WCI #49: Tales From my Email Box
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.8 • 2.4K Ratings
🗓️ 12 April 2018
⏱️ 25 minutes
🧾️ Download transcript
Summary
This episode is full of listeners' and readers' questions. Dr. Dahle talks about lifetime limits on retirement accounts and 529 plans, Backdoor Roth IRAs, SEP IRAs, saving for short term large purchases, and a cautionary tale about student loan debt and why you should make a plan early concerning how you will deal with it.
No more wading through dozens of books at the library, scrolling through hundreds of blog posts on dozens of blogs, or checking in daily with online forums trying to gain a financial education the way the hobbyists do. For a fraction of the price of hiring a professional financial planner, the Fire Your Financial Advisor online course will take you from feeling anxious and having no plan to having a written financial plan you can follow the rest of your investing career as a professional and a retiree. This course is the material that should have been taught to you in college, medical school, or residency but never was. Fire Your Financial Advisor also has a version eligible for CME credit. Get your financial life in order today. Go to https://www.whitecoatinvestor.com/courses to sign up. You can do this and The White Coat Investor can help.
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. |
| 0:06.0 | We've been helping doctors and other high-income professionals stop doing dumb things with their money since 2011. |
| 0:12.0 | Here's your host, Dr. Jim Dolly. |
| 0:17.0 | Welcome to episode 49. Tales from my email inbox. |
| 0:24.0 | No more waiting through dozens of books at the library, scrolling through hundreds of blog posts on dozens of blogs or checking in daily with online forums trying to gain a financial education the way the hobbyists do. |
| 0:35.1 | For a fraction of the price of hiring a professional financial planner, the Fire Your Financial |
| 0:39.5 | Advisor online course will take you from feeling anxious and having no plan to having a |
| 0:44.3 | written financial plan you can follow the rest of your investing career as a professional |
| 0:48.1 | and a retiree. This course is the material that should have been taught to you in |
| 0:52.3 | college, medical school, |
| 0:53.4 | or residency, but never was. Fire your financial advisor also has a version eligible for CME credit. |
| 0:59.3 | Get your financial life in order today. Go to white code investor.com |
| 1:03.0 | slash courses to sign up. |
| 1:05.0 | You can do this and the white code investor can help. |
| 1:07.0 | Our quote of the day today comes from Benjamin Graham |
| 1:10.0 | who said the individual investor should act consistently as an investor and not as a speculator. |
| 1:17.2 | That kind of reminds me of something from the conference in March where Jonathan Clemens, I believe it was, was asked about Bitcoin. |
| 1:26.7 | And basically he said something about speculation and that was where he left it. |
| 1:32.3 | And pretty much the he left it. And pretty much, the answer was, yeah, that's speculation. |
| 1:36.0 | You should just avoid it. |
| 1:38.0 | You know, the conference was a lot of fun. |
| 1:40.0 | This is our first day recording podcast since we had the conference up in Park City. |
... |
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