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The White Coat Investor

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Welcome New Readers!

Welcome to The White Coat Investor website! We have a lot of fun here while we help each other to avoid doing dumb things with our money. All the information on the site is 100% free to you. There is a ton of information here, and I understand it can be overwhelming to the first timer, so I suggest you start here with this page. Thanks for stopping by and good luck with your finances and your practice!

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WCI Classics

Hippies

Backdoor Roth IRA Ultimate Guide and Tutorial

This Backdoor Roth IRA tutorial takes you step by step through the contribution process including how to fill out IRS Form 8606. We'll show you how to get it done right and avoid mistakes that can cost you time and money.

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do it yourself investing

10 Ways To Know You Are Competent to DIY Your Investments

When will you know if you are competent enough to manage your own personal finances? Here are 10 ways to determine if you are ready to be a DIY investor.

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low cost index fund

10 Reasons I Invest in Index Funds

Most of my portfolio is invested in index funds. I hope that's not news to you. Here are the reasons why.

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should I buy whole life insurance

What You Need To Know About Whole Life Insurance

Whole life insurance is pitched to almost every doctor, and perhaps 1/3 of them buy a policy. Unfortunately, most of those end up regretting their decision. Here's what you need to know about whole life insurance.

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The X Factor

Financial knowledge isn't enough. Without the X Factor, you'll never reach financial success. Motivation breeds hard work and discipline, which in turn breed wealth.

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150 Portfolios Better Than Yours

A good portfolio is broadly diversified, low-cost, passively managed, regularly rebalanced, and consistent with its owner's need, ability, and desire to take risk.

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Latest Posts

should I invest is bitcoin

Cryptocurrencies Like Bitcoin are Not Investments

Am I buying Bitcoin now that it is 83% off? Nope. It's still just as dumb of an investment as it was at its peak and before its rise.

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the physician philosopher

How Much Should I Be Saving? The 30% Rule

If your savings rate is less than 30% it's time to delcare "WAR" on debt and increasing your savings rate. TPP shares his ideas to make it happen.

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investment costs

Boost Your Investing Returns By Lowering Your Investment Costs

It's critical for an investor to examine five major categories of investment-related costs and reduce them wherever possible for maximum returns.

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white coat investor podcast

Financial Advice for Those Starting a Family – Podcast #106

Today we answer reader questions about the costs of raising a family, muni bonds, insurance for the military, HSAs & FSAs, downsizing to reach FI, and more!

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big tax refund

What’s Wrong With a Big Tax Refund?

Don't give the government an interest-free loan this year. Know how, why, and when to adjust your withholdings to avoid a big tax refund.

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Mega Backdoor Roth IRA

A New Reason to Use the Mega Backdoor Roth IRA

Qualify for the new pass-thru business (199A) deduction? You may have a new reason to use the Mega Backdoor Roth IRA for big tax protection.

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Buy Our Book!

The White Coat Investor: A Doctor's Guide To Personal Finance And Investing not only summarizes the most important information on the blog, but also contains material not found on the site at all.
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