Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
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Resident Advisor Podcasts
A Podcast that offers a unique and discerning view of economics and financial planning Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Delivering real talk while making financial topics more accessible, co-hosts Katie Pickler and Cort Winsett break down personal finance into engaging, bite-sized topics. Join them on their journey to “remove the veil” as they bring a basic level of awareness in a relatable, honest, and pop-culture-fueled format. // Powered by Pickler Wealth Advisors // 901.316.0160 | 1135 Halle Park Circle | Collierville, TN 38017 // Securities and advisory services offered through Commonwealth Financial Net ...
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The question is, are you considering a home in the Sacramento area but don't know where to start? Welcome to the Capital 5th Podcast, hosted by Ben Howard, a California licensed real estate advisor and third generation Sacramento area resident serving you since 2016. I intend to use this podcast as a tool for you to learn more about residential real estate in the Sacramento region. Each week, I'll highlight a community where I'm telling clients that there's the greatest market opportunity. I ...
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Live recordings from Paris’ most soulful club
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Sam Rodriguez CFP® is your host and educator on what's important when it comes to money and other stuff in your life too, all with the goal of getting you where you want to be! Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council, a registered investment advisor. Money and Stuff is a DBA of Foundation Wealth Partners. Money and Stuff, Foundation Wealth Partners, and Advisor Resource Council are separate entities. The financial professionals associat ...
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A podcast #PoweredbyJNF where we’ll be sharing with you stories of interesting people doing fascinating work all over Israel.
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Welcome to Mortgage Broker Advisors, “MBA” the podcast where we bridge the gap between mortgage brokers, realtors, and industry professionals to unlock real estate financing solutions that traditional lenders overlook. At Mortgage Brokers Advisors, we specialize in securing financing for deals that agency lenders, big banks, and traditional insurance companies decline. With customized loan structures, greater flexibility, and faster closings, we empower brokers and realtors to help their cli ...
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The world renowned art historian, physicist and former financial advisor to the Ford Administration, Saltine, has been kicked out of her apartment in Provincetown and sent away to Eggs Isle, where all the other rejects end up. With nothing much else to do, Saltine takes an icy dip into the past reading from her memoirs, and you get to meet a resident of Eggs Isle, through questions from the live audience at Camp Provincetown. Wednesday nights at 7PM.
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A podcast dedicated to helping ambitious expatriates and first generation immigrants thrive in America. 𝗪𝗲'𝗿𝗲 𝗧𝗵𝗲 𝗕𝗿𝗶𝘁𝘀 𝗜𝗻 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 is brought to you by Plan First Wealth, a lifestyle financial planning and cross-border wealth management firm helping successful American and international families make the most of their opportunity.Being an immigrant to America should be a wonderful, life-changing opportunity. But it can also be extremely challenging, accompanied by some unique and idiosyncrat ...
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How can we design strategies for human and non-human interactions that would help us reshape our cities into a much more sustainable engine of survival, rather than the socially-constricting, energy-intensive, and life shortening beast that they are right now? Karachi—a complex city that is already being disproportionately affected by climate change—presents an ideal context to explore this question. During the artistic research residency, RePlay: Reveries of an Urban Dreamland, resident res ...
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Overview: In this podcast, we will be interviewing a variety of business professionals. We hope to get a variety of viewpoints, insights, and bits of information that other business owners and professionals can utilize. Disclosures: Securities and Investment Advisory Services offered through Osaic Wealth Member FINRA, SIPC, and Registered Investment Advisor. Insurance offered through CUI Wealth Management. CUI Wealth Management, LLC and Osaic Wealth are not affiliated entities. Insurance lic ...
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Are you saving enough for major goals like retirement or your children’s higher education? Does your investment strategy align with your financial objectives? Do you have a plan for distributing your wealth to your heirs and favorite causes?Plan for Life with Canby Financial Advisors is a podcast designed to answer these and other questions to help you anticipate and manage financial challenges and opportunities at every stage of your life. In each episode, host Howard Caplan and a member of ...
