meta_pixel
Tapesearch Logo
Log in
White Coat Investor Podcast

MtoM #145: Family Doc Gets Back to Broke and Finance 101: Wills

White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

Investing, Medicine, Health & Fitness, Business

4.82.4K Ratings

🗓️ 20 November 2023

⏱️ 22 minutes

🧾️ Download transcript

Summary

This family medicine doc is back to broke only 2 years out of training. When he came out of training his net worth was nearly negative $300,000! He has shown us that just chugging along on your financial goals will get you where you want to be! Saving for retirement, paying down those loans, and having a plan is all it takes. He said he expects to have his student loans paid off in about 3 years with millionaire status just a few years behind that. After the interview we will be talking about wills for finance 101.

If you are finding our podcasts informative and helpful, check out our website! Since 2011 we have been working hard to provide valuable personal finance and investing information through thousands of blog posts written by an array of authors. You can find information on how to manage your student loans, fix and avoid common financial mistakes, understand your retirement accounts, optimize your investments, find professional help at a fair price, get started investing in real estate, and so much more, all at no cost to you. You can find out more about the courses we offer, the conferences we put on, the newsletters we provide, and interact with other WCI readers through our online forum. Head over to https://www.whitecoatinvestor.com to start learning today.

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!

Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones 

Main Website: https://www.whitecoatinvestor.com 
Student Loan Advice: https://studentloanadvice.com 
YouTube: https://www.whitecoatinvestor.com/youtube 
Facebook: https://www.facebook.com/thewhitecoatinvestor 
Twitter: https://twitter.com/WCInvestor 
Instagram: https://www.instagram.com/thewhitecoatinvestor 
Subreddit: https://www.reddit.com/r/whitecoatinvestor 
Online Courses: https://whitecoatinvestor.teachable.com 
Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter 

Transcript

Click on a timestamp to play from that location

0:00.0

This is the White Coat Investor Podcasts to Millionaire,

0:04.2

celebrating stories of success along the journey to financial freedom.

0:08.3

This is Milestones millionaire podcast number 145. Family Doc gets back to broke.

0:18.0

If you're finding our podcast informative and helpful, check out our website.

0:22.0

Since 2011, we've been working hard to provide

0:24.1

valuable personal finance and investing information through thousands of blog posts written by an

0:28.7

array of authors. You can find information on how to manage your student loans,

0:32.2

fix and avoid common financial mistakes,

0:34.1

understand your retirement accounts, optimize your investments, find professional help at a fair price,

0:39.1

get started investing in real estate and so much more, all at no cost to you. You can find out more about the courses

0:45.0

we offer, the conferences we put on, the newsletters we provide and interact with other

0:48.9

WCI readers through our online forum. Head over to whitecoat investor.com to start learning today. You can do this and the

0:55.1

white code investor can help. Welcome back to the podcast. We felt like we needed to put that

1:00.1

ad in because so many of you like don't know about the website and all the great

1:04.2

resources there so make sure you check that out you'd be surprised what you can

1:08.7

find that's really the hub of everything a white code investor is white code investor.

1:14.0

This is the milestones to millionaire podcast though.

1:18.0

This is driven by you, your experiences, your successes, and we want to highlight those successes to use them to inspire others.

1:25.0

When you're in the trenches of accomplishing things financially, paying off student loans,

1:30.0

you know, getting back to broke, you know, figuring out contracts and figuring out retirement accounts and

1:35.9

putting an investing plan together and working your way toward being a

1:39.3

millionaire and becoming financially independent when you're in those trenches,

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Dr. Jim Dahle of the White Coat Investor, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Dr. Jim Dahle of the White Coat Investor and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.