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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

Live Like a Resident

The secret to becoming a wealthy physician is contained in these four words: "Live Like A Resident." If you're earning like an attending, but spending like a resident, you will become very wealthy, very fast.

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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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12 Questions to Ask Before Purchasing Whole Life Insurance

Should you buy whole life insurance? The short answer is, "Probably not." This is a product designed to be sold, not bought, where 80% of its purchasers eventually regret their decision. Are you one of the exceptions? Read this post to find out.

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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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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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kids on canyon ledge

Investing 101

Too many investors have never taken Investing 101. Here's your chance. Learn it from me or learn it in the school of hard knocks, but you will learn it.

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Latest Posts

investing in vacation rentals

How to Passively Invest in the Vacation Rental Market

Learn about the vacation rental market and if investing in this popular real estate trend is right for you.

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sec 199a qbi

Section 199A Deduction (QBI) and Retirement Accounts

The QBI Deduction may be my largest deduction this year, but it has made my financial life dramatically more complicated. Now it's screwing up my retirement saving plan.

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Levels of wealth

The Different Levels of Wealth Explained in Simple Terms

How does your wealth, or lack of wealth affect your daily life? Why not aspire to a level of wealth where you don't care what you spend on a vacation or a meal and where giving becomes easy.

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fidelity vs lively hsa

Which is the Best HSA? Fidelity vs Lively Review

None of the cool kids are paying annual fees to their HSA providers anymore. But should you go with Fidelity or Lively? Well, it depends.

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white coat investor podcast

Realtors and Physician Mortgage Loans with Peter Kim of Curbside Real Estate – Podcast #97

Itching to buy a house? Save time, money and stress by avoiding the most common mistakes doctors make when buying a home.

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Variable Universal Life

The Good, the Bad, and the Ugly of Variable Universal Life Insurance (VUL)

Could a VUL work as a retirement account? Most are plagued with high costs, limited investment options, and costly policy lapse problems. Better not to mix insurance and investing.

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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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