White Coat Investor Podcast

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/

WCI #422: Parents, Children, and Relationships When Money Gets Involved 06/05/2025

MtoM #225: Couple Leverages a Dental Practice to Reach Financial Independence in 9 Years and Finance 101: FIRE 06/02/2025

MtoM #225: Couple Leverages a Dental Practice to Reach Financial Independence in 9 Years and Finance 101: FIRE Today we are talking with a highly motivated couple that has reached financial independence in their mid thirties. They did all of this in less than 10 years since training. She is a dentist and he is in business and they leveraged their knowledge to build a thriving dental practice. They save upwards of 80 - 90% of their income and have known since they finished training that they wanted to get to FIRE. They love the freedom and the choice that is now available to them. After this inspiring interview we will be talking about FIRE. Trusted by more than 3,500 accredited investors in all 50 states as of March 31st 2025, ’s strategic focus on attainable workforce housing in fast-growing Sunbelt markets gives you the potential to earn consistent monthly income, diversify away from stocks and bonds, and generate double-digit returns. DLP’s current offerings include both private credit and equity strategies, making it easy to find the right fit for your risk tolerance and investment goals. And don’t forget: DLP offers lower investment minimums exclusively for White Coat Investors. Discover more at 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: Main Website: Student Loan Advice: YouTube: Facebook: Twitter: Instagram: Subreddit: Online Courses: Newsletter: /episode/index/show/whitecoatinvestor/id/36750585

WCI #421: Finding Joy in Your Work with Dr. Cory Fawcett 05/29/2025

WCI #421: Finding Joy in Your Work with Dr. Cory Fawcett Today we are talking with our friend, Dr. Cory Fawcett. Dr. Fawcett is an author many times over and has another great book newly published called A Doctor's Guide to Finding Joy in Your Work. We know how prevalent burnout can be and Dr. Fawcett has some great advice for how to not only avoid burnout but to find real joy in what you do. He practices what he preaches and we hope this conversation inspires you and gives you some practical advice you can bring into your life and your practice. Today’s episode is brought to us by , the folks who help you get your money right. Paying off student debt quickly and getting your finances back on track isn't easy, but that’s where SoFi can help — they have exclusive, low rates designed to help medical residents refinance student loans—and that could end up saving you thousands of dollars, helping you get out of student debt sooner. SoFi also offers the ability to lower your payments to just $100 a month* while you’re still in residency. And if you’re already out of residency, SoFi’s got you covered there too. For more information, go to SoFi Student Loans are originated by SoFi Bank, N.A. Member FDIC. Additional terms and conditions apply. NMLS 696891. 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: YouTube: Student Loan Advice: Facebook: Twitter: Instagram: Subreddit: Online Courses: Newsletter: /episode/index/show/whitecoatinvestor/id/36732700

MtoM #224: CRNA Hits Half a Million Dollars and Finance 101: Investing Cash 05/26/2025

WCI #420: Due Diligence on Real Estate Deals 05/22/2025

MtoM #223: ER Doc Gets His Finances in Order and Finance 101: Donor Advised Funds 05/19/2025

WCI #419: Getting to Know Jim: His Past, Present, and Future Relationship with Money 05/15/2025

WCI #419: Getting to Know Jim: His Past, Present, and Future Relationship with Money Today we are turning the tables and Dr. Dahle is being interviewed by our friend of WCI, Dr. Tyler Scott. We turn away from our usual pattern of answering technical questions and instead Tyler asks Jim about his views of money growing up, lessons he has learned along the way and how he views money now. We talk about his upbringing and raising his own children. We talk about what it means to have enough and how you know when you do. Today's interview will give you a little peek behind the curtain of what makes Dr. Dahle who he is. Today’s episode is brought to us by , the folks who help you get your money right. Paying off student debt quickly and getting your finances back on track isn't easy, but that’s where SoFi can help — they have exclusive, low rates designed to help medical residents refinance student loans—and that could end up saving you thousands of dollars, helping you get out of student debt sooner. SoFi also offers the ability to lower your payments to just $100 a month* while you’re still in residency. And if you’re already out of residency, SoFi’s got you covered there too. For more information, go to SoFi Student Loans are originated by SoFi Bank, N.A. Member FDIC. Additional terms and conditions apply. NMLS 696891. 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: YouTube: Student Loan Advice: Facebook: Twitter: Instagram: Subreddit: Online Courses: Newsletter: /episode/index/show/whitecoatinvestor/id/36513320

MtoM #222: Engineer and Medical Student Hit Half Million Dollar Net Worth and Finance 101: Different Ways to Pay for Medical School 05/12/2025

