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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 ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
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D.O. or Do Not: The Osteopathic Physician's Journey for Premed & Medical Students
Ian Storch & Tianyu She
Interviews with Osteopathic physicians on how their trials and tribulations got them to where they are! Geared towards osteopathic students but also for all healthcare students, pre-medical students, practicing physicians as well as anyone else interested in medicine. Team: Pre-Medical and Medical Students. Mentor: Dr. Ian Storch, DO
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WCI #394: Index Funds, Real Estate, and Buying Into Your Practice
48:56
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Today we start off with a dive into HSAs then answer a question about low cost index funds and how they actually work. We get into the weeds with a question about what happens when you take out a loan from your 401(k) to invest in real estate. We talk about what to consider and prioritize when buying into partnership then discuss some thoughts arou…
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Episode 140: Dr. Harmit Singh Kalia, D.O.- Transplant Hepatology- We don't think his specialty is chopped liver!
57:11
57:11
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Send us a text On today's episode we interview Dr. Harmit Kalia, the Outreach Director for Northwell Health's liver transplant program and a board certified Gastroenterologist and Transplant Hepatologist- Dr. Kalia will tell us about his journey into medicine and how he decided to attend Osteopathic Medical School. He will describe how his close re…
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MtoM #197: Rehab Docs Pays Off Student Loans in 16 Months and Finance 101: Pessimism
24:47
24:47
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This rehab doc paid off $380,000 of student loans in only 16 months! He obviously worked like crazy over that time period to be able to accomplish that goal. He said he knew his value for freedom to choose what to do in the future would keep him motivated when he was starting to feel burnt out. Having the loans gone has given him that freedom and h…
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WCI #393: Heroes of My Life, Part 2
1:27:19
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This is part two of Dr. Dahle's fall and rescue story. If you did not listen to last weeks episode yet, be sure to start there. We are picking the story back up as we continue to hear the impact of this experience on Dr. Dahle, his family, friends and coworkers. You will hear from all of the people who had a hand to play in his rescue, hospital sta…
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MtoM #196: Surgeon Gets Back to Broke During Residency and Finance 101: The Basics of Real Estate Investing
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30:47
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This general surgery resident is back to broke before he has even completed training. He became financially literate early in his training and got to work saving and investing and it has already paid off. He said he has had this success because he knows how to set goals and delay gratification. He shared the importance of creating good habits and m…
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WCI #392: Heroes of My Life, Part 1
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We are so excited to welcome Dr. Dahle back to the podcast after a few months off as he recovered from his mountain climbing accident. Back in August Dr. Dahle was climbing the north face of the Tetons with his long time climbing partner and friend. He had a serious fall and is very lucky to be on his way back to a full recovery. Today we are telli…
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Episode 139: Dr. Bill Admire, D.O.- Alabama COM- Emergency Medicine. . . Entrepreneur. . . and back to the Classroom! Pay it forward!
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Send us a text In today’s episode we're thrilled to have Dr. Bill Admire, a physician whose dedication to both community and professional leadership is truly inspiring. Dr. Admire holds many titles, including Vice President and Chief Medical Officer of the Infirmary Health System in Alabama. He serves as a Core site Medical Director for the Alabama…
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MtoM #195: Radiologist Goes Part Time and Finance 101: Real Estate vs. Stocks
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34:08
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This radiologist has had so much success and is celebrating cutting back to part time. He has a net worth of roughly $11 million and could have retired if he wanted to. He said going part time has re-sparked his love for his work and he thinks he will keep working far longer than he thought he would want to. His biggest advice to you is to invest i…
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WCI #391: The Student Loan Roller Coaster
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“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of light, it was the season of darkness, it was the spring of hope, it was the winter of despair.” A Tale Of Two Cities tells the story of a French doctor's 18 …
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MtoM #194: Hospitalists Become Financially Independent after 12 Years and Finance 101: Retirement Accounts for the Self Employed
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This dual hospitalist couple has hit a huge net worth milestone become financially independent after just 12 years. He said his entire motivation to save and reduce the amount of work he has to do was so he could spend as much time as possible with his daughter. He says living like a resident, saving and investing aggressively was what made this po…
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WCI #390: WCICON24 Columnist Panel Discussion
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Today we are sharing one of our most popular sessions from WCICON24. Each year we have a few of our White Coat Investor columnists join Dr. Dahle on stage to answer questions about their columns, finances and overall feelings about WCI. It is always a favorite of attendees. We hope you enjoy this peek into what WCICON is and maybe even decide to jo…
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Episode 138: Dr. David Shumway, D.O.: Perspective on Artificial Intelligence- Present Technology, Future Projections and AI importance for Osteopathy
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Send us a text On today's episode we interview Dr. David Shumway, DO. David was invited to speak at the recommendation of Dr. Jennifer Hauler after a recent presentation to the American Osteopathic Association on Artificial Intelligence and it's importance to the osteopathic community. David will give us a definition and history of AI and explain t…
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MtoM #193: Social Worker Becomes a Millionaire and Finance 101: Health Insurance in Early Retirement
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Today we are talking with someone near and dear to us at the White Coat Investor. Cindy was the first employee at White Coat and has been working here helping Dr. Dahle make WCI what it is for over 10 years. Her background is in social work and she and her husband have been working to pay down student debt and build wealth. She shares her story of …
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WCI #389: Estate Planning, Navigating Your First Attending Job and 529s
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Today our friend Margaret Curtis is taking on the role of host while Dr. Dahle is recovering. She is answering your questions off the speak pipe. She talks about a tough estate planning situation with a listener finding her self in an undesirable situation, then she answers a question about cost segregation studies and rental properties, how to nav…
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MtoM #192: Hospitalist Pays Off $380,000 of Student Loans and Finance 101: Target Date Funds
27:19
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This hospitalist paid off $380,000 of student loans in only 3 years! She had a goal and a plan from the moment she completed training. She poured every cent she could into her debt while living like a resident. She shared that it is not complicated but it does take determination to do something like this. As she was riding her bike to work and skip…
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WCI #388: The Only Investment Guide You'll Ever Need With Andrew Tobias
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This episode we interview Andrew Tobias, the author of The Only Investment Guide You'll Ever Need, which has sold over a million copies and was influential in our financial education. We discuss financial plans, changes in the financial world during his career, crypto, venture investing, meme stocks, inflation, and high earners' financial mistakes.…
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Episode 137: D.O. Myths and Misconceptions 2: Jim Dahle, MD- White Coat Investor: The Cost of Osteopathic Medical Education: Is the Juice worth the Squeeze?
