WCI #10: An interview with Mrs. WCI

White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

Medicine, Health & Fitness, Business, Investing

4.9 • 2.3K Ratings

🗓️ 17 March 2017

⏱️ 18 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

An interview with Mrs. WCI about how they've worked together to build financial success.

Great couples function as one unit. It’s not my money or your money, it’s our money. In this podcast Dr. WCI and Mrs WCI discuss how they have worked together to build financial success.

I estimate that 80% of doctors need, want, and should use a financial advisor and/or an investment manager. Some investment gurus such as Dr. William Bernstein think my estimate is way too low. At any rate, if you want to use an advisor temporarily or for your entire life, there is no reason to feel guilty about it—just make sure you are getting good advice at a fair price. If you need help updating your financial plan or just getting one in place, check out our list of recommended financial advisors at https://www.whitecoatinvestor.com/financial-advisors. You can do this and The White Coat Investor can help.

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 is for you!

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Transcript

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0:00.0	This is the White Coat Investor Podcast, where we help those who wear the white coat get a fair shake on Wall Street.
0:06.0	We've been helping doctors and other high-income professionals stop doing dumb things with their money since 2011.
0:12.0	Here's your host, Dr. Jim Dolly.
0:14.0	Welcome to the White Coat Investor Podcast, episode number 10.
0:23.6	Today we're going to have something very special.
0:25.8	We're going to have our first guest that we've had on this podcast,
0:28.5	and our guest today is my wife Katie.
0:31.3	I estimate that 80% of doctors need want and should use a financial advisor and or an investment manager.
0:37.0	Some investment gurus such as Dr. William Bernstein think my estimate is way too low.
0:41.0	At any rate, if you want to use an advisor temporarily or for your entire life,
0:45.8	there's no reason to feel guilty about it. Just make sure you're getting good advice at a fair price.
0:51.5	If you need help updating your financial plan or just getting one in place,
0:54.7	check out our list of recommended financial advisors at whitecoat investor.com
0:58.9	slash financial dash advisors. You can do this and the white code investor can help.
1:04.6	Welcome to the podcast, Katie.
1:06.6	Thanks for having me on.
1:08.2	All right, our first question is, would you mind telling us about your upbringing,
1:12.3	your education, and your
1:13.4	professional pursuits? So I grew up. I was the only girl and the second oldest of
1:18.9	six kids in our family. My father was career military, meaning we moved every three to four years.
1:26.3	The first, about 10 of my 18 childhood years were spent actually living in Japan with that experience.
1:34.7	So I had traveling around a lot, had a lot of different exposure to different areas and countries
	...

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