WCI #250: Marriage, Kids, and Finances
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.9 • 2.3K Ratings
🗓️ 17 February 2022
⏱️ 45 minutes
🧾️ Download transcript
Summary
Dr. Disha Spath is hosting with us again this week! Together we answer questions about marriage, family and finances. We talk about merging finances when you get married, 529 and UTMA accounts, how to manage complicated trusts, and how to add beneficiaries to trusts. We also discuss the importance of women getting their term life and disability insurance in place well before they become pregnant. See the show notes at https://www.whitecoatinvestor.com/marriage-kids-and-finances
Pearson Ravitz are disability and life insurance advisors founded by and for physicians. This White Coat Investor recommended agency grew out of one MD's experience with a career-changing on-the-job injury. Today, Pearson Ravitz serves the medical community in all 50 states. At Pearson Ravitz, they help you as a doctor safeguard your most valuable asset, your income, so you can protect the most important people in your life, your family. Pearson Ravitz makes human connections before they make quotes. Go to https://pearsonravitz.com today to schedule your consultation with a Pearson Ravitz advisor.
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's your host, Dr. Jim Dolly. |
| 0:18.0 | Hi, and welcome to the White Code Investor Podcast, number 250, Marriage, Kids, and Finances. |
| 0:23.0 | I'm your host, Vicious Beth, and I'm here with Dr. Jim Dolly. |
| 0:27.0 | Hey everybody. |
| 0:28.0 | First, this podcast is sponsored by Pearson Rabbits. |
| 0:32.0 | Pearson Rabbits are disability and life insurance advisors founded by and four physicians. |
| 0:36.0 | This White Code Investor recommended agency grew out of one MD's experience with a career changing on the job injury. |
| 0:42.0 | Today, Pearson Rabbits serves medical community in all 50 states. |
| 0:46.0 | At Pearson Rabbits, they help you as a doctor, safeguard your most valuable asset, your income, so you can protect the most important people in your life, your family. |
| 0:53.0 | Pearson Rabbits makes human connections before they make quotes. Go to PearsonRabits.com today to schedule your consultation with the Pearson Rabbits advisor. |
| 1:01.0 | All right, it's great. We are spending the whole weekend here together in Utah. |
| 1:05.0 | We recorded last week's episode yesterday. We're recording this week's episode today. |
| 1:11.0 | But the difference is we're recording this on January 29th before our big conference, and you're listening to this after our big conference. |
| 1:19.0 | So we hope the conference went really well, but we can't actually say it did yet. |
| 1:24.0 | We think it probably did because the people who are planning to put in a ton of work, it's going to be awesome. |
| 1:30.0 | But at this point, it's too late for you to go because the conference is over. |
| 1:33.0 | Too bad. |
| 1:34.0 | But if you want within the next week or so, we are going to have that content available to you as an online course. |
| 1:41.0 | We call this course each year continuing financial education. |
| 1:45.0 | And this year's course is CFE 2022 continuing financial education 2022. |
... |
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