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Send us a text M&M in medical terms mean Morbidity and Mortality (why did someone get sick or die!). In this series we are using the term to stand for MYTHS and MISCONCEPTIONS about Osteopathic Medical education in response to posts and websites which abound on the internent. Today's episode will address the value of an Osteopathic School education…
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MtoM #191: Cash Flowing a Medical and Doctorate Degree and Finance 101: High Yield Savings Accounts
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33:07
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We have an incredible and inspirational couple on today. These two cash flowed both his medical school and residency as well as her Doctorate of Nurse Practitioning. They were committed to doing whatever it took to get through training debt free. They bred dogs, lived rent free in exchange for renovating whatever home they were in, ate from their g…
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WCI #387: Common Sense Investing With Rick Van Ness
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This episode we interview prominent Boglehead published author Rick Van Ness. Rick has made a career of teaching financial literacy to the world. We review his ten principles for common sense investing as well as hear why Rick thinks bonds are worth investing in. He talks about his current passion, which we here at WCI understand, getting a financi…
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MtoM #190: Pediatric Dentist Hits Net Worth of $6 Million and Finance 101: Expense Ratios
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Today we are talking with a pediatric dentist who hit a net worth of $6 million dollars! He is barely over a decade out of training. He started out in general dentistry and realized pretty quickly he wanted to specialize to increase his earning potential and enhance his lifestyle. He is a supersaver who is working on increasing his spending. His ad…
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WCI #386: Changing the Narrative of Women and Money
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Today our podcast producer Megan is stepping in as host and is joined by longtime friend of WCI, SC Gutierrez. They are talking about why women are generally less involved in finances than men and what can be done about it. They discuss different ideas around how to get your partner more involved, regardless of their gender, in setting financial go…
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MtoM #189: Emergency Medicine Doc Hits $2 Million Net Worth and Finance 101: HSAs
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Today we are talking with an ER doc who hit a $2 million net worth. He talks about the importance of him and his wife getting on the same page early and getting to work growing their net worth and getting rid of debt. His advice to you is consider geographic arbitrage, increase your savings every year and take advantage of loan forgiveness programs…
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Episode 136: Dr. Amanda Martin, D.O. - Orthopedic Surgeon/ Olympic Doctor- Make NO BONES about it- This D.O. rocks!
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Send us a text On todays episode we interview Amanda Martin, DO an orthopedic surgeon who is practicing in Nashville Tennessee. Amanda will start her story by telling us about her experience as a sports medicine doctor at the 2024 Olympics working with the Women's Soccer team which won gold. Amanda is an amazing woman who puts G-D and family first …
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WCI #385: Early Retirement Now With Big ERN
1:12:48
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Our guest in this episode is Dr. Karsten. He's the mind behind the Early Retirement Now blog. He completed a PhD in economics, worked for the Federal Reserve for a while and taught economics. He joined the research department of an investment manager and got a CFA designation. He spent 10 years there before punching out to live the FIRE lifestyle a…
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MtoM #188: Doc Finishes Student Loans One Year Out of Training and Finance 101: Stock Indexes
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This emergency doc paid off over $455,000 in less than one year! That huge number was a combination of undergrad and med school loans as well as some loans from his wife's education. They were on the same page from the beginning and agreed to set the goal of paying everything off within one year of completing training. They poured every dollar they…
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Today on the podcast we are talking about how to help your kids build wealth by funding Roth IRAs, HSAs, 529s, and employing them in your business. We also tackle questions about using brokerage accounts to get an attractive yield on cash, cash management accounts, and how to make sure you get your full match when you have a mandatory 403b contribu…
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Episode 135: Dr. Alex Sher, D.O., Psychiatry Resident- Finance to Nurse? Nurse to Nurse Practioner? NP to Osteopathic Physician? Is this guy mashugana?
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Send us a text Today, we're thrilled to have Alex Sher, DO, arising first year psychiatry resident and writer for the D.O. who was born and raised in southern florida. Alex’s story is special as medicine is a second career and he started as an Registered Nurse on a Surgical floor. Dr. Sherd had a thirst for knowledge and went back to school at nigh…
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MtoM #187: Pediatrician Pays Off $330,000 in Student Loans in 7 Years and Finance 101: The Basics of Asset Protection
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Today we are talking with a pediatrician who paid off $330,000 in 7 years. He talked about being mentally prepared for this to take a very long time. He refinanced his loans in 2019 and was making payments and trying to throw extra cash at them when he could. But when he sold his first house and moved to a new home he made enough on that sale that …
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