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White Coat Investor Podcast

WCI #386: Changing the Narrative of Women and Money

White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

Medicine, Health & Fitness, Business, Investing

4.92.3K Ratings

🗓️ 26 September 2024

⏱️ 66 minutes

🧾️ Download transcript

Summary

Today our podcast producer Megan is stepping in as host and is joined by longtime friend of WCI, SC Gutierrez. They are talking about why women are generally less involved in finances than men and what can be done about it. They discuss different ideas around how to get your partner more involved, regardless of their gender, in setting financial goals. They talk about the impact of the way we are raised, the importance of intention and delegation and so much more.

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

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. Hello W.C. I'm still taking some time off to rest and recover from my accident.

0:20.0

But don't worry, I'll be back in a few weeks.

0:22.6

Until then, enjoy this episode from one of our friends of WCI.

0:27.7

Welcome back to the podcast. This is episode number 386,

0:31.3

Changing the Narrative of women and money.

0:34.6

We are still moving along without our fearless leader

0:37.6

for a few more weeks.

0:38.7

He is making incredible progress,

0:41.2

and he'll be back with us soon enough. We thank everyone for your concern and your

0:46.5

kindness as Dr. Dolly is resting and recovering. Today I am going to be attempting to host the podcast along with a great friend of

0:55.8

W.C. Gutierrez. I am Megan. I am the podcast producer and I've been pulled from

1:01.8

behind the camera to have what I think is going to be a fantastic conversation

1:06.7

and we will get into that shortly but first today's episode is brought to you by sofi

1:12.4

Helping medical professionals like us bank, borrow, and invest to achieve financial wellness.

1:17.0

SoFi offers up to 4.6% APY on their savings accounts as well as an investment platform, financial planning, and student loan refinancing,

1:26.0

featuring an exclusive rate discount for med professionals and a $100 month payment for residents.

1:32.0

Check out all that SoFi offers at whitecoat investor.com slash SoFi.

1:36.6

Loans originated by SoFi Bank N A NMLS 696891.

1:40.8

Advisory services by SoFi Wealth LLC. The brokerage product is offered by

1:44.3

SoFi Securities LLC member Finra's S-I-P-C. Investing comes with risk including risk of

1:49.3

loss. Additional terms and conditions may apply. All right, let's jump right into our

...

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