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White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor
Student Loans
Financial Independence
Personal Finance
Financial Literacy
Retirement Planning
Financial Planning
Disability Insurance
Investing
Investment Strategies
Real Estate Investing
Locum Tenens
Public Service Loan Forgiveness
Roth IRA
Real Estate Investment
Real Estate
529 Plans
Emergency Medicine
Retirement Accounts
Healthcare
Tax Planning

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 weeklyEpisodes781Founded10 years ago
Number of ListenersCategories
InvestingBusinessHealth & FitnessMedicine

Listen to this Podcast

Artwork for White Coat Investor Podcast

Latest Episodes

How does a practicing OB-GYN go from $8 million to over $20 million in net worth in just four years?

In this Milestones to Millionaire episode, Allen returns four years after his first appearance on the podcast to share how a combination of discipl... more

Is whole life insurance ever actually the right choice for you?

In this episode, Dr. Jim Dahle breaks down how whole life insurance works, why it costs significantly more than term life insurance, and why survey data shows the large majority of peo... more

YouTube

How do two orthopedic surgeons with no formal business training raise over $1 million to build a healthcare technology startup?

In this Milestones to Millionaire episode, Todd and Justin, orthopedic surgeons who trained together and are just three ... more

What does it actually take to recover from burnout, beyond the standard advice to practice more self-care?

In this episode, Dr. Jim Dahle talks with emergency physician, executive coach, and author Dr. Rob Orman about the realities of burnout in me... more

YouTube

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Recent Guests

Zach Leemaster
Founder and CEO of Rent to Retirement; Turnkey real estate sponsor
Rent to Retirement
Episode: WCI #485: What to Do If You Are Behind on Retirement Savings
Mary Beth
One year out of dermatology residency, active duty Air Force
Physician
Episode: MtoM #287: $405K Student Loans Paid Off in 20 Months
Jeff Wingate
President of Rate Insurance
Rate Insurance
Episode: WCI #482: What Doctors Need to Know About Home and Auto Insurance
Jake Goodman
Private practice psychiatrist; wife is a primary care physician at the VA
Private practice + VA employment
Episode: MtoM #284: How This Doctor Paid Off $313K in Student Loans in One Year
Sarah Gebauer
Anesthesiologist and palliative care physician; author of Go Anyway
Private practice anesthesiology group, Steamboat Springs, Colorado
Episode: WCI #480: This Doctor Takes 3-5 Months Off Work Every Year. Here's How.
Matt Moore
Family practitioner and WCIcon speaker; expert on charitable trusts
WCIcon speaker
Episode: WCI #478: How Doctors Can Give More and Pay Less in Taxes
Jeremy Thornton
CFA, Vice President and Senior Investment Director at Avantis
Avantis Investments
Episode: WCI #476: Factor Investing: Should You Tilt Your Portfolio?
Josh Kanter
Founder and CEO of LeafPlanner
LeafPlanner
Episode: WCI #475: Do Physicians Need a Family Office?
Ben Carlson
Director of Institutional Asset Management at Ritholz Wealth Management; author and host of Animal Spirits Podcast
Ritholz Wealth Management
Episode: WCI #473: Risk, Reward, and Smarter Investing

Host

James Dahle
Host of The White Coat Investor Podcast; physician and founder of White Coat Investor

Reviews

4.8 out of 5 stars from 2.8k ratings
  • The best financial podcast for high earners—and everyone else too

    This podcast and website have transformed how I manage my finances through clear, unbiased explanation of fundamental concepts that apply to novices and experts alike. I don’t think there is a better personal finance podcast available anywhere. If there was, you’d learn about it here!

