WCI #395: Navigating the Nuances of Career, Family, and Money with Dr. Lisha Taylor
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.9 • 2.3K Ratings
🗓️ 28 November 2024
⏱️ 69 minutes
🧾️ Download transcript
Summary
Today we covering a range of topics with our friend Dr. Lisha Taylor. We discuss topics like what the arrival fallacy is and what to do about it and how you know when you have "enough". We debate if FIRE is the cure or the cause of burnout, then talk about some alternative ideas to the typical way inheritance is planned for and 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
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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. |
| 0:16.0 | This is White Coat Investor Podcast, navigating the nuances of career, family, and money with Dr. Alicia Taylor. |
| 0:22.5 | First of all, welcome to the podcast, Dr. Taylor. |
| 0:26.3 | Thank you so much for having me. It's really nice to be here and to see your face and to know |
| 0:30.8 | that you're healing, all of those things. So it's great. Thank you. I appreciate your kind words. |
| 0:35.1 | For those who don't know, Dr. Altalisha Taylor is a new podcast |
| 0:38.8 | out called the Wealth Minded MD as well as an associated coaching business that can all be found. |
| 0:44.3 | You can get more details about that at Wealthminded MD slash WCI. Our sponsor for this episode is SoFi. |
| 0:52.5 | Helping medical professionals like us, |
| 0:56.3 | bank borrow and invest to achieve financial wellness. |
| 0:59.8 | SoFi offers up to 4.6% APY on their savings accounts, |
| 1:03.4 | as well as an investment platform financial planning and student loan refinancing, |
| 1:06.1 | featuring an exclusive rate discount for med professionals, |
| 1:08.2 | a $100 month payments for residents. |
| 1:11.3 | Check out all that SOFi offers at whitecoatinvestor.com slash SOFI.ons originated by SOFi Bank, NA, NMLS 696891, advisory services by SOFI Wealth, LSC. |
| 1:16.8 | The brokerage product is offered by SOFI Securities LLC, member of FINRAIS IPC, investing comes with risk, |
| 1:20.9 | including risk of loss. Additional terms and conditions can apply. All right. First of all, thank you everybody out there for what you do. This is not easy work you do. Sometimes we forget this. I was talking to one of our staff members yesterday who has a sibling who is in residency. They're in the first year of a residency and really feeling the heat and wondering, is this what I should be doing with my life? And I'm like, well, that's because up until this point they've just been preparing. And now they're finally doing. And we forget the medicine is not easy. It's hard. And so all of you out there who are doing it day to day, whether you've been doing it for a year, |
| 2:01.6 | whether you've been doing it for 30 years, thank you so much. |
| 2:03.6 | Those of us who have needed your services recently, and I've needed a lot of your services |
| 2:07.6 | recently, it's really very much appreciated. |
| 2:11.6 | Okay, before we get into your questions, we got to make sure we let you know about our big sale. |
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