WCI #82: Nearing Retirement
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.8 • 2.4K Ratings
🗓️ 29 November 2018
⏱️ 33 minutes
🧾️ Download transcript
Summary
One listener felt a lot of my podcasts are geared toward the younger physician. She really wanted to know more about investing as she nears retirement. She had questions like is a portfolio 100% in index funds appropriate for a retiree? What about alternative strategies - bond ladders, dividend paying stocks, using options as an insurance policy, and those types of things. A common misconception is that someone nearing retirement should do something dramatically different than a 25 year old. Bear in mind a typical 55 year old still has a 30 year investing career. The right investments for a 55 year old are exactly the same as the ones for a 25 year old. But perhaps the mix will be a little different.
Love what you hear on the podcast? Looking for more great White Coat Investor content? Head over to our YouTube channel where you can watch video recordings of our podcast, short snippets of financial tips explained succinctly by me and others, and deep dives into topics for more in depth learning. You can even learn all about real estate with webinars from our real estate partners. Check out all this and more at https://www.youtube.com/thewhitecoatinvestor. 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. |
| 0:14.0 | Welcome to White Coat |
| 0:20.0 | to White Coat Investor, podcast number 82, nearing retirement. |
| 0:23.7 | Today on the podcast, we're going to talk about those issues you face as you get close to retirement age. |
| 0:28.4 | But first, a word from our sponsor. |
| 0:30.0 | Love what you hear on the podcast, Looking for more great white code investor content, |
| 0:34.4 | head over to our YouTube channel where you can watch video recordings of our |
| 0:37.4 | podcast, short snippets of financial tips explained succinctly by me and others, |
| 0:42.4 | and deep dives into topics for more in-depth learning. |
| 0:45.9 | You can even learn all about real estate with webinars from our real estate partners. |
| 0:50.1 | Check out all this and more at YouTube. dot com slash the white code investor. |
| 0:55.0 | You can do this and the white code investor can help. |
| 0:57.6 | I hope you're all ready for the holidays. |
| 0:59.1 | Thanks for being willing to work during the holidays, |
| 1:01.0 | by the way. |
| 1:01.8 | I've realized talking to some of my friends that aren't in |
| 1:03.7 | medicine that they're working really hard right now as they're as we record this earlier in |
| 1:08.7 | November so that they basically don't do anything the last couple of weeks of |
| 1:12.0 | December which you know, was a little |
| 1:14.4 | bit surprising to me given the 24-7-365 nature of my work. But thanks for being willing to do that. That's not an easy thing to do. be at the hospital at your work at the clinic |
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