Best Dr. Jim Dahle of the White Coat Investor Podcasts (2025)

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MtoM #236: Physician Takes a Youth Sports Team to the State Championship and Finance 101: Sequence of Returns Risk 34:23

18h ago34:23

34:23

Today we are talking with a doc who is celebrating the youth hockey team he coaches winning a state championship. He tackled his financial goals early and has reached coast FIRE. That financial security has allowed him to change his work schedule to make enough time for family and coaching. He is a great example of the power of getting your finance…

1
WCI #432: 529s and Spending for College 42:53

5d ago42:53

42:53

Today we are talking about 529 accounts and how to invest them as well as how to spend them down. There are a lot of ways to help fund your children's education. Most families use a combination of 529 accounts, loans, other savings and cash flow. If you have access to a 529 account it is generally recommended to spend that down before moving to oth…

1
MtoM #235: Resident Gets $100K in Assets During Residency and Finance 101: Medical School 28:49

8d ago28:49

28:49

Today we are talking with a doc just starting his third year of residency and he already has $100,000 in assets. He had his financial awakening his final year of medical school and has hit the ground running. He has a savings rate of over 40% and has done an amazing job keep their fixed expenses low. He has no car payment, no kids, cheap rent, and …

1
WCI #431: How to Rise Above a Broken Healthcare System with Dr. Dimitrios Tsatiris 32:21

12d ago32:21

32:21

Our guest today is Dr. Dimitrios Tsatiris. He is a practicing psychiatrist and author. Outside of his clinical practice he has a passion for helping docs avoid burnout. He and Dr. Dahle discuss why so many physicians are struggling with burnout, why we should talk about burnout on a financial podcast, how perfectionism and stoicism plays into all o…

1
MtoM #234: Psychiatrist Opens a Private Practice and Still Manages to Pay Off Her Student Loans in 2 years and Finance 101: How to Invest at All Time Highs 24:36

15d ago24:36

24:36

Today we are celebrating a psychiatrist who opened a private practice and paid off her student loans only a few years out of residency. She said she is very debt averse and poured every dollar she could to crushing the loans. Not only did she tackle her loans but she also opened a private practice at the same time. She wanted to provide the highest…

1
WCI #430: Backdoor Roth - Standard and Mega 1:04:33

19d ago1:04:33

1:04:33

Today we are talking about everyone's favorite topic - the Backdoor Roth! We are answering questions about common mistakes for the Backdoor Roth IRA as well as having a larger discussion around what the Mega Backdoor Roth is, who it makes sense for, and how to make the most of it. Today’s episode is brought to us by SoFi, the folks who help you get…

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MtoM #233: Dual Doc Couple Pays Off Half Million in Loans While One Stays at Home and Finance 101: Geographic Arbitrage 23:04

22d ago23:04

23:04

Today we have a guest coming on the show for the second time. He was on about 3 years ago after he paid off his student loans. Today he is back to celebrate paying off his wife's student loans, as well as becoming a Millionaire. He said it has been surprising how easy it has been to reach these milestones. They have their priorities set, a written …

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WCI #429: Impact of the Big Beautiful Bill on Student Loans 1:07:14

26d ago1:07:14

1:07:14

There has been a lot of concern around student loans and what impact the new legislation will have. Today we bring on Andrew Paulson of https://StudentLoanAdvice.com to explain what he knows so far about what to expect from the changes. Dr. Dahle walks through different elements of the bill. We answer a question about if medical school is still wor…

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MtoM #232: Med Student Graduates Debt Free with Limited Parental Help and Finance 101: The Pennies Issue with the Backdoor Roth IRA 25:10

29d ago25:10

25:10

Today we are taking with a newly graduated med student who made it through school debt free. She worked four different jobs and ended up joining the National Guard to help cover costs. She worked hard to save up enough to pay cash for her first year of school before joining the military to cover the last 3 years. After the interview we are talking …

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WCI #428: Estate Planning and Passing Wealth to Your Children 1:00:16

