4.9 • 2.3K Ratings
🗓️ 4 January 2024
⏱️ 49 minutes
🧾️ Download transcript
Today we are answering your questions! Before we get to those we have a few follow up comments from listeners from episode #345 about DAFs. We talk about the possibility of companies offering DAFs ability to control which charities you can or cannot donate to. Then we get into your questions about saving for intermediate term goals, institutional malpractice policies, how to safely invest in real estate and more!
Cerebral Wealth Academy: As we kick off 2024, dive into Cerebral Wealth Academy—created by Alexis Gallati, founder of Cerebral Tax Advisors. With more than 20 years of experience helping doctors save more of their hard-earned money, Alexis recently launched 'The Doctor’s 4-Week Guide to Smart Tax Planning,' an online course specifically designed for medical professionals with 1099 income. As a special New Year's treat, be among the first 20 to use the code WCITAX2024 for a $300 discount. Visit http://cerebralwealthacademy.com to start immediately implementing strategies that can save you thousands on taxes.
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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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. This is White Coe Investor Podcast number 348. |
0:18.0 | This podcast is sponsored by Cerebral Wealth Academy. |
0:22.0 | As we kick off 2024, dive into Cerebral Wealth Academy, |
0:26.0 | created by Alexis Galatei, founder of Cerebral Tax Advisors. |
0:29.0 | With more than 20 years of experience helping doctors save more of their hard-earned money, Lexis recently |
0:33.8 | launched the Doctor's Four Week Guide to Smart Tax Plan, an online course specifically |
0:38.4 | designed for medical professionals with 1099 income. As a special New Year's treat treat be among the first 20 to use the code |
0:44.4 | WCI Tax 2024 for a $300 discount. Visit |
0:50.1 | W. W. |
0:53.0 | Cerebral Wealth Academy.com to start immediately implementing strategies |
0:55.0 | that can save you thousands on taxes. |
0:58.0 | All right, welcome back to the podcast and thank you for what you do. |
1:01.0 | Here we are. It's 2024. This is our first podcast |
1:04.8 | is going to drop in 2024. We're actually recording it before Christmas, but |
1:07.8 | first podcast in 2024. New Year, New You, this is the year you get |
1:12.4 | control of your finances. |
1:14.8 | This is the year you start living the life |
1:17.3 | you were made to live. |
1:19.3 | Let's get the financial ducks in a row |
1:21.1 | so you can quit worrying about them. |
1:22.7 | So you can concentrate on being a better parent, |
... |
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