meta_pixel
Tapesearch Logo
Log in
The Long View

Jim Dahle: 'Income Is Not Wealth'

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5775 Ratings

🗓️ 2 September 2020

⏱️ 58 minutes

🧾️ Download transcript

Summary

The 'White Coat Investor' discusses how high earners can avoid lifestyle creep and why a minimalist approach to investing is best.

Transcript

Click on a timestamp to play from that location

0:00.0

At Jackson, we've created a digital retirement planning experience with you and mine.

0:05.5

Visit jackson.com to explore our easy-to-understand resources and user-friendly tools

0:10.1

that are designed to enable financial professionals and clients to plan a path to financial freedom.

0:15.5

Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,

0:20.5

and Jackson National Life Insurance Company of Lansing, Michigan, and Jackson

0:21.4

National Life Insurance Company of New York. Purchase New York.

0:26.5

Please stay tuned for important disclosure information at the conclusion of this episode.

0:32.7

Hi, I'm Christine Ben's Director of Personal Finance for Morningstar.

0:36.9

And I'm Jeff Battack, Global Director of Manager Research for Morning Star Research Services.

0:41.0

Before we get into the conversation, we wanted to share some exciting news.

0:45.3

The Morning Star Investment Conference for Investment Professionals will be held virtually this year on September 16th and 17th.

0:52.6

We're offering the same research analysis and insight you'd get at the live event for a reduced price of $149.

0:59.6

And the best part is you can join us from wherever you are.

1:03.1

For more information or to register, visit go.mortemostar.com forward slash M-I-C.

1:10.7

Again, that website is go. Dot morningstar.com forward slash MIC. Again, that website is go.mortmongstar.com forward slash MIC.

1:16.4

I'll be speaking at the virtual MIC, so I'd love to have some of our long view listeners join us there.

1:22.0

Now let's get into the episode. Our guest on the podcast today is Jim Dolly, also known as the White Coat Investor.

1:29.6

A practicing board certified emergency physician, Jim also focuses on helping other health

1:35.0

care professionals get smarter about managing their money.

1:38.3

He founded the White Coat investor website in 2011, and it rapidly grew into the most widely

1:43.5

read physician-specific website in the

1:45.9

world. Jim's first book, The White Coat Investor, a doctor's guide to personal finance and

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Morningstar, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Morningstar and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2025.