Today we start off with a dive into HSAs then answer a question about low cost index funds and how they actually work. We get into the weeds with a question about what happens when you take out a loan from your 401(k) to invest in real estate. We talk about what to consider and prioritize when buying into partnership then discuss some thoughts around managing your portfolio. We also have a short interview with our friend Paul Moore from Wellings Capital.

Today’s episode is brought to you by SoFi, helping medical professionals like us bank, borrow, and invest to achieve financial wellness. SoFi offers up to 4.6% APY on their savings accounts, as well as an investment platform, financial planning, and student loan refinancing…featuring an exclusive rate discount for med professionals and $100/month payments for residents. Check out all that SoFi offers at https://www.whitecoatinvestor.com/Sofi
*Loans originated by SoFi Bank, N.A., NMLS 696891. Advisory services by SoFi Wealth LLC. The brokerage product is offered by SoFi Securities LLC, Member FINRA/SIPC. Investing comes with risk including risk of loss. Additional terms and conditions may apply.

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 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 is for you!

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This rehab doc paid off $380,000 of student loans in only 16 months! He obviously worked like crazy over that time period to be able to accomplish that goal. He said he knew his value for freedom to choose what to do in the future would keep him motivated when he was starting to feel burnt out. Having the loans gone has given him that freedom and he feels like the work was worth it. He is now excited to focus on his quality of life as well as to start building his retirement accounts. After the interview we will be talking about pessimism for Finance 101.

One of the most underrated financial moves in medicine is working locum tenens. It pays significantly more on average, and you can work locums full time or on the side of your full time. And when you work with CompHealth, the #1 staffing agency, they cover your housing and travel costs —which on top of higher pay, really adds up. Locums also gives you more control of your career, allowing you to go where you want, when you want, with a schedule that works for you. It’s the perfect way to get ahead financially while getting focused on what you love. Whether it’s locum tenens or a regular permanent position, build your career your way with the power of CompHealth. Learn more at https://CompHealth.com

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 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!

Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones

Main Website: https://www.whitecoatinvestor.com
Student Loan Advice: https://studentloanadvice.com
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Twitter: https://twitter.com/WCInvestor
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This is part two of Dr. Dahle's fall and rescue story. If you did not listen to last weeks episode yet, be sure to start there. We are picking the story back up as we continue to hear the impact of this experience on Dr. Dahle, his family, friends and coworkers. You will hear from all of the people who had a hand to play in his rescue, hospital stay and overall recovery. It is a heartfelt story full of gratitude both for life, and for the unsung heroes in our lives.

If you'd like to join Jim & Katie in donating to the Jenny Lake Rangers rescue team, you can learn more here: https://WhiteCoatInvestor.com/JennyLakeRangers

Today’s episode is brought to you by SoFi, helping medical professionals like us bank, borrow, and invest to achieve financial wellness. SoFi offers up to 4.6% APY on their savings accounts, as well as an investment platform, financial planning, and student loan refinancing…featuring an exclusive rate discount for med professionals and $100/month payments for residents. Check out all that SoFi offers at https://www.whitecoatinvestor.com/Sofi
*Loans originated by SoFi Bank, N.A., NMLS 696891. Advisory services by SoFi Wealth LLC. The brokerage product is offered by SoFi Securities LLC, Member FINRA/SIPC. Investing comes with risk including risk of loss. Additional terms and conditions may apply.

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 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 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