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What really happens when you leave everything familiar behind and start over in a new country? Armchair Expat is a podcast about moving abroad, living overseas, and building a life you love on your own terms. Hosted by Shannon Acton of Bargain Homes Abroad, each episode features real stories from people who have relocated internationally—whether for work, retirement, lifestyle, or love. Guests include everyday expats, digital nomads, and entrepreneurs who share honest insights, practical adv ...
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Wisen Up Podcast supports your career move to Canada by providing all the information you need through Content, Consultation and Community.Our content covers stories and interviews of those who have relocated to Canada and established themselves in various careers in Canada, like IT, HR, Consulting, Pharma, Dentistry, Physiotherapy, Banker, and also as students.Our consultations help those trying to decide whether or not to make a move to Canada and what sector to focus on. We provide hands- ...
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I'm a retired financial advisor, I sold my business in 2005 and as a result of attending Social Media Marketing World in 2017 decided I had knowledge and opinions the I wanted to share. My interests are in real estate, the financial markets, and self-improvement. I think of Best of Us, my YouTube channel, as my TV station where I can have a voice to the world.I hope you'll find it as much fun as I do and I hope you'll find value in what I share. I want something in return. I want to reach 1 ...
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Shaykh Rizwan Hussain Al-Azhari began his Islamic education at a very young age. At the tender age of 11, in the year 1999, he was enrolled into the Al-Karam Secondary School where he spent five years of his academic life. After completing his GCSEs in 2004, he decided to pursue further Islamic education in the Al karam higher Islamic Studies department, thereby completing the 3 year Diploma in Islamic Sciences & Classical Arabic Language in 2007. Post graduation, the Shaykh then proceeded t ...
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Podcast by The YU Commentator
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Just 2 best friends, Adam Thompson & Therese Etoka, separated by 2,590 miles sharing vaguely relevant stories for a cause.
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Navigating U.S. immigration laws is one of the biggest hurdles for startups entering the U.S. market—and that’s where The Startup Visa® Podcast comes in! Hosted by Tahmina Watson, bestselling author and top immigration lawyer, this podcast is part of The Startup Visa series, which also includes a comprehensive visa guidebook and a policy book for founders and policymakers alike. Whether you're a U.S. startup struggling to hire global talent, an international entrepreneur looking to break int ...
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Hello, I'm your host, Ben Howard….. This week I am featuring Antelope, an unincorporated part of Sacramento County… Located east of Sacramento, with easy access to Interstate 80… Bordering significant growth in West Roseville where prices are higher, Antelope is a good opportunity for home buyers who are looking for value, or can’t purchase a home …
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Episode 277: Bull & Bar - A Pickler Crossover (with Ed Brundick, Esq.)
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What happens when money meets the law? In this special crossover episode, the BullCast crew teams up with Ed Brundick, attorney and host of Bar Essentials, Pickler Law’s podcast that makes legal insight simple and approachable. Together, they explore famous wills and inheritances in pop culture, how financial planning and legal planning go hand in …
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Today we are answering questions from our residents in the audience. We discuss saving vs investing, buying houses, physician loans, and Roth IRAs. Then we interview a recent graduate about to start his first job as an attending, and he walks us through his financial life to this point. If you want to learn how to do it right, you'll want to take n…
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CROSS-BORDER MOVES: Building a Life (and Business) Abroad with Global Tax Advisor Nicolas Castillo
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What happens when you trade Miami traffic for Madrid tapas—and still have to keep the IRS happy? In this episode of Armchair Expat, Shannon Acton interviews Nicolas Castillo, founder of Rook International CPAs and Advisors, about the realities of building a life and business abroad. Nicolas shares his personal journey from Miami to Madrid, opening …
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MtoM #241: Plastic Surgeon Receives PSLF and Becomes a Millionaire and Finance 101: PSLF
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Today we are talking with an academic plastic surgeon who is celebrating getting both PSLF and becoming a millionaire. He is just starting his 5th year of practice. He and his wife are both committed to financial literacy. They have a 30% savings rate and have no consumer debt. This doc shared that he didn't have great examples growing up of how to…
