similar but not quite the same as the U.S. financial system. In this episode we talk about the Canadian retirement system, the programs they have similar to the U.S. social security system. We discuss their versions of our Traditional and Roth IRA accounts. Considering our close proximity to each other, it is no surprise that a couple of listeners have questions about working in one country and living in another as well as Americans married to Canadians and what to do about citizenship. We cover the pros and cons of those situations...
2020-11-1944 min
White Coat Investor PodcastWCI #171: Six Principles of Asset LocationAsset location is something that is completely missed by a lot of otherwise pretty financially sophisticated people. So I do a deep dive into this topic in today's episode before answering listener questions. Asset location is basically that process of dividing up your investments into your various accounts. Each of them have different issues and are taxed in a different way. This has some bearing on how your investments perform and which investments should be going into which of these various types of accounts. Unfortunately it is a rather complicated discussion. There are some rules of thumb, but very f...
2020-08-1352 min
White Coat Investor PodcastWCI #169: Rick Ferri versus Paul Merriman on Factor InvestingThis episode we have Rick Ferri and Paul Merriman on the WCI podcast at the same time for a lively debate on the pros and cons of factor investing. These are two opinion leaders who have affected the investing views of literally millions of investors. When I told you I was bringing them on the show I received 40 pages of questions to ask them about asset classes, changing your asset allocation, small cap value and other factor investments as well as total market investing. We talk about the historical performance of these investments. We really delve into the details...
2020-07-3058 min
White Coat Investor PodcastWCI #157: Tips for Buying and Selling a PracticeWhat should a physician or dentist who wishes to sell their practice know about the process? What mistakes do doctors make in this transaction? What strategies can doctors use at the time of sale? These are the questions we answer during this interview with Kyle Rudduck, CFA, CFP of Constellation Wealth Management. Kyle spent the early years of his career working with consulting firms that focused on the healthcare sector with buyers and sellers of medical practices. He describes the practice valuation process in this episode and we discuss the range of multiples on EBITDA for a practice, how to mini...
2020-05-0757 min
WCI AnnouncementsMarch 13 2020March 13 2020
Good Morning Vikes! Today is the first day to buy your principal for the day raffle tickets. All proceeds go to relay for life. Tickets are 25 cents for one and $1 for five. More info on posters around the school and wci info account.
Attention Moose Computing Contest Teams. Round 5 of Moose is TODAY after school. Please come to Rm 218 promptly at 2:25 to begin at 2:30. The Moose contest IS TODAY, IT HAS NOT BEEN CANCELLED. This might be the last Moose contest for the year, see you at 2:25 today.
2020-03-1300 minWCI AnnouncementsMarch 12 2020March 12 2020
Hey Vikes, would you like your art to be displayed at the Arts and Cultures festival? If so, submit your art in room 124 on the black cart or on the google classroom by March 13th. any and all art is welcome and will be displayed.
ECOO contest Team registration is open. See Ms. Harris today. ECOO programming is a 4 member computing team contest. First round is board wide, (WRDSB) between March 25th and April 1st. Questions? Talk to Ms. Harris or the Computing Club leaders. Winners of the 1st round move on to regionals, at U of Western On, 2...
2020-03-1200 minWCI AnnouncementsMarch 11 2020March 11 2020
Yesterday a busload of WCI ELLs went to Eastwood for the second annual WRDSB ESL/ELD English Speech Competition. Congratulations to the six WCI participants. The following won the WCI speech competition in their category: Fahad S., Shin-you D., Far-doe-sa A., Ali K. and Ab-dul-ma-jid A. All six represented WCI proudly at Eastwood yesterday. And Far-doe-sa A came away a champion in her division. We are so proud of all of you!
Good Morning Vikes! Today is the first day to buy your principal for the day raffle tickets. All proceeds go to relay for life. Tickets are 25 cents...
2020-03-1100 minWCI AnnouncementsMarch 10 2020Hey Vikes, would you like your art to be displayed at the Arts and Cultures festival? If so, submit your art in room 124 on the black cart or on the google classroom by March 13th. any and all art is welcome and will be displayed.
