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White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor
Student Loans
Financial Planning
Personal Finance
Financial Literacy
Wedding Financing
Roth IRA
Retirement Planning
Wiring Money
Debt Management
Charitable Giving
457 Plan
Investment Risks
Investment Strategies
Tax Deferred Accounts
403(b)
Early Retirement
Housing Market
Financial Management
Pediatric Dentistry
Real Estate Investment

Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get... more

PublishesTwice weeklyEpisodes704Founded9 years ago
Number of ListenersCategories
BusinessMedicineInvestingHealth & Fitness

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Artwork for White Coat Investor Podcast

Latest Episodes

Today we're thrilled to welcome back our friend and financial expert Bill Bernstein for a thoughtful conversation about what it really means to "stop playing when you win the game." We dig into the idea of "enough," how to know when you've reached it... more

YouTube

Today we are chatting with a dentist who has built enough wealth that he can run for Mayor of his town. He has worked hard to build wealth and his practice and is now only seeing patients a few days a week so he can dedicate more time to making a dif... more

Today's episode tackles a wide mix of practical questions. We explore the pros and cons of unions for doctors, how to protect yourself from ACATS fraud, and what you need to know about vesting rules. We also dig into an asset allocation question, upc... more

YouTube

Today we are talking with a psych resident who has maxed out his personal and spousal IRAs for two years in a row. He found a lucrative moonlighting gig that has helped increase his income. His secret to success is getting educated early so you can g... more

Key Facts

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Recent Guests

Sean Mullaney
CPA, an advice-only financial planner and president of Mullaney Financial & Tax, Inc.
Mullaney Financial & Tax, Inc.
Episode: WCI #446: Managing Taxes in Retirement with Sean Mullaney
Nathan Clayberg
Senior Vice President of Business Development for MLG Capital
MLG Capital
Episode: WCI #441: The 4% Rule and Saving for an Early Retirement
Dr. Patrick Arpen
Recent graduate transitioning to a pediatric hospitalist role
Episode: WCI #438: The Resident Episode
Don Wenner
Principal CEO, Founder of DLP Capital
DLP Capital
Episode: WCI #437: Getting Your Work Benefits Right
Todd Gandy
Pulmonary and critical care physician
Episode: MtoM #240: Pulmonologist Pays Off Student Loans in Less Than 5 Years and Finance 101: Paying for School
Matt's Wife
A dentist and co-investor in their financial journey
Episode: MtoM #239: A Professor and a Dentist Become Multimillionaires and Finance 101: Financial Waterfalls
Robert Glazer
Founder and chairman of Acceleration Partners, a global leader in partnership marketing, and an author of eight books.
Acceleration Partners
Episode: WCI #434: Fixing Your Life, Burnout, and Money Problems by Identifying Your Core Values with Robert Glazer
Dr. Dimitrios Tsatiris
Expert psychiatrist specializing in physician burnout
Author of 'Physician Burnout'
Episode: WCI #431: How to Rise Above a Broken Healthcare System with Dr. Dimitrios Tsatiris
Ben Glass
Long-term disability attorney with extensive experience assisting clients in navigating disability insurance claims.
Ben Glass Law
Episode: WCI #427: Dealing with a Disability Claim with Attorney Ben Glass

Host

Dr. James Dahle
Host and founder of the White Coat Investor Blog, emphasizing financial education for medical professionals.

Reviews

4.8 out of 5 stars from 2.8k ratings
  • It’s never too late

    5 years ago, as a 54 year-old solo practice surgeon, I realized I had financially underachieved despite reasonable career success. I had always considered myself financially literate, but WCI and Dr. Dahle (along with JL Collins and Dave Ramsey) helped me get back on track with my approach. Having adopted the WCI mindset of high savings rate, low-cost index funds, spending far less than I make, and using all available qualified account tools (i.e., adding medical HSA, backdoor Roth and Cash Bala... more

    Apple Podcasts
    5
    Sasmemphis
    United States15 days ago
  • I was so angry but then I found White coat Investor

    For the first 10 years of my career after finishing Internal Medicine residency I was working for another doctor as a W-2 employee. Then in 2015 I started working for myself as an owner of my small primary care practice. When I had to pay my first tax bill, I was in disbelief. Then it turned into anger and frustration: I was in my early 40s and I had never learned or been exposed to basic investing and personal finance topics. I immediately started searching on how to lower my tax bill and ... more

    Apple Podcasts
    5
    R. Calonge
    United Statesa month ago
  • Love it!

