MtoM #193: Social Worker Becomes a Millionaire and Finance 101: Health Insurance in Early Retirement

White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

Medicine, Health & Fitness, Business, Investing

4.9 • 2.3K Ratings

🗓️ 21 October 2024

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today we are talking with someone near and dear to us at the White Coat Investor. Cindy was the first employee at White Coat and has been working here helping Dr. Dahle make WCI what it is for over 10 years. Her background is in social work and she and her husband have been working to pay down student debt and build wealth. She shares her story of tax bill shock as their income grew, boring but effective investing, and their excitement around getting rid of student loans. After the interview we are talking about health insurance in early retirement.

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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.
0:08.2	This is Milestones podcast number 193. Social worker becomes a millionaire.
0:19.0	Southern Impression Homes takes owning rental property to the next level with their innovative 2.0 approach,
0:23.6	focusing solely on new construction investment properties.
0:27.2	Single family homes, duplexes and quads, and high growth markets of Florida.
0:31.6	They handle every aspect of the process with expertise and
0:34.1	efficiency including financing insurance and property management. To learn
0:37.5	more about build to rent, visit whitecoat investor.com slash Southern Impression Homes or call 904831 8058.
0:48.8	Welcome back to the podcast.
0:50.7	It's been a week, but it's been a lot longer in that since you've heard from me.
0:54.0	In fact, this is the first podcast I've recorded since I fell.
0:58.0	Six weeks to the day that we're recording this, by the time you hear this, it'll have been more, obviously.
1:05.1	And thanks to everybody for all the kind words you've reached out to me, and it's just been really
1:11.0	nice to feel everybody's support and prayers and karma they're sending my way
1:15.3	I really am very grateful
1:18.0	I mentioned a few weeks ago when we told you there was going to be a few changes on the podcast for a while,
1:23.2	that we're going to have an episode that talked about the fall and my rescue and
1:27.6	kind of everything since. That's not today. That's still coming up in a little while.
1:32.1	It's going to be really good though. It's been really fun how many people are willing to participate and help us make that episode, but I think you're really going to enjoy it.
1:40.0	That's not today though. Today's just a regular milestones to millionaire episode.
1:45.1	Before we get into today's interview, I want to tell you a little bit about a name change.
	...

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