Are you curious about news around WCI? Like our sports teams' wins and losses? Like Semi? Like Pink Shirt Day? Like the new library policy?
Visit thefjord.ca (that's THE F-J-O-R-D dot c-a) to get the latest news, views and reviews from around WCI. Follow us on Instagram to get the latest updates, too: @_thefjord.
...
2020-03-1000 minWCI AnnouncementsMarch 9 2020March 9 2020
Hey Vikes, would you like your art to be displayed at the Arts and Cultures festival? If so, submit your art in room 124 on the black cart or on the google classroom by March 13th. any and all art is welcome and will be displayed.
Are you curious about news around WCI? Like our sports teams' wins and losses? Like Semi? Like Pink Shirt Day? Like the new library policy?
Visit thefjord.ca (that's THE F-J-O-R-D dot c-a) to get the latest news, views and reviews from around WCI. Follow us on Instagram to get the latest updates, too...
2020-03-0900 minWCI AnnouncementsMarch 6 2020March 6 2020
Hey Vikes, would you like your art to be displayed at the Arts and Cultures festival? If so, submit your art in room 124 on the black cart or on the google classroom by March 13th. any and all art is welcome and will be displayed.
Are you curious about news around WCI? Like our sports teams' wins and losses? Like Semi? Like Pink Shirt Day? Like the new library policy?
Visit the thefjord.ca (that's THE F-J-O-R-D dot c-a) to get the latest news, views and reviews from around WCI. Follow us on Instagram to get the latest updates...
2020-03-0600 minWCI AnnouncementsWCI announcementsMarch 5 2020
Hey Vikes! Just a reminder that the honour roll pizza lunch is today outside the auditorium. See you there!
Hey Vikes, would you like your art to be displayed at the Arts and Cultures festival? If so, submit your art in room 124 on the black cart or on the google classroom by March 13th. any and all art is welcome and will be displayed.
Girls' Soccer! If you are interested in trying out for the Girls' Soccer Team, please attend a brief meeting TODAY at lunch in Room 200. Again, anyone interested in Girls' Soccer please attend a brief meeting...
2020-03-0500 min
White Coat Investor PodcastWCI #148: Finding Balance in Your Life with Dr. Dawn BakerLife balance is an important topic as we address physician wellness in the medical community. Why is it so hard for high-income professionals to find balance in their lives? Most of us are striving to do so as we juggle busy careers, family responsibilities, and personal pursuits but it is challenging. Our guest this episode is Dr. Dawn Baker who blogs at PracticeBalance https://practicebalance.com/ . She became interested in writing about wellness when she experienced a major health crisis during residency training. In this episode we discuss what doctors, that feel their lives are unbalanced, can do to...
2020-03-051h 02WCI AnnouncementsMarch 3 2020March 3
The annual ACF Brush Off is starting up again for this year's ACF! If you're interested in having fun and competing in this year's brush off, sign up sheets are in room 124 or in front of room 129!
Interested in Senior Boys Soccer? Come out for a brief team information meeting on Wednesday, March 4 at the start of lunch in Portable 7. See you there.
Hot cocoa day! Today in the main foyer at lunch for only $1. Support oneROOF and help homeless youth stay warm.
Hey GSA members and allies! This week's GSA meeting on Wednesday is cancelled however we will...
2020-03-0300 minWCI AnnouncementsMarch 2 2020March 2 2020
Hey Vikes! It’s that time of year again… March Madness! Our 3v3 Basketball Tournament will be running from March 9 to 13 at break in the Main Gym. Everyone is welcome! Sign up outside of the gym with a team of 3-4 and get ready for some fun!
ACF's food festival needs your help! Signup to volunteer on the arts board in the student activities hallway. Get a volunteer hour, help out with one of the biggest school events and have fun. Remember to signup outside student activities on the arts board!
Interested in Senior Boys Soccer? Come out for a br...
