MtoM #190: Pediatric Dentist Hits Net Worth of $6 Million and Finance 101: Expense Ratios
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.9 • 2.3K Ratings
🗓️ 30 September 2024
⏱️ 25 minutes
🧾️ Download transcript
Summary
Today we are talking with a pediatric dentist who hit a net worth of $6 million dollars! He is barely over a decade out of training. He started out in general dentistry and realized pretty quickly he wanted to specialize to increase his earning potential and enhance his lifestyle. He is a supersaver who is working on increasing his spending. His advice to you is to start educating yourself now on basic financial knowledge and to get in the habit of living on less than you earn. After the interview we will talk about expense ratios for Finance 101.
Mortar Group is a premier real estate investment firm focused on multifamily properties in both ground up and value add projects in the competitive markets of New York City since early 2000s. With over $300 million in assets under management and over 30 investments since inception, their fully integrated firm model allows Mortar to maximize efficiency and value across their investments in these niche markets. Mortar leverages over two decades of experience in architecture, development and asset management in their projects to build value and minimize risk for investors. Invest in tax efficient, high return, risk adjusted strategies with Mortar Group at whitecoatinvestor.com/mortar.
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 Podcast, Milestones to Millionaire, |
| 0:04.2 | celebrating stories of success along the journey to financial freedom. Hey everybody. It's |
| 0:14.5 | it's Megan, your podcast producer. I'm just here to remind you that Dr. |
| 0:17.8 | Dolly is still resting and recovering from his accident. But don't worry, he will be back soon, he's doing well. Please enjoy |
| 0:25.2 | this episode. |
| 0:26.2 | Welcome to Mouse Millionaire Podcast Number 190. Pediatric Dennis hits net worth of $6 million. |
| 0:33.4 | Sponsored today is Mortar Group. |
| 0:35.9 | Mortar Group is a premier real estate investment firm |
| 0:38.3 | focused on multifamily properties |
| 0:39.7 | in both ground up and value ad projects |
| 0:42.0 | in the competitive markets of New York City since the early 2000s. |
| 0:45.8 | With over $300 million in assets under management and over 30 investments since inception, |
| 0:50.9 | their fully integrated firm model allows Morar to maximize efficiency and value across their investments in these niche markets. |
| 0:57.0 | Mortar leverages over two decades of experience in architecture, development, and asset management in their projects to build value and minimize risk for investors. |
| 1:04.9 | Invest in Tax Efficient High Return Risk Adjusted Strategy with Mortar Group at whitecoat investor. |
| 1:10.1 | com slash mortar. We've got a great interview today. It was so exciting talking to this guy, great story to tell, |
| 1:17.0 | that's coming up. And after that, for Finance 101, we're going to talk about expense ratios. |
| 1:22.0 | So stick around after the interview. |
| 1:25.0 | This week, let's welcome Phil to the milestones that in our podcast. Phil, good to see you. How are you? |
| 1:30.0 | I'm doing fantastic. How about yourself? |
| 1:32.0 | I'm doing very well. Thank you. We have an |
| 1:35.4 | exciting milestone for you today. You have had a net worth of 4.5 million. |
... |
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