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White Coat Investor Podcast

MtoM #204: Two Doc Couple Beats the Seven Year Itch and Becomes Multi Millionaires and Finance 101: Your Finances at the Beginning of the Year

White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

Medicine, Health & Fitness, Business, Investing

4.92.3K Ratings

🗓️ 6 January 2025

⏱️ 27 minutes

🧾️ Download transcript

Summary

This two doc couple is celebrating 8 years of marriage. He talks about how having such a fantastic partner is the most important part of his life and has made all of this hard work worth it. He talked about the importance of being financially educated so you can learn from others and avoid the mistakes they have made. He said he is grateful his mistakes were early and fairly small.  This couple has always valued saving and building wealth and have generally saved her entire income. They even paid cash for their home in their mid 30s. These two are an incredible couple that show us just what is possible when you are both on the same page in your relationship and your finances. After the interview we will talk about your finances at the beginning of the year.

Are you ready to take control of your financial future through investments that you can personalize to your specific goals? Black Swan Real Estate specializes in helping high-income professionals, including physicians, achieve financial freedom through private multifamily real estate investments. With over 13 years of experience, a $375M portfolio, and 1,600+ units under management, Black Swan offers unique opportunities that put investors first. They operate with no GP-level fees—ever—a structure virtually unheard of in the industry. Led by physician Dr. Elaine Stageberg and supported by a vertically integrated team, Black Swan ensures hands-on management and a proven track record of strong, stable returns. Learn more about their investor-aligned approach at https://www.whitecoatinvestor.com/blackswan

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 podcast, Milestones to Millionaire,

0:04.2

celebrating stories of success along the journey to financial freedom.

0:13.3

This is Milestones to Millionaire podcast number 204.

0:16.9

Two-Doc couple beats the seven-year itch and becomes multimillionaires.

0:21.9

Are you ready to take control of your financial future through investments that you can

0:25.6

personalize to your specific goals?

0:27.8

Black Swan Real Estate specializes in helping high-income professionals, including physicians,

0:32.6

achieve financial freedom through private multifamily real estate investments.

0:36.2

With over 13 years of experience,

0:38.0

a $375 million portfolio, and 1,600 plus units under management, Black Swan offers unique

0:44.3

opportunities that put investors first. They operate with no GP-level fees ever, a structure

0:50.4

virtually unheard of in the industry. Led by physician Dr. Elaine Stageberg and supported by a vertically integrated team,

0:56.7

Black Swan ensures hands-on management and a proven track record of strong, stable returns.

1:01.3

Learn more about their investor-aligned approach at whitecoatinvestor.com slash Black Swan.

1:06.7

Be aware that today is the last day of our buy one get one sale.

1:11.2

Buy any of our courses and get our continuing financial education 23 for free.

1:17.4

Now, that course is good for CME.

1:19.9

It is, it was compiled using material from WCICon in 2023.

1:26.4

And it is, it's like 50 hours of material. It's a great course. It comes to you

1:30.6

absolutely free for buying any of our other great courses. You can buy Fire Your Financial Advisor,

1:36.1

the course that helps you to write your own financial plan that you can follow to investment

1:40.2

success. You can take no hype real estate investing, which will help you learn what you

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