White Coat Investor

Net worth surveys of physicians in their 60s, generally at the end of a 30+ year career, show that one-quarter of them have a net worth of less than $1 Million, and 12% have a net worth of less than $500,000! Why do you think such a large proportion of late career physicians…

Nobody is arguing with the math. If you borrow at 2% and then invest the same amount of money at 5%, you'll come out ahead. The problem is the unspoken assumption that you will actually invest every dollar that would have gone toward paying off that debt. How do you decide…

5 Reasons Why Doctors SHOULD Make a Lot of Money 1) Physicians provide a valuable service that takes years to learn 2) Physicians spend 10+ years of their life, or more, in education & training & get a late career start 3) Being a physician is a difficult job w/ the highest…

Are you using a financial advisor? Do they check all these boxes? ☑️ Commitment to profession (CFA, CFP, ChFC, CPA/PFS) ☑️ More experience than you ☑️ No commissions (fee-only) ☑️ Fiduciary duty ☑️ Knowledge of investing literature ☑️ Experience with physician-specific issues…

Real Estate Investment Opportunities Series - Wellings Capital x.com/i/broadcasts/1…

Are you feeling overwhelmed with figuring out a student loan repayment plan? Let StudentLoanAdvice.com help you manage your student loan burden directly. For more information and to schedule your consultation: studentloanadvice.com

Join Dr. Dahle tonight, Thursday, July 24 at 7pm MT for this free real estate investing webinar. WCI-partner Wellings Capital seeks to help accredited investors passively protect and grow their wealth through investing in self-storage, mobile home parks, RV parks, and more…

Some wisdom from Dr. Jordan Grumet, a hospice physician, about what's really important: Money becomes a huge mirage, and we forget that it's just a tool to help us do what we want to do. And it becomes a goal unto itself and then it causes problems. But it's not just money;…

The point of "live like a resident" isn't to resign yourself to a lifetime of poverty and misery. It's just to frontload some of the financial work of your lifetime so that you accelerate your financial journey. The truth is that almost no white coat investors live exactly like…

As doctors, we have to look out for each other. The financial industry is using our undying commitment to our patients, where we don’t even spend an extra second thinking about finance in pursuit of perfect patient care, against us. Don’t let this happen at the hospital where…

If there is one thing to know about mortgage payments and rent payments, it is that the mortgage is the minimum amount you will pay for your housing, and the rent is the maximum. When you're deciding whether to rent or buy a house, there's a lot more to consider than just the…

When you're wealthy, there are a few things you start to care about less. Things like . . . ▪️ Running out of money ▪️ Safe withdrawal rate ▪️ Whether Social Security and Medicare are viable ▪️ Asset allocation ▪️ Rate of return on investments So if the wealthy don't care…

For a typical doctor or other high-income professional, the financial catastrophes worth insuring against include disability, personal and professional lawsuits, death of a breadwinner, illness and injury, and loss of expensive property. Do you have all these necessary…

Real Estate Investment Opportunities Series - The Mortar Group x.com/i/broadcasts/1…

Join us tonight, July 17 at 7 PM MT for this free real estate investing webinar with The Mortar Group. WCI partner Mortar is a vertically integrated investment management firm that invests in secure multi-family real estate investment opportunities in prime New York niche…

As a doctor, you are likely driven and goal-oriented. Make sure you take the time to pause and celebrate after checking a financial milestone off your list. ✔️ Reaching a net worth of zero ✔️ Building an emergency fund of 3 months ✔️ Securing adequate disability coverage ✔️…

The world of physician compensation is bizarre, to say the least. Yet too many doctors don't have even a rudimentary understanding of it. This generally results in them being paid less than they are worth and having a more difficult time building wealth. Do you understand…

Would you quit your job if you won the lottery? What would you change about your life if you received a big windfall? How much would you have to win to make these changes?

Never have a car loan of more than $10,000, even if you're a doctor or expect a high income later. Get used to paying for your stuff with cash using “saved money.” There are a lot of things he gets wrong for high income professionals like physicians, but Dave Ramsey's…

Real Estate Investment Opportunities Series - Black Swan Real Estate x.com/i/broadcasts/1…

Join us tonight, July 10, 2025 at 7 PM MT for this FREE webinar with WCI partner Black Swan Real Estate. Black Swan is a physician-owned investment firm offering accredited investors unique, long-term opportunities to build wealth through passive investments. Black Swan has…