End of Year Financial Checklist for 2025
The end of the year can be very busy. Use this financial checklist, and your personal finances don’t have to be among the things you forget!
Beginning your financial journey and learning about personal finance can seem awfully overwhelming. But instead of trying to solve the entire puzzle at once, it’ll be easier (for your mind and for your psyche) to break it down into sections that are more easily digestible.
The end of the year can be very busy. Use this financial checklist, and your personal finances don’t have to be among the things you forget!
I’ve been reading financial books since the beginning of high school. These are the ones that have helped me the most as a teenager.
The One Big Beautiful Bill Act (OBBBA) made several significant changes to the charitable giving rules. Here's what you need to know.
Here's my experience with a fairly aggressive amount of leverage (nearly $2 million), which would probably make most people uncomfortable.
Want a bunch of discounts available for doctors and other healthcare workers? Here's how you can cash in on all kinds of savings.
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Dr. Jim Dahle takes listeners on a journey through the past and future of The White Coat Investor, sharing how it all began and how it has grown into what it is today. He also gives an inside look at the brand-new WCI website.
This financial literacy test will challenge you to see just how well you know money and investing. Let us know how you did.
A few economic changes have occurred since I wrote my first book that make at least one chapter look silly. It's called The Big Squeeze.
Here's everything you need to know about the redesigned White Coat Investor website—and a history lesson on how we got to this point.
Let's talk about how many people are losing money thanks to social media financial advice and if 529s are getting less popular.
What happens if you don’t live like a resident? What happens when you aren’t meeting your financial goals because of lifestyle creep?
Yes, it's possible to take out mortgages that are 40 or even 50 years long. But is that the right move for you to make?
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If you're choosing between working for a DSO or a dentist-owned practice, salary isn't the only factor. Stability and autonomy are vital, too
I am often told that doctors owe something to society, usually in exchange for the expense of their education. Here's my response to that.
Medical school may not have taught you about money, but we will.
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Get ready to take control of your financial life. You can do this, and we can help.
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