WCI #365: Disability Insurance with a Friend of WCI

White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

Medicine, Health & Fitness, Business, Investing

4.9 • 2.3K Ratings

🗓️ 2 May 2024

⏱️ 80 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today our friend Dr. Tyler Scott is joining Dr. Dahle to talk about disability insurance as well as to help answer your questions. Dr. Scott is a licensed dentist turned financial planner as well as a columnist here at WCI. Dr. Scott is here to preach the message that all docs need disability insurance and shares his story of going on disability. Later they talk about HSAs, saving for future home expenses, capital gains taxes, and how to clean up a disaster of an investment account and more.

Kitces HSA Article: https://www.kitces.com/blog/health-savings-accounts-hsa-dependents-children-age-26-hdhp-taxes-contribution-limits

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 $100/month payments for residents. Check out all that SoFi offers at https://www.whitecoatinvestor.com/Sofi
*Loans originated by SoFi Bank, N.A., NMLS 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 is White Coat Investor Podcast number 365.
0:19.0	Disability Insurance with a friend of WCI.
0:22.0	Today's episode is brought to you by SoFi, helping medical professionals like us bank, borrow, and invest to achieve financial wellness.
0:29.0	SoFi offers up to 4.6% APY on their savings accounts, as well as an investment platform, financial planning, and student loan
0:35.5	refinances, featuring an exclusive rate discount for med professionals and $100 a month payments for residents.
0:42.1	Check out all that SoFi offers at white code investor.
0:45.0	Dotcom slash SoFi.
0:47.0	Loans originated by SoFi Bank NMLS 696891.
0:51.0	Advisory services by SoFi Wealth, LLC.
0:53.9	The brokerage product is offered by SoFi Securities LLC,
0:56.9	member FINRA, SIPC.
0:59.1	Investing comes with risk, including risk of loss,
1:01.0	addition terms of conditions may apply.
1:03.8	All right, welcome back to the podcast.
1:06.6	And thanks so much all of you out there for what you're doing.
1:09.4	Today we're doing another Friends of WCI episode. I'm here with Tyler Scott. Welcome to
1:14.6	the podcast, Tyler. It's an honor and a tremendous excitement to be here. Thanks
1:20.1	for having me. We're pretty excited to have you here.
1:23.0	I should introduce Tyler.
1:24.0	I've known Tyler for quite a while now, actually.
1:26.5	Tyler happens to be married to our podcast producer.
	...

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