WCI #243: Annuities, Securities, and The Three Fund Portfolio
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.9 • 2.3K Ratings
🗓️ 30 December 2021
⏱️ 63 minutes
🧾️ Download transcript
Summary
This episode we discuss annuities, securities, and the three-fund portfolio. But we are also reaching the end of the year, which means it's time to take an assessment of how you did this year. Check out the End of Year Financial Checklist for 2021 https://www.whitecoatinvestor.com/end-of-year-financial-checklist/. This checklist will help you make sure you did everything you need to do at the end of the year. It's got everything on there from completing your 2021 Backdoor Roth IRA, plus a Mega Backdoor Roth IRA and Roth conversions. It covers making sure you maxed out your 401(k)s and HSAs and 529s ABLE accounts if you have a disabled kid as well as using up your flexible spending account and making sure you have insurance in place and giving to charity before the end of the year, if that's something you're interested in doing. There are a number of other things on that list to make sure you do once a year.
This podcast is sponsored by Bob Bhayani at https://drdisabilityquotes.com. He is an independent provider of disability insurance planning solutions to the medical community in every state and a long-time White Coat Investor sponsor. He specializes in working with residents and fellows early in their careers to set up sound financial and insurance strategies. If you need to review your disability insurance coverage or to get this critical insurance in place, contact Bob at https://drdisabilityquotes.com today by email [email protected] or by calling (973) 771-9100.
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 Whitecode Investor Podcast, where we help those who wear the Whitecode 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 Whitecode Investor Podcast number 243, annuities, securities, and the three-fun portfolio. |
| 0:24.0 | This podcast is sponsored by Bob Bionny, a DR Disability Quotes.com, |
| 0:28.0 | an independent provider of disability insurance planning solutions to the medical community in every state, |
| 0:32.0 | and a long-time Whitecode Investor sponsor. |
| 0:34.0 | Bob specializes in work with residents and fellows early in their careers to set up sound financial and insurance strategies. |
| 0:40.0 | If you need to review your disability insurance coverage, or just need to get this critical insurance in place, contact Bob at drdisabilityquotes.com today. |
| 0:48.0 | You can email him info at drdisabilityquotes.com or you can call 973-771-9100. |
| 0:56.0 | All right, we're getting to the end of a year. It's been a rough year for a lot of us. |
| 1:00.0 | Thanks for what you do. There's a reason they pay you as much as they do. It's because your job is hard. |
| 1:04.0 | And that's why you're probably feeling at least a little bit of burnout, if you're like most docs. |
| 1:10.0 | Something like 50% of docs in a given time feel a little bit burned out. |
| 1:14.0 | And we're doing all we can to help with that, both on the financial side, and trying to do more and more on the burnout and wellness side, as well as you've noticed as time has gone on. |
| 1:24.0 | Watch for announcements in January to hear more about that. |
| 1:28.0 | But given that we're at the end of the year, keep in mind that this is kind of the time to take assessment of how you did this year. |
| 1:36.0 | I ran a post, as a republished post on the 19th of December, that you can find on the blog. |
| 1:42.0 | If you go to whitecodeinvestor.com slash end-up-year-financial checklist. |
| 1:48.0 | And it's an end of year financial checklist. |
| 1:50.0 | And you can run through that and make sure you did everything you need to do at the end of the year. |
| 1:54.0 | It's got everything on there from completing your 2021 backdoor Roth IRA plus minus a mega backdoor Roth IRA and Roth conversions. |
... |
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