x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

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 student

business investing

All Episodes

35:47

MtoM #270: PSLF Success Story: $500K+ Forgiven

White Coat Investor Podcast ·

2026/04/13

What does financial progress look like after reaching Public Service Loan Forgiveness (PSLF)? In this Milestones to Millionaire episode, we discuss the transition from carrying significant student loan debt to achieving a positive net worth. This milestone often marks an important shift in how physicians think about saving, investing, and long-term financial planning. We also cover practical advice for others earlier in their careers, along with some financial mistakes and lessons this doc learned

en

43:34

WCI #466: Roth Conversions for a Smarter Retirement

White Coat Investor Podcast ·

2026/04/09

In this episode of the White Coat Investor Podcast, we dive into practical strategies for physicians, dentists, and high-income professionals to make the most of Roth accounts, retirement planning, and related tax moves: • How to leverage your 530A "Trump" account to get extra benefits • Evaluating whether TSP Roth conversions make sense for your situation • When student loan refinancing is advantageous again • Rolling a military TSP into a civilian retirement account • Using backdoor Roth IRAs

en

25:33

MtoM #269: She Thought She Was Broke After PSLF—She...

White Coat Investor Podcast ·

2026/04/06

What happens financially after student loan forgiveness—and how should you think about your net worth? In this Milestones to Millionaire episode, we talk with a physician who reached a major turning point after receiving Public Service Loan Forgiveness (PSLF). Initially feeling like she was "back to zero," she later realized her true financial position was much stronger—revealing a net worth of $600,000. This episode highlights how mindset, balance sheets, and financial awareness can dramatically

en

56:04

WCI #465: How to Make Smarter Investment Decisions...

White Coat Investor Podcast ·

2026/04/02

Making smarter investment decisions isn't about finding the perfect investment—it's about understanding how taxes, fees, and risk impact your outcomes over time. In this episode of the White Coat Investor podcast, we break down several real-world scenarios that high-income professionals face. We start by discussing whether it makes sense to sell a legacy investment in order to move into a lower-cost option, and how to weigh fees against potential tax consequences. We also cover how to choose which

en

30:26

MtoM #268: Getting Financially Set Up During Residency

White Coat Investor Podcast ·

2026/03/30

What does it actually look like to get financially set up during residency? In this Milestones to Millionaire episode, we talk with a PGY-4 interventional radiology resident who is already building a strong financial foundation before becoming an attending. From maxing out Roth IRAs and opening a solo 401(k), to paying down debt and managing cash flow, this episode walks through a real-world example of doing the right things early. We also discuss one of the most important (and often overlooked)

en

39:55

WCI #464: What the Creator of the 4% Rule Says Today

White Coat Investor Podcast ·

2026/03/26

The 4% rule has been one of the most widely used frameworks in retirement planning—but is it still valid today? In this episode, we sit down with Bill Bengen, the creator of the 4% rule, to discuss how retirement strategies have evolved and what high-income professionals should be thinking about now. We cover his latest book, A Richer Retirement, along with his current recommendations on safe withdrawal rates, portfolio construction, and how different asset classes can impact retirement income. We

en

26:22

MtoM #267: $500K Net Worth Right After Training

White Coat Investor Podcast ·

2026/03/23

In this episode of the Milestones to Millionaire series, we meet a physician who recently completed fellowship and, together with their spouse—a nurse—has already reached an impressive $500,000 net worth early in their careers. They share how they built wealth during medical training, the financial strategies that helped them reach the half-million milestone, and the lessons they learned along the way. We also discuss how couples with different healthcare careers can coordinate their financial

en

01:07:03

WCI #463: 529 Plans: How Much to Save and What They...

White Coat Investor Podcast ·

2026/03/19

529 plans are one of the most popular ways for families to save for education—but many parents still have questions about how much to contribute and what those funds can actually be used for. In this episode of the White Coat Investor Podcast, Dr. Jim Dahle answers several listener questions about 529 education savings plans, including how much parents might consider saving for a newborn child and how to think about long-term education funding goals. We also discuss the concept of "Trump accounts"

en

24:43

MtoM #266: $850K Net Worth as an Anesthesia Assistant

White Coat Investor Podcast ·

2026/03/16

In this episode of Milestones to Millionaire, we meet Chabely Rodriguez, a certified anesthesiologist assistant (CAA) who has built an impressive $850,000 net worth early in her career. Chabely shares her financial journey, including the realities of working in anesthesia, how locums work has influenced her income strategy, and the steps she has taken to steadily build wealth. We discuss how high-income healthcare professionals outside of medicine can still follow many of the same White Coat

en

01:00:25

WCI #462: How to Think Clearly About Money Without...

