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White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor
Student Loans
Financial Planning
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
Financial Management
Pediatric Dentistry
Real Estate Investment

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 weeklyEpisodes685Founded9 years ago
Number of ListenersCategories
BusinessInvestingHealth & FitnessMedicine

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Artwork for White Coat Investor Podcast

Latest Episodes

Today we are chatting with a one doctor couple who paid off $205,000 in only six months! They took advantage of the payment pause during covid. During this time she got her practice started and once the pause lifted and her practice took off they wen... more

Today we are talking about building a balanced portfolio and get into two different questions about asset location. We discuss TIPs and when and if you should use them. We get into portfolio allocation and discuss if it is too risky to have a 100% st... more

YouTube

Today we are talking with a full time locums doc who has paid off his student loans. He is a child and adolescent psychiatrist and tackled about $400,000 in only 4 years. He refinanced a couple of times and he said it is debatable if that was the rig... more

Today we are answering a variety of listener questions. We start out talking about if it is important to have a bank with a branch where you live. If you live in a smaller town should you move from a national or online bank to a smaller local bank or... more

YouTube

Key Facts

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Recent Guests

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
Todd Gandy
Pulmonary and critical care physician
Episode: MtoM #240: Pulmonologist Pays Off Student Loans in Less Than 5 Years and Finance 101: Paying for School
Matt's Wife
A dentist and co-investor in their financial journey
Episode: MtoM #239: A Professor and a Dentist Become Multimillionaires and Finance 101: Financial Waterfalls
Robert Glazer
Founder and chairman of Acceleration Partners, a global leader in partnership marketing, and an author of eight books.
Acceleration Partners
Episode: WCI #434: Fixing Your Life, Burnout, and Money Problems by Identifying Your Core Values with Robert Glazer
Dr. Dimitrios Tsatiris
Expert psychiatrist specializing in physician burnout
Author of 'Physician Burnout'
Episode: WCI #431: How to Rise Above a Broken Healthcare System with Dr. Dimitrios Tsatiris
Ben Glass
Long-term disability attorney with extensive experience assisting clients in navigating disability insurance claims.
Ben Glass Law
Episode: WCI #427: Dealing with a Disability Claim with Attorney Ben Glass
Kyle Stevenson
Orthopedic surgeon, sports medicine trained
Independent Healthcare Professional
Episode: MtoM #227: Orthopedist Becomes a Millionaire 7 Years Out of Training and Finance 101: Leverage
Anonymous Guest 1
A dentist who achieved financial independence
Episode: MtoM #225: Couple Leverages a Dental Practice to Reach Financial Independence in 9 Years and Finance 101: FIRE

Host

Dr. James Dahle
Host and practicing emergency physician dedicated to educating medical professionals about personal finance and financial management.

Reviews

4.8 out of 5 stars from 2.7k ratings
  • 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 States21 days 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 States2 months ago
  • Best finance podcast for doctors

    I am so grateful to Dr. Dahle for providing so much financial knowledge at zero cost. I’ve been maxing out tax-protected accounts with index funds for years, but listening to these episodes has helped me see that there is so much more to personal finance than that. Applying this knowledge will enable me to work less and spend more time with my wife and four kids who I did not see very much during residency. Thanks for creating something that is such a blessing for my whole family.

    Apple Podcasts
    5
    Ben K W
    United States2 months ago
  • Fundamental for all financial levels

    I started from knowing nothing to feeling quite competent just by listening to the podcast alone.

    On recent podcast episodes with Tyler Scott hosting in place of Jim, honestly is still great! I’ve loved listening to Jim walk me through all the different steps in my financial journey but hearing from Tyler, who also has similar background being previously a dentist, and then on top of that now doing financial advising, he is well qualified. It’s obvious he knows what he’s talking about. I learn... more

    Apple Podcasts
    5
    MoneyDoc.
    United States2 months ago
  • My constant companion since 2017

    I discovered the WCI podcast in 2017 when I was towards the end of paying off my medical school loans. Since that time, I have read the books, followed blog posts, and listened to most podcast during workouts and car rides. I paid off all my student loans in 2019, and was fortunate to be featured on an early “Milestone to Millionaire” episode. The learnings have provided far-reaching effects since that time - I began finding my kids’ 529s, bought a car with cash, self-funded my spouse’s mid-c... more

    Apple Podcasts
    5
    Physician Scientist from MA
    United States4 months ago

Listeners Say

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

This podcast has been a life changer for me and my family, providing effective and powerful financial advice.
Some feedback expresses concerns regarding episodes featuring affluent doctors without addressing the broader audience's struggles with debt.
Listeners appreciate the mix of education and inspiration provided through expert guests and personal success stories, fostering a sense of community.
The discussions offer invaluable insights for managing finances, especially for medical professionals, and are very relatable.

Chart Rankings

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

Apple Podcasts
#54
United States/Business/Investing
Apple Podcasts
#172
United States/Business
Apple Podcasts
#227
Canada/Business/Investing
Apple Podcasts
#176
Mexico/Business/Investing
Apple Podcasts
#217
China/Business/Investing
Apple Podcasts
#220
Norway/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

WCI #440: Building a Balanced Portfolio with Asset Location and Allocation
Q: Should I include TIPS in my Roth IRA?
TIPS can be relatively tax-inefficient, and you may want to consider where they fit best in your overall allocation based on tax impact and return potential.
WCI #440: Building a Balanced Portfolio with Asset Location and Allocation
Q: How should I prioritize asset location for bonds and stocks?
Focus on tax efficiency and the growth potential of your investments, and avoid letting tax implications dictate your investments.
WCI #439: Where to Bank and How to Save for Big Purchases
Q: Can you discuss the pros and cons of PSLF, or just taking on a loan servicer, making low payments during residency, and then attacking the debt?
Whether you go for PSLF depends on if your job qualifies for it. It's important to consider your job offers in relation to PSLF eligibility after you complete your training.
MtoM #242: Solo Family Practitioner Reaches Financial Independence and Finance 101: Financial Independence
Q: What advice do you have to somebody coming out now, who wants to own their own practice throughout their career?
Stay true to yourself and never lose the common touch. Treat your patients like family, and you'll be busy.
WCI #438: The Resident Episode
Q: Should I, as a resident, start a Roth IRA?
Yes, starting a Roth IRA now is advantageous since your salary is lower, allowing you to benefit from tax-free growth.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About White Coat Investor Podcast

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

Geared towards high-income professionals, this series provides valuable insights into personal finance, student loan management, retirement planning, and wealth-building strategies. Weaving expert advice with real-life success stories, it helps listeners become informed financial stewards. Noteworthy episodes feature professionals who share how they've navigated their financial challenges, emphasizing the importance of proactive strategies and financial literacy for careers in healthcare and beyond. The unique combination of guest experiences and expert discussions makes it a comprehensive resource for anyone in the medical field looking to tackle their financial health effectively.

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How many listeners does White Coat Investor Podcast get?

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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. The Passive Income MD Podcast
3. Bogleheads On Investing Podcast
4. Earn & Invest
5. ChooseFI

How many episodes of White Coat Investor Podcast are there?

White Coat Investor Podcast launched 9 years ago and published 685 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. Dr. Patrick Arpen
2. Don Wenner
3. Todd Gandy
4. Matt's Wife
5. Robert Glazer
6. Dr. Dimitrios Tsatiris
7. Ben Glass
8. Kyle Stevenson

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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