2020-03-0200 minWCI AnnouncementsFebruary 12 2020Sometimes we think that you have to be in a relationship to celebrate Valentines Day but forget that!... Valentines Day celebrates all kinds of love and we would like to do that here at WCI. So come on out to room 215 on Valentine's Day at lunch to celebrate that love comes in all forms. The GSA is hosting a Valentines Day party that will have some cookies you can decorate, a Kahoot and some cards. See you there!
Semi will be on Thursday February 13th from 7-10pm at Fed Hall. Buy your tickets today with a student card for $20...
2020-02-1200 minWCI AnnouncementsFebruary 11 2020February 11 2020
The fifth CNML Math Contest takes place today at the start of lunch in rooms 406, 410 and 412.
Attention Robotics club members. We are meeting today after school, and not Thursday after school.
On Friday after school some of the Computing Club competed in February’s Moose contest. Please Congratulate them as many of the teams had fewer members this contest. Here are the fantastic results:
In first place, Keenan G and Alex L
In 3rd place, Parveer B, Daniel Y, Karan M, and Rick L
In 5th place, Jackie T, Claire T, and Sasha K
And In 9th place, Ziv S...
2020-02-1100 minWCI AnnouncementsFebruary 10 2020February 10 2020
Hey WCI! This Friday is Valentine's Day and the GSA club would like to host a Valentines Day social at lunch to celebrate all types of love. Whether you have a partner or are single, it doesn't matter at all because we are just celebrating love and how it comes in many forms. Come on out to room 215 on Valentines Day to make some cookies, make valentines, play a Kahoot or just hang out with your friends. It will be LOVE-ly!
ESL Sports night is happening on Wednesday February the 12th from 6-8pm. Everyone is welcome! Come alone...
2020-02-1000 minWCI AnnouncementsFebruary 7 2020February 7 2020
Semi will be on Thursday February 13th from 7-10pm at Fed Hall. Buy your tickets today with a student card for $20 outside the caf at lunch. Guest permission forms will also be available in SAC. See you at the Grammys!
There will be a very important meeting for students participating in the New York City Trip on Friday at lunch in Room 325. It is imperative that all concerned students attend this meeting.
ESL Sports night is happening on Wednesday February the 12th from 6-8pm. Everyone is welcome! Come alone or bring a friend and get ready for...
2020-02-0700 min
White Coat Investor PodcastWCI #143: All About Medical School Loans with Ben WhiteManaging your medical school loans is one of the most important first financial steps that a medical school student or resident needs to take care of. You need to have a student loan plan of action. Our guest today, Ben White, from https://www.benwhite.com/, wrote what I consider to be THE book on student loan management, called Medical Student Loans: A Comprehensive Guide, (get it for free at https://www.benwhite.com/studentloans/. When he started thinking and writing all about medical school loans there just was not that much information out there. He understands some of...
2020-01-3056 minWCI AnnouncementsJanuary 23 2020January 23 2020
Are you graduating or leaving the WRDSB at the end of the semester? If so, please remember to return your Chromebook and charger to the Main Office after your last exam or before January 23rd if you have no exams. Also, your computer and email account will be disabled shortly after you leave or graduate, so don’t forget to back up all your important data and email. Please be sure that people and organizations who need to contact you have your personal email address. You will not be able to access your @wrdsb.ca email after you leave th...
2020-01-2300 minWCI AnnouncementsJanuary 17 2020January 17 2020
Just a reminder, any student at WCI is welcome to write U of W's Canadian Computing Competition. The fee is only $8.25 and you register on School Day. Past contest participants, please do School Day this weekend so you do not forget. Your old profile still exists. Deadline is the Feb 3rd. Have questions? Talk to the CS club leaders Keenan and Alex or Ms. Harris in the Business Office.
Today we are taking care of the environment. Please bring in all electronic waste to Portable 2 during period B and lunch. We will make sure that the recycling is done...
