This podcast is all about you and what you want to talk about. Today it is investments. How do you calculate return on investment? What is the best way to use a UTMA account? Why shouldn’t you go 100% TIPS? Which is better for investing, dollar cost averaging or lump sum? These are the topics we discuss in this episode. ...

Student loans have been on the back burner for the last year or so, as borrowers have enjoyed 0% interest on their federal loans. There has been lots of talk in Congress about loan forgiveness and what that could look like.  With the break on interest scheduled to come to an end this Fall, student loans are about to come ...

If you inherited retirement accounts or anticipate leaving retirement accounts to your heirs, it is important to understand the rules and options for managing those retirement accounts. This will help you use that inherited money wisely but also make good decisions in your estate planning. We discuss what the rules and options are plus which accounts are the best to ...

In 1998, Bill Schultheis wrote a simple investment book for people who felt overwhelmed by the market. The Coffeehouse Investor inspires readers to follow a low-stress way to financial security. Long before the White Coat Investor, Bill was preaching that when you simplify your investments, you end up getting better returns. This gives you more time for family, friends, and ...

Feeling like you are behind in retirement savings is a common sentiment. People are not generally as far behind as they think. Second career doctors have already taken care of some things that a doctor just coming out of residency has not, like owning a car, home, and raising children. Your highest earnings of your career are typically in your ...

The doctor divorce rate is 25%. We get questions on the podcast and blog from doctors going through divorce frequently but we have little experience with it. People want answers from those who have lived through it. Our guest in this episode, Dr. George Hwang, presented at the WCI Conference 2021 about how you can survive and thrive as a ...

[Editor’s Note: DLP Capital Partners, a real estate investment group and a preferred partner of White Coat Investors, will be hosting a Q1 Performance & Virtual Dinner event this evening, Thursday, May 6 at 6PM EDT! To hear about Q1 performance results and the DLP market outlook, sign up here.] For FIRE week on the White Coat Investor podcast, we have a guest ...

Podcast #208 Show Notes: Annuities and Cash Secured Puts in Low Yield Times In light of current interest rates and bond yields, should you change your investment strategy? People are wanting to do lots of different things to chase higher yields and most of them are bad ideas. We discuss a couple in this episode: cash secured puts and annuities. ...

Podcast #207 Show Notes – The Delusions of Crowds with Bill Bernstein Bill Bernstein is one of the smartest people we know in the investing world. Listen to this interview with Dr. Bernstein about his new book, The Delusions of Crowds and you will see why. The book is about religion and finance and is Bill’s attempt to explain to ...

Podcast #206 Show Notes: 10 Commandments for Financial Independence The White Coat Investor went up into the Mount and out of the burning bush came a finger which engraved on the stone tablets the following 10 commandments. Okay, the 10 commandments discussed in this episode are not quite as good as those that were given to Moses, but this is ...

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