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This week I am featuring Shingle Springs, an unincorporated part of El Dorado County. Located east of Sacramento, with easy access to Highway 50…. Shingle Springs has a great rural lifestyle that is still close to restaurants and shopping….Shingle Springs also benefits from its elevation above the valley’s summer heat and winter fog… Shingle Spring…
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Upthinking Finance™ is now trademarked Most retirement planning tends to focus on the financial side, but on this episode of Upthinking Finance™, we welcome Dr. Sara Yogev, clinical psychologist and author of “A Couple’s Guide to Happy Retirement and Aging.” We’re digging into the often-overlooked emotional and psychological aspects of transitionin…
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Episode 276: The Titanic’s Unsinkable History (with Luke Murrah)
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Today we’ve got a special guest climbing aboard from Pickler Wealth Advisors: Luke Murrah, our Financial Planning Assistant and resident history buff. One of his favorite topics is the Titanic, and both the real ship and the blockbuster movie have fascinated him for years. We’ll sail through fun behind-the-scenes facts from James Cameron’s epic fil…
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WCI #437: Getting Your Work Benefits Right
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Today we are answering a variety of questions including how to understand and select employee stock ownership plans. We talk about things to think about when signing up for benefits at work including selecting disability insurance and the tax implications of that. We answer a question about a specific type of insurance called an SPDA. We end the ep…
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Jonah Platt, Host of “Being Jewish with Jonah Platt”
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Episode: 234 - Host Steven Shalowitz welcomes multi-hyphenate entertainer and podcaster Jonah Platt for a candid conversation about Jewish representation, advocacy, and dialogue in a polarized era. Platt argues that contemporary Jews are often flattened on screen—either as Holocaust victims, ultra-Orthodox stereotypes, or casual cultural references…
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57. How To Successfully Expand Your Business Into The US: Avoid The Pitfalls And Take Full Advantage Of This Enormous Market | Ask An Expert with Allan Rooney
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Building a law career and finding wealth as a UK expat can feellike an impossible task. We’re speaking to an expert in the New York legalscene to uncover the secrets to breaking into American law as a British,Scottish, or Irish expat. This week, host Richard Taylor - dual UK/US citizen and Chartered Financial Planner - has a raw and honest conversa…
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No Way We're Old Enough For This: 4 Keys to help Gen X/Millennials Pay for College
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If you’re a Gen X or millennial parent, college costs are no longer a distant concern: they're on your doorstep. In this episode, Sam Rodriguez, CFP®, and Conor Shepard walk through four essential steps to help Gen X and millennial parents avoid overpaying for college. With tuition costs rising and financial aid more confusing than ever, they break…
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MtoM #240: Pulmonologist Pays Off Student Loans in Less Than 5 Years and Finance 101: Paying for School
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Today we talk to a Pulmonologist who paid off nearly $300,000 of loans in less than 5 years. He shares that he initially operated under the ignorance is bliss mindset and opted to avoid worrying about his loans at all. Once he had a bit of a financial awakening, got married and started a family he realized he needed to get after the loans and take …
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This week I am featuring Rocklin, a city in Placer County. Located east of Sacramento, with easy access to Interstate 80… Rocklin has a spectacular outdoor adventure area with rope courses, zip lines, climbing walls, and pedal boats…. Rocklin also has a junior college.….. Rocklin is about 30 minutes to the Sacramento Airport…. Also…. most commutes …
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Episode 275: The Cost of Being a Superhero
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We recently spotlighted APEF’s very own heroes, Miles & Captain Cashflow, who prove that financial literacy is the ultimate superpower. That got us thinking: what would it actually cost to suit up as a superhero in the real world? In this episode, we assemble the numbers to uncover who the richest hero really is, the jaw-dropping price tags on high…
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This episode is all about retirement. We answer a handful of your questions from email, the Speakpipe and the forum. We talk about decumulation and how to start withdrawing from your investments. We talk about when and if you should increase your bond allocation as you are nearing or entering retirement. We talk about gift taxes, generational wealt…
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CAN I AFFORD TO MOVE ABROAD? Insights from Expat and Financial Advisor Alex Ingrim
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“Can I really afford to move abroad?” It’s the question at the heart of so many expat dreams — and today we’re digging into it with someone who knows the answer firsthand. My guest is Alex Ingrim, financial advisor, expat, and CEO of Liberty Atlantic Advisors, a US-registered investment firm specializing in helping Americans navigate life and wealt…