    Apple Podcasts
    5
    Philosopher dirtbike
    United States25 days ago
  • Weekly Joy

    I am not a doctor, but this is one of the few podcast that talks about the order to invest every dollar. I love the encouragement for individuals to strive, not just to make more but the handle money in good ways and then spend without guilt. I especially appreciate how Dr Dahle leaves together W-2, 1099 income, small business, real estate, or investing in other ways to generate income. This podcast is truly and that it gives a road map for how to deal with the increasing income instead of focus... more

    Apple Podcasts
    5
    MikeyMikeForever
    United Statesa month ago
  • Gratitude

    My favorite part of this podcast is when you, Dr Dahl, thank the medical providers for what we do. It warms my heart every time I hear the words. While we are financially blessed, success in this career requires deep personal sacrifice. This podcast provides honest and excellent information- it has become my trusted “financial advisor”

    Apple Podcasts
    5
    Slowbutsteady101
    United States2 months ago
  • Passive 1

    There maybe a problem with interest free loans to family members

    Apple Podcasts
    5
    Prasad Passive 1
    United States3 months ago
  • JB from SC

    Fantastic podcast. Can’t say enough about WCI except I wish I’d found them many years ago. Great content and their FYFA course enabled me to embark on a DIY path with the confidence I lacked previously. I went back and listened to every podcast from the very beginning over the past year and am amazed at the knowledge I now possess. Thank you Dr Dahle and guests.

    Apple Podcasts
    5
    JB from South Carolina
    United States3 months ago

Listeners Say

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

Audience appreciates a focus on long-term wealth and avoiding overcomplication.
Guests are seen as credible and diverse within physician finance and wealth-building topics.
Listeners praise actionable, practical guidance tailored for high-earning professionals.
Some listeners critique reliance on windfall or celebrity-style success stories as less relatable.

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 #488: Is Whole Life Insurance Ever a Good Idea?
Q: I'm 37. What do I do with the whole life policy my father purchased for me?
Review the policy with an independent advisor, get an in-force illustration to project future returns, assess whether it's worth keeping or surrendering, and likely favor obtaining proper term life coverage and a separate investment strategy for retirement needs while considering whether the employer or family gift was the best approach.
WCI #486: What Doctors Need to Know About 529 Plans
Q: Is it better to hold multiple 529 accounts or consolidate into one per child for easier management and future transfers?
Open a separate 529 for each child to simplify ownership, distributions, and beneficiary changes; manage transfers between accounts as needed, and keep track of 15-year rules and potential gift tax implications to minimize tax complexity.
WCI #486: What Doctors Need to Know About 529 Plans
Q: What are the practical steps to maximize a 529's tax benefits while still allowing for flexibility if a child doesn't use all the funds?
Use the beneficiary changes to shift funds to siblings or grandchildren, monitor state tax credits and rules, and consider withdrawing only gains if you need to pay taxes on non-education use; otherwise preserve the tax-free growth for future education expenses.
WCI #485: What to Do If You Are Behind on Retirement Savings
Q: What does the IDEAL framework stand for in real estate investing?
IDEAL stands for Income (cash flow), Depreciation and tax benefits, Equity build-up, Appreciation, and Leverage, with leverage being the key feature that allows a small investor to control a large asset and magnify returns over time.
MtoM #289: $10 Million Net Worth as a Pharmacist
Q: What were the key turning points in your career and investing journey that made the biggest difference?
Kay cites living below her means, surviving the 2008 crisis, investing in real estate (including house hacking), and then growing wealth through a balanced mix of real estate and stock investments, with careful estate planning and tax considerations.

Audience Metrics

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Which podcasts are similar to White Coat Investor Podcast?

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

1. Money Meets Medicine
2. Bogleheads On Investing Podcast
3. ChooseFI | Financial Independence Podcast
4. Afford Anything | Get Smarter With Money
5. Your Money, Your Wealth

How many episodes of White Coat Investor Podcast are there?

White Coat Investor Podcast launched 10 years ago and published 781 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on White Coat Investor Podcast?

Recent guests on White Coat Investor Podcast include:

1. Zach Leemaster
2. Mary Beth
3. Jeff Wingate
4. Jake Goodman
5. Sarah Gebauer
6. Matt Moore
7. Jeremy Thornton
8. Josh Kanter

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