WCI #3: How to Choose a Financial Advisor

White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

Medicine, Health & Fitness, Business, Investing

4.9 • 2.3K Ratings

🗓️ 19 January 2017

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

How to Choose a Financial Advisor

Dr. Dahle helps you understand the financial advisor professional. What do those designations after their name mean? How do you choose a competent advisor that won't rip you off? What is a robo-advisor and should you use one? Listening to this podcast will help you answer all these questions and more. He also answers readers' questions about backdoor Roth IRAs and refinancing student loans multiple times.

Do you ever find yourself wishing there was somewhere to go to ask your finance, insurance or investing questions? The White Coat Investor community is a great place to turn. We have a thriving community across all of our social channels - facebook, twitter, instagram, reddit and our WCI forum. We have been discussing solutions to your money problems since 2011. Join the conversation with thousands of other White Coat Investors. Follow WCI on your favorite social media platform for financial resources, tips and strategies. Just head to your platform of choice and search for The White Coat Investor. 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!

Main Website: https://www.whitecoatinvestor.com
YouTube: https://www.whitecoatinvestor.com/youtube
Student Loan Advice: https://studentloanadvice.com
Facebook: https://www.facebook.com/thewhitecoatinvestor
Twitter: https://twitter.com/WCInvestor
Instagram: https://www.instagram.com/thewhitecoatinvestor
Subreddit: https://www.reddit.com/r/whitecoatinvestor
Online Courses: https://whitecoatinvestor.teachable.com
Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter

Transcript

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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's your host, Dr. Jim Zollie.
0:15.0	Welcome to the White Code Investor Podcast Number 3.
0:18.0	Do you ever find yourself wishing there was somewhere to go to ask
0:22.0	your finance, insurance, or investing
0:23.7	questions.
0:24.7	The White Coat Investor Community is a great place to turn.
0:27.6	We have a thriving community across all of our social channels, Facebook, Twitter,
0:31.5	Instagram, Reddit, and our WCI forum.
0:34.0	We've been discussing solutions to your money problems since 2011.
0:38.0	Join the conversation with thousands of other whitecoat investors.
0:41.0	Follow WCI on your favorite social media platform for
0:43.7	financial resources, tips, and strategies. Just head to your platform of choice and
0:48.2	search for the white code investor. You can do this and the white code investor can help.
0:55.0	Thank you for listening to the podcast. Thank you for those of you who have sent us feedback and who are given us great ratings.
1:00.0	We appreciate it.
1:01.0	That helps us to spread our message to others. By way of disclosure, you should be aware that I'm not a insurance agent, a financial advisor, or an attorney.
1:10.0	And thus you should consider anything you hear in this podcast as for your information and entertainment only.
1:16.0	Be sure to check up on anything with what you consider to be a reliable source
1:20.0	before implementing it in your own financial life.
1:23.0	Thank you for what you do.
	...

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