WCI #379: Contributing to Your Non Dependent Adult Child's HSA
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.9 • 2.3K Ratings
🗓️ 8 August 2024
⏱️ 41 minutes
🧾️ Download transcript
Summary
Today we talk more about the new Vanguard CEO and Ascensus acquiring Vanguards's individual 401(k) business. We answer a few questions about DAFs and if appreciated securities are a reasonable alternative to DAFs. We talk about donating real estate to charity and then get into detail about contributing to your non dependent adult child's HSA.
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!
Main Website: https://www.whitecoatinvestor.com
YouTube: https://www.whitecoatinvestor.com/youtube
Student Loan Advice: https://studentloanadvice.com
Facebook: https://www.facebook.com/thewhitecoatinvestor
Twitter: https://twitter.com/WCInvestor
Instagram: https://www.instagram.com/thewhitecoatinvestor
Subreddit: https://www.reddit.com/r/whitecoatinvestor
Online Courses: https://whitecoatinvestor.teachable.com
Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter
Transcript
Click on a timestamp to play from that location
| 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 379. |
| 0:19.0 | Today's episode is brought to you by SoFi helping medical professionals like us, bank borrow and invest to achieve financial wellness. |
| 0:25.0 | SoFi offers up to 4.6% API on their savings accounts, as well as an investment platform, financial planning, and student loan refinancing. |
| 0:32.0 | Be sure in an exclusive rate discount. platform financial planning and student loan refinancing. |
| 0:32.6 | Be sure in an exclusive rate discount for med professionals and $100 month |
| 0:37.1 | payments for residents. Check out all that SoFi offers at whitecoat investor. |
| 0:41.0 | com slash SoFi. Notcom. SoFi. |
| 0:43.0 | Lones original by SoFi Bank NMLS 696891. |
| 0:46.0 | Advisory Services by SoFi Wealth LLC. |
| 0:47.3 | The brokerage product is offered by SoFi Securities LLC member Finrent, SIPC. |
| 0:50.9 | Investing comes with risk, including risk of loss, additional terms and conditions may apply. |
| 0:54.6 | All right, welcome back to the podcast. |
| 0:56.0 | I know it feels like you just listened to one a week ago, but we didn't record one a week |
| 1:01.2 | ago, all right? We haven't recorded a |
| 1:04.0 | podcast in fact in a month and mostly because we've been off having fun. |
| 1:08.8 | I have had a heck of a street the last four weeks. |
| 1:12.0 | I was back very briefly between each of four trips and |
| 1:16.5 | between two of them worked a single shift and then was off again having fun but |
| 1:21.3 | it's been a wonderful summer break for me and I hope you've had |
| 1:25.8 | something that you could look forward to this summer and enjoyed by yourself with a family |
| 1:30.4 | member whatever. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Dr. Jim Dahle of the White Coat Investor, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Dr. Jim Dahle of the White Coat Investor and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.