meta_pixel
Tapesearch Logo
Log in
White Coat Investor Podcast

WCI #342: Captive Insurance

White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

Investing, Medicine, Health & Fitness, Business

4.82.4K Ratings

🗓️ 23 November 2023

⏱️ 64 minutes

🧾️ Download transcript

Summary

Today we are talking with Van Carlson of SRA 831(b) Admin all about captive insurance. We talk about who captive insurance is for, how to evaluate a good plan, how much capital a captive should have, and how to set premiums. We discuss how this can be a great risk management strategies with some tax benefits as well as how to avoid a bogus risk pool. There is a lot of great information here on a topic we were excited to learn more about.

Still not sure what to do with your student loans? Overwhelmed with how to tackle that giant debt in an ever changing political climate? The experts at StudentLoanAdvice.com are here to help guide you through the best options to manage your loans – our experienced staff have consulted on over $250M in student loan debt, and the average studentloanadvice.com client has saved over $190,000 dollars. You will receive a customized student loan plan using the principles of The White Coat Investor, get answers to all of your student loan questions, gain clarity about your financial future and start down the right path toward financial freedom. Book a consult today at https://www.studentloanadvice.com. 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

Click on a timestamp to play from that location

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.

0:06.1

We've been helping doctors and other high-income professionals stop doing dumb things with their money since 2011.

0:20.0

This is White Coat Investor Podcast number 342, captive insurance. When you're exploring career choices, consider locum tenants.

0:23.2

Locum gives you flexibility with short-term assignments, but there are many more benefits

0:26.7

that it can improve your quality of life.

0:28.6

The best way to research the vast world of locums is to talk to an expert.

0:32.1

Comp Health created the locums industry,

0:33.9

work with them to identify what you want out of your life

0:36.7

and work and find the perfect fit.

0:38.7

Locums works best when it's all about you.

0:40.7

And that's their focus.

0:41.6

They specialize in everything, you. Learn more's their focus. They specialize in everything you.

0:43.0

Learn more at comp health.com or visit them in person, W.C. icon 24 February 5th through 8th in

0:48.7

Orlando, Florida. Our quote of the day today comes from John Templeton.

0:52.5

Said the four most dangerous words in investing are,

0:55.2

this time it's different.

0:56.5

All right, welcome back to the podcast.

0:59.3

A lot of you are out there checking out potential contracts for next year. You're getting your first job or you're

1:04.3

getting a second job or maybe you're up for partnership. If you need some help reviewing

1:07.8

the contract, we have a recommended list for that. Whitecode investor.com

1:12.4

slash contract

1:13.4

dash negotiation dash and dash review is where you will find that you can go to

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Dr. Jim Dahle of the White Coat Investor, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Dr. Jim Dahle of the White Coat Investor and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.