1M ago1:00:16

1:00:16

Today we are answering your questions about estate planning and passing on of wealth to future generations. We talk about the value of giving your kids their inheritance earlier in life when they need it most. We discuss if buying variable annuities as a way to pass wealth to your children or grandchildren is a good idea, as well as what to do when…

1
MtoM #231: Dual Doc Couple Saves $100K for Retirement During Residency and Finance 101: Plan Documents for Employer-Provided Retirement Accounts 24:03

1M ago24:03

24:03

This dual doc couple has a very impressive milestone today. They have saved $100,000 towards retirement during residency. They wanted to give themselves more compounding interest time and not wait until they were attendings. This doc also shared about their student loan journey. They met with Andrew at StudentLoanAdvice.com and got a plan in place …

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WCI #427: Dealing with a Disability Claim with Attorney Ben Glass 50:12

1M ago50:12

50:12

Today we are talking with Ben Glass, an attorney on our recommended list who helps docs make successful disability claims. Ben talks about what makes for a strong claim, when you might need to get an attorney involved, what mistakes he has seen docs make in the claims process and what he wishes docs knew if they think they might be facing a disabil…

1
MtoM #230: Radiologist Hits Early Financial Independence and Finance 101: The Three Pathways to Wealth 24:04

1M ago24:04

24:04

Today we are chatting with a radiologist who has hit financial independence just six years out of training. This doc has taken a unique path from being a radiologist with a pain medicine specialty to his methods of making his millions. He is highly invested in crypto, individual stocks, and real estate. He and his wife also moved to Puerto Rico to …

1
WCI #426: A Deep Dive into HSAs 1:01:22

2M ago1:01:22

1:01:22

Today we are answering a questions about HSAs. We spend time really getting into the details of what an HSA is, who might want to use it when, contribution limits, and what the pros and cons of using an HSA are. We also answer a question about the thrift savings plan and what to do with your retirement accounts when transitioning into active duty i…

1
MtoM #229: Intensivist Goes into the ICU and Comes Out a Millionaire and Finance 101: How to Know Where You Stand Financially 22:56

2M ago22:56

22:56

Today we are talking to a pulmonary and critical care doc who is returning to the podcast for a second interview. He has achieved several milestones including paying off his student loans and becoming a millionaire. This doc also had a big health scare that landed him in the ICU for a week with a 6 week recovery after he got out of the hospital. He…

1
WCI #425: WCICON25 Columnist Panel 1:06:25

2M ago1:06:25

1:06:25

Today we are sharing one of our fan favorite sessions from WCICON25. Several of our White Coat Investor Columnists joined Dr. Dahle on stage for a discussion about spending extravagantly. They shared what intentional spending looks like and how their view of extravagant spending has changed over their career. They also answer audience questions liv…

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MtoM #228: Multiple Milestones on a Moderate Income and Finance 101: Mutual Funds 28:53

2M ago28:53

28:53

Today we are talking with Wendel Topper, our audio visual guru here at the White Coat Investor. He is sharing his story of his financial awakening and slowly learning through osmosis after he started working for WCI. In just five years he and his wife have paid off their mortgage, reached a $500,000 net worth, bought a car with cash and so much mor…

1
WCI #424: PSLF, Insurance, and Bonds 45:02

2M ago45:02

45:02

Today we are tackling a variety of topics starting off with a few questions regarding Public Service Loan Forgiveness. We talk about looking for disability insurance as a resident and then answer a few questions about bonds. We wrap up with a question about calculating how much money you need for retirement. Today’s episode is brought to us by SoFi…

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MtoM #227: Orthopedist Becomes a Millionaire 7 Years Out of Training and Finance 101: Leverage 35:30

2M ago35:30

35:30

Today we are talking to an orthopedic surgeon who has reached a net worth of $2 million. He read the White Coat Investor book in residency and decided he wanted to be a millionaire by 40. He has done that and more. Not only has he worked hard to save and invest but has jumped into several side hustles to grow his wealth, including creating a real e…

1
WCI #423: Rollovers, Roth, and Investing 47:37

2M ago47:37

47:37

Today we are back to our most asked about topic: Roth. We answer a question about rollovers, then we talk about Mega Backdoor Roth and then the regular backdoor Roth and the pro rata rule. We then switch gears and talk about high yield dividend funds and answer a question about asset allocation and asset location. We end the episode talking about w…

