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White Coat Investor Podcast

WCI #417: Get Rich Fast as a Millionaire with Roth Conversions

White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

Medicine, Health & Fitness, Business, Investing

4.92.3K Ratings

🗓️ 1 May 2025

⏱️ 94 minutes

🧾️ Download transcript

Summary

Today we are talking with our friend and Roth expert, Chris Davin. He is joining us to answer some of your questions and then get way into the Roth weeds with Dr. Dahle. Chris knows more about the intricacies of Roth considerations than anyone we know. They discuss when to choose Roth and why, mega backdoor Roth, choosing Roth as an independent contractor and so much more!

Brought to you by Laurel Road for Doctors. Laurel Road is committed to serving the unique financial needs of residents and doctors. We want to help make your money work harder and smarter. If credit card debt is weighing you down and you’re struggling with monthly payments, a personal loan designed for residents with special repayment terms during training could help you consolidate your debt. Check if you qualify for a lower rate, plus, White Coat Readers also get an additional rate discount when they apply through https://LaurelRoad.com/WCI
For terms and conditions, please visit https://LaurelRoad.com/WCI. Laurel Road is a brand of KeyBank N.A. Member FDIC.

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

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

0:04.8

shake on Wall Street. We've been helping doctors and other high-income professionals stop

0:09.3

doing dumb things with their money since 2011.

0:16.0

This is White Coat Investor Podcast number 417. Get rich fast as a millionaire with Roth conversions. Brought to you by

0:24.5

Laurel Road for Doctors. Lower Road is committed to serving the unique financial needs of residents and

0:28.5

doctors. We want to help make your money work harder and smarter. If credit card debt is weighing you down

0:33.3

and you're struggling with monthly payments, a personal loan designed for residence with special

0:36.8

repayment terms during training could help you consolidate your debt. Check if you qualify for with monthly payments, a personal loan designed for residence with special repayment terms during training

0:38.0

could help you consolidate your debt.

0:40.1

Check if you qualify for a lower rate,

0:41.7

plus white coat.

0:43.3

Investors also get an additional rate discount

0:45.6

when they apply through lowerroad.com forward slash WCI.

0:49.0

For terms and conditions,

0:50.0

please visit www.

0:51.1

lower road.com forward slash WCI. That's www. lower road.com forward slash wc.

0:55.5

That's www. lower road.

0:56.4

dot lower road.

0:58.1

lower road is a brand of KeyBank and a member FDIC.

1:02.2

All right.

1:02.7

How do you like that clickbait title?

1:04.6

I'm being told that if we title these podcasts differently,

...

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