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MtoM #239: A Professor and a Dentist Become Multimillionaires and Finance 101: Financial Waterfalls
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Today we are chatting with a professor who has become a multimillionaire. His wife is a dentist who owns a private practice. They are both about 10 years out of training. They are debt averse and excel at tackling their goals. He said they have worked hard to pay off their mortgage, saved to build wealth, and they have also started their real estat…
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This week I am featuring Citrus Heights, an incorporated part of Sacramento County. Located east of Sacramento, with easy access to Interstate 80… Citrus Heights is experiencing a revitalization of shopping with some centers already remodeled and other spaces such as Sunrise Mall facing a future which looks more bright… Citrus Heights also benefits…
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Episode 274: Spotting Scams Before They Strike
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In today’s digital-first world, scams are everywhere, and they’re more convincing than ever. In this episode, we’re unpacking how to spot fraud before it catches you. We revisit some of history’s most infamous scams and hoaxes, break down the sneaky tricks scammers use today, and share simple tips to recognize red flags. You don’t need to live in f…
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WCI #435: Becoming a Millionaire by Reducing Your Taxes
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Today we are answering your tax questions and hopefully helping you learn how to hang on to more of your money by reducing your taxes where you can. We answer a few questions about capital gains taxes and Dr. Dahle explains how to limit those taxes but also reminds you, life is going well if this is something you are having to navigate. We answer a…
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Shabbos Kestenbaum – Faith, Courage, and the Fight Against Antisemitism
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Episode 233: In this eye-opening episode of IsraelCast, host Steven Shalowitz welcomes Shabbos Kestenbaum—student activist, writer, and lead plaintiff in a landmark lawsuit against Harvard University over pervasive antisemitism. Raised in an Orthodox Jewish family and having studied at Aish HaTorah in Jerusalem, Shabbos entered Harvard Divinity Sch…
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56. Losing Someone is Hard and Navigating Cross-Border Inheritance Taxes Doesn’t Have to Be: How to Avoid Costly Mistakes | From The Trenches with James Boyle
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The intricacies of inheritance tax issues are probably the last thing you want to think about after losing someone. We’re making it easier to make financial arrangements for receiving an inheritance after a loved one passes away on this episode of We’re the Brits in America. Host Richard Taylor - dual UK/US citizen and Chartered Financial Planner -…
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MtoM #238: Hand Surgeon Becomes Multimillionaire and Finance 101: Annuities
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Today we are talking with a hand surgeon later in his career who has become a multimillionaire. This inspiring doc shared his successes as well as his mistakes on his journey to becoming financially secure. He is a great example of not having to do it perfectly the second you get out of training. Slow and steady learning, growth and savings will pa…
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Episode 273: The Art of Animation (with TJ Green)
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In today’s episode of BullCast, we sit down with TJ Green, the animator behind The Adventures of Miles & Captain Cashflow, to explore the creative journey of bringing stories to life through animation. We start with our list of our favorite animated duos from Bugs Bunny & Daffy Duck to Timon & Pumbaa. Then TJ shares how he first got into the world …
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WCI #434: Fixing Your Life, Burnout, and Money Problems by Identifying Your Core Values with Robert Glazer
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Today we are talking with Robert Glazer. He is an entrepreneur, best-selling author, and will be a keynote speaker at WCICON26. We tackle topics like how to fix your life, and how to avoid burnout and money problems. The key to all of this is identifying your core values and living by them. We think you will find this conversation inspirational and…
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MOVING ABROAD FOR A CHANGE OF PACE: From New York City to Small-Town Italy with Caroline Chirichella
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What happens when you leave behind the nonstop energy of New York City for life in a 5,000-person town tucked into the Italian mountains? In this episode of Armchair Expat, Shannon sits down with Caroline Chirichella, founder of Chirichella Associates, to hear her story of trading chaos for community. Caroline shares her unlikely path—from training…
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MtoM #237: Plastic Surgeon Hits Mid Career Milestones and Finance 101: The Debt Dilemma for Dentists
