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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
Roth IRA
Public Service Loan Forgiveness
Investing
Real Estate Investing
Real Estate Investment
Investment Strategies
Real Estate
529 Plans
Locum Tenens
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

PublishesDailyEpisodes794Founded10 years ago
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InvestingBusinessHealth & FitnessMedicine

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Latest Episodes

What actually happens when you inherit money?

In this episode of The White Coat Investor Podcast, Dr. Jim Dahle takes questions from listeners about what to expect when inheriting money, as well as the process of inheriting, what an executor is res... more

You don't have to build wealth during residency, but there are certainly benefits to getting an early start.

Today's guest on The Milestones to Millionaire Podcast is Dr. Nick Giusti, a 5th year Orthopedic Surgery Resident who, along with his wife,... more

What insights can be gained from a career at Morningstar?

In this episode of The White Coat Investor Podcast, John Rekenthaler, a 36 year veteran and former VP of Research at Morningstar, joins Dr. Jim Dahle to discuss the lessons he's learned from... more

YouTube

How does this second-year military resident already have $170K net worth?

Military docs face a trade-off in their careers. They owe a time debt for medical school instead of a monetary debt and they do make substantially more during residency than ... more

Key Facts

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Recent Guests

Justin Sherfy
Orthopedic surgeon and entrepreneur who owns businesses connected to medical practices
Episode: MtoM #296: From $600K to $2.4M per Year and $8M+ Net Worth
Jordan Grumet
Physician, blogger, podcaster, and author of The Healthcare Heist
Author, The Healthcare Heist
Episode: WCI #492: Who Profits from a Broken Healthcare System?
Rob Orman
Emergency Physician, WCIcon Speaker, The Pitt Consultant, Executive Coach and Author of Supernormal
Rob Orman MD / Supernormal
Episode: WCI #487: Why Self-Care Advice Doesn't Fix Physician Burnout
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
Tyler Scott
President of Planning at White Coat Planning
White Coat Planning
Episode: WCI #484: Stop Over-Optimizing Your Finances: What Actually Moves the Needle
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.

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 2.9k 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 States2 months 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 States3 months 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 States4 months ago
  • Passive 1

    There maybe a problem with interest free loans to family members

    Apple Podcasts
    5
    Prasad Passive 1
    United States4 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 States5 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.

MtoM #296: From $600K to $2.4M per Year and $8M+ Net Worth
Q: What advice do you have for that doc that's maybe a little afraid to make the leap out of clinical medicine?
Justin recommends first maximizing the existing practice and its ancillary services, then exploring additional opportunities gradually and keeping early efforts simple.
MtoM #296: From $600K to $2.4M per Year and $8M+ Net Worth
Q: What net worth have you reached?
Justin says his net worth has passed $8 million and is approaching his original goal of $10 million.
WCI #493: Invest vs. Pay Off Debt: What to Do with Extra Cash
Q: How should I optimize asset location between tax-deferred and Roth accounts, especially when deciding where to hold REITs, bonds, and stock funds?
Scott says placing high-growth assets in Roth accounts is reasonable but increases portfolio risk rather than providing a tax trick. REITs and bonds generally fit in tax-protected accounts, while broad stock funds and municipal bonds can work well in taxable accounts. He emphasizes maximizing tax-protected savings and keeping asset location simple unless optimization is worthwhile for the investor.
WCI #493: Invest vs. Pay Off Debt: What to Do with Extra Cash
Q: Should I use my extra money to pay down debt, invest for the future, or buy a practice?
Scott recommends reserving cash for emergencies, planned expenses, and the practice and home purchases, then consulting lenders about purchase order and financing. He suggests waiting to make large student-loan payments until the purchases are complete and the practice is stable, then comparing debts by after-tax rate with retirement saving and investing.
MtoM #297: $170K Net Worth as a Military Resident
Q: There's somebody out there like you, that wants to hit the ground running as a resident, that wants to be building wealth already in their first year residency. What advice do you have for them?
Matthew recommends automating savings and investments, living below one's means, and using a budgeting app such as Copilot to monitor spending across accounts and credit cards.

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. BiggerPockets Money

How many episodes of White Coat Investor Podcast are there?

White Coat Investor Podcast launched 10 years ago and published 794 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. Justin Sherfy
2. Jordan Grumet
3. Rob Orman
4. Zach Leemaster
5. Tyler Scott
6. Mary Beth
7. Jeff Wingate
8. Jake Goodman

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