The White Coat Investor

The White Coat Investor company information, Employees & Contact Information

This website will help you turn your high income into a high net worth. It won't happen quickly. There are no get-rich-quick schemes here. But if you manage your financial affairs prudently, you will have a robust lifestyle now free from financial stress, the option to retire or cut back early if you so desire, the ability to help others financially, and a comfortable retirement. The White Coat Investor has a three-prong mission that has served us and our community well over the years: To help those who wear the white coat get a “fair shake” on Wall Street (i.e. boost financial literacy among high income professionals) To feed our entrepreneurial spirit (build something larger than ourselves, create jobs, and make a few bucks ourselves) Connect our community with the “good guys” in the financial services industry (thankfully there are a few of them out there) We've also compiled the best resources for people looking for professional help, including doctor loans, independent disability insurance agents, and financial advisors among others. We've also negotiated special deals for you to use when refinancing your student loans, so please take advantage. For more complex student loan situations, we offer help & advice through StudentLoanAdvice.com - a WCI company. Welcome to the WCI community. We hope you feel welcome here. Take what you find useful. Leave the rest. And pass on what you've learned to your trainees and colleagues. Together we're making a difference. Thank you for dedicating your life to serving others and for sharing the “WCI message” with those you care about. May you find the financial success you deserve.
Looking for a particular The White Coat Investor employee's phone or email?

The White Coat Investor Questions

News

Real Life Examples of How WCIers Live, Worry, and Withdraw Money in Retirement - The White Coat Investor

Real Life Examples of How WCIers Live, Worry, and Withdraw Money in Retirement The White Coat Investor

Questions About Taxes - The White Coat Investor

Questions About Taxes The White Coat Investor

What Would Your Ideal Financial Advisory Firm Look Like? - The White Coat Investor

What Would Your Ideal Financial Advisory Firm Look Like? The White Coat Investor

14 Financial Milestones Worth Celebrating - The White Coat Investor

14 Financial Milestones Worth Celebrating The White Coat Investor

Life Got Really Expensive (We’re Spending Twice as Much as I Thought) - The White Coat Investor

Life Got Really Expensive (We’re Spending Twice as Much as I Thought) The White Coat Investor

New 2026 IRS Retirement Plan Contribution Limits [Including 401(k) & IRA] - The White Coat Investor

New 2026 IRS Retirement Plan Contribution Limits [Including 401(k) & IRA] The White Coat Investor

The WCI Medical School Scholarship - The White Coat Investor

The WCI Medical School Scholarship The White Coat Investor

The 2025 Financial Educator of the Year Award – Call for Submissions - The White Coat Investor

The 2025 Financial Educator of the Year Award – Call for Submissions The White Coat Investor

The 4% Rule and Saving for an Early Retirement - The White Coat Investor

The 4% Rule and Saving for an Early Retirement The White Coat Investor

How Much Do Doctors Make? [Salary by Specialty 2025] - The White Coat Investor

How Much Do Doctors Make? [Salary by Specialty 2025] The White Coat Investor

The Case for Ending PSLF — And What You Should Do - The White Coat Investor

The Case for Ending PSLF — And What You Should Do The White Coat Investor

Building a Balanced Portfolio with Asset Location and Allocation - The White Coat Investor

Building a Balanced Portfolio with Asset Location and Allocation The White Coat Investor

The Most Common Questions I Get Asked By Young Doctors - The White Coat Investor

The Most Common Questions I Get Asked By Young Doctors The White Coat Investor

Rebalance Your Investment Portfolio [How & When] - The White Coat Investor

Rebalance Your Investment Portfolio [How & When] The White Coat Investor

Who Owns the Doctor Jobs? - The White Coat Investor

Who Owns the Doctor Jobs? The White Coat Investor

Financial Lessons from My Family’s Experience with Long-Term Care Insurance - The White Coat Investor

Financial Lessons from My Family’s Experience with Long-Term Care Insurance The White Coat Investor

529 Insanity - The White Coat Investor

529 Insanity The White Coat Investor

Is Talking to ChatGPT About Finance Ever a Good Idea? Here’s My Investigation - The White Coat Investor