    Psychiatry intern here who no longer worries about finances thanks to WCI!

    Apple Podcasts
    5
    itmann
    United Statesa month ago
  • Millionaire with his help

    I am a millionaire because of this Podcast. I developed a plan and stuck to it. Easy and straightforward advice, evergreen yet still love hearing it.

    Apple Podcasts
    5
    Dr. Surfer
    United States3 months ago
  • Life changing

    I’m an attorney, not a doctor, but this podcast has been a life changer for me and my family. I’ve learned so much good, effective and powerful advice. I have my kids listening to this as well.

    Apple Podcasts
    5
    Lake Lawyer
    United States4 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

There is a strong sentiment that success stories shared resonate with them, motivating personal financial initiatives.
Overall, the show is seen as an essential resource for financial education aimed at high-income professionals.
Many feel that the content is exceptionally relevant and transforming for their financial literacy.
Listeners appreciate the practical advice that empowers them to manage their finances effectively.
Some reviews critique the guest selection, suggesting a need for more diverse backgrounds in financial struggles.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#29
United States/Business/Investing
Apple Podcasts
#122
United States/Business
Apple Podcasts
#76
Canada/Business/Investing
Apple Podcasts
#197
Canada/Business
Apple Podcasts
#210
Australia/Business/Investing
Apple Podcasts
#7
Saudi Arabia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

WCI #449: Unions, ACATS Fraud, Vesting, HSAs, and ETFs: What Doctors Need to Know
Q: Will every bronze health insurance plan be a high-deductible plan in 2026?
Yes, starting with the 2026 plan year, all bronze and catastrophic plans purchased through the marketplace will be considered high-deductible health plans.
WCI #449: Unions, ACATS Fraud, Vesting, HSAs, and ETFs: What Doctors Need to Know
Q: What happens to the matching funds if I leave before the three years?
Most of the time, you'll keep your contributions and any gains on those, but you typically lose the employer's match and any gains on that until you vest.
MtoM #252: Psych Resident Maxes Out Spousal and Personal IRAs and Finance 101: Boosting Your Income
Q: What advice do you have for someone out there wanting to be financially literate?
Matthew advises to first educate yourself on finances, creating a plan, and prioritize your goals.
MtoM #252: Psych Resident Maxes Out Spousal and Personal IRAs and Finance 101: Boosting Your Income
Q: Tell us about your financial journey.
Matthew started as a naive saver influenced by his middle-class upbringing but became financially literate with resources from the White Coat Investor, aiming for financial responsibility.
WCI #448: Smart Retirement Moves for High-Income Professionals
Q: What should I look for if I have a 457 plan?
Be cautious as the non-governmental 457 plan has risks such as being subject to employer's creditors and less favorable distribution options.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Gender Skew
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Frequently Asked Questions About White Coat Investor Podcast

What is White Coat Investor Podcast about and what kind of topics does it cover?

Dedicated to educating high-income professionals, particularly in the medical and dental fields, on personal finance, the focus is on empowering listeners to manage their own financial lives effectively. Common topics include strategies for managing student loans, retirement planning, and various investment options. The host often shares practical insights aimed at mitigating financial mistakes commonly made by professionals in high-stress jobs, ensuring that they are equipped with knowledge to navigate financial decisions confidently. Unique elements include guest success stories that serve as both inspiration and practical illustration of effective financial principles in action, making complex financial topics accessible and engaging.

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Which podcasts are similar to White Coat Investor Podcast?

These podcasts share a similar audience with White Coat Investor Podcast:

1. Money Meets Medicine
2. The Passive Income MD Podcast
3. Bogleheads On Investing Podcast
4. Earn & Invest
5. ChooseFI

How many episodes of White Coat Investor Podcast are there?

White Coat Investor Podcast launched 9 years ago and published 704 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact White Coat Investor Podcast?

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What guests have appeared on White Coat Investor Podcast?

Recent guests on White Coat Investor Podcast include:

1. Sean Mullaney
2. Nathan Clayberg
3. Dr. Patrick Arpen
4. Don Wenner
5. Todd Gandy
6. Matt's Wife
7. Robert Glazer
8. Dr. Dimitrios Tsatiris

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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