MtoM #278: This Doctor's Investment Gains Bea...

What is a family office, and do physicians actually need one? In this episode of the White Coat Investor Podcast, we speak with Josh Kanter about the concept of family offices, the story of Burton W. Kanter, and how high-income professionals can think about organizing, managing, ...  Show more

How should physicians think about choosing the right investment accounts? In this episode of the White Coat Investor Podcast, we discuss several common account and investing questions, including Roth versus traditional contributions, isolating basis within a TSP, managing multipl ...  Show more

Learn how to pick dental, vision, life, and disability coverage with confidence, and when refinancing a home can actually save you money. Is now a good time to refinance your mortgage? Which open enrollment benefits are worth it this year? Hosts Sean Pyles and Elizabeth Ayoola ta ...  Show more

🤔 ⁠⁠⁠⁠⁠⁠Can an online will work for you? Take this quiz to find out!⁠⁠⁠⁠⁠⁠ Jade Warshaw and Rachel Cruze answer your questions and discuss: "I'm in $60,000 of debt, how do I pay it off?" "The government shutdown is effecting my husband's paychecks, should we jump to Baby Step 3? ...  Show more

Join our free live masterclass teaching you how to Master Your Money Goals in 2025! Sign-Up Here Today we are going to answer these questions: Question 1: How to never Go Into Debt During the Holidays Again Question 2: Should I pay off debt with my emergency fund? Question 3: Why ...  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