Notable Guests
WC
WCI Financial Boot Camp
2x
BB
Bill Bengen
1x
CR
Chabely Rodriguez
1x
DS
David Stein
1x
JS
Jim Sheils
1x
LC
Lindsey Collings
1x
AM
Anthony Morena
1x
PR
PGY-4 interventional radiology resident
1x
SH
Southern Impression Homes
1x
SK
Steve Kelly
1x
TG
The Mortar Group
1x
MC
MLG Capital
1x
Recent Episodes
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Learn when firing your financial advisor is the right move.
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Anthony Morena discusses real estate opportunities with The White Coat Investor.
Anthony Morena
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Webinar on real estate investing with Dr. Dahle and The Mortar Group.
The Mortar Group
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Smarter investment decisions focus on taxes, fees, and risk, not perfect picks.
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High-income doctors often struggle due to common financial mistakes.
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Target date funds offer simplicity, automatic rebalancing, and diversification.
WCI Financial Boot Camp
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Episode: WCICON26 - The Physician Wellness and Financial Literacy Conference 2026 in Las Vegas
✨
PGY-4 IR resident shares financial strategies during residency.
PGY-4 interventional radiology resident
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Lindsey Collings and Steve Kelly discuss real estate opportunities with Dr. Jim Dahle.
Lindsey Collings
Steve Kelly
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Examining the continued validity of the 4% rule for retirement.
Bill Bengen
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Discussing current real estate offerings and market forces.
MLG Capital
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Analyzing why renting is often best for medical residents.
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Doctors can leverage high-yield savings accounts (HYSAs) beyond simple cash parking.
WCI Financial Boot Camp
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Physician couple achieved $500K net worth post-fellowship.
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Webinar on Build To Rent ventures with Jim Sheils.
Southern Impression Homes
✨
Jim Sheils discusses real estate opportunities with Dr. Dahle.
Jim Sheils
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Listener questions on 529 education savings plans answered.
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Discuss student loan basics for new physicians.
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Explains the Thrift Savings Plan (TSP) for federal employees and military.
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Features Chabely Rodriguez, an Anesthesia Assistant with $850K net worth.
Chabely Rodriguez