White Coat Investor Podcast

WCI #304: Roth's, 401(k)s and 529s


Listen Later

We always know when it is the beginning of the year because we get so many questions about retirement accounts and everything related to them. This episode answers more of your questions about employer and solo 401(k)s, 529s, backdoor Roths, the difference between traditional and roth and so much more.

At some point in our financial lives, it will be time to buy a home. A physician mortgage can be a good vehicle for a young doctor who’s just out of school and has a more effective place to use their money than on a big down payment. These loans allow doctors to secure a mortgage with fewer restrictions and a lower down payment than a conventional mortgage. But if you’re further advanced in your career or deeper into your journey to financial freedom, buying a home with a conventional mortgage and then, later on, potentially refinancing that loan to a better rate with a shorter time frame could be a great move. Wherever you are in your financial journey, make sure you use the mortgage that will be most financially beneficial for you. Hop over to our recommended tab to learn more about all of your mortgage and refinancing options at https://www.whitecoatinvestor.com/mortgage. You can do this and The White Coat Investor can help.

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 for 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!

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

...more
View all episodesView all episodes
Download on the App Store

White Coat Investor PodcastBy Dr. Jim Dahle of the White Coat Investor

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

2,337 ratings


More shows like White Coat Investor Podcast

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,108 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

751 Listeners

Financial Independence Podcast by The Mad Fientist

Financial Independence Podcast

1,649 Listeners

Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,516 Listeners

ChooseFI by ChooseFI

ChooseFI

5,072 Listeners

The Curbsiders Internal Medicine Podcast by The Curbsiders Internal Medicine Podcast

The Curbsiders Internal Medicine Podcast

3,328 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,067 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

578 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

430 Listeners

Sound Investing by Paul Merriman

Sound Investing

327 Listeners

Money Meets Medicine by Doctor Podcast Network, Jimmy Turner MD

Money Meets Medicine

216 Listeners

The Passive Income MD Podcast by Peter Kim, MD

The Passive Income MD Podcast

279 Listeners

All the Hacks with Chris Hutchins by Chris Hutchins

All the Hacks with Chris Hutchins

1,428 Listeners

Mile High FI Podcast by Carl Jensen & Doug Cunnington

Mile High FI Podcast

185 Listeners

Point Me To First Class by Devon Gimbel MD

Point Me To First Class

1,131 Listeners