MtoM #114 - Pathologist and Anesthesiologist Get Back to Broke
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.8 • 2.4K Ratings
🗓️ 17 April 2023
⏱️ 25 minutes
🧾️ Download transcript
Summary
This dual physician couple who are fresh out of training are back to broke! They have worked hard to budget, make a financial plan and grow their net worth. They talk about the importance of having a written financial plan as well as becoming finacially literate as soon as possible. There is no need to wait until you are out of training to get educated. They show us that even in a high cost of living area you can make big progress on your financial goals. Need help getting a written financial plan? Take our Fire Your Financial Advisor Course and write your plan today!
https://www.wcicourses.com/p/fire-your-financial-advisor
Getting quality disability and life insurance should be the first financial chore for a doctor to complete. Most docs don't have the ideal policy for their gender, specialty, state, or health status and 1 in 7 doctors get disabled at some point during their career. Because these policies can only be purchased through brokers, we have put together a list of vetted agents who are experienced with working with the specific needs of medical professionals and who have your best interest at heart.
If you have questions about insurance and what kind of policies would be the best fit for you, check out our insurance recommended list at whitecoatinvestor.com/insurance and feel the peace of mind that comes with knowing you have the optimal policy in place.
You can do this and The White Coat Investor can help. https://www.whitecoatinvestor.com/insurance/
The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!
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Transcript
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| 0:00.0 | This is the Whitecode Investor Podcast, milestones to millionaire, celebrating stories of success |
| 0:05.6 | along the journey to financial freedom. |
| 0:12.7 | This milestones to millionaire podcast number 114, pathologist and anesthesiologist get back to broke. |
| 0:19.5 | Getting quality disability and life insurance should be the first financial chore for a doctor |
| 0:23.2 | to complete. Most docs don't have the ideal policy for their gender, specialty, state, or health |
| 0:27.9 | status and one in seven doctors get disabled at some point during their career. |
| 0:31.7 | Because these policies can only be purchased through brokers, we've put together a list of |
| 0:35.1 | vetted agents who are experienced with working with the specific needs of medical professionals |
| 0:39.9 | and who have your best interest at heart. If you have questions about insurance and what kind of |
| 0:44.1 | policies would be the best fit for you, check out our insurance recommended list at whitecodeinvestor.com |
| 0:49.4 | slash insurance. And feel the peace of mind that comes with knowing you have the optimal policy in place. |
| 0:54.5 | You can do this and the whitecode investor can help. That's whitecodeinvestor.com slash insurance. |
| 1:00.8 | All right, we're going to do a couple of things today. First, we're going to bring on a two-dot |
| 1:05.1 | couple and talk with them about their recent milestone that they achieved. I'm very proud of them. |
| 1:10.0 | They've done a great job. But stay tuned after the interview. We're going to talk for a minute |
| 1:14.4 | about the most recent spiva report. And if you don't know what that is, you should. |
| 1:20.4 | It is one of the best evidence is out there of why you should be investing in the stock market |
| 1:26.5 | using index funds. Let's get our folks on the line. Our guests on the milestones to millionaire |
| 1:33.4 | podcasts today are sunny and Cindy. Welcome to the podcast. Thank you for having us. |
| 1:39.3 | That's really excited. Yeah, he's really excited. |
| 1:43.5 | Well, I'm excited to have you here. It's always great to talk to docs for the listeners benefit. |
| 1:49.2 | Cindy is pathologist. Sunny is an anesthesiologist. They both came out of training last summer. |
... |
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