logo
episode-header-image
May 2024
42m 9s

WCI #367: The Importance of Asset Alloca...

Dr. Jim Dahle of the White Coat Investor
About this episode
tail spinning
Up next
Jul 30
WCI #482: What Doctors Need to Know About Home and Auto Insurance
How do you know if your home and auto insurance actually covers what you think it does, and whether you're paying too much for it? In this episode, Dr. Jim Dahle talks with Jeff Wingate, president of Rate Insurance, about the fast-changing world of property and casualty coverage. ... Show More
56m 49s
Jul 27
MtoM #285: This Orthopedic Fellow Reached a $0 Net Worth Before Becoming an Attending
How do you finish medical training with $300,000 in student loans and still reach a net worth of zero before your first attending paycheck? In this episode of Milestones to Millionaire, an orthopedic surgery fellow shares how he and his family accumulated nearly $300,000 in inves ... Show More
24m 49s
Jul 23
WCI #481: Is a Physician Partnership Track Actually Worth It?
Should physicians take partnership track jobs, and how do these opportunities actually work? In this episode of The White Coat Investor Podcast, we break down how physician partnership track jobs are structured, what doctors should evaluate before accepting one, and whether the l ... Show More
52m 16s
Recommended Episodes
Feb 2023
1470: Ask Farnoosh: All-Things Investing
Investing is a big theme on today's show. Listeners want to know:Should I sell my investments if they've performed poorly and I may need the money soon?What are the best types of investment accounts for retirement that don't have minimum ages for withdrawals? How do I prioritize ... Show More
28m 20s
Jul 2024
#220 How to Build a Diversified Investment Portfolio
In this episode, Dr. Peter Kim dives deep into the world of smart investing, helping you craft a diversified investment portfolio that works for you. We'll explore key strategies for asset allocation, discuss how to prioritize cash flow, and uncover the power of income-producing ... Show More
11m 19s
Jul 2022
How a recession affects investing, student loans, bitcoin #296
tail spinning
56m 44s
Nov 2022
When Should Your Asset Allocation Change?
On episode 51 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM advisor, CFP, and CFA, Blair DuQuesnay to discuss how your asset allocation should change when your net worth grows, real returns for bonds, I-bonds, and much more! Submit your Portfolio Rescue quest ... Show More
34m 19s
Nov 2024
What Percentage of Net Worth Should be in Stocks, Old 401(k), Books for Buying Businesses and More! - Money Q&A
In this episode of the Personal Finance Podcast Money Q&A, we're going to talk about what percentage of your net worth should be in stocks, what to do with an old 401k, books for buying businesses and so much more. Today we are going to answer these questions! Question 1: Should ... Show More
29m 39s
Feb 2024
The Truth About Retirement Success (Stocks vs. Diversification)
Let's talk about stocks vs. diversification - how do you utilize investing methods for retirement success? We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our product ... Show More
28m 23s
Oct 2025
Which Accounts Should I Draw From In Retirement? (Rapid Fire Q&A)
In this episode of The Personal Finance Podcast, Andrew answers 15 listener questions ranging from Solo Roth 401k strategies and crushing $117,000 in student loans to whether a 19-year-old should build credit and how to pass brokerage accounts to your kids without tax headaches. ... Show More
36m 38s
Feb 2025
Q&A: Business Trouble, Portfolio Allocation in Retirement, & $450K of Student Loan Debt
tail spinning
48m 16s
Jun 2024
#Wellness - Financial Series #13: Buying a House
Today, Nick and Fei sit back down with Michael Foley to talk about employee benefits for physicians. What exactly is a 457? What are HSAs and FSAs, and how are they different? Michael answers all our questions. Michael is an investment advisor representative of Cetera Advisor Net ... Show More
21m 48s
Jul 2024
Q&A: $500K in Savings, Defining High Interest Debt, & the Best Way to DCA
tail spinning
37m 18s