WCI #409: Tail Coverage, Whole Life, and Other Insurance Questions
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.9 • 2.3K Ratings
🗓️ 6 March 2025
⏱️ 64 minutes
🧾️ Download transcript
Summary
Today we are talking all about insurance. We answer a few questions about tail coverage. We talk about annuities and whole life insurance and yet again encourage you all to avoid these products. We also have a short interview with a doc who has found himself working in the insurance world. We then answer a question about mortgages and the implication of property tax and home insurance.
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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 number 409. |
| 0:19.9 | As you prepare your taxes this season, you might be wondering if you're paying more than you should. |
| 0:24.0 | Over the past decade, clients of Cerebral Tax Advisors have seen an average return of 453% on their investment in Cerebral's tax planning services. |
| 0:32.1 | As a White Coat investor recommended firm, trusted by physicians nationwide, Cerebral uses court-tested IRS-approved strategies to reduce |
| 0:38.8 | personal and business taxes. Cerebral founder, Alexis Galati, comes from a family of physicians and |
| 0:43.9 | brings over 20 years of experience in tax strategy and multi-state tax preparation. Don't let |
| 0:48.9 | another year go by, leaving money on the table. Schedule your free discovery session today at |
| 0:52.7 | Cerebraltaxadvisors.com. |
| 0:55.4 | All right, welcome back to the podcast and thanks everybody for what you do out there. |
| 0:59.2 | If you're on your way to work, way home from work, had a bad day today, out walking the dog |
| 1:03.8 | or exercising, whatever you do while you listen to this podcast, know that you're appreciated. |
| 1:09.0 | And if nobody else has said thank you to you today, let me be the first. |
| 1:12.5 | Thank you for what you're doing. |
| 1:14.1 | This podcast is aimed at high-income professionals. |
| 1:16.8 | Most of our listeners are doctors. |
| 1:19.0 | And you all spent a lot of time learning your craft and trying to be the best you could |
| 1:25.4 | so that you can help as many people as possible. |
| 1:28.0 | And you deserve the high compensation you get from that. |
| 1:31.3 | But it's not that hard to feel unappreciated sometimes. |
| 1:35.9 | And you're asked to do a lot. |
... |
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