MtoM #248: Veterinarian Is Able to Cut Back and Finance 101: Cash Balance Plans
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.9 • 2.3K Ratings
🗓️ 10 November 2025
⏱️ 28 minutes
🧾️ Download transcript
Summary
Today we are talking with a Veterinarian who has built enough wealth that he was able to cut back his days in clinic and can now spend more time with his family. He is especially enjoying coaching his kids soccer team. This two vet couple bought and built their own practice and have been highly successful all while living in California. After the interview we will be talking about cash balance plans 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 #248
02:13 Veterinarian Is Able to Cut Back
17:52 Advice For Others
21:05 Cash Balance Plans
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. |
| 0:13.2 | This is Milestones to Millionaire podcast number 248. |
| 0:17.1 | Veterinarians able to cut back. |
| 0:19.8 | This podcast is sponsored by Bob Bionni at Protuity. |
| 0:22.4 | He's an independent provider of disability insurance planning solutions to the medical |
| 0:25.6 | community in every state and a longtime White Code Investor sponsor. |
| 0:29.6 | He specializes in working with residents and fellows early in their careers to set up sound |
| 0:33.6 | financial and insurance strategies. |
| 0:35.3 | If you need to review your disability insurance coverage |
| 0:37.5 | or to get this critical insurance in place, contact Bob at whitecodeinvestor.com slash |
| 0:42.4 | P-R-O-T-U-I-T-Y-T-Y. You can also email info at protuity.com or just pick up the phone. |
| 0:49.4 | Call 973-771-9-1-0. Hey, are you curious real estate, but not sure if it's the right move for you? |
| 0:59.2 | Join me on Thursday, November 20th at 6 p.m. Mountain for a live session where I'll walk through |
| 1:06.8 | what physicians need to know before investing in real estate. We're going to cover the reasons |
| 1:10.6 | real estate can fast track your path to wealth. We're going to talk about the massive tax |
| 1:14.5 | advantages most doctors don't take full advantage of. We'll talk about the different types of |
| 1:18.7 | real estate investments and how to choose the right fit for you. We'll talk about how to avoid |
| 1:22.9 | common mistakes that derail returns and some tools to evaluate real estate opportunities. Whether you're |
| 1:28.1 | looking for passive income or diversification or more hands-on approach to investing, this session |
| 1:32.8 | will help you decide your next steps. Plus, I'll stick around and answer any of your real |
| 1:36.5 | estate questions afterward. You can register at whitecoadinvestor.com slash rei. |
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