
MtoM #270: PSLF Success Story: $500K+ Forgiven
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 loa...
13 Huhti 35min

WCI #466: Roth Conversions for a Smarter Retirement
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, an...
9 Huhti 43min

MtoM #269: She Thought She Was Broke After PSLF—She Wasn't
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 p...
6 Huhti 25min

WCI #465: How to Make Smarter Investment Decisions (Taxes, Fees, Risk)
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 Inve...
2 Huhti 56min

MtoM #268: From $50K to $150K in Residency (How It Happened)
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 ...
30 Maalis 30min

WCI #464: Is The 4% Rule Still Safe? (Creator Responds)
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 ho...
26 Maalis 39min

MtoM #267: How This Doctor Reached a $500K Net Worth Right After Training
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 wo...
23 Maalis 26min

WCI #463: 529 Plans: How Much to Save and What They Can Be Used For
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 ...
19 Maalis 1h 7min



















