WCI #196: Understanding Tax Brackets
Understanding how the tax brackets work will aid your tax planning and make for more informed, reasonable discussions of tax policy. People don't actually grasp how tax brackets work and they routinel...
4 Feb 202141min
WCI #195: Investing Lessons from Christine Benz of Morningstar
Morningstar has been around for 36 years and is by far the best place to get information about all of the mutual funds available. Our guest in this episode, Christine Benz is the director of personal ...
28 Jan 202156min
WCI #194: The Backdoor Roth IRA Made Easy
Everyone should be contributing to a Roth IRA every year. This is retirement account space that you can't get back. Many of us need to contribute to the Roth IRA through the backdoor, which can be con...
21 Jan 202145min
WCI #193: Cure Physician Burnout with Dr. Dike Drummond
Burnout is a big risk to your finances. Your fastest path to cash is as a board-certified doctor. We want you to be happily practicing medicine for as long as you would like. Our guest in this episode...
14 Jan 202155min
WCI #192: Is Your Financial Plan Reasonable?
I often tell people having a written investing plan is crucial to their financial success. That requires that the investing plan first be reasonable. There are lots of portfolios out there that simply...
7 Jan 202131min
WCI #191: Don't Make These 10 Financial Mistakes
There are 10 big financial mistakes that doctors make. We see these made repeatedly over and over again. If you can avoid these, you're going to have a great career and financial life. We often think ...
31 Dec 202034min
WCI #190: The Next Millionaire Next Door
We can learn a lot from the research examining how self-made, economically successful Americans became that way. Our guest this week is Sarah Stanley Fallaw. You may not be as familiar with her name a...
24 Dec 202046min
WCI #189: Inherited IRAs
If you are fortunate enough to inherit an IRA there are some things you should know. Inherited IRAs, also known as stretch IRAs (https://www.whitecoatinvestor.com/new-stretch-ira/) have changed this ...
17 Dec 202038min