1
MtoM #226: Family Doc and PT Pay Off Student Loans and Finance 101: Debt vs. Investing 29:01

2M ago29:01

29:01

Today we are talking with a family doc and a physical therapist who have paid off all of their student loans just a few years out of training. Their secret to success was creating a financial plan and sticking to it. They lived like residents and put everything they could to loans. They are both extremely debt averse and just wanted to pay their lo…

1
WCI #422: Parents, Children, and Relationships When Money Gets Involved 52:23

2M ago52:23

52:23

Today we are answering questions about finances and family members. We talk about when it is the right time to kick your kids of your car insurance, what to do when you are supporting your parents financially, how the gift tax works when your parents are giving you an early inheritance, what to do when you have a wildly overfunded 529 and lots of o…

1
MtoM #225: Couple Leverages a Dental Practice to Reach Financial Independence in 9 Years and Finance 101: FIRE 22:50

3M ago22:50

22:50

Today we are talking with a highly motivated couple that has reached financial independence in their mid thirties. They did all of this in less than 10 years since training. She is a dentist and he is in business and they leveraged their knowledge to build a thriving dental practice. They save upwards of 80 - 90% of their income and have known sinc…

1
WCI #421: Finding Joy in Your Work with Dr. Cory Fawcett 58:40

3M ago58:40

58:40

Today we are talking with our friend, Dr. Cory Fawcett. Dr. Fawcett is an author many times over and has another great book newly published called A Doctor's Guide to Finding Joy in Your Work. We know how prevalent burnout can be and Dr. Fawcett has some great advice for how to not only avoid burnout but to find real joy in what you do. He practice…

1
MtoM #224: CRNA Hits Half a Million Dollars and Finance 101: Investing Cash 20:41

3M ago20:41

20:41

Today we are talking with a CRNA who has reached a net worth of a half million dollars. She has followed the White Coat way and lived frugally and saved a healthy portion of her income and has watched her wealth grow over time. She has a supportive partner who has always been on the same page. After the interview we will be talking about investing …

1
WCI #420: Due Diligence on Real Estate Deals 47:13

3M ago47:13

47:13

Today we are answering some of your real estate questions starting with how to know if a deal is too good to be true and as well as the importance of doing thorough due diligence before investing in any real estate deal. We talk about all in one loans for mortgages and then answer some questions about variable universal life insurance and annuities…

1
MtoM #223: ER Doc Gets His Finances in Order and Finance 101: Donor Advised Funds 27:24

3M ago27:24

27:24

Today we are talking with an ER doc who is celebrating getting his financial life in order. He shares his journey of hiring a trustworthy financial advisor and realizing how much he didn't know. He had a general understanding of what he should be doing to build wealth but found he was grateful to have someone help set him up for success. He added t…

1
WCI #419: Getting to Know Jim: His Past, Present, and Future Relationship with Money 53:11

3M ago53:11

53:11

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 o…

1
MtoM #222: Engineer and Medical Student Hit Half Million Dollar Net Worth and Finance 101: Different Ways to Pay for Medical School 22:13

3M ago22:13

22:13

Today we talk to an engineer who has reached a half million dollar net worth. Her husband is a medical student at the Uniformed Services Medical School and she is six years out of training. She talked about being a finance enthusiast since she was young thanks to her dad who taught her about finance. She had a custodial Roth account as a kid and he…

1
WCI #418: Get Your Tax Bill Down 47:53

3M ago47:53

47:53

With tax season just ended we have gotten a lot of questions about taxes. Today we are tackling those questions. We talk about tax loss harvesting, tax implications for changing your 529 beneficiary, gift tax rules, tax withholdings, the home office deduction and more. Today’s episode is brought to us by SoFi, the folks who help you get your money …

