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White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor
Financial Planning
Student Loans
Personal Finance
Financial Literacy
Wedding Financing
Roth IRA
Retirement Planning
Wiring Money
Debt Management
Charitable Giving
457 Plan
Investment Risks
Investment Strategies
Tax Deferred Accounts
403(b)
Early Retirement
Housing Market
Pediatric Dentistry
Financial Management
Capital Gains Tax

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... more

PublishesTwice weeklyEpisodes716Founded9 years ago
Number of ListenersCategories
BusinessHealth & FitnessInvestingMedicine

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Artwork for White Coat Investor Podcast

Latest Episodes

Today we're diving into all the stuff everyone seems to be arguing about lately: AI and whether it is actually a bubble, why nobody wants small value, international, or bonds anymore, and what to say to the growing crowd of S&P-500-only investors. We... more

YouTube

Today we talk to a PA who paid off $155,000 of student loans in just 16 months, entirely on her own. She did it by cutting expenses, living like a resident, and staying focused on rapid debt payoff. Along the way, she built an app to help herself sta... more

In 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... more

YouTube

Today we are chatting with a second year med student who received a full ride scholarship to medical school. He was prepared to pay for his education fully with loans and then got the incredible news that he had been selected for the scholarship. He ... more

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Recent Guests

Eric Goodman
Managing partner of Goodman Capital, a private lending firm
Goodman Capital
Episode: WCI #453: Common Real Estate Questions from High-Income Professionals
Rose Ngishu
A physician specializing in internal medicine, practicing in the Dallas Fort Worth area, who paid off $300,000 in student debt in seven years.
Episode: MtoM #256: Internist Pays Off $300,000 of Student Loans in 7 Years and Financial Boot Camp: High Deductible Health Plans vs PPO
Tod Stillson
A rural family doctor and founder of the Physician Entrepreneur Academy
Physician Entrepreneur Academy
Episode: WCI #452: The Case for Self-Employment with Dr. Tod Stillson
Laura Clifford
President of Fox and Company CPAs
Fox and Company CPAs
Episode: WCI #451: Roth IRAs and 529s
Bill Bernstein
Renowned author and financial advisor, known for his books on investing and finance.
Episode: WCI #450: When You Win the Game, Stop Playing with Bill Bernstein
Sean Mullaney
CPA, an advice-only financial planner and president of Mullaney Financial & Tax, Inc.
Mullaney Financial & Tax, Inc.
Episode: WCI #446: Managing Taxes in Retirement with Sean Mullaney
Nathan Clayberg
Senior Vice President of Business Development for MLG Capital
MLG Capital
Episode: WCI #441: The 4% Rule and Saving for an Early Retirement
Dr. Patrick Arpen
Recent graduate transitioning to a pediatric hospitalist role
Episode: WCI #438: The Resident Episode
Don Wenner
Principal CEO, Founder of DLP Capital
DLP Capital
Episode: WCI #437: Getting Your Work Benefits Right

Host

Dr. James Dahle
Host and founder of the White Coat Investor Blog, emphasizing financial education for medical professionals.

Reviews

4.8 out of 5 stars from 2.8k ratings
  • It’s never too late

    5 years ago, as a 54 year-old solo practice surgeon, I realized I had financially underachieved despite reasonable career success. I had always considered myself financially literate, but WCI and Dr. Dahle (along with JL Collins and Dave Ramsey) helped me get back on track with my approach. Having adopted the WCI mindset of high savings rate, low-cost index funds, spending far less than I make, and using all available qualified account tools (i.e., adding medical HSA, backdoor Roth and Cash Bala... more

    Apple Podcasts
    5
    Sasmemphis
    United States2 months ago
  • I was so angry but then I found White coat Investor

    For the first 10 years of my career after finishing Internal Medicine residency I was working for another doctor as a W-2 employee. Then in 2015 I started working for myself as an owner of my small primary care practice. When I had to pay my first tax bill, I was in disbelief. Then it turned into anger and frustration: I was in my early 40s and I had never learned or been exposed to basic investing and personal finance topics. I immediately started searching on how to lower my tax bill and ... more

    Apple Podcasts
    5
    R. Calonge
    United States2 months ago
  • Love it!

