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White Coat Investor Podcast

MtoM #139: Academic Pulmonologist Hits Half Million Dollar Net Worth and Finance 101: Financial Advisors

White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

Investing, Business, Health & Fitness, Medicine

4.82.4K Ratings

🗓️ 9 October 2023

⏱️ 21 minutes

🧾️ Download transcript

Summary

Today we are talking with a doc that has hit a half million dollar net worth. He took our Fire Your Financial Advisor course and gained the confidence to take control of his financial life. He fired his advisor that was really just a salesman and started making big progress on financial goals. After the interview we will be talking about financial advisors and how to make sure you get a good one, if you get one at all.

If you are finding our podcasts informative and helpful we would encourage you to sign up for our monthly newsletter! It is totally free and includes useful, actionable information NOT AVAILABLE on the regular blog posts. It's almost like being in a secret club - the kind of club that can boost your knowledge and enhance your wealth at the same time - with no strings attached. Sign up today at https://whitecoatinvestor.com/newsletter.

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

Click on a timestamp to play from that location

0:00.0

This is the White Coat Investor podcast, Milestones to Millionaire,

0:04.2

celebrating stories of success along the journey to financial freedom.

0:13.6

This Milestone to Millionaire podcast number 139,

0:16.8

academic pulmonologist, his half a million dollar net worth.

0:20.7

If you're finding our podcast informative and helpful,

0:22.8

we would encourage you to sign up for our monthly newsletter.

0:25.1

It is totally free and includes useful, actionable information,

0:28.8

not available in the regular blog posts.

0:31.6

It's almost like being in a secret club.

0:33.2

The kind of club that can boost your knowledge

0:35.2

and enhance your wealth at the same time with no strings attached.

0:38.7

Sign up today at whitecoatinvestor.com slash newsletter.

0:41.7

You can do this and the White Coat Investor can help.

0:45.3

Welcome back to the Milestones to Millionaire podcast.

0:48.8

We're glad you're here.

0:49.8

This podcast is driven by you and what you want to talk about

0:52.9

and your experiences and your challenges.

0:56.0

We use your stories to inspire others to do the same.

0:59.2

Then we throw in a little bit of extra information.

1:01.2

We added that this last year or so,

1:03.2

trying to boost basic financial literacy.

1:06.3

But this material doesn't show up in the show notes

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