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Our guest today is a plastic surgeon in the middle of his career. He is celebrating his financial security that has allowed him to take time to write a book. He spent the earlier part of his career saving, paying off his mortgage, and pouring money into his childrens 529 accounts. Education is hugely important to this doc and he wants to be sure hi…
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This week I am featuring Placerville, a city in EL Dorado County... Located east of Sacramento, with easy access to Highway 50…. Placerville has an historic downtown area that features restaurants, gift shops, an art gallery, and much more…. Placerville also benefits from its location near the south fork of the American River with rafting, cycling,…
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Episode 272: Strengthening Financial Education Nationwide (with Cassie Foote)
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In this special National Nonprofit Day edition of BullCast, we welcome Cassie Foote, Deputy Executive Director of the APEF, to talk about how the organization is helping students across the country become financially literate and life-ready. We kick things off with a fun list of our favorite TV and movie teachers who left their mark on our childhoo…
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This episode is all about answering your investing questions. We start out by breaking down the financial details of a stock quote then discuss some good ways to track returns in your portfolio. We answer a question about investing in bonds for the first time, then discuss if it is worth investing in gold. We answer a questions about investing in p…
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Academia at a Crossroads: Free Speech, Israel, and the Battle for Truth
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Episode 232: In this insightful episode of IsraelCast, host Steven Shalowitz welcomes Dr. Asaf Romirowsky, Executive Director of Scholars for Peace in the Middle East, to explore the challenging landscape of university campuses today. Dr. Romirowsky sheds light on how “cancel culture” has begun to restrict open debate—particularly around Israel—mak…
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55. Statutes of Limitations & Tax Compliance: Are You Really Ready to File? | Ask An Expert with Virginia La Torre Jeker
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"The IRS can go back over 20 years in certain instances for unfiled returns. We’re not making this stuff up,” warns Virginia La Torre Jeker, a seasoned US international tax attorney with over 40 years of experience and returning guest to the show. Virginia is a member of the New York Bar, specializing in all aspects of international tax and cross-b…
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MtoM #236: Physician Takes a Youth Sports Team to the State Championship and Finance 101: Sequence of Returns Risk
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Today we are talking with a doc who is celebrating the youth hockey team he coaches winning a state championship. He tackled his financial goals early and has reached coast FIRE. That financial security has allowed him to change his work schedule to make enough time for family and coaching. He is a great example of the power of getting your finance…
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This week I am featuring Cameron Park, an unincorporated part of El Dorado County. Located east of Sacramento, with easy access to Highway 50…. Cameron Park has a lake for recreation and an airport for small plane flights….Cameron Park also benefits from a community pool and library.….. Cameron Park is about 45 minutes to the Sacramento Airport…. A…
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The Latest on CBDCs and Digital ID, Ep #73
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Upthinking Finance™ is now trademarked Melissa Ciummei, an independent investor and researcher in Northern Ireland, joins us on Upthinking Finance™ to take a global look at the rapidly evolving world of digital currencies, digital IDs, and the shifting economic landscape. We discuss the push for Central Bank Digital Currencies (CBDCs) in the EU, UK…
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If caring for others has left you feeling drained, you’re not alone. In today’s episode, we discuss compassion fatigue — what it is, how to recognize it, and how to reclaim your energy and joy. We kick things off with a lighthearted list of memorable therapists from movies and TV, then share practical tips for setting healthy boundaries, from findi…
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Today we are talking about 529 accounts and how to invest them as well as how to spend them down. There are a lot of ways to help fund your children's education. Most families use a combination of 529 accounts, loans, other savings and cash flow. If you have access to a 529 account it is generally recommended to spend that down before moving to oth…
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MOVING TO PORTUGAL: Real Estate, Residency & the Golden Visa with Erin Charlotte
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In this episode of Armchair Expat, Shannon sits down with Erin Charlotte, an international real estate agent and Golden Visa advisor who’s helping Americans find their dream homes — and their freedom — in Portugal. Originally from Minnesota, Erin shares the story of how a birthday trip to Porto sparked a full-on relocation journey and led to the cr…