Is Talking to ChatGPT About Finance Ever a Good Idea? Here’s My Investigation The White Coat Investor

2025 WCI Survey Results: Here's How Much You Make, How Much You Spend, and Your WCI Criticisms - The White Coat Investor

2025 WCI Survey Results: Here's How Much You Make, How Much You Spend, and Your WCI Criticisms The White Coat Investor

The Radiologist Next Door Takes a Year Off - The White Coat Investor

The Radiologist Next Door Takes a Year Off The White Coat Investor

Freedom vs. Fiduciary Responsibility in a Company 401(k) - The White Coat Investor

Freedom vs. Fiduciary Responsibility in a Company 401(k) The White Coat Investor

The White Coat Investor’s 11 Most Controversial Teachings - The White Coat Investor

The White Coat Investor’s 11 Most Controversial Teachings The White Coat Investor

The Emotions Behind Short-Term Trading: The Other 5% of Your Money - The White Coat Investor

The Emotions Behind Short-Term Trading: The Other 5% of Your Money The White Coat Investor

A DIY Investor’s Guide to Retirement Calculators in 2025 - The White Coat Investor

A DIY Investor’s Guide to Retirement Calculators in 2025 The White Coat Investor

I’ve Judged the WCI Scholarship Essays for 5 Years — This Is What I’ve Learned - The White Coat Investor

I’ve Judged the WCI Scholarship Essays for 5 Years — This Is What I’ve Learned The White Coat Investor

Generational Wealth vs. Enough - The White Coat Investor

Generational Wealth vs. Enough The White Coat Investor

Delegator, Validator, or DIYer? Take This Quiz to Find Out What You Are - The White Coat Investor

Delegator, Validator, or DIYer? Take This Quiz to Find Out What You Are The White Coat Investor

The White Coat Investor’s Most Controversial Articles, Part 4: Looking Back at Our Biggest Fights - The White Coat Investor

The White Coat Investor’s Most Controversial Articles, Part 4: Looking Back at Our Biggest Fights The White Coat Investor

Why I Designed My Life Working Part-Time 931 Miles from Home - The White Coat Investor

Why I Designed My Life Working Part-Time 931 Miles from Home The White Coat Investor

Know Why You Own Each of Your Investments - The White Coat Investor

Know Why You Own Each of Your Investments The White Coat Investor

What Is Angel Investing — How to Get Started - The White Coat Investor

What Is Angel Investing — How to Get Started The White Coat Investor

Physician Surveys Step by Step (And Why Making $30,000 in a Year Was Easy) - The White Coat Investor

Physician Surveys Step by Step (And Why Making $30,000 in a Year Was Easy) The White Coat Investor

Why You Need Disability Insurance (and I Need Shoulder Pads) - The White Coat Investor

Why You Need Disability Insurance (and I Need Shoulder Pads) The White Coat Investor

150 Investment Portfolio Examples - The White Coat Investor

150 Investment Portfolio Examples The White Coat Investor

What Serving as an Expert Witness Taught Me About the Practice of Medicine - The White Coat Investor

What Serving as an Expert Witness Taught Me About the Practice of Medicine The White Coat Investor

What to Do About the Vanguard Automated Cost Basis Email - The White Coat Investor

What to Do About the Vanguard Automated Cost Basis Email The White Coat Investor

Trump Tariffs — Impact on Your Investments - The White Coat Investor

Trump Tariffs — Impact on Your Investments The White Coat Investor

Track Your Financial Goals with These 4 Measurements - The White Coat Investor

Track Your Financial Goals with These 4 Measurements The White Coat Investor

How to Rise Above a Broken Healthcare System with Dr. Dimitrios Tsatiris - The White Coat Investor

How to Rise Above a Broken Healthcare System with Dr. Dimitrios Tsatiris The White Coat Investor

Retirement and Decumulation - The White Coat Investor

Retirement and Decumulation The White Coat Investor

Optimizing Your Career for Longevity with Rob Orman - The White Coat Investor

Optimizing Your Career for Longevity with Rob Orman The White Coat Investor

Risk vs. Reward — How to Find the Balance - The White Coat Investor

Risk vs. Reward — How to Find the Balance The White Coat Investor

Tail Coverage, Whole Life, and Other Insurance Questions - The White Coat Investor

