WCI #332: Getting A Financial Plan In Place
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.8 • 2.4K Ratings
🗓️ 14 September 2023
⏱️ 61 minutes
🧾️ Download transcript
Summary
Today, SC Gutierrez, long time friend of WCI and the podcast is joining Dr. Dahle to help answer your questions. Together they answer questions about student loans and the SAVE program, about how HSAs should be viewed as retirement accounts, the importance of a written financial plan and a friendly reminder that no one can time the market, and finally get into what a defined benefit plan is.
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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 |
| 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 White Coat Investor Podcast number |
| 0:18.0 | is 332, getting a financial plan in place. Today's episode is brought to us by SoFi, the folks who |
| 0:23.8 | help you get your money right. They've got exclusive rates and offers to help medical professionals |
| 0:27.6 | like you when it comes to refinancing your student loans. That could end up saving you thousands |
| 0:31.8 | of dollars. Still in residency, SoFi offers competitive rates and the ability to whittle down |
| 0:36.4 | your payments to just a hundred dollars a month while you're still in residency. Already out of |
| 0:40.4 | residency, SoFi's got you covered there too. With great rates, they could help you save money |
| 0:44.9 | and get on the road to financial freedom. Check out the payment plans and interest rates at |
| 0:49.3 | SoFi.com slash White Coat Investor. SoFi's student loans are originated by SoFi Bank and a member |
| 0:54.0 | FDIC, additional terms and conditions may apply, and MLS 696891. All right, welcome back to the |
| 1:02.3 | White Coat Investor Podcast. We're recording this almost a month before it runs, and by the time |
| 1:08.7 | you hear this, I will be back from your somebody hopefully after a successful ascent of half-dome |
| 1:14.3 | next week. We hope so anyway. And while a good portion of the White Coat Investor Company is off |
| 1:20.1 | climbing Kilimanjaro, not me, unfortunately. All right, you are probably aware we have a number |
| 1:27.2 | of White Coat Investor communities. We have a Facebook group. We have the White Coat Investor forum, |
| 1:33.5 | which is hosted right on our website. We have the Reddit, which is growing like crazy by the way. |
| 1:38.4 | If you love Reddit, come by the White Coat Investor subreddit. It's growing like mad. But we are |
| 1:43.3 | starting a new WCI community. And so I'm going to have our podcast producer for the first time ever |
| 1:50.0 | on this podcast step in and tell you a little bit about our new WCI community. Welcome Megan. |
| 1:56.2 | We are so excited to launch this community. The financially empowered women or the few was |
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