WCI #389: Estate Planning, Navigating Your First Attending Job and 529s

White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

Medicine, Health & Fitness, Business, Investing

4.9 • 2.3K Ratings

🗓️ 17 October 2024

⏱️ 26 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today our friend Margaret Curtis is taking on the role of host while Dr. Dahle is recovering. She is answering your questions off the speak pipe. She talks about a tough estate planning situation with a listener finding her self in an undesirable situation, then she answers a question about cost segregation studies and rental properties, how to navigate your first attending job and ends with a question about 529s.

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. 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.
0:27.6	Hi and welcome to White Coat Investor Podcast, number 389.
0:31.4	I'm Dr. Margaret Curtis. I'm a pediatrician in Vermont and a white coat investor
0:35.4	columnist and I'm filling in for Dr. Dolly while he's recovering from an injury.
0:40.1	So we'll start with an ad from our sponsor.
0:42.7	Today's episode is brought to you by SoFi,
0:44.8	helping medical professionals like us, bank, borrow,
0:47.2	and invest to achieve financial wellness.
0:49.9	SoFi offers up to 4.6% APY in their savings accounts,
0:53.6	as well as an investment platform, financial planning,
0:56.1	and student loan refinancing,
0:58.0	featuring an exclusive rate discount
0:59.5	for med professionals and $100 a month payments for students.
1:02.6	Check out all that SoFi offers at
1:04.6	W W Wightcoat Investor.com
1:07.6	slash SoFi.
1:09.2	Loans originated by SoFi Bank NANMLS 6-891, Advisory Services by Sofy Wealth LLC.
1:16.3	The brokerage product is offered by Sofai Securities LLC, Member Finra, SIPC.
1:20.7	Investing comes with risk including risk of loss.
	...

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