WCI #361: Financial Pathways for Attorneys

White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

Medicine, Health & Fitness, Business, Investing

4.9 • 2.3K Ratings

🗓️ 4 April 2024

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today we are having our first ever full episode focused on lawyers. Our friend and lawyer, Chris Avery, joins Dr. Dahle to discuss education costs and processes for legal professionals, when and why what school you go to matters, what bimodal pay is and what it has to do with lawyers, what lawyers typically make, if there really is a difference with lawyer vs. doctor finance and so much more.

Tax season is now nearly over, and it's usually when most doctors with 1099 income worry about having overpaid the IRS due to complex tax laws. With this in mind, Alexis Gallati, founder of Cerebral Tax Advisors and Cerebral Wealth Academy, recently launched "The Doctor’s 4-Week Guide to Smart Tax Planning," an online course specifically designed for medical professionals with side gigs and locum tenens. This course offers video lessons, live Q&As, 1-on-1 sessions, worksheets, and templates. An important reminder: it will only be open for enrollment until April 30th. Use the new coupon code WCIAPRIL300 for a $300 discount. Visit https://www.cerebralwealthacademy.com today!

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 is White Coat Investor Podcast number 361,
0:19.0	a financial pathway for attorneys.
0:21.0	Tax season is now nearly over, and that's usually when most doctors
0:25.1	with 1099 income worry about having overpaid the IRS due to complex tax laws.
0:29.5	With this in mind Alexis Galate, founder of Cerebral Tax Advisors and Cerebral Wealth Academy,
0:35.0	recently launched the Doctor's Four Week Guide to Smart Tax Planning, an online course specifically designed
0:39.4	for medical professionals with side gigs and local tenants. This course offers video lessons, live
0:44.6	Q&As, one-on-one sessions, worksheets, and templates.
0:47.6	An important reminder will only be open for enrollment until April 30th.
0:51.6	Use the new coupon code,
0:53.3	WCI, April 300 for a $300 discount.
0:57.7	Visit www.
0:59.3	Cerebral Wealth Academy.
1:00.6	com today. All right, welcome back to the podcast. It's good to be with you. You know, I love seeing you guys in person. I recently went out to Kentucky and it was a little bit rough because we scheduled this talk
1:14.3	I don't know six or nine months ago and it ended up up being the exact same time as the
1:21.3	first round of the NCAA tournament when Kentucky was playing.
1:25.0	The game started literally 10 minutes after my talk started there
1:31.0	at the Lexington Medical Society.
1:32.7	So a little bit tough to compete with there.
1:35.2	We still had a packed house.
1:36.3	It was a great session.
	...

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