WCI #12: Investing in Taxable Accounts - What You Need to Know

White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

Medicine, Health & Fitness, Business, Investing

4.9 • 2.3K Ratings

🗓️ 25 April 2017

⏱️ 23 minutes

🔗️ Recording | iTunes | RSS

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Summary

Investing in Taxable Accounts -- What You Need to Know.

Ever wondered what you should do when you've maxed out your 401K, backdoor Roth IRA, and HSA but still want to save more? Dr. Dahle discusses the advantages to taxable accounts and what you need to know as you invest in them.

Love what you hear on the podcast? Looking for more great White Coat Investor content? Head over to our YouTube channel where you can watch video recordings of our podcast, short snippets of financial tips explained succinctly by me and others, and deep dives into topics for more in depth learning. You can even learn all about real estate with webinars from our real estate partners. Check out all this and more at https://www.youtube.com/thewhitecoatinvestor. 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 is your host, Dr. Jim Dollar.
0:14.0	Welcome to the White Code Investor Podcast
0:20.0	Number 12.
0:21.0	Love what you here on the podcast.
0:23.0	Looking for more great white code investor content, head over to our YouTube channel where you can watch
0:27.3	video recordings of our podcast, short snippets of financial tips explained succinctly
0:32.1	by me and others, and deep dives into topics for more in-depth learning.
0:36.7	You can even learn all about real estate with webinars from our real estate partners.
0:40.7	Check out all this and more at YouTube.
0:43.0	dot com slash the white code investor.
0:45.0	You can do this and the white code investor can help.
0:48.0	Thanks for what you do. What you do matters.
0:51.0	Your daily work is important and that is continually reinforced to me as I go in and do my various work in the hospital.
0:59.0	I was in there yesterday and I'm amazed sometimes at just how much work doctors are doing and wedging into such a short period of time.
1:08.0	So if you're on your way into work or even on your way home, even if nobody else said thank you today, at least I can tell you, thank you for what you do.
1:14.0	Our quote of the day today comes from David Swenson, the manager of the Yale Endowment Portfolio, and he said,
1:20.0	ironically, upon acquiring sufficient information to assess the skill of an investment
1:24.8	service provider, individuals end up empowered to take control of their portfolios and make their
1:29.6	own decisions.
1:30.6	Basically, he's saying, by the time you know enough to pick a good advisor you know enough to do it yourself
	...

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