4.9 • 2.3K Ratings
🗓️ 25 September 2017
⏱️ 26 minutes
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Potpourri of Listeners' Questions.
Many of listener questions are answered today on the podcast from diversifying bonds to getting on the same page financially with your spouse.
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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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 Dolly. |
0:20.0 | Welcome to Podcast Number 24. Here at the White Code Investor, |
0:23.5 | we're calling this one a potpourri of questions. |
0:27.0 | I estimate that 80% of doctors need, want, |
0:29.4 | and should use a financial advisor and or an investment manager. Some investment gurus such as Dr. |
0:34.7 | William Bernstein think my estimate is way too low. At any rate if you want to use an |
0:39.1 | advisor temporarily or for your entire life there's no reason to feel guilty about it. |
0:44.0 | Just make sure you're getting good advice at a fair price. |
0:47.4 | If you need help updating your financial plan or just getting one in place, check out |
0:50.8 | our list of recommended financial advisors at whitecode investor. |
0:54.3 | dot com slash financial dash advisors. You can do this and the white code investor can help. |
1:00.2 | Welcome back to the podcast. It's kind of interesting the way we do these. We make all the |
1:05.2 | podcasts for the month on one morning during the month. We don't spread them out. And so while |
1:10.2 | it might seem that you haven't heard from us in a little while. It may be that we |
1:14.0 | recorded those podcasts back to back. But in this case we haven't made one for quite a |
1:18.2 | while and in fact the last couple we had were interviews both with Miss Bonnie as well as with a regular |
1:25.4 | listener and so we haven't had a chance to hit very many of your questions for a |
1:30.5 | couple of months and so I thought with today's episode, |
1:34.0 | we would go through a whole bunch of questions |
1:36.5 | that we've been sent in via, |
... |
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