Speaking Engagements

Thank you for your interest in promoting financial literacy among physicians and other high-income professionals. We truly appreciate your commitment to improving the well-being of medical professionals, and we are honored that you consider The White Coat Investor a trusted resource to support that mission.

Topics for our speakers can include Personal Finance, Interacting with Financial Professionals, Student Loan Management, Tax Reduction, Asset Protection, Investing, Insurance, Retirement, Estate Planning, and Physician Wellness.

Meet Our Speakers

In addition to Dr. Jim Dahle, we have knowledgeable team members available to speak on a variety of financial topics relevant to physicians, dentists, and trainees.

Dr. Jim Dahle, MD, FACEP, FAAEM

​Emergency physician and founder of The White Coat Investor, Dr. Jim Dahle has helped physicians take control of their finances and build wealth since 2011. Due to high demand, Dr. Dahle can’t accommodate every speaking request. To maximize his availability, we prioritize events that reach larger audiences and that are a strong fit for our mission. Dr. Dahle’s speaking fee is: $5,000 for a virtual presentation and $10,000 + travel expenses for an in-person presentation.

Andrew Paulson, CSLP

The co-founder of StudentLoanAdvice.com, Andrew Paulson is a student loan consultant with deep expertise in helping physicians manage federal and private student debt. He offers free up-to-date pre-recorded presentations, and he’s available for virtual presentations with Q&A depending on the group size and the timing.

Request Speaker

Free Resources for Your Program

If bringing in a live speaker isn’t feasible for your group, please consider using the following free resources.

Ready-to-Use Presentations

Presentation for Attendings

Topics covered:

  • Financial literacy
  • Student loan management for attendings
  • Financial advisors
  • The five insurance policies you need and two you don't
  • Basics of retirement accounts
  • The benefits of index funds
  • Basics of estate planning
  • Basics of asset protection
Download

Presentation for Residents

Topics covered:

  • Financial literacy
  • Student loan management for residents
  • Disability insurance
  • Term life insurance
  • Know your retirement accounts
  • A written financial plan
  • Contract evaluation
Download

Presentation for Medical Students

Topics covered:

  • Financial literacy
  • Living frugally
  • School/residency choice
  • Specialty choice
  • Student loan management
  • Owning vs. renting during residency
  • Financial steps as you leave medical school
Download

Prerecorded Live Events

Medical and Dental Student

Topics covered:

  • Become a financially successful doctor
  • Save money during residency interviews
  • Manage your student loans and minimize their cost
  • Make the right investments during med school
  • Complete Roth conversions
Watch Now

Residents

Topics covered:

  • The importance of financial literacy for wealth building
  • How to manage your student loans and minimize their cost
  • How to prioritize your money and start investing
  • Which insurance you need to protect yourself and your family
  • How to reach your financial goals and spend the rest on whatever you like guilt-free
Watch Now

Attending

Topics covered:

  • Save thousands and pay off your student loans faster
  • Start investing with confidence and clarity
  • Lower your tax bill with smart legal strategies
  • Protect what matters most with the right insurance, asset protection, and estate planning
  • Reach your financial goals and spend the rest guilt-free
Watch Now

Real Estate Investing

Topics covered:

  • How current interest rates are impacting the real estate market
  • How real estate can fast-track your financial freedom
  • Pros and cons of real estate investment strategies
  • Choosing the right real estate investments for YOUR portfolio
  • How to maximize massive real estate tax deductions
Watch Now
Contact Us

Please let us know a bit about your event, audience size, and goals. We’ll help you find the best speaker or resource to fit your needs. Email us at [email protected].