WCI #370: Communicating with Your Spouse About Finances When You Don't See Eye to Eye
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.8 • 2.4K Ratings
🗓️ 6 June 2024
⏱️ 48 minutes
🧾️ Download transcript
Summary
Today we spend some time talking about what to do when you and your spouse or partner do not see eye to eye about certain parts of your financial life. It can be extremely difficult when your vision does not align. But it is critical to work through it and get on the same page. We also answer another handful of questions about Roth IRAs, Roth conversions and rollovers, the mega backdoor Roth and more.
Getting quality disability and life insurance should be the first financial chore for a doctor to complete. Most docs don't have the ideal policy for their gender, specialty, state, or health status and 1 in 7 doctors get disabled at some point during their career. Because these policies can only be purchased through brokers, we have put together a list of vetted agents who are experienced with working with the specific needs of medical professionals and who have your best interest at heart. If you have questions about insurance and what kind of policies would be the best fit for you, check out our insurance recommended list at https://www.whitecoatinvestor.com/insurance and feel the peace of mind that comes with knowing you have the optimal policy in place. 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!
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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 Whiteco Investor Podcast number 370. |
| 0:18.0 | Today's episode is brought to you by Sophie, helping medical professionals like us, bank, borrow, and invest to achieve financial wellness. |
| 0:25.0 | SoFi offers up to 4.6% APY on their savings accounts, as well as an investment platform, |
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| 0:32.0 | Featuring an exclusive rate discount for med professionals and $100 month payments for residents. |
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| 0:41.0 | Loans originated by SOFI Bank NA, NMLS 696, and N1 Advisory Services by |
| 0:45.8 | SoFI Wealth LLC, the brokerage project is offered by SoFI Securities LLC, member FINRA |
| 0:49.8 | SIPSE Investing comes with risk, including risk of of loss additional terms and conditions may apply. |
| 0:55.2 | All right, don't forget tomorrow is the last day to get the discount on all of our fire your financial |
| 1:00.8 | advisor courses. There's four of them now. There's a student |
| 1:03.5 | version. It's $99 regularly at 20% off till tomorrow. Residents normally |
| 1:09.4 | 299 20% off until tomorrow. The attending regular version for normal working professionals or people just coming out of residency, |
| 1:18.0 | 799. |
| 1:20.0 | And the one that qualifies for CME, |
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| 1:33.6 | to the next course as you move into the next career phase. You just pay the |
| 1:36.6 | difference between the courses. So as you go along and become a resident you pay the |
| 1:40.8 | difference between the student course and the resident course. |
... |
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