1
MtoM #221: Pharmacist Builds a Real Estate Empire and Punches Out in 10 Years and Finance 101: 529s 25:05

4M ago25:05

25:05

Today we are talking with a Pharmacist who has reached FI in his 30s. While his career has been in pharmacy he was always committed to building a big real estate portfolio. He bought his first property at 23 and has continued to grow it since that time and is now making roughly $50,000 per month from rental income. He retired from Pharmacy last yea…

1
WCI #417: Get Rich Fast as a Millionaire with Roth Conversions 1:33:55

4M ago1:33:55

1:33:55

Today we are talking with our friend and Roth expert, Chris Davin. He is joining us to answer some of your questions and then get way into the Roth weeds with Dr. Dahle. Chris knows more about the intricacies of Roth considerations than anyone we know. They discuss when to choose Roth and why, mega backdoor Roth, choosing Roth as an independent con…

1
MtoM #220: Family Physician Millionaire Receives PSLF and Finance 101: Long Term Bonds 23:13

4M ago23:13

23:13

This family doc has all kinds of milestones to celebrate. He recently received PSLF, his net worth just exceeded $1 million and he is almost to $1 million invested. He is crushing the finance game. His secret to success is side gigs, side gigs, side gigs! He knows how to hustle and had the benefit of having his financial awakening during training s…

1
WCI #416: HSAs, FSAs, and Malpractice Insurance 27:46

4M ago27:46

27:46

Today we answer a handful of HSA and FSA questions including what to do when you contribute incorrectly and what to do when you have problems with reimbursement for medical spending. We answer a question about calculating equities. We also do a deep dive into malpractice insurance with information about lizard tails, veto clauses and hammer clauses…

1
MtoM #219: Veterinarian Gets Back to Broke in 10 Months and Finance 101: Mutual Funds 20:46

4M ago20:46

20:46

Today we hear from a Veterinarian who is back to broke only 10 months out of training. This vet lives in the midwest and really shows what geo arbitrage can do. He has a fantastic income and a very low cost of living and those two things make a huge impact on finances. He has paid off almost all of his student loans and has saved for a down payment…

1
WCI #415: The Radiologist Next Door Takes a Year Off 1:15:31

4M ago1:15:31

1:15:31

Dr. Dahle's good friend, Dr. Matt Morgan, joins us on the podcast today. Dr. Morgan just completed a one year sabbatical that was all about living intentionally and creating the life he wants now, not after retirement. Matt talked about his desire to be able to say yes to the things he loves any time he wanted to. He and his family spent time at ho…

1
MtoM #218: CRNA Becomes a Retirement Account Millionaire and Finance 101: Tax Strategy 19:35

4M ago19:35

19:35

Today we are talking with a CRNA who has become a millionaire! She is 18 years out of training and now has more than a million dollars in retirement accounts. Her story is a great example that if you just keep saving, and you keep increasing your income, and give it time, you will become a millionaire. You don't have to do anything fancy. She recom…

1
WCI #414: Roth IRAs and 401(k)s 55:34

4M ago55:34

55:34

Today we are answering more of your Roth IRA and 401(k) questions. We talk about the difference between Roth and Traditional IRAs and then answer a question about Roth IRAs for your kids. We talk about some things to think about when changing your business 401(k) plan administrator and then explain what to do if you over contribute to your 401(k). …

1
MtoM #217: Ophthalmologist Overcomes Financial Mistakes and Finance 101: Career Longevity 20:16

4M ago20:16

20:16

Today we are talking with a doc who is celebrating getting back on track after some financial mistakes. He made the same mistake so many of us have and ended up with a bad financial advisor. His advisor sold him a disability policy that was overpriced and not a good product. Once he had his financial awakening he realized he could do this on his ow…

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WCI #413: Optimizing Your Career for Longevity with Rob Orman 1:17:10

5M ago1:17:10

1:17:10

Today we are talking with Dr. Rob Orman. Dr. Orman is a writer, podcaster and coach. He is an emergency medicine doc who now works with physicians to build resilience, overcome burnout, and reconnect with meaning and purpose in their work. In this conversation we discuss side gigs and the impact they can have, we talk about the incredible power of …

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MtoM #216: Two Doc Couple Gets Back to Broke While Raising Kids in New York City and Finance 101: Mortgages 27:45

