WCI #279: Roth Options and Questions

In this episode of the White Coat Investor Podcast, Dr. Josh Daily shares his experience with a brain tumor recurrence and how it reshaped his perspective on life, work, and money. We discuss the emotional and practical realities of facing a serious diagnosis, including the role ...  Show more

What role can geographic arbitrage play in your financial plan? In this Milestones to Millionaire episode, we discuss how one physician used geographic arbitrage to become mortgage-free and improve overall financial flexibility. We also review lessons learned from relocating, inc ...  Show more

In this episode of the Personal Finance Podcast, we're going to talk about the 10 laws of investing. How Andrew Can Help You: Don't let another year pass by without making significant strides toward your dreams. "Master Your Money Goals" is your pathway to a future where your asp ...  Show more

In this episode of the Personal Finance Podcast, we're going to talk about what to do with an old HSA at an old employer, plus how to avoid RMD’s. Today we are going to answer these questions! Question 1: Can I transfer investments from a brokerage account to a retirement account ...  Show more

The road towards financial literacy and financial freedom does not need to be a solo, do-it-yourself, figure it out as it goes type of journey. Guest Dr. Jim Dahle (practicing emergency medicine physician and Founder of the White Coat Investor) joins host Dr. Chris Beck to help b ...  Show more

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