WCI #419: Getting to Know Jim: His Past, Present, and Future Relationship with Money
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.9 • 2.3K Ratings
🗓️ 15 May 2025
⏱️ 53 minutes
🧾️ Download transcript
Summary
Today we are turning the tables and Dr. Dahle is being interviewed by our friend of WCI, Dr. Tyler Scott. We turn away from our usual pattern of answering technical questions and instead Tyler asks Jim about his views of money growing up, lessons he has learned along the way and how he views money now. We talk about his upbringing and raising his own children. We talk about what it means to have enough and how you know when you do. Today's interview will give you a little peek behind the curtain of what makes Dr. Dahle who he is.
Today’s episode is brought to us by SoFi, the folks who help you get your money right. Paying off student debt quickly and getting your finances back on track isn't easy, but that’s where SoFi can help — they have exclusive, low rates designed to help medical residents refinance student loans—and that could end up saving you thousands of dollars, helping you get out of student debt sooner. SoFi also offers the ability to lower your payments to just $100 a month* while you’re still in residency. And if you’re already out of residency, SoFi’s got you covered there too.
For more information, go to https://www.whitecoatinvestor.com/Sofi
SoFi Student Loans are originated by SoFi Bank, N.A. Member FDIC. Additional terms and conditions apply. NMLS 696891.
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
YouTube: https://www.whitecoatinvestor.com/youtube
Student Loan Advice: https://studentloanadvice.com
Facebook: https://www.facebook.com/thewhitecoatinvestor
Twitter: https://twitter.com/WCInvestor
Instagram: https://www.instagram.com/thewhitecoatinvestor
Subreddit: https://www.reddit.com/r/whitecoatinvestor
Online Courses: https://whitecoatinvestor.teachable.com
Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter
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 doing |
| 0:09.6 | dumb things with their money since 2011. Hello, everyone. Welcome to episode 419 of the |
| 0:19.0 | White Coat Investor podcast, an interview with Dr. Jim Dolly. |
| 0:23.4 | My name is Tyler Scott. I am a friend of WCI and here today to try something a little different with the podcast. |
| 0:31.9 | Most of you like me, I think really look up to Jim, admire him, appreciate his worldview perspective and contributions, |
| 0:40.1 | both to our financial literacy and to our broader medical and financial world at large. |
| 0:47.5 | And so I've been a fan of his for 15 years and looked up to him as a blogger and podcaster. |
| 0:55.5 | And then I've had this opportunity the last three years as Megan, my wife, |
| 0:59.7 | has become the podcast producer and I transitioned from dentistry to financial planning |
| 1:05.1 | where I've got to know Jim on a personal level. |
| 1:09.3 | And it's been awesome for me to get to hear his stories and hear |
| 1:14.7 | his motivations and reasonings and how he has come to form his opinions and these contributions |
| 1:23.3 | he makes where they started. And so my hope with today's podcast was to get some of those |
| 1:31.0 | stories and perspectives out and documented. Some of the things I've got to hear as we've been |
| 1:35.9 | hiking or at the conference together. And with the help of Carl Richards, a previous podcast guest, |
| 1:42.8 | who put together a list of great questions to evoke |
| 1:46.3 | deeper conversation about finance. I'm going to see if we can learn something about Jim, |
| 1:51.8 | get to know him better, and it's my hope that we will get to see him for more than just |
| 1:58.1 | the tactical backdoor Ross enthusiast and expert that he is. |
| 2:03.1 | So thanks for joining us today for something that's a little different. |
| 2:07.1 | Let us know what you think. |
... |
Transcript will be available on the free plan in 23 days. Upgrade to see the full transcript now.
Disclaimer: The podcast and artwork embedded on this page are from Dr. Jim Dahle of the White Coat Investor, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Dr. Jim Dahle of the White Coat Investor and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.