2020-01-1700 minWCI AnnouncementsJanuary 13 2020January 13 2020
Girls Rugby! The Girls Rugby season gets underway in March. There will be an important information meeting this Thursday at the start of lunch in Portable #1... for New AND returning players. You do not need to have experience with this sport to come out for this team. If you are interested in learning more about this team but cannot attend the meeting, please speak to Mrs. Gowing or Ms. Sawatsky.
Listen up vikings!! Arts and culture festival is coming up soon. If you love to dance and want to participate in the show, dance auditions are Jan 15-20 lunch...
2020-01-1300 minWCI AnnouncementsJanuary 6 2020January 6 2020
FINAL CALL! If you took an art class last year 2018-2019 and have artwork that hasn't been claimed, please come to rooms 124 or 129 to pick it up before the end of the week or it will be recycled or repurposed.
Hey Programmers, the CCC, Canadian Computing Challenge registration is up on school day. Please register ASAP. This contest has both Junior and Senior versions. Deadline is February 3rd, but exams and summatives are in the middle so do this now.
I am happy to announce this week’s Viking of the Week: congratulations to Tony R.! Tony is an ex...
2020-01-0600 minWCI AnnouncementsDecember 17 2019December 17 2019
Don’t forget that the ice-cream giveaway is tomorrow, Wednesday December 18th! We’ll see you at the caf tomorrow during lunch!
Hey GSA friends! Just a super fun reminder that this Thursday we have our Christmas party in room 217 to celebrate our year together. We have moved it from Wednesday to Thursday. Feel free to bring some friends and snacks to the party. It is going to be fun!
Hey WCI, if you are interested in playing and learning chess, come to chess club in room 400, Thursday at break this week! We will be having a short introductory meet...
2019-12-1900 minWCI AnnouncementsDecember 16 2019December 16 2019
Winter team and club photo day is on Tuesday, December 17. Check the posters around the school to see what time your photos are at. Please be in the front foyer in full uniform 5 minutes before your photo.
Hey Vikings! Do you like hot chocolate, s'mores, and doing good for the community? Now's your chance! There will be a hot chocolate and s'mores fundraiser sale on today AT LUNCH outside the cafeteria, be sure to check it out and bring your donations!
Attention all grads, please go and check out the link for grad quote on WCI's instagram bio. This...
2019-12-1600 minWCI AnnouncementsDecember 5 2019December 5 2019
Hey Vikes! the holiday season is coming up and that means it's time for a holiday movie night! ticket sales start December 9th in the cafeteria and last the entire week! They're $1 so get yours before they sell out
The GSA is happy to announce another inclusion project for our school on behalf of the LGBTQ+ community. On Wednesday, December 11th at lunch time in the auditorium the GSA will be showing the CBC documentary Disrupter Conductor featuring one of our past and loved teachers, Mr. Batholemew-Poser. The documentary is about his own journey as a human and also...
2019-12-0500 minWCI AnnouncementsDecember 3 2019December 3 2019
The GSA is happy to announce another inclusion project for our school on behalf of the LGBTQ+ community. On Wednesday, December 11th at lunch time in the auditorium the GSA will be showing the CBC documentary Disrupter Conductor featuring one of our past and loved teachers, Mr. Batholemew-Poser. The documentary is about his own journey as a human and also his collaboration project between the classical music and drag-queen communities. The entry fee of $1-2 will go to WCI's Pride Week.
Hey vikes! Holidays are for Helping has officially started! Please remember to bring in your change for the...
2019-12-0300 min2019-12-0200 minWCI AnnouncementsDecember 2nd 2019 Part 1December 2 2019
I am happy to announce this week’s Viking of the Week: Congratulations to Brooklyn N.! Brooklyn is an active leader and participant in multiple activities at WCI. She is a well-respected influence on the WCI girl's hockey team as she always tries her best and always has a positive attitude. Once again, congratulations Brooklyn!
2019-12-0200 minWCI AnnouncementsNovember 26 2019November 26 2019
New York, New York, New York! There will be a short yet important meeting for all senior students interested in going to New York City in April of 2020. The meeting will take place in room 325 on Thursday and it is important to be present to receive information regarding the application process.
