logo
episode-header-image
May 2024
20m 49s

MtoM #172: Family Doc Gets $500,000 Into...

Dr. Jim Dahle of the White Coat Investor
About this episode

Today we are talking with a family doc who has hit a big net worth milestone. He has been paying down debt all while building wealth totally half a million dollars. He tells us that he has been saving aggressively and accomplishing his financial goals, but still finding a balance with enjoying life and spending money too. Stick around after the interview for Finance 101 with a discussion on moments in your financial life that help push people towards retirement and why.

Step away from the volatility of the markets, and put your money back to work with MLG Capital's series of private real estate investment funds. With over 35 years in the real estate industry, MLG Capital has the experience to provide investors with substantial returns and the track record to back it up, more than doubling every dollar invested through multiple investment cycles. Their series of private investment funds target an 11% - 15% rate of return net to investors through tax-efficient quarterly distributions. The fund structure prioritizes generous returns to investors FIRST, before MLG can share in any profits, demonstrating their culture of absolute integrity. Experience the peace of mind that comes with investing in diversified private real estate with MLG Capital. Learn more about investing by visiting https://www.mlgcapital.com/whitecoatinvestor

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 channel is for you!

Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones 

Main Website: https://www.whitecoatinvestor.com  Student Loan Advice: https://studentloanadvice.com  YouTube: https://www.whitecoatinvestor.com/youtube  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 

Up next
Jul 7
MtoM #230: Radiologist Hits Early Financial Independence and Finance 101: The Three Pathways to Wealth
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 ... Show More
24m 4s
Jul 3
WCI #426: A Deep Dive into HSAs
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 ... Show More
1h 1m
Jun 30
MtoM #229: Intensivist Goes into the ICU and Comes Out a Millionaire and Finance 101: How to Know Where You Stand Financially
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 ... Show More
22m 56s
Recommended Episodes
Jan 2025
I Read 50 Finance Books - Here’s What Will Make You Rich
This week, Sim shares her top five takeaways from reading over 50 must-read investing and money books, including Andrew Wilkinson's Never Enough and Felix Dennis's How to Get Rich. From the "buy, don't build" philosophy to embracing risks while young, this episode is packed with ... Show More
17m 18s
Jan 2025
MASTERCLASS: How To Build Generational Wealth & Never Worry About Money Again
"Money is a tool—use it wisely, and it can work for you for generations." What if you could stop worrying about money and create a legacy that lasts for generations? In this episode, Jaspreet breaks down the 10 steps to building real wealth—covering everything from mindset to inv ... Show More
35m 12s
Mar 2025
If I Was to Start Investing Today (What I Wish I Knew)
This week, Sim takes a step back and shares everything she wishes she knew when she started her investing journey. From making her first $300 investment to building a million-dollar portfolio, Sim breaks down five powerful lessons for beginner investors—including why boring inves ... Show More
21m 46s
Mar 2025
Investment Clinic: I’m almost 50 – is it too late to start investing?
Forty-nine-year-old Jane has always been careful to squirrel money away, and a recent inheritance has boosted her nest egg to £125,000. But there’s one problem: it’s all in cash. Now, with half an eye on retirement, Jane wants to start investing but is unsure about how to do this ... Show More
32m 33s
May 5
116: How to Retire Early (Seriously)
In this week's episode of the Rich Habits Podcast, Robert and Austin share the step by step blueprint on how anyone can retire early.---🔥 Every financial journey starts with one smart step and the right investing mindset.If you're ready to start your FIRE journey, the FIRE ETFs ... Show More
50m 12s
Feb 2025
Millionaire Diaries: She Became a Millionaire by Investing in the Right Stocks - Now She’s Retired Early
This week, Sim sits down with Jackie Cummings Koski, a self-made millionaire who went from growing up in poverty to achieving financial independence and retiring early. Jackie shares the exact strategies she used to build wealth, including maximizing retirement accounts, investin ... Show More
48m 40s
Sep 2024
3313: How Not to Invest $100,000 by Chris Reining on Investing & Building Wealth
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.Episode 3313:Chris Reining illustrates the pitfalls of active investing through the story of a man who lost money by constantly tink ... Show More
11m 9s
Mar 2025
Investment Clinic: I'm 67 - will US stocks crash my retirement?
Sixty-seven-year-old Paul invests using index funds. Over the years, his exposure to US tech stocks has helped him build up a sizeable retirement pot — but recent stock market volatility is making him worry.Now that he’s no longer working, Paul wonders if he should diversify into ... Show More
24m 44s
Jan 2025
Why Index Fund and ETF Investing Could 10x Millionaires
Sign-Up for the FREE Investing for Beginners Workshop Here: https://event.webinarjam.com/register/10/7pn7war In this episode of the Personal Finance Podcast, we're going to talk about reasons why index funds, and ETF investing could 10X millionaires in the coming decades. How And ... Show More
45m 16s
May 14
The Investing Expert: How ANYONE Can Start Investing TODAY To Unlock Financial Freedom
Leave an Amazon Rating or Review for my New York Times Bestselling book, Make Money Easy!While Wall Street continues to create market fear, investing expert Chris Camillo reveals why economic uncertainty presents the greatest wealth-building opportunity for everyday people. After ... Show More
51m 57s