WCI #394: Index Funds, Real Estate, and Buying Into Your Practice

White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

Medicine, Health & Fitness, Business, Investing

4.9 • 2.3K Ratings

🗓️ 21 November 2024

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today we start off with a dive into HSAs then answer a question about low cost index funds and how they actually work. We get into the weeds with a question about what happens when you take out a loan from your 401(k) to invest in real estate. We talk about what to consider and prioritize when buying into partnership then discuss some thoughts around managing your portfolio. We also have a short interview with our friend Paul Moore from Wellings Capital.

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
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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.
0:06.2	We've been helping doctors and other high-income professionals stop doing dumb things with their money since 2011.
0:15.9	This is White Coat Investor podcast number 394.
0:19.1	Today's episode is brought to you by SOFFI, helping medical professionals like us bank, borrow,
0:23.4	and invest to achieve financial wellness.
0:26.2	SoFi offers up to 4.6% APY on their savings accounts, as well as an investment platform,
0:31.3	financial planning, and student loan refinancing, feature an exclusive rate discount for
0:35.3	med professionals and $100 a month payments for residents.
0:38.3	Check out all that SOFI offers at whitecodeinvestor.com slash SOFi.
0:42.5	Loans originated by SOFi Bank, NAMLS, 6968991, advisory services by SOFI Wealth LLC.
0:47.1	Brokrage product is offered by SOFi Securities LLC.
0:49.0	Member FINRA, SIPC.
0:50.4	Investing comes with risk, including risk of loss.
0:51.8	Additional terms and conditions may apply.
0:54.0	All right.
0:54.9	We are back to a regular white code investor podcast episode.
1:00.8	I'm not going to spend all day today talking about climbing.
1:03.8	If that was super boring for you the last couple of weeks, I'm sorry.
1:07.8	It was a big part of our lives for a while here.
1:10.7	And so we felt like there were enough
1:12.4	people interested in the story. And we thought it was an interesting enough story that we decided
1:15.9	to spend some time sharing it with you. But we're not going to be doing that today. We're going
	...

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