WCI #300: Introduction to the Secure Act 2.0
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.8 • 2.4K Ratings
🗓️ 2 February 2023
⏱️ 77 minutes
🧾️ Download transcript
Summary
Today Dr. Dahle walks you through what changes are coming with Secure Act 2.0. He will take you through everything step by step to hopefully make sense of all of the changes for you. He also answers your questions about the backdoor Roth, estate planning, tax loss harvesting and more. If you want to read more about Secure Act 2.0 click the link: https://www.whitecoatinvestor.com/secure-act-2-0/
Getting quality disability and life insurance should be the first financial chore for a doctor to complete. Most docs don't have the ideal policy for their gender, specialty, state, or health status and 1 in 7 doctors get disabled at some point during their career. Because these policies can only be purchased through brokers, we have put together a list of vetted agents who are experienced with working with the specific needs of medical professionals and who have your best interest at heart. If you have questions about insurance and what kind of policies would be the best fit for you, check out our insurance recommended list at https://www.whitecoatinvestor.com/insurance and feel the peace of mind that comes with knowing you have the optimal policy in place. 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 Episode No. 300, Introduction to the Secure Act 2.0. |
| 0:22.0 | Everyone has a story. Different needs, wants, and goals, and how to attain them. Your story determines your solution. |
| 0:28.0 | Whatever your situation and story, low-income tenants should be part of the conversation. |
| 0:32.0 | How do you find out if low-cums is a good option for you? Go to an unbiased, informative source like Low-Cum-Story.com. |
| 0:38.0 | You'll learn all the ins and outs of low-cums, details on travel and housing, assignment coordination, tax information, and more. |
| 0:45.0 | You'll also hear firsthand stories from low-cums physicians from all walks of life, so you get a bigger picture of the diverse options. |
| 0:51.0 | Get a comprehensive view of low-cums, and decide if it's right for you at Low-Cum-Story.com. |
| 0:56.0 | Alright, well, welcome to Episode 300. I can't believe we've made 300 episodes. |
| 1:02.0 | We make about 50 of a year, I guess that means we've been doing this for about six years. |
| 1:08.0 | Six years I've been sitting here, once a week on average, recording a podcast for you. |
| 1:14.0 | That's a big chunk of anybody's life, and it's pretty interesting to sit back and ponder that for a minute. |
| 1:20.0 | I hope it's been fun for you. I know the first 40 or 50 were pretty terrible. We went back and touched them up a little bit, made them a little bit better. |
| 1:27.0 | I think there's a bunch of those that don't even have show notes. |
| 1:30.0 | But we've tried to get better as we went along. We certainly have more professional equipment, more professional help. |
| 1:35.0 | Now than we did in the beginning, and I hope it's been a fun journey for you. |
| 1:39.0 | I know some of you have been around since then. I know many of you have actually gone back and listened to all of the podcasts. |
| 1:45.0 | I congratulate you on that feat. It is no small feat. I was always impressed when people did that with the blog and went back and read all the blog posts. |
| 1:54.0 | With the blog, we've subsequently deleted a few and combined a few and added a few. |
| 2:00.0 | I haven't heard people that started the beginning and read all the blog posts for some time. |
| 2:04.0 | But there's still plenty of people that email me and tell me they've listened to all the podcasts. |
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