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White Coat Investor Podcast

MtoM #172: Family Doc Gets $500,000 Into Retirement and Finance 101: When You are Most Likely to Retire and Why

White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

Medicine, Health & Fitness, Business, Investing

4.92.3K Ratings

🗓️ 27 May 2024

⏱️ 21 minutes

🧾️ Download transcript

Summary

Today we are talking with a family doc who has hit a big net worth milestone. He has been paying down debt all while building wealth totally half a million dollars. He tells us that he has been saving aggressively and accomplishing his financial goals, but still finding a balance with enjoying life and spending money too. Stick around after the interview for Finance 101 with a discussion on moments in your financial life that help push people towards retirement and why.

Step away from the volatility of the markets, and put your money back to work with MLG Capital's series of private real estate investment funds. With over 35 years in the real estate industry, MLG Capital has the experience to provide investors with substantial returns and the track record to back it up, more than doubling every dollar invested through multiple investment cycles. Their series of private investment funds target an 11% - 15% rate of return net to investors through tax-efficient quarterly distributions. The fund structure prioritizes generous returns to investors FIRST, before MLG can share in any profits, demonstrating their culture of absolute integrity. Experience the peace of mind that comes with investing in diversified private real estate with MLG Capital. Learn more about investing by visiting https://www.mlgcapital.com/whitecoatinvestor

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

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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.

0:08.2

This is Milestones to Millionaire Podcast Number 172. Family Doc gets $500,000 into retirement.

0:20.0

Step away from the volatility of the markets and put your money back to work with

0:24.1

MLG Capital's series of private real estate investment funds. With over 35 years in the

0:28.7

real estate industry, MLG Capital has the experience to provide investors

0:32.0

substantial returns and the track record to back it up,

0:35.2

more than doubling every dollar invested through multiple investment cycles.

0:38.6

There's series of private investment funds target an 11 to 15 percent rate of return net to investors through tax-efficient

0:44.8

quarterly distributions. The fund structure prioritizes generous returns to investors

0:49.2

first before MLG can share in any profits demonstrating the culture of absolute integrity.

0:54.0

Experience a peace of mind that comes with investing in diversified private real estate with

0:57.8

M.LG capital. Learn more about investing by visiting

1:00.6

www.MLG W.org Capital.com

1:04.3

forward slash whitecoat investor.

1:07.0

All right, welcome back to the milestones to Millionaire

1:10.1

podcast. This is where we highlight your accomplishments and use them to inspire others to do the same.

1:16.4

We have a new course out here at the White Code Investor. We actually have two new courses. They are the

1:21.9

student and the resident courses. They are the student and the resident courses. They are basically intro

1:27.6

courses to the Fire Year Financial Advisor course. And in fact, if you buy the student course, you get that price amount that you paid for it off the

1:35.7

resident course when you upgrade to the resident course.

1:38.5

And if you buy the resident course, you get the total amount spent on the student and resident

...

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