MtoM #170: Orthopedic Surgeon Completes His Military Commitment as a Millionaire and Finance 101: Itemizing Deductions
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.9 • 2.3K Ratings
🗓️ 13 May 2024
⏱️ 21 minutes
🧾️ Download transcript
Summary
Today we are celebrating this orthopedic surgeon completing his military commitment and becoming a millionaire. This doc served our country for 16 years and is now moving to a civilian job. They are moving from California to Minnesota and are looking forward to a dramatic salary increase and cost of living decrease. He worked hard moonlighting on the side and grew wealth by avoiding debt, and putting finances first. For finance 101 we are talking about itemizing deductions.
At PKA Insurance Group Inc – Pradeep Audho, and Matthew Pedersen are independent brokers focusing on Disability and Life insurance. They excel in securing coverage for physicians, including those on visas like J1, H1B, etc. Protecting your family in the event of a disability or death is important. There is now an A+ rated carrier offering up to $10Million of Life insurance without labs. If you are very healthy with limited or no medical issues, approval is likely in 5 minutes. Reach out to PKA Insurance to discuss your Disability or Life insurance needs at https://www.whitecoatinvestor.com/pka 1-800-258-1018 - OR – emailing [email protected]
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 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 to Millionaire Podcast Number 170. |
| 0:17.0 | Orthopedic Surgeon completes his military commitment as a millionaire. |
| 0:21.0 | At PKA Insurance Grouping, Pradip Adjo and Matthew Peterson are independent brokers focusing |
| 0:27.3 | on disability and life insurance. They excel in securing coverage for physicians, including |
| 0:32.0 | those on visas like J1, H1B, etc. |
| 0:35.0 | Protecting your family in the event of a disability or death is important. |
| 0:38.5 | There is now an A-plus rated carrier offering up to 10 million of life insurance without labs. |
| 0:43.2 | If you're very healthy with limited or no medical issues, |
| 0:45.9 | approval is likely in five minutes. |
| 0:47.9 | Reach out to PKA insurance to discuss your disability or life insurance |
| 0:51.6 | needs at Whitecoat investor.com slash |
| 0:54.0 | PCA or by calling 1800 258 1018 or emailing info at pKA insurance. |
| 1:01.6 | Don't forget coming up here in a couple of weeks we have a resident webinar. |
| 1:07.0 | It's May 29th, 6 p.m. Mountain Time. |
| 1:10.0 | Okay, tune in for that you can sign up a white code investor. |
| 1:12.8 | dot com slash resident. |
| 1:14.7 | This is the talk I would give to you |
| 1:17.2 | if I was coming to your residency and speaking to you. |
| 1:19.6 | We're gonna talk about having a smooth transition |
| 1:21.7 | to hit the ground running as an attending. |
... |
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