It's almost here vikings - the WCI Drama production of Peter Pan is next week, on Nov. 28th, 29th, and 30th. Tickets will be on sale every day at lunch in front of the cafeteria. For only $5 for students, you can come out to see some amazing displays...
2019-11-2600 minWCI AnnouncementsNovember 25 2019November 25 2019
Hey Vikes! December Intramurals are just around the corner and for this month it’s Badminton Doubles! Find a friend and sign up for a team today to compete for the coveted Badminton Champion! Intramurals will start December 2nd so make sure to sign up beforehand! Sign up sheets are located in the hallway going into the main gym! Hope to see you there!
It's almost here vikings - the WCI Drama production of Peter Pan is next week, on Nov. 28th, 29th, and 30th. Tickets will be on sale every day at lunch in front of the cafeteria. Fo...
2019-11-2500 minWCI AnnouncementsNovember 22 2019November 22 2019
It's almost here vikings - the WCI Drama production of Peter Pan is next week, on Nov. 28th, 29th, and 30th. Tickets will be on sale every day at lunch in front of the cafeteria. For only $5 for students, you can come out to see some amazing displays of WCI talent - Get your ticket today!
Hey Vikes! It’s almost time for Holidays are for Helping, our annual charity and money drive. This year, we will be donating items to Monica’s Place and money to the New Toys for Needy Kids campaign, so start saving your change!
Hey...
2019-11-2200 minWCI AnnouncementsNovember 21 2019November 21, 2019, Day 1
It's almost here vikings - the WCI Drama production of Peter Pan is next week, on Nov. 28th, 29th, and 30th. Tickets will be on sale every day at lunch in front of the cafeteria. For only $5 for students, you can come out to see some amazing displpays of WCI talent - Get your ticket today!
Candy grams are for sale for $1 each from December 2nd to 13th
You can send a message with a sweet treat to anyone in WCI. Send a candy gram to your friends, loved ones, teachers, strangers, even yourself!
Attention debaters, regionals at...
2019-11-2100 minWCI AnnouncementsNovember 20 2019November 20 2019
It's almost here vikings - the WCI Drama production of Peter Pan is next week, on Nov. 28th, 29th, and 30th. Tickets will be on sale every day at lunch in front of the cafeteria. For only $5 for students, you can come out to see some amazing displays of WCI talent - Get your ticket today!
Attention debaters, regionals at KCI will be friday dec 13, please fill out the form on google classroom to confirm your attendance by tomorrow at the latest
Hey Vikes! It’s almost time for Holidays are for Helping, our annual charity and money drive. Th...
2019-11-2000 minWCI AnnouncementsNovember 18 2019November 18 2019
I am happy to announce this week’s Viking of the Week: Congratulations to Keira M. Keira is a well-rounded Viking who participates in school clubs and teams and is an excellent student. Her friends describe her as a caring, hilarious, and kind soul. Once again, congratulations Keira!
Girls Hockey - Girls Hockey - Girls Hockey!!!
Just a reminder to all girls trying-out for the WCI Girls Hockey Team, that try-outs will be on Tuesday and Thursday this week from 3-4 pm at Albert McCormick Arena. That's Girls Hockey on Tues / Thurs this week 3-4 at McCormick Rink.
Block Sp...
2019-11-1800 min
White Coat Investor PodcastWCI #129: Helping Family When They are Bad With MoneySetting financial boundaries with your parents is challenging. These are the people that took care of you for the first 18 years of your life. But that doesn't mean that you are indebted to them for the rest of their lives, to provide for them regardless of their financial choices. A listener asks about helping her parents financially who have already declared bankruptcy once and are in debt again. Most people that have debt problems don't actually change their behavior. They didn't get into debt because they can't do math. It's not a math problem, it's a behavioral problem. They...
2019-10-2441 minWCI AnnouncementsOctoboter 10 2019October 10 2019
Are you interested in how the Canadian government operates? Do you enjoy debate or politics? Come join Fed-Prov! There will be an info meeting Thursday, October the 17th at lunch, in room 325.