MtoM #222: Engineer and Medical Student Hit Half Million Dollar Net Worth and Finance 101: Different Ways to Pay for Medical School Today we talk to an engineer who has reached a half million dollar net worth. Her husband is a medical student at the Uniformed Services Medical School and she is six years out of training. She talked about being a finance enthusiast since she was young thanks to her dad who taught her about finance. She had a custodial Roth account as a kid and he helped her get investing at Vanguard in college. She said her and her spouse had great conversations before marriage about how they want their financial life to go and they have been on the same page since then. After the interview we are talking about different ways to pay for medical school for Finance 101. This is a sponsored promotion for . But the weird thing here is there’s nothing they’re trying to sell you. is simply a free, unbiased educational resource about locum tenens – it’s not an agency. They simply exist to answer your questions about the how-to’s of locums on their website, podcast, webinars, videos, and they even have a locums 101 crash course. Learn about locums and get insights from real-life physicians, PAs and NPs at 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: Main Website: Student Loan Advice: YouTube: Facebook: Twitter: Instagram: Subreddit: Online Courses: Newsletter: /episode/index/show/whitecoatinvestor/id/36389875

WCI #418: Get Your Tax Bill Down 05/08/2025

MtoM #221: Pharmacist Builds a Real Estate Empire and Punches Out in 10 Years and Finance 101: 529s 05/05/2025

MtoM #221: Pharmacist Builds a Real Estate Empire and Punches Out in 10 Years and Finance 101: 529s Today we are talking with a Pharmacist who has reached FI in his 30s. While his career has been in pharmacy he was always committed to building a big real estate portfolio. He bought his first property at 23 and has continued to grow it since that time and is now making roughly $50,000 per month from rental income. He retired from Pharmacy last year and is now focused only on his real estate portfolio. He got into real estate for financial freedom and the ability to create the life he wants. Despite his impressive income he continues to live a frugal lifestyle. He said he enjoyed his career in pharmacy and credits it for giving him the capital he needed to build his portfolio. If you are interested in real estate this interview is for you! For finance 101 we are talking about 529s. This is a sponsored promotion for . But the weird thing here is there’s nothing they’re trying to sell you. is simply a free, unbiased educational resource about locum tenens – it’s not an agency. They simply exist to answer your questions about the how-to’s of locums on their website, podcast, webinars, videos, and they even have a locums 101 crash course. Learn about locums and get insights from real-life physicians, PAs and NPs at 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: Main Website: Student Loan Advice: YouTube: Facebook: Twitter: Instagram: Subreddit: Online Courses: Newsletter: /episode/index/show/whitecoatinvestor/id/36375905

WCI #417: Get Rich Fast as a Millionaire with Roth Conversions 05/01/2025

MtoM #220: Family Physician Millionaire Receives PSLF and Finance 101: Long Term Bonds 04/28/2025

WCI #416: HSAs, FSAs, and Malpractice Insurance 04/24/2025

MtoM #219: Veterinarian Gets Back to Broke in 10 Months and Finance 101: Mutual Funds 04/21/2025

WCI #415: The Radiologist Next Door Takes a Year Off 04/17/2025

WCI #415: The Radiologist Next Door Takes a Year Off Dr. Dahle's good friend, Dr. Matt Morgan, joins us on the podcast today. Dr. Morgan just completed a one year sabbatical that was all about living intentionally and creating the life he wants now, not after retirement. Matt talked about his desire to be able to say yes to the things he loves any time he wanted to. He and his family spent time at home as well as traveling to New Zealand and all over Europe. He is a great example of not necessarily needing to reach FIRE to travel and take time off and do what you want to do. He shares how he prepared for the year, how he talked to his employer about the time off, how his family participated and everything else that went into making this adventure possible. Today’s episode is brought to us by , the folks who help you get your money right. Paying off student debt quickly and getting your finances back on track isn't easy, but that’s where SoFi can help — they have exclusive, low rates designed to help medical residents refinance student loans—and that could end up saving you thousands of dollars, helping you get out of student debt sooner. SoFi also offers the ability to lower your payments to just $100 a month* while you’re still in residency. And if you’re already out of residency, SoFi’s got you covered there too. For more information, go to SoFi Student Loans are originated by SoFi Bank, N.A. Member FDIC. Additional terms and conditions apply. NMLS 696891. 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: YouTube: Student Loan Advice: Facebook: Twitter: Instagram: Subreddit: Online Courses: Newsletter: /episode/index/show/whitecoatinvestor/id/36041610

MtoM #218: CRNA Becomes a Retirement Account Millionaire and Finance 101: Tax Strategy 04/14/2025

