WCI #317: Financial Planning for a Child with a Disability
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.8 • 2.4K Ratings
🗓️ 1 June 2023
⏱️ 51 minutes
🧾️ Download transcript
Summary
Today our guest on the podcast is our friend, James Lange. He is here to talk about his personal experience of having a daughter diagnosed with a disability and then going through the process of making sure she will have the finances in place she needs to succeed even after he and his wife are gone. He shares everything he has learned through the process and we hope this episode will be incredibly helpful for those of you in a similar situation.
Did you know that the White Coat Investor not only has a podcast and a blog but several books that will help you on your way to financial independence. These books cover topics such as asset protection and minimizing your taxes to keep more of your hard earned money. They discuss plans for insurance, housing, spending, student loan elimination, investing and estate planning. You can learn how to become a millionaire within 5-10 years of leaving residency and how to invest in a sensible low cost and effective manner with or without the assistance of a financial advisor. There is even a book geared directly toward medical and dental students so you can start optimizing your finances early in your professional journey. Find the book that is right for you at the WCI store at https://www.shop.whitecoatinvestor.com or on Amazon. 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 Coat Investor Podcast where we help those who wear the White Coat get a fair |
| 0:04.8 | shake on Wall Street. We've been helping doctors and other high-income professionals stop doing |
| 0:09.6 | dumb things with their money since 2011. This is White Coat Investor Podcast number 317, |
| 0:18.6 | financial planning for a child with a disability. Now is the perfect time to review your last tax plan. |
| 0:24.4 | Are you taking advantage of all the available tax saving strategies? Have you used all the |
| 0:28.4 | deductions that can reduce your taxable income? Srebral Tax Advisors is a White Coat Investor |
| 0:33.0 | recommended tax firm, specializes in helping medical professionals lower their personal and business |
| 0:37.2 | taxes. Their services are flat rate and they focus on their clients' return on investment. |
| 0:41.8 | To learn more, schedule a pre-consultation, visit www.serebraltaxadvisors.com. |
| 0:49.1 | All right, a few things I want to make sure you know about today. The first is that we have a new |
| 0:55.5 | email series. This is separate from financial boot camp. We call it WCI 101 financial basics |
| 1:03.6 | and the goal of it is to bring you up to speed. We've had lots of requests for more basic |
| 1:10.7 | information available to people just starting out in their financial literacy journey. We want to |
| 1:16.4 | help you make well-informed financial decisions, avoid getting ripped off and learn how to transform |
| 1:22.4 | your high income into lasting wealth. And so the staff here at WCI has put together some awesome |
| 1:29.3 | emails. They're all short. There's like 41 of them and you'll get like two a week until they run |
| 1:35.7 | out. And then you get signed up for the monthly newsletter. That's it. It's all free. Just like 98% |
| 1:42.3 | of the content we provide you here at whitecodeinvestor.com. It's totally free to you. You can sign up for this |
| 1:47.7 | at whitecodeinvestor.com slash basics and start receiving simple free financial lessons in your |
| 1:54.0 | email every four days. So I encourage you to check that out. Another thing you should be aware of is |
| 2:00.4 | this podcast is very much driven by you and your desires and what you want. And so based on feedback |
| 2:06.4 | we've been getting, I'm adding some information to the Myel Stones podcast. Those are the ones that |
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