How to Give Away Money Better (Instead of Tithing)
The White Coat Investor
by Josh Katzowitz
5d ago
[Editor's Note:  In just two days, your financial life could be changed completely. On Wednesday, February 21, WCI Founder Dr. Jim Dahle and StudentLoanAdvice.com co-founder Andrew Paulson will lead a student webinar that will teach medical and dental students all about money and how to be financially successful. Best of all, it’s completely free! Register today along with the hundreds of people who have already signed up, and begin learning the information that could literally be worth millions of dollars during your career!]   By Dr. Francis Bayes, WCI Columnist Everyone has d ..read more
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Highlights and Behind the Scenes Stories from WCICON24 (Where One Speaker Danced Like Nobody Was Watching)
The White Coat Investor
by Josh Katzowitz
5d ago
By Josh Katzowitz, WCI Content Director Now that the giant stage and video screens in Orlando have been disassembled, all the WCI merch has been placed on pallets and shipped back to Salt Lake City, and everything else from the Physician Wellness and Financial Literacy Conference (WCICON24) has been returned to storage until 2025, let’s reminisce about our favorite moments and highlights from this year’s conference, the fifth one The White Coat Investor has put on in-person. It was my third time attending WCICON, and yet again, it was enormously meaningful to be around so many smart and motiv ..read more
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Mega Backdoor Roth Contributions with Minimal 1099 Income
The White Coat Investor
by Megan Scott
5d ago
Today, we tackle a few of your questions about 529s. We answer some questions about when you have to pay taxes on your rollover IRA contributions to Roth as well as a question about Mega Backdoor Roths. We talk about structured notes and the advantages and disadvantages of saving for minors using a UTMA vs. a parental brokerage. Listen to Episode #354 here.   Roth Conversions and Taxes “If you convert a rollover IRA—in this case $37,000—to a Roth IRA, when do you have to pay the taxes? From what I understand, the IRS doesn't want you holding on to what you owe them for a long time or ..read more
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We Redid All of Our Estate Planning: Here’s How We Made Sure to Find Emotional Peace
The White Coat Investor
by Josh Katzowitz
5d ago
[Editor's Note: Are you a medical or dental student who’s looking for a jumpstart on your financial education? Then, drop everything right now and make plans to attend the free student webinar with WCI Founder Dr. Jim Dahle and StudentLoanAdvice.com co-founder Andrew Paulson on February 21. Medical and dental students will learn what they need to know about money, why your patients need you to be financially literate, and how not to worry about student loans. It literally could be worth millions of dollars to you! Register today and begin learning how to navigate your successful financial jour ..read more
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Let’s Celebrate Taylor Larimore’s 100th Birthday By Asking Him 4 Questions About Money
The White Coat Investor
by Josh Katzowitz
3w ago
By Josh Katzowitz, WCI Content Director Taylor Larimore is one of the most important Bogleheads to ever grace the internet forums and chatrooms, and as he enters into centenarian status this month, let’s take a celebratory look back at his life and then ask him a few questions as he begins his second century on earth. He served in World War II as a paratrooper during the Battle of the Bulge, and he was one of the American soldiers who helped surround the Germans in Bastogne in 1944, but he didn’t necessarily consider himself a hero. As Larimore, who earned five combat decorations, wrote in 20 ..read more
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Physician Side Gigs
The White Coat Investor
by Megan Scott
3w ago
Today, we are talking about physician side gigs. Docs have all kinds of side gigs that make a big impact on their financial life, so for this episode, we have three guests on the podcast who are going to tell you what they do. Dr. Gretchen Green does expert witness work, Dr. Daniel Smith runs an IV clinic, and Dr. Rikki Racela takes medical surveys. There is a huge range of what you can do to bring in extra income with an equally large variety of barriers to entry. We hope these interviews inspire you to finally start that side gig you have been thinking about! Listen to Episode #351 here ..read more
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How to Teach Gratitude to Your Kids
The White Coat Investor
by Josh Katzowitz
1M ago
By Alaina Trivax, WCI Columnist This past holiday season was the first year that my 3 ½-year-old son really understood the idea of Santa. It was so, so special. In the weeks leading up to Christmas, he kept telling me, “Mommy, I love Santa” and “Santa is coming to our house soon!” My younger son is almost 2, and even he was so excited to see our elf and his latest shenanigans each morning. Brandon, my husband, is an early-career PM&R physician, and I work as a middle school teacher. Our kids are little, so we’ve only been in this parenting game for a few years. With each birthday and holi ..read more
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State of the Blog 2024
The White Coat Investor
by The White Coat Investor
1M ago
By Dr. Jim Dahle, WCI Founder We have a tradition here at The White Coat Investor. Once a year, I like to write a post where we thank readers for trusting us with their time (and sometimes their money), review our conflicts of interest, and highlight what has been accomplished by the WCI community in the last year. I started it out back in 2012, calling it The State of the Blog, and the tradition endures.   A Huge Thank You! Thank you to readers, listeners, viewers, students, attendees, community members, advertisers, and everyone else who has furthered the work of promoting financial li ..read more
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The Semantics of Finance and How to Tune Out All the Noise
The White Coat Investor
by Josh Katzowitz
1M ago
[Editor's Note: At The White Coat Investor, we value the feedback of our readers. It helps us understand you, and it helps us do our jobs even better. That’s why we’d love for you to take just a few minutes to take our annual survey and provide us with your thoughts about WCI, what you like, and what you think we can improve. If you complete the survey by January 31, you could win a free course of your choice or other fun WCI merch. Let us know how we’re doing and what you want by taking the survey today!]   By Dr. Charles Patterson, WCI Columnist I’ve several strong pet peeves. Amon ..read more
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The 529 to Roth IRA Rollover (Including for Yourself)
The White Coat Investor
by The White Coat Investor
1M ago
[Editor's Note: If you’re looking to take immediate steps to increase your income that will continue you on the path toward financial security, enrollment is now open for Expert Witness Startup School. From now until January 29, you can sign up for this CME-eligible four-week course, and WCI will throw in our Continuing Financial Education Course 2022 (a $799 value) for free. Expert witness work is easier than ever to do on your own time, and it allows you to do what you do best—being a doctor! Sign up for Expert Witness Startup School today and begin reaping the benefits.]   By Dr. Jim D ..read more
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