Your Financial Success Story Starts Here

Get inspired by physicians who’ve walked this path before you. The doctors featured here once faced the same challenges you do: managing student loans, learning how to invest, and fighting burnout in an increasingly demanding profession. With the help of The White Coat Investor resources, they took control of their money, built lasting wealth, and created the lives they dreamed of.

Your story can be next. Whether you’re just starting out, working to pay down debt, or looking to grow your investments, we are here to guide you every step of the way.

Head up, shoulders back, you’ve got this.

Website

“Thank you for taking the time to build such a wonderful website and imparting your knowledge for free. Your blog is one of the most informative and motivational websites on the web. Your articles on starting a business have been quite influential, and as a result I've gained the confidence to start my own private practice.”

“I stumbled across your blog while researching whole life policies. My previous life/disability insurance rep (who I've come to learn is a ‘captive' rep through my studies of your website), was hammering me on whole life and trying to get me to convert some of my term policy to whole life. He was VERY good at it. Anyway, I was so very close to not only doing this, but also purchasing an additional policy on my newborn child!! Your website was instrumental in helping me avoid this huge mistake. I used it to locate an independent rep through term4sale.com. My new agent not only got me a better, cheaper, longer term policy at a better health rating, but also replaced my disability policy with one that is $1,000 a year cheaper for double the income protection. (And yes, I did my due diligence on the disability contract!)

In addition to all of this, I have learned a tremendous amount on retirement planning and exactly what I need to be doing now while I am relatively young to achieve financial independence. Since finding your blog I've begun maxing out my wives' and my Roth IRAs, maxing out my 401(k), begin maxing out my 457 starting next month, and opened a 529 for my daughter. My wife and I have also begun drafting our wills. I've purchased your book and read your blog regularly. Wish I could do more! Keep doing what you are doing, it means a lot!”

“I am an intern going into dermatology and I started reading your site [recently]. I had posted several questions about student loan management and disability insurance which you promptly answered. I just wanted to let you know how much your blog has impacted me.

I am married with two kids and have $200K in medical student debt, my husband stays at home with our kids right now and for the foreseeable future. I was so stressed out about cash flow at the beginning of my intern year I put my loans into deferment, was not budgeting well, and ending up paying for groceries on credit. After reading your website, my husband and I bought and read your book and got on the same page about short-term and long-term goals and a monthly budget. I applied for REPAYE which I was accepted for, and am now paying $84.00/mo, will likely refinance at the end of residency and pay them off within a couple years after graduation. I got both life and disability insurance through [one of your advertisers], and he's been good to work with. I paid down $4K of credit card debt, and put the remaining $8K on a 0% interest credit card for two years with the goal of paying it down in that time frame (before that I had that entire sum on a card with 14% interest accruing!). And we are saving to savings account and a Roth IRA monthly (a small sum, but it's still something!).

Anyways, I guess I just feel like I owe you a huge thank you for what you are doing. I…feel like I'm developing some measure of financial literacy for the first time in my life.”

“Now, 7 months out of residency, I have my student loans completely paid off, and over $30,000 in various retirement accounts using low cost vanguard funds. My wife used to laugh when I would talk about your website with her or my colleagues. Then I showed her the plan to become a millionaire before age 40. It's a little less funny to her now, and a lot more awesome. In addition, your website has been a big encouragement for our family to tithe/donate more of our income to church and charity. I appreciate this aspect of your site as well.”

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Enroll in WCI Financial Boot Camp, a FREE 12-week email course to improve your financial life.

Books

“I read this book in 2 days and am truly amazed at the wealth of information. I wish I read this info when I started residency but I'm glad I found it before I finished. My wife is a physician also and after reading through your website we looked at our disability insurance providers and our “financial advisors” and the crappy policies these salespeople provided us.

I feel ashamed that I recommended these service providers to my colleagues thinking that I was being helpful. I will recommend your book to all of my colleagues secure in the knowledge that I am helping my colleagues on their path to financial freedom. Don't give up on trying to educate your peers. You are changing more lives than you realize!!!”

“I am a fairly new reader of your blog, and just finished your book not too long ago – best money I've spent in my entire life!”

“I'm a 37-year-old former military pediatrician and recent graduate from a neonatology fellowship. Ever since hearing a finance talk during a grand rounds as a pediatric intern, I have been active in the organization and planning of our finances. My wife and I were able to save over $600K during the time of my residency, 4 year military payback, and fellowship. In short, I am grateful to the author of The White Coat Investor for laying things out in an easy to read format. His message should be heard by all physicians and should actually be required text in medical school. I will continue to work on our financial security and apply many of the suggestions put forth by the author. Millionaire by age 40 indeed! Thank you again.”

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Podcasts

“Dr. Dahle does such a good job covering a variety of topics. The guests offer valuable insight as well. I would recommend this podcast to anyone looking to be inspired and informed!”

“A concise high-yield financial podcast for physicians. It’s remarkable how much information Dr. Dahle provides free of charge.”

“Thank you for delivering the best financial advise. You made a tremendous change on my financial life.”

“This podcast is a must-listen for anyone looking to achieve financial freedom! Dr. James Dahle walks through so many different aspects of finance in a way that is easy to understand, and provides actionable advice to help you build your wealth!”

