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White Coat Investor Podcast

WCI #16: Understanding The Age 59 1/2 Rule

White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

Medicine, Health & Fitness, Business, Investing

4.92.3K Ratings

🗓️ 30 May 2017

⏱️ 21 minutes

🧾️ Download transcript

Summary

Understanding the Age 59 1/2 Rule.

Planning on an early retirement? Listen to this podcast to understand the Age 59 1/2 Rule and how it may affect you. Dr. Dahle discusses all the exceptions to this rule to simplify your early retirement.

If you found this podcast useful, visit our blog at http://whitecoatinvestor.com/ for more personal finance and investing information. Find an engaging and helpful community in our forum at http://whitecoatinvestor.com/forums/

If you’re looking to Boost Returns, Lower Taxes & Build Wealth, join the WCI monthly Real Estate Opportunities list for tips and strategies to maximize your real estate returns and for introductions to exclusive investment opportunities. Expect educational emails that introduce you to syndicators, fund companies, online courses, and online real estate platforms. Go to https://www.whitecoatinvestor.com/reopportunities to sign up today. 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

Click on a timestamp to play from that location

0:00.0

This is the White Code Investor Podcast, where we help those who wear the White Code 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.

0:18.0

Welcome to the Podcast 16.

0:20.0

What you need to know about the age 59 and a half rule.

0:23.0

Thank you for being a White Code Investor Podcast listener.

0:27.0

We're having a lot of fun with this. Actually, I'm having a lot of fun with this.

0:30.0

Cindy, who does all the technical work for it, she's having a bear of a time.

0:34.0

It's amazing how much work goes into this.

0:36.0

So while you may only listen for a few minutes per episode, there's a lot of work that goes behind the scenes and putting together a podcast.

0:44.0

I've been very surprised how much it is.

0:47.0

So thank you to Cindy for all your hard work that you've been doing.

0:50.0

If you're looking to boost returns, lower taxes and build wealth.

0:54.0

Join the WCI monthly real estate opportunities list for tips and strategies to maximize your real estate returns and for introductions to exclusive investment opportunities.

1:03.0

Expect educational emails that introduce you to syndicators, fund companies, online courses, and online real estate platforms.

1:10.0

Go to whitecodeinvestor.com slash RE opportunities to sign up today.

1:15.0

You can do this and the White Code investor can help.

1:18.0

We've recently announced the White Code Investor Scholarship for 2017.

1:23.0

And this is something we've been doing now. This will be the third year that we're really excited about.

1:28.0

It's a chance for us to pay some of the success we've seen forward and to really make a direct difference in the lives of a few medical students every year.

1:37.0

By literally giving them a pile of cash so they take out less in student loans as they go through medical school.

1:44.0

But more importantly, the project helps spread financial literacy throughout our country's medical schools.

...

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