MtoM #218: CRNA Becomes a Retirement Account Millionaire and Finance 101: Tax Strategy Today we are talking with a CRNA who has become a millionaire! She is 18 years out of training and now has more than a million dollars in retirement accounts. Her story is a great example that if you just keep saving, and you keep increasing your income, and give it time, you will become a millionaire. You don't have to do anything fancy. She recommends that you really advocate for yourself to get paid what you deserve. Increasing her income has made a huge impact on how much she could save. She also feels strongly that you should know what you value and spend your money on that and not on the things you don't. After the interview we will be talking about tax strategy for finance 101. Full disclosure, below is a sponsored promotion for . But the weird thing here is there’s nothing they’re trying to sell you. is simply a free, unbiased educational resource about locum tenens – it’s not an agency. They simply exist to answer your questions about the how-to’s of locums on their website, podcast, webinars, videos, and they even have a locums 101 crash course. Learn about locums and get insights from real-life physicians, PAs and NPs at 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: Main Website: Student Loan Advice: YouTube: Facebook: Twitter: Instagram: Subreddit: Online Courses: Newsletter: /episode/index/show/whitecoatinvestor/id/35994525

WCI #414: Roth IRAs and 401(k)s 04/10/2025

MtoM #217: Ophthalmologist Overcomes Financial Mistakes and Finance 101: Career Longevity 04/07/2025

MtoM #217: Ophthalmologist Overcomes Financial Mistakes and Finance 101: Career Longevity Today we are talking with a doc who is celebrating getting back on track after some financial mistakes. He made the same mistake so many of us have and ended up with a bad financial advisor. His advisor sold him a disability policy that was overpriced and not a good product. Once he had his financial awakening he realized he could do this on his own. He fired his advisor and dropped the crappy policy. He took on his student loans in a new way and got rid of those too. He talked about the process of forgiving himself for his mistakes and celebrated the things he did do well. We love this story that shows us that making mistakes is part of the deal and you can always take control of your financial life and get back on track. After the interview we will be talking about career longevity for Finance 101. With , you choose your own healthcare career path. Our locums experts then support you every step of the way, helping you find the right opportunities at the right times. We understand your professional and personal goals, and are experts at helping you achieve them. Let’s keep your career interesting with new locations and settings, and diverse patients and cases. And, just as importantly, let’s make sure you get more free time for your hobbies… or to just relax. We’ll help you find that balance. With more jobs in more locations, Weatherby gets you where you want to go. 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: Main Website: Student Loan Advice: YouTube: Facebook: Twitter: Instagram: Subreddit: Online Courses: Newsletter: /episode/index/show/whitecoatinvestor/id/35943385

WCI #413: Optimizing Your Career for Longevity with Rob Orman 04/03/2025

MtoM #216: Two Doc Couple Gets Back to Broke While Raising Kids in New York City and Finance 101: Mortgages 03/31/2025

MtoM #216: Two Doc Couple Gets Back to Broke While Raising Kids in New York City and Finance 101: Mortgages Today we have a two doc couple on the podcast who are back to broke. This couple lives in NYC, has two young children and had nearly $1 million in student loans at the end of training. They have worked hard to get on the same page, save and build wealth, and still have fun living their lives in the process. They talked about the need to know what you care about and what you don't. They care more about travel than a fancy expensive apartment. Knowing what you value is critical. After the interview we are talking about mortgages for Finance 101. Today’s sponsor, , offers accredited investors access to private multifamily real estate investments with an investor-first model. Unlike most firms, Black Swan collects no GP-level fees and takes no profit until investors receive a full return of capital. Their physician-led team brings a hands-on approach to managing their $375M portfolio, ensuring every asset is optimized for cash flow, appreciation, and tax advantages. With a track record of meeting and exceeding return targets, Black Swan Real Estate provides stability and growth for long-term wealth building. Discover more at 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: Main Website: Student Loan Advice: YouTube: Facebook: Twitter: Instagram: Subreddit: Online Courses: Newsletter: /episode/index/show/whitecoatinvestor/id/35885355

WCI #412: Toxic Work Environments, Avoiding Burnout, and Real Estate Questions 03/27/2025

WCI #412: Toxic Work Environments, Avoiding Burnout, and Real Estate Questions Today we start out by talking about what to do when your work place turns toxic and how to protect yourself from bad employers and from losing your job. The truth is sometimes you might just have to go find a new job. The biggest risk to the longevity of your career and becoming financially independent is burnout. If you hate your job, you are at great risk of burnout. We also answer some questions about real estate around buying into your building, 1031 exchange details, and if it is a good idea to let the builder of your new home carry the construction loan. Today’s episode is brought to us by , the folks who help you get your money right. Paying off student debt quickly and getting your finances back on track isn't easy, but that’s where can help — they have exclusive, low rates designed to help medical residents refinance student loans—and that could end up saving you thousands of dollars, helping you get out of student debt sooner. also offers the ability to lower your payments to just $100 a month* while you’re still in residency. And if you’re already out of residency, got you covered there too. For more information, go to SoFi Student Loans are originated by SoFi Bank, N.A. Member FDIC. Additional terms and conditions apply. NMLS 696891. 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: YouTube: Student Loan Advice: Facebook: Twitter: Instagram: Subreddit: Online Courses: Newsletter: /episode/index/show/whitecoatinvestor/id/35790205

