WCI #292: Workplace Retirement Accounts
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.8 • 2.4K Ratings
🗓️ 8 December 2022
⏱️ 63 minutes
🧾️ Download transcript
Summary
Today we are tackling all of your retirement account questions. This is a favorite subject here at WCI and we get a lot of questions about these accounts. We talk about 403(b)s, 457(b)s, mega backdoor roths, defined benefit plans and so much more.
Love what you hear on the podcast? Looking for more great White Coat Investor content? Head over to our YouTube channel where you can watch video recordings of our podcast, short snippets of financial tips explained succinctly by me and others, and deep dives into topics for more in depth learning. You can even learn all about real estate with webinars from our real estate partners. Check out all this and more at https://www.youtube.com/thewhitecoatinvestor. 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 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. |
| 0:05.3 | We've been helping doctors and other high-income professionals stop doing dumb things with their money since 2011. |
| 0:15.0 | This is White Code Investor Podcast No. 292. |
| 0:18.0 | This episode is sponsored by First Republic Bank. When you own a professional service business, |
| 0:22.3 | client satisfaction is your No. 1 priority. |
| 0:24.6 | So when it's your turn to be the client, shouldn't you get the same kind of treatment? |
| 0:28.0 | At First Republic, you'll be paired with a dedicated business banker who understands the unique needs of your company and industry. |
| 0:34.0 | This is the banking partnership you and your team deserve. |
| 0:36.5 | Visit FirstRepublic.com today to learn more. |
| 0:39.0 | That's FirstRepublic.com. Member FDIC, Equal Housing Lender. |
| 0:43.0 | Hey, you may not be aware, but last month we put out a real estate masterclass. |
| 0:49.0 | And this is totally free. It's a three-class series that you get by email when you sign up. |
| 0:57.0 | And their video class is similar to our real estate course. |
| 1:01.0 | But it's like a briefer version. It's almost like a teaser version of the real estate course. |
| 1:07.0 | Totally free to you. No commitment at all. |
| 1:10.0 | You can sign up at whitecodeinvestor.com slash RE masterclass. |
| 1:15.0 | If you're not sure you want to take the full no hype real estate investing course, |
| 1:19.0 | you're not even sure you want to be a real estate investor. |
| 1:22.0 | This is a chance to dip your toe in, check it out, no commitment, no cost. |
| 1:28.0 | And the beautiful thing is, if you get to the end of it and you're like, |
| 1:31.0 | yeah, I want to learn more, you may find a little discount for the no hype real estate course at the end of the class. |
| 1:38.0 | So go check that out. You can do so at whitecodeinvestor.com slash RE masterclass. |
... |
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