MtoM #233: Dual Doc Couple Pays Off Half Million in Loans While One Stays at Home and Finance 101: Geographic Arbitrage
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.9 • 2.3K Ratings
🗓️ 28 July 2025
⏱️ 23 minutes
🧾️ Download transcript
Summary
Today we have a guest coming on the show for the second time. He was on about 3 years ago after he paid off his student loans. Today he is back to celebrate paying off his wife's student loans, as well as becoming a Millionaire. He said it has been surprising how easy it has been to reach these milestones. They have their priorities set, a written financial plan in place, a mission statement for their family and they have stuck to all of them. After the interview we are talking about geographic arbitrage.
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 https://whitecoatinvestor.com/mortar.
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!
Have you achieved a Milestone? You can be on the Milestones to Millionaire Podcast too! Apply here: https://whitecoatinvestor.com/milestones
Find 1000's of written articles on the blog: https://www.whitecoatinvestor.com
Our YouTube channel if you prefer watching videos to learn: https://www.whitecoatinvestor.com/youtube
Student Loan Advice for all your student loan needs: https://studentloanadvice.com
Join the community on Facebook: https://www.facebook.com/thewhitecoatinvestor
Join the community on Twitter: https://twitter.com/WCInvestor
Join the community on Instagram: https://www.instagram.com/thewhitecoatinvestor
Join the community on Reddit: https://www.reddit.com/r/whitecoatinvestor
Learn faster with our Online Courses: https://whitecoatinvestor.teachable.com
Sign up for our Newsletter here: https://www.whitecoatinvestor.com/free-monthly-newsletter
Transcript
Click on a timestamp to play from that location
| 0:00.0 | This is the White Coat Investor podcast, Milestones to Millionaire, celebrating stories of success |
| 0:06.0 | along the journey to financial freedom. |
| 0:13.3 | This is Myelestones to Millionaire podcast number 233. Dual Dot Couple pays off half a million dollars |
| 0:19.6 | in loans while one of them stays at home. |
| 0:22.6 | 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 the early 2000s. |
| 0:31.2 | With over $300 million in assets under management and over 30 investments in inception, |
| 0:35.7 | their fully integrated firm model allows Mortar to maximize efficiency and value |
| 0:40.3 | across their investments in these niche markets. |
| 0:43.3 | Mortar leverages over two decades of experience |
| 0:45.3 | in architecture, development, and asset management |
| 0:47.3 | in their projects to build value |
| 0:49.3 | and minimize risk for investors. |
| 0:51.3 | Invest in tax-efficient, high-return, |
| 0:53.3 | risk-adjusted strategies with Mortar Group |
| 0:55.6 | at whitecoatinvestor.com slash mortar. All right, don't forget all of you out there in whitecoat |
| 1:01.8 | investor land. If you're looking for a little bit of extra money for not much more worker commitment, |
| 1:08.4 | you might be able to be paid pretty darn well for giving your opinion |
| 1:12.0 | on surveys. People want your opinion. It's valuable. And they will pay you for it. If you go to |
| 1:17.8 | whitecoatinvestor.com slash surveys, you will see a whole bunch of companies that you can sign up with |
| 1:22.7 | that will send you surveys from time to time. Now, they usually have a few screen out questions, |
| 1:27.3 | and only some of them |
| 1:28.1 | pay you if you get screened out of the survey, but assuming you're who they're actually looking |
... |
Transcript will be available on the free plan in 5 days. Upgrade to see the full transcript now.
Disclaimer: The podcast and artwork embedded on this page are from Dr. Jim Dahle of the White Coat Investor, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Dr. Jim Dahle of the White Coat Investor and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.