MtoM #223: ER Doc Gets His Finances in Order and Finance 101: Donor Advised Funds

White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

Medicine, Health & Fitness, Business, Investing

4.9 • 2.3K Ratings

🗓️ 19 May 2025

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today we are talking with an ER doc who is celebrating getting his financial life in order. He shares his journey of hiring a trustworthy financial advisor and realizing how much he didn't know. He had a general understanding of what he should be doing to build wealth but found he was grateful to have someone help set him up for success. He added that it was exciting to realize how simple it can be to grow your wealth once he had the proper education. He is now on his way to being work optional by 50. For finance 101 we are talking about Donor Advised Funds.

This podcast is sponsored by Bob Bhayani at Protuity. He is an independent provider of disability insurance planning solutions to the medical community in every state and a long-time White Coat Investor sponsor. He specializes in working with residents and fellows early in their careers to set up sound financial and insurance strategies. If you need to review your disability insurance coverage or to get this critical insurance in place, contact Bob at https://WhiteCoatInvestor.com/Protuity today, by email [email protected] or by calling (973) 771-9100.

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, celebrating stories of success along the journey to financial freedom.
0:13.4	Welcome to the Milestone to Millionaires' podcast, episode number 223. I'm Dr. Margaret Curtis. I'm filling in for Dr. Jim Dolly. This podcast today is sponsored by
0:22.6	Bob Bayani at Pertuity. He's an independent provider of disability insurance planning solutions to the
0:27.8	medical community in every state and a longtime white coat investor sponsor. He specializes in
0:33.2	working with residents and fellows early in their careers to set up sound financial and insurance
0:37.5	strategies. If you need to review your disability insurance coverage or to get this critical
0:41.9	insurance in place, contact Bob at whitecoatinvestor.com slash protuity. That's P-R-O-T-U-I-T-Y.
0:50.1	By email, info at protuity.com or by calling 973-771-910. There is a financially empowered
0:59.6	women's event tomorrow night at 6 p.m. Mountain Time. Come learning about tax planning with Alexis
1:05.1	Galati. You can sign up at whitecoatinvestor.com slash s e-w. There's also a resident webinar this Thursday, May 22nd,
1:13.5	at 6 o'clock. You can sign up for that at whitecoatinvestor.com slash resident.
1:18.6	You can learn from Dr. Dolly and Andrew Paulson of student loan advice.com and they're going to be
1:23.0	giving away five free copies of the Fire Your Financial Advisor course, which is a $299 value.
1:29.9	Everyone who registers is automatically entered to win. And now let's get started on our interview.
1:34.8	Our guest today is Dr. Chris Ryba, an emergency medicine physician who's going to tell us all
1:39.1	about how he got his financial life in order. Welcome to the podcast, Chris. Very nice to meet you.
1:45.3	Hi, thanks for having me.
1:46.9	Tell us a little bit about, just give us the background of your story.
1:49.9	How did you end up in emergency medicine?
1:52.9	Tell us more about your story.
1:54.8	Essentially, I came from a non-medical family.
1:57.0	I grew up in the Chicagoland area, Midwest, kind of born and raised.
	...

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