Attention all badminton lovers: badminton club is starting up soon, with an info meeting tomorrow at lunch in 240. All skill levels are welcome to join, so come on out!
toonie table. viking spirit wear sales. come down in front of the cafeteria at lunch to buy spirit wears and sport attire.
All boy's interested in playing hockey for the upcoming season should attend a brief but important...
2019-10-1000 min
White Coat Investor PodcastWCI #125: How to Rebalance Your PortfolioSee the show notes for this episode at https://www.whitecoatinvestor.com. One listener asked about how to rebalance his portfolio. A lot of people still get confused about this. He said rather than sell from the oversized asset, and transfer the proceeds to the undersized one, he has always just invested additional funds out of pocket and purchased more of the smaller one. He wanted to know if he was making a mistake. I encourage people to look at their portfolio in its entirety and not at individual accounts when rebalancing. I think most people will find in...
2019-09-2647 min
White Coat Investor PodcastWCI #115: How to Fix Your Investment MistakesUnlike our typical shows where we answer questions people have pre-recorded, this episode will be a bit of a back and forth with a listener who had a lot of questions. She is missing one key element that could answer many of the questions she asks in this episode. It is a written investing plan. 95% of people out there are in the same boat. They come to me with a question of, "Should I buy this fund or this fund?" I'm like, "For what? What's the plan? What's the goal?" Without the plan it is hard to get your...
2019-07-181h 10
White Coat Investor PodcastWCI #111: Investing in Airbnb Rentals with David DraghinasDr. David Draghinas is probably best known in this community for his podcast, Doctors Unbound, https://www.doctorsunbound.com/ where he shares inspiring stories about doctors doing extraordinary things. But in this interview I asked Dr. Draghinas about something extraordinary that he is doing. They converted one of their rental properties to a short term rental, then bought another luxury rental property, and rent both out as short term rentals through Airbnb and VRBO. These properties, managed by his wife, have done extremely well and they now consider themselves financially independent. To learn more about how to achieve FI...
2019-06-201h 09
White Coat Investor PodcastWCI #101: When To Hire A Financial PlannerWhen should you hire a financial planner? You don't have to know everything about finance to take care of your own finances. You only have to know the parts that apply to you. The amount of knowledge you have to assemble in order to do your own financial planning and investing can be surprisingly minimal. But there are a lot of ways a financial planner can help you. We discuss these ways and when it would be smart to hire professional help with your finances in this episode. Do you ever find yourself wishing there was somewhere...
2019-04-1149 min
White Coat Investor PodcastWCI #87: The White Coat Investor PhilosophyI'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 more personal finance and investing information. Find an engaging and helpful community in our f...
2019-01-0329 min
White Coat Investor PodcastWCI #85: The Real Life Financial Experience of a Young PeriodontistIn 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, saving for retirement. Lots of competing uses for his money...
2018-12-201h 08
Transmissions from the Evil LairEp 215 – WCI Classics of Sci-Fi Film Festival!!!Hey there, Evil Geeks! Today we’re talking about UAlbany WCI Classics of Sci-Fi Film Festival, which is happening this November 1-4 in Albany, NY. For more info go to the WCI Film Fest Facebook page. Want to take this podcast on the go? Click here to listen and subscribe via Apple Podcasts! or Click here […]
2018-10-291h 33
White Coat Investor PodcastWCI #73: Raising Exceptionally Talented ChildrenDr. Dahle interviews Dr. Champeaux in this episode about her experience raising an exceptionally talented son, a tennis player. But we also really delve into being a military doctor and how to publish about and promote financial literacy as an academic physician. Do you ever find yourself wishing there was somewhere to go to ask your finance, insurance or investing questions? The White Coat Investor community is a great place to turn. We have a thriving community across all of our social channels - facebook, twitter, instagram, reddit and our WCI forum. We have been discussing solutions...
