WCI #215: Calculating ROI, Dollar Cost Averaging vs. Lump Sum, UTMA Accounts & TIPS
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.9 • 2.3K Ratings
🗓️ 17 June 2021
⏱️ 52 minutes
🧾️ Download transcript
Summary
This podcast is all about you and what you want to talk about. Today it is investments. How to calculate return on investment? What is the best way to use a UTMA account? Why shouldn't you go 100% TIPS? Which is better for investing, dollar cost averaging or lump sum? These are the topics we discuss in this episode. If you have questions you want answered on the podcast, record them here http://speakpipe.com/whitecoatinvestor. We also dive into why you shouldn't get a car loan, how much malpractice coverage you should have as asset protection, and the challenges of lending money to family.
Shopping for disability insurance is complicated enough. Wondering if you are getting the right coverage, unbiased advice, along with the best prices and discounts can make the process even more overwhelming. Pattern knows doctors have more important things to do than spend hours sorting through numerous insurance options. This is why thousands of White Coat Investor’s followers have trusted Pattern to help them compare and understand the disability insurance they are buying. Their online process is simple: First, request your quotes online. Second, compare your options and ask questions. And third, apply risk-free. Be confident you have the right policy at the best price. Request your disability insurance quotes with Pattern at https://patternlife.com/wcipodcast
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 for 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 channel is for you!
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Transcript
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| 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 is your host, Dr. Jim Dolly. |
| 0:18.0 | This is White Code Investor Podcast number 215, how to calculate return on investment. |
| 0:23.0 | Shopping for disability insurance is complicated enough. |
| 0:26.0 | Wondering if you were getting the right coverage unbiased advice along with the best prices and discount can make the process even more overwhelming. |
| 0:33.0 | Pattern knows doctors have more important things to do than spend hours sorting through numerous insurance options. |
| 0:38.0 | This is why thousands of White Code investors have trusted patterned to help them compare and understand the disability insurance they are buying. |
| 0:44.0 | Through online process is simple. |
| 0:46.0 | First, request your quotes online, second, compare your options and ask questions, and third, apply risk-free. |
| 0:51.0 | Be confident you have the right policy at the best price. |
| 0:54.0 | Request your disability insurance quotes with pattern at patternlife.com slash WCI Podcast. |
| 1:00.0 | That's patternlife.com slash WCI Podcast. |
| 1:04.0 | All right, let's do our quote of the day. This one comes from Graham and Dodd. |
| 1:07.0 | The investor should not be a sole consultant unless he has trained in an experienced sufficient to qualify him to advise others professionally. |
| 1:14.0 | I think there's a lot of truth to that. |
| 1:16.0 | The truth is by the time you know enough to pick up an investment consultant, you probably know enough to do it yourself though, unfortunately. |
| 1:23.0 | It's such a difficult process sometimes to choose an advisor. |
| 1:27.0 | Thanks for what you do. |
| 1:29.0 | Life can be difficult in the high paid professions. |
| 1:32.0 | Whether you are a doctor, a lawyer, a dentist, or a professional bike rider, your life is likely difficult. |
| 1:39.0 | That's why you get paid so much to do it. |
... |
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