WCI #374: Asset Protection, 529s and the SAVE Plan
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.8 • 2.4K Ratings
🗓️ 4 July 2024
⏱️ 43 minutes
🧾️ Download transcript
Summary
Today we are answering more of your questions. We start off talking about a terrible fraud situation and how to attempt to mitigate the damage. We answer a few questions about asset protection and then a few questions about 529 accounts and how to use them. Finally we discuss the SAVE Plan and the current and extremely generous governmental programs available to docs.
Do you ever find yourself wishing there was somewhere to go to ask your finance, insurance or investing questions? The White Coat Investor community is a great place to turn. We have a thriving community across all of our social channels - facebook, twitter, instagram, reddit and our WCI forum. We have been discussing solutions to your money problems since 2011. Join the conversation with thousands of other White Coat Investors. Follow WCI on your favorite social media platform for financial resources, tips and strategies. Just head to your platform of choice and search for The White Coat Investor. 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 White Coat Code Investor Podcast, number 374. |
| 0:19.0 | Today's episode is brought to you by Sofa, helping medical professionals like us bank borrow and invest to achieve |
| 0:24.1 | financial wellness. SoFi offers up to 4.6% APY on their savings accounts as well |
| 0:29.6 | as an investment platform, financial planning and and student loan refinance, |
| 0:33.2 | feature an exclusive rate discount for med professionals, |
| 0:36.1 | and $100 a month payments for residents. |
| 0:38.4 | Check out all that SoFi offers at whitecode investor. |
| 0:40.9 | Com slash soFi. |
| 0:42.2 | Funds originated by Soapai Bank N. |
| 0:43.0 | Animal S-96891 Advisory Services by Soapai Wealth LLC. |
| 0:46.2 | The brokerage product is offered by Soapai Securities LLC member of FINRA |
| 0:48.5 | SIPC. Investing comes with risk, including risk, loss, additional terms of conditions |
| 0:51.6 | may apply. By the way, we have a chance to win the People's Choice Award for the best business and or best educational |
| 0:59.0 | podcasts of the year. |
| 1:00.4 | We need your help. |
| 1:01.4 | We need you to help us reach more doctors and spread financial literacy. |
| 1:06.0 | So this is a great and free way to give back and support W.C. I don't care if we win this award. |
| 1:12.0 | But I know that winning things like this helps spread the word. And spreading the word I do care about because I know there's a lot of people out there that have never heard of the white code investor that this message can really help. |
| 1:23.4 | So all you need to do is go to the White Code Investor.com slash vote link and nominate the |
| 1:30.2 | WCI podcast. The more nominations we get, the more people we reach, the higher likelihood that we win and can reach even more people. |
| 1:37.0 | So that nomination period runs from now until July 31st. |
... |
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