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Online Courses

“Thank you for all you have taught me. So far, you have saved me $85K after-tax dollars per year. That’s quite a return on a course”

“This was a great course! I think the best part was how you facilitated writing a financial plan. I may have previously felt intimidated to take this task on! You broke it down, provided the background, and some examples. It was actually pretty easy and fun!”

“This course was excellent. I completed it my last year in EM residency. I no longer feel the pressure or need to hire a financial advisor. I also like how we have permanent access to the material in case we need to brush up on topics down the line.”

“Course was worth every invested penny! Despite not being the most literate with regards to investing, I was pleased to learn that I have been doing a decent job with some important financial elements: decreased student loans by using military 3-yr scholarship, house < 2x income, disability/life insurance, avoiding whole life (friend attempted multiple times to sell me), saving 20%. However, I have just been saving (not investing) and this course helps me have a plan for that savings that can meet our goals. I still have a lot to learn, but I definitely feel confident to even carry out my own financial plan. Ironic that a day prior to starting this course I was about to have a meeting with a financial advisor that could have led to a significant asset under management continuous fee—that seemed attractive at the time given my lack of knowledge. Right now with the knowledge and help out there, seems very manageable on my own!”

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Student Loan Advice

“Going in, I was a little nervous about spending $579 for the consultation, but I figured that it would at least be worth it to have peace of mind. Coming out of it, I am thanking my lucky stars because it saved us from making a costly mistake that would have cost at least tens of thousands of dollars. We now have a plan and clarity for the future. Thank you!”
– Lynsey (Engineer) and Trevor (Radiologist)

“I am so glad to have met with StudentLoanAdvice.com. There were so many takeaways, that it is hard to name just one. It was all helpful. I now have a plan and understand how to proceed. I know when I should start making payments and have an understanding of what my payoff and payment expectations should be in the future. Thank you for giving me direction!”
– Benjamin N., Family Medicine Resident

“We are big time DIYers and so were reluctant to pay the fee for something we thought we could do on our own. Sure, more reading would have helped but that would have taken a massive amount of time, time we don’t have. Andrew was able to give us the clarity for the complex questions we had in a relatively short amount of time while also taking a moment to get to know us and our goals. We now have peace of mind that the decisions we made/will make best fit our financial goals. It was exactly what we were looking for and we are so glad we jumped in and paid for the consult!”
– Mike D., Emergency Medicine Physician

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The Physician Wellness and Financial Literacy Conference (WCICON)

“I’ve never been to a conference with so much enthusiasm around wellness and finances. I loved the networking activities.”
– Peter Crane, Family Physician

“It’s our annual check-in for our financial plans to make sure we are sticking to the principles we have adopted and to learn new tips for building wealth and living well.”
– Courtney Atkinson, Esq.

“This has helped me make connections with others, provided invaluable advice, and shown me it is possible to be free to turn burnout into action.”
– Cristina Hurlbut, Hospitalist

“WCICON curates information on finance that is easy to understand with speakers specializing in specific areas (financial advisors, asset protection, real estate). I also enjoy the sessions on wellness to remind myself to make time for self-consideration and self-care . . . The WCICON speakers are vision boards and an inspiration. Thank you for what you do!”
– Brenda Her, MD

“WCICON is a rare blend of financial literacy, personal growth, and community-driven learning. It goes beyond investment strategies and tax planning to explore the deeper purpose behind financial independence. The conference bridges technical expertise with real-life application, making financial security feel not just achievable but meaningful.”
– Jordan Blanche, DDS

“WCICON prompted me to reevaluate how I think and use my time, energy, and money to sustain myself personally and professionally, and provided a practical to do list on what I need to do to optimize my mental and financial health. WCICON provides a framework on how to thrive not only as a healthy physician but also as a healthy human being.”
– Margaret Leung, MD

“WCICON was fun, educational, and inspiring. I came away with more knowledge, new ideas and perspectives, and a sense of reinvigoration to step back into my day-to-day life knowing that I am setting my family up for financial success while striving for joy, purpose, meaning, and balance.”
– Nicole Hartman, MD

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Presentations

“I wanted to email and say thank you. You came to speak to us when I was a fourth year and that set me on a track of learning about investing and investing. You came at just the right time and saved me from buying a whole life policy and paying for bad advice. I was able to find a good level term policy and disability policy from your advice. I've since read as much of your blog as I can and your book as well as most of your recommended books. I am on my way to paying off debt and financial independence. Thanks for all the good advice.”

“Dr. James Dahle’s presentation to our medical students during Rural Practice Day was tremendously effective. His expertise in personal finance and investing, tailored specifically for physicians, was invaluable. Dr. Dahle’s insights from his experience as a practicing emergency medicine physician and founder of The White Coat Investor resonated deeply with our students who are at a pivotal point in their medical journey. Many students shared that his presentation was engaging and relevant, since so many physicians are tasked with navigating various financial circumstances. Dr. Dahle’s in-depth discussion on financial literacy is not just about managing money; it’s about empowering future doctors to reduce burnout, improve patient care, and build more secure lives for themselves and their families. The session provided invaluable, practical advice that our students could immediately apply.

We are confident that Dr. Dahle’s guidance will create a lasting impact on the professional and personal lives of WVSOM students. We are also thankful his organization provided his book to every first-year student. We truly appreciate Dr. Dahle’s commitment to educating the next generation of physicians.”
– Janet Hinton, MS, MEd/AET, Director of Rural Outreach, WV School of Osteopathic Medicine

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