    Psychiatry intern here who no longer worries about finances thanks to WCI!

    Apple Podcasts
    5
    itmann
    United States2 months ago
  • Millionaire with his help

    I am a millionaire because of this Podcast. I developed a plan and stuck to it. Easy and straightforward advice, evergreen yet still love hearing it.

    Apple Podcasts
    5
    Dr. Surfer
    United States4 months ago
  • Life changing

    I’m an attorney, not a doctor, but this podcast has been a life changer for me and my family. I’ve learned so much good, effective and powerful advice. I have my kids listening to this as well.

    Apple Podcasts
    5
    Lake Lawyer
    United States5 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

There is a strong sentiment that success stories shared resonate with them, motivating personal financial initiatives.
Overall, the show is seen as an essential resource for financial education aimed at high-income professionals.
Many feel that the content is exceptionally relevant and transforming for their financial literacy.
Listeners appreciate the practical advice that empowers them to manage their finances effectively.
Some reviews critique the guest selection, suggesting a need for more diverse backgrounds in financial struggles.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

WCI #455: Student Loan Forgiveness, Taxes, and Retirement Accounts
Q: Do I need to fill out any special forms or is there anything I need to know when I am filling out my taxes for this upcoming year?
You do not need a form 8606 for a mega backdoor Roth IRA, just ensure your 401K provider sends you the 1099R information.
WCI #455: Student Loan Forgiveness, Taxes, and Retirement Accounts
Q: I'd appreciate your advice on loan repayment strategies.
The individual outlines his plan to file separately for tax benefits while switching his wife's repayment plan to qualify for PSLF.
MtoM #258: Student Gets Full Ride to Medical School and Financial Boot Camp: 529s
Q: What advice would you give to other medical students dealing with student loans?
He encourages them to work hard and reassures them that it is possible to pay off loans after completing residency if they manage their finances well.
MtoM #258: Student Gets Full Ride to Medical School and Financial Boot Camp: 529s
Q: How has this scholarship changed your perspective on your career and financial planning?
It takes a weight off his shoulders and allows him to focus on becoming a better doctor rather than stressing about finances.
MtoM #258: Student Gets Full Ride to Medical School and Financial Boot Camp: 529s
Q: What milestone are we celebrating today?
Jacob shares that he received a full tuition scholarship for all four years of medical school.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About White Coat Investor Podcast

What is White Coat Investor Podcast about and what kind of topics does it cover?

Dedicated to educating high-income professionals, particularly in the medical and dental fields, on personal finance, the focus is on empowering listeners to manage their own financial lives effectively. Common topics include strategies for managing student loans, retirement planning, and various investment options. The host often shares practical insights aimed at mitigating financial mistakes commonly made by professionals in high-stress jobs, ensuring that they are equipped with knowledge to navigate financial decisions confidently. Unique elements include guest success stories that serve as both inspiration and practical illustration of effective financial principles in action, making complex financial topics accessible and engaging.

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How many listeners does White Coat Investor Podcast get?

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What are the audience demographics for White Coat Investor Podcast?

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How many subscribers and views does White Coat Investor Podcast have?

To see how many followers or subscribers White Coat Investor Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to White Coat Investor Podcast?

These podcasts share a similar audience with White Coat Investor Podcast:

1. Bogleheads On Investing Podcast
2. ChooseFI
3. Earn & Invest
4. Money Meets Medicine
5. Afford Anything

How many episodes of White Coat Investor Podcast are there?

White Coat Investor Podcast launched 9 years ago and published 716 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact White Coat Investor Podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for White Coat Investor Podcast?

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What guests have appeared on White Coat Investor Podcast?

Recent guests on White Coat Investor Podcast include:

1. Eric Goodman
2. Rose Ngishu
3. Tod Stillson
4. Laura Clifford
5. Bill Bernstein
6. Sean Mullaney
7. Nathan Clayberg
8. Dr. Patrick Arpen

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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