
WCI #171: Six Principles of Asset Location
Asset location is something that is completely missed by a lot of otherwise pretty financially sophisticated people. So I do a deep dive into this topic in today's episode before answering listener qu...
13 Aug 202052min

WCI #170: Rick Ferri versus Paul Merriman Part 2
This is part 2 of the lively debate between Rick Ferri and Paul Merriman where we continue the discussion on the pros and cons of factor investing. See part 1 here https://www.whitecoatinvestor.com/ri...
6 Aug 20201h 12min

WCI #169: Rick Ferri versus Paul Merriman on Factor Investing
This episode we have Rick Ferri and Paul Merriman on the WCI podcast at the same time for a lively debate on the pros and cons of factor investing. These are two opinion leaders who have affected the ...
30 Juli 202058min

WCI #168: Retirement Accounts versus Real Estate
Should you pull money out of retirement accounts or skip investing in retirement accounts in order to invest in real estate? No. With this pandemic and change in physician incomes, many have been look...
23 Juli 202047min

WCI #167: You Need a Budget
You need a budget. Even for a high income earner a budget is a necessary tool. The higher your income, the simpler your budget might be. But the potential for positive impact is so much higher with a ...
16 Juli 202051min

WCI #166: Is Vanguard Losing Its Status?
I love Vanguard. I think it is great to have a real mutual fund/brokerage company that is owned by the investors and run at cost. Their low costs and passive investing has done wonders for the investm...
9 Juli 20201h 2min

WCI #165: What is Direct Primary Care?
Direct primary care has been described as revolutionizing primary care in medicine. Our guest in this episode is Dr. Aimee Ostick, a direct primary care physician, https://healthandhealingdpc.com/dr-o...
2 Juli 202048min

WCI #164: Why You Should Max Out Your Retirement Accounts
Maxing out your retirement accounts will make estate planning easier, give you better asset protection, you'll pay less in taxes, all while your investments grow. A tax protected retirement account pr...
25 Juni 202052min



















