Best ER Doc Advisor Podcasts (2025)

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

9h 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
Ep #241: Big Tax Changes Ahead—The Beautiful Bill Passed, So Let’s Talk Strategy 31:47

3d ago31:47

31:47

The House officially passed the One Big Beautiful Bill Act—so today, we’re diving into what actually made it into the bill. If you listened to our earlier episode, you know we were taking some educated guesses, but now we’ve got real answers. This bill is packed with changes—some extensions, some brand-new provisions—and while it’s not law yet (it …

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

3d 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

8d 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
Ep #240: Don’t Wait for the Will: The Case for Giving While Living 20:31

10d ago20:31

20:31

When it comes to passing on wealth, the traditional approach has been to wait—save everything, then hand it off through a will. But what if the most meaningful impact happens before that moment? Giving while you're still here—intentionally, strategically—lets you see the effect of your support, guide the outcomes, and build deeper alignment with yo…

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

11d 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

15d 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
Ep #239: Tax-Free for Life: Stacking Roth and HSA Strategies for Your Kids' Future 17:45

17d ago17:45

17:45

We all know the Roth IRA is a powerful tool for setting our kids up financially, especially when they’re earning early and you can stash away a few thousand dollars for decades of tax-free growth. But what happens when your child hits that in-between stage—say, age 19 to 25—still on your health insurance but no longer a tax dependent? That’s where …

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

18d 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

22d 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
Ep #238: Waiting on Washington: Why Your 2026 Tax Bill Hangs in the Balance 18:07

24d ago18:07

18:07

If you've been hearing rumblings about tax changes in 2026, you're not imagining things — we’re heading toward one of the biggest tax shifts in decades. The Tax Cuts and Jobs Act of 2017, which shaped much of our current tax system, is set to expire unless Congress takes action. But right now, lawmakers are locked in a high-stakes budget battle, an…

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

25d 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

29d 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
Ep #237: Comfortably Stuck: How "The System" Keeps High Earners From Building Wealth 14:36

1M ago14:36

14:36

Today, we're going to dive into a mindset shift that every high-earning professional needs to hear, especially our ER doc families making strong incomes. It's tempting to think that a $400K household is financially invincible. But the truth is: the system isn't designed to make you wealthy. It's designed to keep you comfortable. And comfortable, if…

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

1M 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

1M 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
Ep #236: Pay Off Debt or Invest? The Math May Surprise You 22:51

1M ago22:51

22:51

This episode is going to get technical — so if you’re not ready to get lost in the math and mechanics of debt, investments, and balance sheet risk, you’ve been warned. But for high earners like ER docs, these seemingly small decisions — like whether to pay down a mortgage early or redirect that cash flow into investments — can have six- or even sev…

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

1M 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

1M 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
Ep #235: Twitchy Markets & Tariff Shock: The Biggest Market Swing in History 20:26

1M ago20:26

20:26

Markets just experienced one of the most dramatic intraday reversals in history — and at the center of it all? Tariffs. In this episode, we dive into how sudden trade policy shifts, particularly around President Trump’s tariff announcements, are sending shockwaves through investor sentiment and market pricing. We’ll break down what tariffs actually…

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

2M 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

2M 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
Ep #234: The Real Tax Hack? Making April 15 Boring 18:11

2M ago18:11

18:11

Today is what most people call the “tax deadline” — but that term is more misleading than helpful. In reality, April 15 is less of a final cutoff and more of a decision point: you either file your return or file for an extension. In this episode, we’ll walk through why the panic surrounding this date is often unnecessary, especially for those with …

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

2M 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

2M 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
Ep #233: Match Day & Money: Why Your Financial Future Deserves the Same Strategy 13:42

2M ago13:42

13:42

Match Day is an unforgettable milestone—the moment your medical journey becomes real, and the future you've worked so hard for finally starts to take shape. But what often gets overlooked is how your match decision can deeply impact your financial path. From student loans and cost of living to career opportunities and long-term goals, your choice m…

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

2M 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…

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

2M 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 …

1
Ep #232: Student Loan Uncertainty: Key Updates for ER Doc Borrowers 17:50

2M ago17:50

17:50

Student loans — especially under income-driven repayment (IDR) plans — continue to be one of the most asked-about topics among ER docs. With all the recent changes, pauses, and legal uncertainty, figuring out what to do next has become increasingly difficult. We’re recording this episode to help break down the latest updates, including the major ch…

1
MtoM #216: Two Doc Couple Gets Back to Broke While Raising Kids in New York City and Finance 101: Mortgages 27:45

2M 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

2M 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

2M 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

3M 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
Ep #231: Fear the Market? Why ER Docs Should Invest Anyway 23:51

