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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
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 weeklyEpisodes679Founded9 years ago
Number of ListenersCategories
BusinessInvestingHealth & FitnessMedicine

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Artwork for White Coat Investor Podcast

Latest Episodes

Today we are talking with an academic plastic surgeon who is celebrating getting both PSLF and becoming a millionaire. He is just starting his 5th year of practice. He and his wife are both committed to financial literacy. They have a 30% savings rat... more

Today we are answering a variety of questions including how to understand and select employee stock ownership plans. We talk about things to think about when signing up for benefits at work including selecting disability insurance and the tax implica... more

YouTube

Today we talk to a Pulmonologist who paid off nearly $300,000 of loans in less than 5 years. He shares that he initially operated under the ignorance is bliss mindset and opted to avoid worrying about his loans at all. Once he had a bit of a financia... more

This episode is all about retirement. We answer a handful of your questions from email, the Speakpipe and the forum. We talk about decumulation and how to start withdrawing from your investments. We talk about when and if you should increase your bon... more

YouTube

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Recent Guests

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 2
An entrepreneur and businessperson who helped build a successful dental practice
Episode: MtoM #225: Couple Leverages a Dental Practice to Reach Financial Independence in 9 Years and Finance 101: FIRE
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
Dr. Cory Fawcett
Author of Finding Joy in Your Work, a book aimed at helping doctors reconnect with their purpose.
Episode: WCI #421: Finding Joy in Your Work with Dr. Cory Fawcett

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
  • 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 Statesa month 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 States3 months ago
  • Jump started my financial education

    Love the show. Only wish I found sooner. Great primer to stimulate learning about finances for a doc, especially for someone who isn’t quite ready to dive into reading a few financial books.

    Apple Podcasts
    5
    jagster814
    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.

Talking Points

Recent interactions between the hosts and their guests.

MtoM #240: Pulmonologist Pays Off Student Loans in Less Than 5 Years and Finance 101: Paying for School
Q: What was the change that helped you take control of your financial situation?
I educated myself on financial independence and realized that I could prioritize paying off my debt and living intentionally.
WCI #436: Retirement and Decumulation
Q: What should one consider when withdrawing funds in retirement?
It's crucial to consider how much you can withdraw without running out of money, typically guided by the 4% rule.
WCI #436: Retirement and Decumulation
Q: Can you do it without a financial advisor?
Yes, many people can manage their own investments and finances, especially if they have a passion for it.
WCI #435: Becoming a Millionaire by Reducing Your Taxes
Q: What should I do about my capital gains tax liability from my restricted stock units?
Consider donating appreciated shares to charity or using tax loss harvesting strategies.
WCI #435: Becoming a Millionaire by Reducing Your Taxes
Q: Can you explain different strategies on using tax losses in retirement?
Yes, tax losses can be used effectively through tax loss harvesting and they can affect how you draw from retirement accounts.

Audience Metrics

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

Listeners per Episode
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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?

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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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?

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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. ChooseFI
5. Earn & Invest

How many episodes of White Coat Investor Podcast are there?

White Coat Investor Podcast launched 9 years ago and published 679 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. Todd Gandy
2. Matt's Wife
3. Robert Glazer
4. Dr. Dimitrios Tsatiris
5. Ben Glass
6. Kyle Stevenson
7. Anonymous Guest 2
8. Anonymous Guest 1

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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