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MtoM #235: Resident Gets $100K in Assets During Residency and Finance 101: Medical School
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Today we are talking with a doc just starting his third year of residency and he already has $100,000 in assets. He had his financial awakening his final year of medical school and has hit the ground running. He has a savings rate of over 40% and has done an amazing job keep their fixed expenses low. He has no car payment, no kids, cheap rent, and …
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This week I am featuring West Sacramento, a city in Yolo County…. Located just west of downtown Sacramento, with easy access to Highway 50 and Interstate 80, West Sacramento is great for people who need to commute to UC Davis, the Bay Area, or for trips to Lake Tahoe…. West Sacramento also benefits from its location along the Sacramento River with …
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It’s August, which means backpacks and dorm checklists are all back in session. In this week’s episode of BullCast, we’re diving into back-to-school budgeting across every life stage. Whether you're buying glue sticks for a kindergartener, moving your college student into a dorm, adjusting to life as an empty nester, or setting boundaries with a bo…
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WCI #431: How to Rise Above a Broken Healthcare System with Dr. Dimitrios Tsatiris
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Our guest today is Dr. Dimitrios Tsatiris. He is a practicing psychiatrist and author. Outside of his clinical practice he has a passion for helping docs avoid burnout. He and Dr. Dahle discuss why so many physicians are struggling with burnout, why we should talk about burnout on a financial podcast, how perfectionism and stoicism plays into all o…
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Full Throttle for Israel: Alon Day on Racing and Resilience
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In this high-octane episode of IsraelCast, host Steven Shalowitz welcomes Alon Day, Israel’s trailblazing professional race car driver and four-time NASCAR Whelen Euro Series champion. Speaking from North Carolina, Day shares his dramatic journey from Israel to the American racetrack—literally sailing from Ashdod to Cyprus to escape closed airspace…
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54: A Story Of Good Intentions, Bad Investments, And Why Doing “Some Research” Isn’t Enough When You're Living Between Tax Systems. | From The Trenches With James Boyle
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Richard and James are back with more cautionary financial tales. Richard Taylor, founder of Plan First Wealth, recently spoke to a connection who “had done a bit of research, learned that mutual funds were a problem, hadn't learned what PFICs were, and switched out of a mutual fund into an investment trust... thinking he’d dodged the problem, but i…
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MtoM #234: Psychiatrist Opens a Private Practice and Still Manages to Pay Off Her Student Loans in 2 years and Finance 101: How to Invest at All Time Highs
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Today we are celebrating a psychiatrist who opened a private practice and paid off her student loans only a few years out of residency. She said she is very debt averse and poured every dollar she could to crushing the loans. Not only did she tackle her loans but she also opened a private practice at the same time. She wanted to provide the highest…
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This week I am featuring Rancho Cordova, a city in Sacramento County. Located east of Sacramento, with easy access to Highway 50….Rancho Cordova features family swim nights, Friday night concerts, and a certified farmer’s market…. Rancho Cordova also benefits from its location along the American River with cycling, kayaks, and walking paths at near…
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Episode 269: Investing for the Next Generation
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Today’s episode is all about giving the next generation a financial head start through early investing. We kick things off with a fun list of celebrities who got rich before they turned 18, then dive into the world of custodial accounts—what they are, how they work, and why they’re a smart way to invest for kids and teens. We also unpack the newly …
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WCI #430: Backdoor Roth - Standard and Mega
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Today we are talking about everyone's favorite topic - the Backdoor Roth! We are answering questions about common mistakes for the Backdoor Roth IRA as well as having a larger discussion around what the Mega Backdoor Roth is, who it makes sense for, and how to make the most of it. Today’s episode is brought to us by SoFi, the folks who help you get…
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FLOURISHING IN SPAIN: Christine Job on Finding Home, Purpose & Herself Abroad
1:07:50
1:07:50
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In this episode of Armchair Expat, host Shannon Acton sits down with Christine Job, J.D.—an award-winning storyteller, strategist, and creator of the acclaimed podcast Flourish in the Foreign. Christine shares her deeply personal and transformative journey from Atlanta to Spain, detailing the burnout that led her to take a sabbatical, the unexpecte…
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