WCI #358: What to Do When You Don't Match, and Annual Survey Results
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.9 • 2.3K Ratings
🗓️ 14 March 2024
⏱️ 55 minutes
🧾️ Download transcript
Summary
Today we are talking about what your options are if you do not match this week. It can be one of the hardest things to face and knowing what your options are and what steps to take next can help ease the difficultly just a bit. We also spend some time telling you about the results of our annual survey. The survey is a huge part of how we decide what changes to make here at WCI. Finally we tackle a few of your questions about annuities, if you should ever invest with a family friend and where to put some extra moonlighting money as a resident.
Today’s episode is brought to you by SoFi, helping medical professionals like us bank, borrow, and invest to achieve financial wellness. SoFi offers up to 4.6% APY on their savings accounts, as well as an investment platform, financial planning, and student loan refinancing…featuring an exclusive rate discount for med professionals and hundred-dollar-a-month payments for residents. Check out all that SoFi offers at https://www.whitecoatinvestor.com/Sofi
* Loans originated by SoFi Bank, N.A., N-M-L-S 696891. Advisory services by SoFi Wealth LLC. The brokerage product is offered by SoFi Securities LLC, Member FINRA/SIPC. Investing comes with risk including risk of loss. Additional terms and conditions may apply.
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. |
| 0:06.1 | We've been helping doctors and other high-income professionals stop doing dumb things with their money since 2011. This whitecoat investor podcast number 358. |
| 0:19.0 | What to do if you didn't match this week. |
| 0:21.0 | Today's episode is brought to you by SoFi. Helping medical professionals like us bank, borrow, and |
| 0:26.6 | invest to achieve financial wellness. SoFi offers up to 4.6% APY on their savings accounts, as well as an investment platform, financial planning, |
| 0:34.8 | and student loan refinancing, featuring an exclusive rate discount for medical professionals |
| 0:39.6 | and $100 a month payments for residents. |
| 0:41.8 | Check out all that SoFi offers at white code investor |
| 0:44.3 | dot com slash soFi. Loans originated by SoFi Bank NANMLS 696891. Advisory services by SoFi Wealth LLC. |
| 0:52.1 | The brokerage product is offered by Soapai Wealth LLC. The Brokich Project is offered by Soapay Securities LLC, |
| 0:54.6 | member FINRA, SIPC, investing comes with risk |
| 0:57.7 | and clean risk of loss, |
| 0:58.5 | additional terms and conditions may apply. |
| 1:01.2 | All right, for those of you out there who are first year medical or dental students, or know somebody who is a first year of medical or dental students, and in fact we expanded that this year. |
| 1:13.2 | Your pharmacy school or PA or N.P or you know, Podiatry, whatever. |
| 1:19.3 | We've expanded this year our Champions program. |
| 1:21.5 | But tomorrow is the final day. Champions have to apply by tomorrow in order to get a free copy of the White Code Investors Guide for students for you and all of your classmates. All you have to do is |
| 1:35.0 | give us your mailing address and we'll send you all the books. All you have to do is pass |
| 1:39.3 | them out to your classmates. That's it. We'll even give you a little bit of swag for doing it. It's not complicated. It really is a free book. |
| 1:47.2 | And the knowledge in the book is maybe not priceless, but it's worth millions each of your classmates. |
| 1:53.7 | And if you multiply that by the 100 people in your class, |
| 1:56.7 | you know, that's a whole lot of money |
... |
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