WCI #322: Questions from Students and Residents
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.8 • 2.4K Ratings
🗓️ 6 July 2023
⏱️ 44 minutes
🧾️ Download transcript
Summary
Today we are answering a variety of questions from medical students and residents. We talk about the tax benefits of getting married and what to do with a whole life policy that was given to you. We tackle some questions about filling taxes as a med student and whether or not to sell a fully paid off house if you are moving states for residency. We answer a student loan question and give some advice on how to dive into learning about financial literacy.
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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!
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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 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. |
| 0:16.0 | It's a White Coat Investor Podcast number 322. |
| 0:19.0 | Our sponsor for this episode is Pat. At Patern, we know you want to be confident in control of your finances. |
| 0:24.0 | In order to do that, you need by disability insurance. |
| 0:27.0 | Problem is, research and insurance is complicated and time consuming, which can make you feel overwhelmed and unsure of who to trust. |
| 0:33.0 | We know that your time is valuable and believe doctors have more important things to do than worry about insurance. |
| 0:38.0 | This is why thousands of doctors have trusted Pat and helped them understand the insurance they're buying. Here's how we do it. |
| 0:43.0 | Step 1, Request Your Quotes. Step 2, Compare Your Options. Step 3, Buy Risk Free. |
| 0:48.0 | So, request your quotes today at www.patternlife.com. |
| 0:53.0 | You can also get there at whitecoatinvestor.com slash patern. |
| 0:57.0 | All right. Welcome back to the podcast. |
| 1:01.0 | We're recording this on, what's today, June 12th, and publishing it on July 6th. |
| 1:08.0 | So, it's July when you're listening to this. |
| 1:10.0 | I just got back from a really cool trip I want to tell you about. |
| 1:14.0 | You know, a lot of people have heard of Zion National Park. |
| 1:17.0 | This is one of the mighty five parks in Utah. |
| 1:21.0 | People make tracks from all over the world. |
| 1:23.0 | You know, lots of East Coasters, lots of people from Europe and the Far East come to Utah to see the National Park. |
| 1:30.0 | So, what a which is Zion National Park. |
| 1:33.0 | And hikers in particular are drawn to a couple of hikes there. |
| 1:37.0 | You know, angels landing, which now is a permitted hike, as well as the Zion Nero's. |
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