))
Exploring Financial New Year’s Resolutions with The White Coat Investor, Ep #20
Manage episode 458791602 series 3563386
内容由Chad Chubb and Tyler Olson提供。所有播客内容（包括剧集、图形和播客描述）均由 Chad Chubb and Tyler Olson 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Is your financial house in order for 2025? In this special episode of Physician Cents, we’re joined by Jim Dahle, the one and only "White Coat Investor," to help you tackle the financial “resolutions” every physician should embrace. From crafting a rock-solid financial plan to protecting your health and wealth, this conversation is packed with actionable advice to start the year strong.
Looking for help with Disability Insurance, Physician Banking, Student Loan Refinancing, Physician Mortgages, Contract Reviews, and more? Check out our "Best of the Best" sponsors page to find a list of the professionals Chad & Tyler team up with for their clients.
You will want to hear this episode if you are interested in...- Get a financial plan in place [1:55]
- Get educated about debt [4:32]
- Invest in date nights [7:01]
- Get disability insurance [8:33]
- Spend money on something that makes you feel alive [17:51]
- Protect your health alongside your wealth [22:57]
- Be intentional with your portfolio design [25:22]
- Get a values-based system in place [30:25]
- Learn about the Physician Wellness & Financial Literacy Conference [33:22]
The best of the best list is a paid sponsorship, but these are professionals/companies that Tyler and Chad collaborate with within their own practices or have been vetted to earn a spot on this list. By supporting our sponsors, it allows Chad & Tyler to dedicate more time to you and the Physician Cents community. If you ever have a question (or not a great experience, which we don’t expect!) about a sponsor, please let us know. We call it the “best of the best” for a reason, and we will maintain that standard for our listeners & viewers.
Resources & People Mentioned Connect with Jim Dahle- The White Coat Investor
- Connect on LinkedIn
- WealthKeel LLC
- Olson Consulting LLC
- Tyler Olson on Twitter
- Chad Chubb, CFP®, CSLP® on Twitter
Subscribe to Physician Cents
Audio Production and Show Notes by - PODCAST FAST TRACK
21集单集
分享