5M ago27:45

27:45

Today we have a two doc couple on the podcast who are back to broke. This couple lives in NYC, has two young children and had nearly $1 million in student loans at the end of training. They have worked hard to get on the same page, save and build wealth, and still have fun living their lives in the process. They talked about the need to know what y…

1
WCI #412: Toxic Work Environments, Avoiding Burnout, and Real Estate Questions 37:37

5M ago37:37

37:37

Today we start out by talking about what to do when your work place turns toxic and how to protect yourself from bad employers and from losing your job. The truth is sometimes you might just have to go find a new job. The biggest risk to the longevity of your career and becoming financially independent is burnout. If you hate your job, you are at g…

1
MtoM #215: Dentist Pays Off HPSP Contract and Finance 101: Credit Scores 27:41

5M ago27:41

27:41

Today we are talking with a dentist who is completing his HPSP contract. He shares with us the positives and the negatives of his four year contract. He said he definitely came out ahead financially going this route and he is very excited to complete his contract and move forward with his career. For finance 101 we will be talking about credit scor…

1
WCI #411: 401(k)s, IRAs, 403(b)s, and other Retirement Account Questions 55:39

5M ago55:39

55:39

Today we are tackling your questions about retirement accounts. We talk about rolling a 401(k) into and IRA after changing jobs, how to do a 403(b) rollover, and how to pass non discrimination testing for your 401(k) as business owners. We answer a question about rebalancing your portfolio and cover some taxable account questions as well. Today’s e…

1
MtoM #214: Medical Student Finishes School with a Positive Net Worth and Finance 101: Buying a House During Residency 36:37

5M ago36:37

36:37

Today we are talking with a 4th year med student who is graduating medical school with a positive net worth. He and his spouse are financially educated and have worked hard to prepare, save money, and use what they have wisely. His spouse has a great job and they had a windfall that both helped make a big difference in their financial life. He shar…

1
WCI #410: Taxes in Retirement, Tax Gain Harvesting, and Avoiding Probate 51:42

5M ago51:42

51:42

Today we are answering your tax questions. We discuss tax liability in retirement, social security tax limits, tax gain harvesting in UGMA accounts and maximizing tax in retirement. Then we answer a few estate planning questions. The first is around if it is important to avoid probate and then talk about SLAT trusts. Laurel Road is committed to ser…

1
MtoM #213: Resident Acquires a Six Month Emergency Fund and Finance 101: Two Doc Households 34:26

5M ago34:26

34:26

Today we are talking with a PGY2 who has saved up six months of emergency funds. He has an impressive savings rate of around 35% and shows us that you can still make progress in your financial life even while you are still in training. Get financially educated, make sound financial choices, live within your means and you will be ready to hit the gr…

1
WCI #409: Tail Coverage, Whole Life, and Other Insurance Questions 1:03:33

6M ago1:03:33

1:03:33

Today we are talking all about insurance. We answer a few questions about tail coverage. We talk about annuities and whole life insurance and yet again encourage you all to avoid these products. We also have a short interview with a doc who has found himself working in the insurance world. We then answer a question about mortgages and the implicati…

1
MtoM #212: Engineer and Surgeon Couple Become Millionaires and Finance 101: Estate Taxes in Different States 25:30

6M ago25:30

25:30

This Engineer and Surgeon couple have become millionaires just a short time after she completed training. They hit this impressive milestone before she even began practicing. They have a very impressive savings rate and were building wealth while she was in training and he was working as an engineer. They lived off of his income and saved hers whil…

1
WCI #408: Roth IRAs, 457(f)s, and Other Retirement Account Questions 51:04

6M ago51:04

51:04

Today we are answering your retirement account questions. We talk about Roth IRAs and the pro rata rule, we talk about self directing your solo 401(k). We discuss 457(f)s and 457(b)s. We talk about when to do Roth contributions and 401(k) contribution limits and more! Today’s episode is brought to you by SoFi, helping medical professionals like us …

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Dr. Jim Dahle Of The White Coat Investor Podcasts

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