White Coat Investor Podcast

In this episode of the White Coat Investor Podcast, we discuss common financial mistakes that can quietly reduce long-term wealth for physicians and other high-income professionals. Topics include handling a 401(k) rollover without disrupting the backdoor Roth IRA process, why direct indexing may be less valuable than advertised, setting up a 401(k) as a practice owner, and why some financial one-stop shops create aren't the best choice. We also cover the rise of the so-called family office model, when it may not make sense to max out retirement accounts, and how to think about investing when markets are at all-time highs. This episode focuses on practical decision-making, avoiding unnecessary complexity, and improving long-term financial outcomes. Today's episode is brought to us by SoFi, the folks who help you get your money right. Paying off student debt quickly and getting your finances back on track isn't easy, but that's where SoFi can help — they have exclusive, low rates designed to help medical resid