Tail Coverage, Whole Life, and Other Insurance Questions The White Coat Investor

5 Good Times to Retire (and 1 Bad Time) - The White Coat Investor

5 Good Times to Retire (and 1 Bad Time) The White Coat Investor

Balancing Retirement and College Savings - The White Coat Investor

Balancing Retirement and College Savings The White Coat Investor

How Much Money Physicians Actually Need to Retire - The White Coat Investor

How Much Money Physicians Actually Need to Retire The White Coat Investor

How to Move Up to the Next Level and Buy a Multi-Million Dollar Home - The White Coat Investor

How to Move Up to the Next Level and Buy a Multi-Million Dollar Home The White Coat Investor

How Our Portfolio Performed in 2024 (Including Real Estate!) - The White Coat Investor

How Our Portfolio Performed in 2024 (Including Real Estate!) The White Coat Investor

To CFP or Not to CFP? - The White Coat Investor

To CFP or Not to CFP? The White Coat Investor

Fixing Your Life, Burnout, and Money Problems by Identifying Your Core Values with Robert Glazer - The White Coat Investor

Fixing Your Life, Burnout, and Money Problems by Identifying Your Core Values with Robert Glazer The White Coat Investor

A Die-Hard White Coat Investor Buys an Individual Stock — An M&M Conference - The White Coat Investor

A Die-Hard White Coat Investor Buys an Individual Stock — An M&M Conference The White Coat Investor

Treasury Inflation Protected Securities (TIPS) — What You Need to Know - The White Coat Investor

Treasury Inflation Protected Securities (TIPS) — What You Need to Know The White Coat Investor

What Emergency Docs Can Do to Beat Burnout - The White Coat Investor

What Emergency Docs Can Do to Beat Burnout The White Coat Investor

Why I Am Winning with Crypto - The White Coat Investor

Why I Am Winning with Crypto The White Coat Investor

TSP Fund, Indemnification Clauses, and Paying Off Loans - The White Coat Investor

TSP Fund, Indemnification Clauses, and Paying Off Loans The White Coat Investor

Mega Backdoor Roth, Student Loans, and Expert Witness Work - The White Coat Investor

Mega Backdoor Roth, Student Loans, and Expert Witness Work The White Coat Investor

Trump Will Allow You to Make Dangerous Moves in Your 401(k), Including Adding Crypto - The White Coat Investor

Trump Will Allow You to Make Dangerous Moves in Your 401(k), Including Adding Crypto The White Coat Investor

Contribution Limits, Estate Planning, and Emergency Funds - The White Coat Investor

Contribution Limits, Estate Planning, and Emergency Funds The White Coat Investor

Taxes in Retirement, Tax-Gain Harvesting, and Avoiding Probate - The White Coat Investor

Taxes in Retirement, Tax-Gain Harvesting, and Avoiding Probate The White Coat Investor

I Bonds, Asset Pricing, and Other Investing Questions - The White Coat Investor

I Bonds, Asset Pricing, and Other Investing Questions The White Coat Investor

Don’t Abandon Your Diversification - The White Coat Investor

Don’t Abandon Your Diversification The White Coat Investor

Go Buy Disability Insurance! - The White Coat Investor

Go Buy Disability Insurance! The White Coat Investor

What It Looks Like to Run Out of Money - The White Coat Investor

What It Looks Like to Run Out of Money The White Coat Investor

Why Your Credit Score Is Not Your Adult GPA - The White Coat Investor

Why Your Credit Score Is Not Your Adult GPA The White Coat Investor

Roth IRAs and 401(k)s - The White Coat Investor

Roth IRAs and 401(k)s The White Coat Investor

Exploring Taxes with a Friend of WCI - The White Coat Investor

Exploring Taxes with a Friend of WCI The White Coat Investor

The Heroes of My Life — Part 2 - The White Coat Investor

The Heroes of My Life — Part 2 The White Coat Investor

Index Funds, Real Estate, and Buying into Your Practice - The White Coat Investor

