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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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Founder’s Message

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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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

white coat investor podcast

How to Pay for a House – Podcast #102

Stay out of the poor house when buying your next home! We talk rules of thumb for mortgage debt, doctor mortgage loans, how much house to buy and lots more.

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Form ADV 2

10 Things Form ADV2 Reveals and How it Can Save You Millions

This guest read Form ADV 2 public disclosure documents for 53 investment advisory firms. What he found is very revealing and can save you a lot of money.

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Physician Wellness

The Physician Philosopher — Fighting Burnout While Building Wealth

The Physician Philosopher has joined The WCI Network. Come see what he can teach you about wellness and finances.

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passive income md real estate

Investing in Opportunity Zones: What’s This Amazing Opportunity All About?

Learn about the major tax incentives to investing in government-sponsored "Opportunity Zones" and how to best invest in these types of funds.

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how to file a tax extension

How to File a Tax Extension

Did you know you don't actually have to file your taxes on April 15th? Learn the right way to file a tax extension to avoid interest and penalties.

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white coat investor podcast

When to Hire a Financial Planner – Podcast #101

If you're making money, you need a financial plan in place. Know when to hire a financial planner or to do it yourself. Also talking foreign retirement, benefits & job hunting, Repaye vs Paye for PSLF and lots more!

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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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