
MtoM #28 - EM Doc Pays off $180K in 3 years
Jon wanted to crush that debt so they could move on to other financial goals. Continue living like a resident, you are already used to it. Hardest thing is avoiding temptation. It is simple but not ea...
23 Aug 202114min

WCI #224: Q&A- Actively Managed Funds, Savings Rates, Social Index Funds and Home Prices
Would the White Coat Investor exist if I had only interacted with good financial professionals, and not multiple ones that ripped us off and caused me to educate myself and take control of our finance...
19 Aug 202145min

MtoM #27 - Academic Endocrinologist Millionaire
This academic endocrinologist follows the WCI advice and reaches millionaire status 3 years and 9 months out of training. How did they do it? They had a written financial plan and automated their fina...
16 Aug 202113min

WCI #223: Understanding Cash Balance Plans
A defined benefit cash balance plan https://www.whitecoatinvestor.com/cash-balance-plans-another-retirement-plan-for-professionals/ is a somewhat unusual and surprisingly physician specific retiremen...
12 Aug 20211h 2min

MtoM #26 - Orthodontist Pays off $480K
This orthodontist thought about the student loan debt every day until it was paid off. Each year it became less stressful as they made progress and started to see that they could really do it. Being a...
9 Aug 202111min

WCI #222: Car insurance: How much do you need?
Get out your car insurance policy and let's go over it to make sure you have the important things covered. Do you need comprehensive or just collision coverage? How much coverage do you need for bodil...
5 Aug 202139min

MtoM #25 - Psychiatrist Millionaire
This psychiatrist has a net worth of 2 million dollars, 7 years out of training, despite living paycheck to paycheck with her 6 figure income, until a friend encouraged her financial education as an a...
2 Aug 202114min

WCI #221: Beating the New Death Tax with James Lange
James Lange is a nationally recognized IRA, a 401(k) and retirement plan distribution expert, and the president and founder of the Roth IRA Institute, which helps financial professionals and IRA and r...
29 Jul 20211h 1min



