3M ago23:51

23:51

The market is down, volatility is everywhere, and if you’re feeling uneasy about investing right now—you’re not alone. It can be terrifying to watch your portfolio drop or to commit new money when uncertainty is high. But history has shown that those who stay the course and follow key investing principles come out ahead in the long run. Today, we’r…

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

3M 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

3M 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
Ep #230: The Shrinking IRS: What It Means for Your Taxes 26:18

3M ago26:18

26:18

Big changes are happening at the IRS—thousands of employees are being laid off, and that could mean longer wait times, delayed refunds, and even fewer audits… for now. But does this mean you’re in the clear to take more risks on your taxes? On today’s episode, we’re diving into what these IRS cuts really mean for you, how to stay out of trouble, an…

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

3M 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

3M 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
Ep #229: From Mowing Lawns to Millions: A Kid's (and Adult's) Guide to Wealth 35:57

3M ago35:57

35:57

Today, we’re talking about what every kid and teen should know about personal finance—starting with the basics: What is money? Why should you save? And how can just $100 grow into thousands over time? Today, kids are flooded with flashy social media influencers pushing get-rich-quick schemes—so how do we convince them that slow, steady investing is…

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

3M 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

3M 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 …

1
Ep #228: From $50K to $62M: The Math Behind Future Value & Long-Term Wealth 15:53

3M ago15:53

15:53

Many underestimate how much their assets can grow—or how much they'll need for retirement. A $5M goal today could mean $12M+ in 30 years due to inflation, making financial targets seem daunting. By understanding compounding, inflation, and strategic adjustments, you can make smarter decisions today that have a massive impact tomorrow. We'll break d…

1
MtoM #211: Psychiatrist Gets Back to Broke and Finance 101: The Dangers of Performance Chasing 29:17

3M ago29:17

29:17

Today we are chatting with a psychiatrist who is back to broke. He said he owes his financial awakening to his wife who and his medical school friends who introduced him to WCI. He quickly turned things around and started saving an emergency fund and opened a Roth IRA. He is working towards PSLF and is currently saving for a down payment while also…

1
WCI #407: Credit Card Hacking for Travel 1:25:36

4M ago1:25:36

1:25:36

Today we are talking all about credit card hacking for travel. We have friend of WCI, Dr. Lisha Taylor, back on the podcast as well as credit card hacking guru, Dr. Devon Gimbel. They share why they think high income professionals are the perfect people to make use of credit card points, particularly for travel. They share their insights on how thi…

1
Ep #227: The Capital Gains Playbook: Minimize Taxes, Maximize Wealth 23:23

4M ago23:23

23:23

Whether you're selling stocks, real estate, or a business, capital gains taxes can take a huge bite out of your profits. But here's the good news—you have control over when and how you sell assets, and with the right strategies, you can significantly reduce your tax bill. From understanding short-term vs. long-term capital gains rates, to tax-loss …

1
MtoM #210: Engineer Becomes a Multimillionaire with a Six Figure HSA and Finance 101: FIRE 28:49

4M ago28:49

28:49

Today we are talking with an Automotive Engineer who has built a 6 figure HSA and gown his net worth to over $2 million. He shows us that you do not have to make a half a million dollars or more a year to become a millionaire or to reach FIRE. He has a massive savings rate and got started right out of school. 13 years later he is well on his way to…

1
WCI #406: iBonds, Asset Pricing and Other Investing Questions 57:41

4M ago57:41

57:41

Today we are getting into some investing questions. We start off with a discussion around iBonds and if they are still a worth while investment or if it might be time to let them go. We also discuss ASC investment and buffer assets and what those both are. We talk about how to make asset allocation decisions when you have access to some unique inve…

1
Ep #226: Maxing Your 401(k) Out Early in the Year? Why That Could Be an $800K Mistake 18:53

4M ago18:53

18:53

Think you’re getting your full 401(k) employer match? You may need to think again. Even if you max out your contributions every year, the way you elect to defer your paycheck could be quietly costing you thousands in free money. In this episode, we break down the hidden flaw in many employer match structures, why high earners—like ER doctors—are es…

1
MtoM #209: OBGYN Takes 5 Months Off and Still Builds Wealth and Finance 101: Treasury Direct 29:02

4M ago29:02

29:02

Today we are celebrating this OBGYN taking a 5 month maternity leave and still building wealth through the process. This dual doc couple took advantage of all their state and employer benefits to really minimize the financial impact of taking maternity and paternity leave. Despite taking a hit to their income their wealth grew by around $200,000. H…

Podcasts Worth a Listen

ER Doc Advisor Podcasts

Podcasts Worth a Listen

Quick Reference Guide