White Coat Investor Podcast ·

2026/03/12

In this interview, Dr. Jim Dahle is joined by David Stein, host of the Money for the Rest of Us podcast and author of the book Money for the Rest of Us. David shares his personal story of burnout, how it reshaped his relationship with work and investing, and why many high-income professionals struggle not because they lack information—but because they focus on the wrong details. The conversation explores lessons from institutional investing, how to live well without constantly worrying about money,

en

34:04

MtoM #265: Inside an $8 Million Physician Net Worth

White Coat Investor Podcast ·

2026/03/09

What does an $8 million physician net worth actually look like—and how was it built? In this episode, Dr. Jim Dahle sits down with a physician who started with very little and methodically built a multimillion-dollar net worth over time. They walk through the key decisions, habits, and tradeoffs that mattered most, and the lessons other doctors can apply to their own path to wealth. This conversation goes beyond inspiration and focuses on practical takeaways for physicians building wealth:

en

55:00

WCI #461: Insurance and Income Protection Every...

White Coat Investor Podcast ·

2026/03/05

Physicians face unique financial risks that go beyond budgeting and investing. In this episode, Dr. Jim Dahle breaks down the essential protections every doctor needs, including: -Whole Life Insurance: Do doctors need it for estate planning, and what risks should you watch for? -Disability Insurance: One doctor's story of how disability can impact your finances and why protecting your earning ability is critical. -Umbrella Insurance: How much coverage makes sense for physicians, and why high-limit

en

28:36

MtoM #264: Paying Off $250,000 in Student Loans in a...

White Coat Investor Podcast ·

2026/03/02

In this Milestones to Millionaire episode, we follow the financial journey of a gynecologic oncologist navigating student loans, a high cost of living, and the long runway to physician wealth. We discuss what it looks like to build wealth while still carrying debt, how short-term sacrifices can support long-term financial stability, and whether becoming a doctor still makes financial sense in today's environment. This episode highlights the tradeoffs, patience, and intentionality required during the

en

46:42

WCI #460: Why Finding Your Zone of Genius Reduces...

White Coat Investor Podcast ·

2026/02/26

Physician burnout is often discussed, but rarely explained clearly. In this White Coat Investor interview, we're joined by Rutherford Pascal, a leadership coach who works closely with physicians. The conversation explores why burnout happens, why traditional fixes often fall short, and how concepts like deliberate rest, autonomy, and leadership skills play a meaningful role in long-term career sustainability. Rather than focusing on surface-level solutions, this discussion looks at structural and

en

23:09

MtoM #263: How a CRNA Became a Millionaire: Lessons...

White Coat Investor Podcast ·

2026/02/23

Reaching a seven-figure net worth isn't just about income—it's about decisions. In this Milestones to Millionaire episode, a CRNA walks through how he built wealth, why he ultimately fired his financial advisor, and the challenges that came with taking full ownership of his financial life. The conversation covers income and net worth context, the emotional and practical hurdles of managing money independently, and how spousal alignment played a role in long-term success. This episode isn't about

en

50:35

WCI #459: Financial Strategies Every Physician Needs:...

White Coat Investor Podcast ·

2026/02/19

In this episode, we cover a wide range of financial strategies for physicians and high-income professionals. From burnout prevention to retirement planning, every chapter provides actionable guidance that can save time, reduce stress, and grow your wealth efficiently. We start with why financial literacy is essential for burnout prevention, then dive into advanced investing strategies such as direct indexing with short and long extensions. Next, we explore the new Roth option in the Thrift Savings

en

23:40

MtoM #262: How a Pediatric Intensivist Became a...

White Coat Investor Podcast ·

2026/02/16

In this episode of the MtoM Podcast #262, we explore how a pediatric intensivist became a millionaire and share actionable lessons for other doctors looking to build wealth. From career choices and saving strategies to the mindset shifts required for financial success, this episode provides a practical roadmap for physicians at any stage of their career. We cover the pediatric intensivist's personal journey from residency to millionaire status, including the key habits, investment strategies, and

en

01:00:33

WCI #458: Why Automation Beats Willpower for Doctors...

White Coat Investor Podcast ·

2026/02/12

High-income doctors often assume that earning more money will naturally lead to wealth—but for many physicians, that never happens. In this episode of the White Coat Investor Podcast, bestselling author David Bach explains why simple, automatic money systems consistently outperform willpower, budgeting, and complex investing strategies. We break down the core ideas behind The Automatic Millionaire, including why automation matters more than motivation, which investments work best for busy

en

24:14

MtoM #261: Two Doc Couple Pays Cash for Home...

White Coat Investor Podcast ·

2026/02/09

In this episode, we talk with a two doc family who renovated their home entirely in cash, including a full indoor basketball court so their kids can play inside during freezing Minnesota winters. They waited a few years after building the house before finishing the basement, choosing patience and planning over debt. Along the way, they also reached millionaire status by staying intentional with their money. His advice for anyone wanting to follow a similar path is to save up and pay in cash and not

en

38:43

WCI #457: Cash Balance Plans, Trusts, and the...

White Coat Investor Podcast ·

2026/02/05

In this episode we talk through big money topics like cash balance plans, revocable trusts, and what peak spending years really means and when it happens. We talk about where non-docs should start if they are new to White Coat Investor content. Dr. Dahle talks about a recent posts that got some people fired up when he shared his opinion that if doctors do not retire with millions they have failed financially. This podcast is sponsored by Bob Bhayani at Protuity. He is an independent provider of

en

221 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...