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BackTable / VI / Podcast / Episode #533
Physician’s Guide to Financial Literacy & Investment Strategies
with Dr. Jim Dahle
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 better illuminate the process of becoming financially literate and securing financial freedom for physicians and others in similar professional arenas.
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BackTable, LLC (Producer). (2025, April 15). Ep. 533 – Physician’s Guide to Financial Literacy & Investment Strategies [Audio podcast]. Retrieved from https://www.backtable.com
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Podcast Contributors
Dr. James Dahle
Dr. James Dahle is an emergency physician and the founder of The White Coat Investor.
Dr. Christopher Beck
Dr. Chris Beck is a practicing interventional radiologist with Regional Radiology Group in New Orleans.
Synopsis
Dr. Dahle begins the episode by driving home how sound and solid financial education coupled with early, prudent financial behaviors can be worth millions over a career. The doctors discuss writing investment plans, goal setting, and understanding of asset allocation to ensure long-term financial success. Dr. Dahle also delves into the Mega Backdoor Roth IRA, practical tips for handling savings and expenses, as well as how to integrate real estate into your investment portfolio. The episode concludes with helpful resources, programs, and conferences available through the White Coat Investor.
Timestamps
00:00 - Introduction
04:30 - Savings Tips and Strategies
13:22 - Retirement Goals and Savings Targets
28:20 - Real Estate as an Investment
32:30 - Mega Backdoor Roth IRA
42:59 - Advice for New High-Income Earners
46:09 - Teaching Financial Literacy to Kids
48:15 - Addressing Physician Burnout
53:53 - Common Financial Mistakes by Doctors
58:11 - White Coat Investor Book Giveaway Program
Resources
White Coat Investor:
https://www.whitecoatinvestor.com
BackTable VI Episode #194 - Financial Basics from the White Coat Investor with Dr. James Dahle:
https://www.backtable.com/shows/vi/podcasts/194/financial-basics-from-the-white-coat-investor
White Coat Investor Champions Program (For Students):
https://www.whitecoatinvestor.com/wci-champions/
Disclaimer: The Materials available on BackTable.com are for informational and educational purposes only and are not a substitute for the professional judgment of a healthcare professional in diagnosing and treating patients. The opinions expressed by participants of the BackTable Podcast belong solely to the participants, and do not necessarily reflect the views of BackTable.
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