MtoM #215: Dentist Pays Off HPSP Contract and Finance 101: Credit Scores 03/24/2025

WCI #411: 401(k)s, IRAs, 403(b)s, and other Retirement Account Questions 03/20/2025

MtoM #214: Medical Student Finishes School with a Positive Net Worth and Finance 101: Buying a House During Residency 03/17/2025

MtoM #214: Medical Student Finishes School with a Positive Net Worth and Finance 101: Buying a House During Residency Today we are talking with a 4th year med student who is graduating medical school with a positive net worth. He and his spouse are financially educated and have worked hard to prepare, save money, and use what they have wisely. His spouse has a great job and they had a windfall that both helped make a big difference in their financial life. He shared the wise words that lucky circumstances won't do much for you if you are not prepared to act. For finance 101 we are talking about buying a house during residency. With , you choose your own healthcare career path. Our locums experts then support you every step of the way, helping you find the right opportunities at the right times. We understand your professional and personal goals, and are experts at helping you achieve them. Let’s keep your career interesting with new locations and settings, and diverse patients and cases. And, just as importantly, let’s make sure you get more free time for your hobbies… or to just relax. We’ll help you find that balance. With more jobs in more locations, Weatherby gets you where you want to go. 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: Main Website: Student Loan Advice: YouTube: Facebook: Twitter: Instagram: Subreddit: Online Courses: Newsletter: /episode/index/show/whitecoatinvestor/id/35518865

WCI #410: Taxes in Retirement, Tax Gain Harvesting, and Avoiding Probate 03/13/2025

MtoM #213: Resident Acquires a Six Month Emergency Fund and Finance 101: Two Doc Households 03/10/2025

WCI #409: Tail Coverage, Whole Life, and Other Insurance Questions 03/06/2025

MtoM #212: Engineer and Surgeon Couple Become Millionaires and Finance 101: Estate Taxes in Different States 03/03/2025

MtoM #212: Engineer and Surgeon Couple Become Millionaires and Finance 101: Estate Taxes in Different States This Engineer and Surgeon couple have become millionaires just a short time after she completed training. They hit this impressive milestone before she even began practicing. They have a very impressive savings rate and were building wealth while she was in training and he was working as an engineer. They lived off of his income and saved hers while she was in residency. Their next financial goals are to reevaluate their savings plan, automate savings and learn how to spend more. After the interview we will talk about different states estate taxes for Finance 101. Take charge of your financial future with , the #1 staffing agency for physicians and healthcare providers. Locum tenens positions pay more on average, and with housing and travel costs covered, your earnings stretch even further. also offers full-time positions, telehealth, and medical missions. From credentialing and licensing to contract negotiation and finding the right opportunities, their specialized support makes the job search easier. Whether you want to work locums full-time, part-time or pursue something permanent, provides options and resources to help you achieve financial success. Build your career your way with the power of CompHealth. Learn more: 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: Main Website: Student Loan Advice: YouTube: Facebook: Twitter: Instagram: Subreddit: Online Courses: Newsletter: /episode/index/show/whitecoatinvestor/id/35366045

WCI #408: Roth IRAs, 457(f)s, and Other Retirement Account Questions 02/27/2025

MtoM #211: Psychiatrist Gets Back to Broke and Finance 101: The Dangers of Performance Chasing 02/24/2025

MtoM #211: Psychiatrist Gets Back to Broke and Finance 101: The Dangers of Performance Chasing Today we are chatting with a psychiatrist who is back to broke. He said he owes his financial awakening to his wife who and his medical school friends who introduced him to WCI. He quickly turned things around and started saving an emergency fund and opened a Roth IRA. He is working towards PSLF and is currently saving for a down payment while also investing and growing wealth. His biggest piece of advice is to have a great partner that you are on the same page with. Together you can do anything! After the interview we will be talking about the dangers of performance chasing. Take charge of your financial future with , the #1 staffing agency for physicians and healthcare providers. Locum tenens positions pay more on average, and with housing and travel costs covered, your earnings stretch even further. also offers full-time positions, telehealth, and medical missions. From credentialing and licensing to contract negotiation and finding the right opportunities, their specialized support makes the job search easier. Whether you want to work locums full-time, part-time or pursue something permanent, provides options and resources to help you achieve financial success. Build your career your way with the power of . Learn more: 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: Main Website: Student Loan Advice: YouTube: Facebook: Twitter: Instagram: Subreddit: Online Courses: Newsletter: /episode/index/show/whitecoatinvestor/id/35260635

White Coat Investor Podcast

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