MtoM #228: Multiple Milestones on a Moderate Income and Finance 101: Mutual Funds
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.9 • 2.3K Ratings
🗓️ 23 June 2025
⏱️ 29 minutes
🧾️ Download transcript
Summary
Today we are talking with Wendel Topper, our audio visual guru here at the White Coat Investor. He is sharing his story of his financial awakening and slowly learning through osmosis after he started working for WCI. In just five years he and his wife have paid off their mortgage, reached a $500,000 net worth, bought a car with cash and so much more. He shows us that even on a moderate income you can crush your financial goals. After the interview we will be talking about mutual funds for Finance 101.
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, dentists, and other high-income professionals with their money since 2011. Our free personal finance resource covers an array of topics including how to use your retirement accounts, getting a doctor mortgage loan, how to manage your student loans, buying physician disability and malpractice insurance, asset allocation & asset location, how to invest in real estate, and so much more. We will help you learn how to manage your finances like a pro so you can stop worrying about money and start living your best life. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor 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. |
| 0:13.2 | All right, welcome everyone to episode number 228 of the Milestones to Millionaire's podcast. Our guest today is going to be Wendell Topper, |
| 0:23.2 | and Wendell actually works with us here at the White Coat Investor behind the scenes on the podcast. |
| 0:28.5 | He's the audio and visual guru, and so he has put together all of the podcasts you've listened to |
| 0:35.2 | and is the hero behind the scenes along with Megan to |
| 0:38.1 | bring this to pass each week for us. And we're excited to talk to him today. So sponsor for |
| 0:44.3 | today is Bob Bayani at Protuity. He is an independent provider of disability insurance and |
| 0:51.3 | planning solutions to the medical community in every state and a long-time |
| 0:55.3 | White Coat Investor sponsor. He specializes in working with residents and fellows early in their |
| 1:00.5 | careers to set up sound financial and insurance strategies. If you need someone to review your |
| 1:05.6 | disability coverage or get this critical insurance in place, contact Bob at www. |
| 1:11.0 | whitecoatinvestor.com slash protuity. |
| 1:15.0 | That's P-R-O-T-U-I-T-Y. |
| 1:19.2 | You can also email Bob at info at protuity.com |
| 1:22.6 | or give them a call at 973-771-910-0. Our summer sale is happening right now at WCI until July 3rd. We've got |
| 1:35.0 | everything 20% off. The courses, books, merch, anything there on the website is 20% off until |
| 1:42.3 | July 3rd. Use code summer 20 at checkout to get that discount. |
| 1:49.3 | And now we'll get Wendell on the line, and we're excited to talk to him and celebrate some |
| 1:54.3 | milestones. |
| 1:55.7 | Thanks for joining us today, Wendell, on this side of the podcast for you. |
| 1:59.9 | You're always on the other side hearing it |
| 2:02.5 | and putting it together, getting things edited. Thanks so much for joining us today. Tell us a little |
... |
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