MtoM #236: Physician Takes a Youth Sports Team to the State Championship and Finance 101: Sequence of Returns Risk
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.9 • 2.3K Ratings
🗓️ 18 August 2025
⏱️ 34 minutes
🧾️ Download transcript
Summary
Today we are talking with a doc who is celebrating the youth hockey team he coaches winning a state championship. He tackled his financial goals early and has reached coast FIRE. That financial security has allowed him to change his work schedule to make enough time for family and coaching. He is a great example of the power of getting your finances in line and how that allows you to create the life you want! After the interview we will be talking about sequence of returns risk (SORR) 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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00:00 MtoM Podcast #236
06:34 Coast FIRE & Hockey Dad
15:12 Advice For Others
20:16 Sequence of Returns Risk
Transcript
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| 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 236. |
| 0:17.2 | Physician takes a youth sports team to the state championship. |
| 0:20.7 | This podcast is sponsored by Bob Bioni at Protuity. |
| 0:23.5 | He is an independent provider of disability insurance planning solutions to the medical community in every state and a longtime white coat investor sponsor. |
| 0:30.8 | He specializes in working with residents and fellows early in their careers to set up sound financial and insurance strategies. |
| 0:36.7 | If you need to review your disability insurance coverage or to get this critical insurance |
| 0:40.2 | in place, contact Bob at whitecoatinvestor.com slash protuity today. |
| 0:44.7 | You can also email info at protuity.com or you can just pick up your phone and call |
| 0:48.7 | 973-771-910. |
| 0:53.7 | We got a cool thing coming up. |
| 0:55.5 | On August 19th, we have something's pretty special. |
| 0:58.5 | We're calling it Financial Crash Course. |
| 1:01.3 | Now, I'm going to spend an evening with you, |
| 1:03.3 | and we're going to help you to get stuff figured out |
| 1:06.6 | that you're still working hard on. |
| 1:08.2 | While you didn't become a doctor to get rich, |
| 1:10.0 | you worked far too hard not to be financially successful. Too many physicians are still living paycheck to paycheck, |
| 1:16.5 | stressed about money, and unsure how to turn a high income into real wealth. So next Tuesday, |
| 1:22.5 | at 6 p.m. Mountain, I'm hosting a free financial crash course to help change that. This is a live experience. |
| 1:29.8 | We'll walk through how to become debt-free within five years of residency and set yourself |
... |
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