WCI #332: Getting A Financial Plan In Place

Published: Sept. 14, 2023, 6:30 a.m.

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Today, SC Gutierrez, long time friend of WCI and the podcast is joining Dr. Dahle to help answer your questions. Together they answer questions about student loans and the SAVE program, about how HSAs should be viewed as retirement accounts, the importance of a written financial plan and a friendly reminder that no one can time the market, and finally get into what a defined benefit plan is.

Today\\u2019s episode is brought to us by SoFi, the folks who help you get your money right. They\\u2019ve got exclusive rates and offers to help medical professionals like you when it comes to refinancing your student loans\\u2014and that could end up saving you thousands of dollars. Still in residency? SoFi offers competitive rates and the ability to whittle down your payments to just $100 a month* while you\\u2019re still in residency. Already out of residency? SoFi\\u2019s got you covered there too, with great rates that could help you save money and get on the road to financial freedom. Check out their payment plans and interest rates at https://SoFi.com/WhiteCoatInvestor
SoFi Student Loans are originated by SoFi Bank, N.A. Member FDIC. Additional terms and conditions may apply. NMLS 696891.

The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you\'re a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you!

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