meta_pixel
Tapesearch Logo
Log in
White Coat Investor Podcast

WCI #95: The Speakpipe is Working

White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

Investing, Business, Health & Fitness, Medicine

4.82.4K Ratings

🗓️ 28 February 2019

⏱️ 35 minutes

🧾️ Download transcript

Summary

Lots of listener's voices on this episode. The speakpipe to record your questions is working well! I answer your colleagues questions about contributing to a Roth IRA for those married filing separately, taking out a 401(k) loan, funding HSAs, when it makes sense to file as an S Corp, exchanging an annuity, and more.

If you found this podcast useful visit our blog at http://whitecoatinvestor.com for more personal finance and investing information. Find an engaging and helpful community in our forum at http://whitecoatinvestor.com/forums/

At some point in our financial lives, it will be time to buy a home. A physician mortgage can be a good vehicle for a young doctor who's just out of school and has a more effective place to use their money than on a big down payment. These loans allow doctors to secure a mortgage with fewer restrictions and a lower down payment than a conventional mortgage. But if you're further advanced in your career or deeper into your journey to financial freedom, buying a home with a conventional mortgage and then, later on, potentially refinancing that loan to a better rate with a shorter time frame could be a great move. Wherever you are in your financial journey, make sure you use the mortgage that will be most financially beneficial for you. Hop over to our recommended tab to learn more about all of your mortgage and refinancing options at https://www.whitecoatinvestor.com/mortgage. 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!

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 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 the White Coat

0:20.0

Cote Investor Podcast. This is episode 95, The Speak Pipe is working. White Coat Pied is

0:25.0

at the Speak Pipe is working. At some point in our financial lives, it will be time to buy a home.

0:29.0

A physician mortgage can be a good vehicle for a young doctor who's just out of school and has a more

0:34.3

effective place to use their money than on a big down payment.

0:37.6

These loans allow doctors to secure a mortgage with fewer restrictions and a lower down payment

0:42.0

than a conventional mortgage.

0:44.0

But if you're further advanced in your career or deeper into your journey to financial freedom,

0:47.6

buying a home with a conventional mortgage and then later on, potentially refinancing that

0:51.6

loan to a better rate with a shorter time frame could be a great move.

0:55.0

Wherever you are in your financial journey, make sure you use the mortgage that will be most financially beneficial for you.

1:01.0

Hop over to our recommended tab to learn more about all of your mortgage and refinancing

1:04.9

options at whitecode investor.com slash mortgage. You can do this and the white code investor can help.

1:11.0

Our quote of the day today comes from Warren Buffett who said if a statue is ever erected to honor the person who has done the most for American investors, the hands-down choice should be Jack Bogle.

1:21.0

I agree with that. He really has done a lot. Unfortunately

1:24.7

passed away in January and we're really going to miss him. He's done a lot for the

1:29.2

American investor for sure. And you are doing a lot for your

1:33.0

doing. And you are doing. I don't know if any of them told you

1:34.7

thanks today, but if they didn't, at least you've heard it from one person.

...

Please login to see the full transcript.

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 2026.