2018-09-2758 min
White Coat Investor PodcastWCI #59: Is Dr. Mike Meru Crazy?In this episode Dr. Dahle talks about Dr. Mike Meru and his student loan balance of over $1 million dollars. Is he crazy? Or crazy like a fox? Listen to get Dr. Dahle's take on the situation and how best to manage large student loan debts. Do you ever find yourself wishing there was somewhere to go to ask your finance, insurance or investing questions? The White Coat Investor community is a great place to turn. We have a thriving community across all of our social channels - facebook, twitter, instagram, reddit and our WCI forum. We have...
2018-06-2137 min
White Coat Investor PodcastWCI #56: An Interview with Mike Piper from the Oblivious InvestorIn this episode Dr. Dahle interviews Mike Piper, CPA, who gave the two highest ranked talks at the entire WCI conference in March. In this episode they discuss the new 199A deduction for physicians, when to take social security, the LLC vs S Corp vs C Corp decision,and frequent tax issues that high income professionals face. If you are finding our podcasts informative and helpful, check out our website! Since 2011 we have been working hard to provide valuable personal finance and investing information through thousands of blog posts written by an array of authors. You can...
2018-05-311h 07
White Coat Investor PodcastWCI #45: Interview with Curbside Real EstateI am continually fascinated by the burning desire among graduating medical students and even residents, and particularly their spouses, to purchase a home as soon as is humanly possible despite having a net worth of a negative $200,000 or $300,000. I try to talk them out of it but I know many will do it anyway. I'm often asked for referrals for realtors that work frequently with physicians. I want you to buy the right house at the right time. This episode introduces a new WCI partner, Curbside Real Estate, that can help you buy your home when the time is...
2018-03-1536 min
White Coat Investor PodcastWCI #43: Merger Arbitrage with Peter Steinberg MDWCI and Dr. Steinberg discuss merger arbitrage. Now, this is a technique that hedge fund managers have done for some time, with varying amounts of success. Dr. Steinberg shares his experience with us. Critics say merger arbitrage has a limited upside and a huge downside. Listen to learn more. If you're like most doctors, nobody taught you anything about personal finance or investing during your undergrad, professional school, or residency. And even though your family - and perhaps even your business - rely on you to be the Chief Financial Officer, you have never been given the...
2018-03-0147 min
White Coat Investor PodcastWCI #37: Introducing the WCI Online Course: Fire Your Financial AdvisorThis episode is an introduction to the new WCI course, Fire Your Financial Advisor! Over the years that I've been helping doctors and other high income professionals stop doing dumb stuff with their money, I've learned that most of them aren't hobbyists. They don't find personal finance and investing all that interesting. In fact, if given the choice, they'd rather not do it at all. Ideally, they would hire a "money guy (or gal)" who would take care of all this for them for a reasonable price. Unfortunately, one of two things usually happens. The first is...
2018-01-1829 min
White Coat Investor PodcastWCI #31: Alternative Investments with Dr. MeadowsAlternative Investments with Dr. Meadows Our guest on this episode is Dr. Kenyon Meadows, a radiation oncologist who practices in Georgia. He recently wrote a book called Alternative Financial Medicine: High Yield Investments in a Low Yield World. In the book he discusses his ongoing experiences investing in stuff that isn't stock and bond index funds. Now regular listeners know that I also invest in "alternatives," although only about 15% of my portfolio is invested in something besides index funds. So far it has been a pretty good experience. In this episode we get into both Dr. Meadow's...
2017-12-0747 min
White Coat Investor PodcastWCI #17: Understanding Tax Deductions and CreditsUnderstanding Tax Deductions and Credits. If you've ever wondered what the difference between tax deductions and tax credits is and desired to lower your tax bill, this is the podcast episode for you.Do you ever find yourself wishing there was somewhere to go to ask your finance, insurance or investing questions? The White Coat Investor community is a great place to turn. We have a thriving community across all of our social channels - facebook, twitter, instagram, reddit and our WCI forum. We have been discussing solutions to your money problems since 2011. Join the conversation with...
2017-06-0925 min