Index Funds, Real Estate, and Buying into Your Practice The White Coat Investor

Credit Card Hacking for Travel - The White Coat Investor

Credit Card Hacking for Travel The White Coat Investor

Inflation Is NOT Good for the Wealthy - The White Coat Investor

Inflation Is NOT Good for the Wealthy The White Coat Investor

Doctors Can’t Spend More Than Half Their Income - The White Coat Investor

Doctors Can’t Spend More Than Half Their Income The White Coat Investor

Heroes of My Life — Part 1 - The White Coat Investor

Heroes of My Life — Part 1 The White Coat Investor

When Interest Rates Matter and When They Don’t - The White Coat Investor

When Interest Rates Matter and When They Don’t The White Coat Investor

Confiscation Due to Political Calamity - The White Coat Investor

Confiscation Due to Political Calamity The White Coat Investor

8 Things You Must Know About Social Security - The White Coat Investor

8 Things You Must Know About Social Security The White Coat Investor

Some Surprising Things I’ve Learned in 20 Years of Investing - The White Coat Investor

Some Surprising Things I’ve Learned in 20 Years of Investing The White Coat Investor

Financial Waterfalls for New Residents and Attendings - The White Coat Investor

Financial Waterfalls for New Residents and Attendings The White Coat Investor

Personal Finance for Doctors - The White Coat Investor

Personal Finance for Doctors The White Coat Investor

Best Financial Books for Doctors - The White Coat Investor

Best Financial Books for Doctors The White Coat Investor

I Have $150,000; Should I Be Nervous About Lump Sum Investing It When the Stock Market Is at an All-Time High? - The White Coat Investor

I Have $150,000; Should I Be Nervous About Lump Sum Investing It When the Stock Market Is at an All-Time High? The White Coat Investor

When Is It Time to Stop Being Cheap? - The White Coat Investor

When Is It Time to Stop Being Cheap? The White Coat Investor

Living Like a Resident Is the Answer - The White Coat Investor

Living Like a Resident Is the Answer The White Coat Investor

I Was a Doctor for 13 Years with an Eye Toward Luxury Before (Finally) Starting My Financial Education - The White Coat Investor

I Was a Doctor for 13 Years with an Eye Toward Luxury Before (Finally) Starting My Financial Education The White Coat Investor

Buy This, Not That - The White Coat Investor

Buy This, Not That The White Coat Investor

The Hands-Off Investor Book Review - The White Coat Investor

The Hands-Off Investor Book Review The White Coat Investor

Best Asset Protection Book for Doctors - The White Coat Investor

Best Asset Protection Book for Doctors The White Coat Investor

The Financially Empowered Women (The FEW) - The White Coat Investor

The Financially Empowered Women (The FEW) The White Coat Investor

Why the Russell Small Cap Value Index Sucks (and How to Ditch It) - The White Coat Investor

Why the Russell Small Cap Value Index Sucks (and How to Ditch It) The White Coat Investor

Is FIRE Really Just an Empty Goal? - The White Coat Investor

Is FIRE Really Just an Empty Goal? The White Coat Investor

The White Coat Investor’s Most Controversial Articles, Part 2: Looking Back at Our Biggest Fights - The White Coat Investor

The White Coat Investor’s Most Controversial Articles, Part 2: Looking Back at Our Biggest Fights The White Coat Investor

10 Biggest Financial Mistakes Doctors Make - The White Coat Investor

10 Biggest Financial Mistakes Doctors Make The White Coat Investor

Asset Allocation, International Stocks, Bonds, and Small and Mid Cap Value Factors - The White Coat Investor

Asset Allocation, International Stocks, Bonds, and Small and Mid Cap Value Factors The White Coat Investor

Why Whole Life Insurance Is a Bad Investment—Debunking the Myths - The White Coat Investor

Why Whole Life Insurance Is a Bad Investment—Debunking the Myths The White Coat Investor

Financial Benefits During Residency That Are Vastly Underrated and Overrated - The White Coat Investor

Financial Benefits During Residency That Are Vastly Underrated and Overrated The White Coat Investor

Optimists Are the Best Investors, Even If the Pessimists Sound Smarter - The White Coat Investor

Optimists Are the Best Investors, Even If the Pessimists Sound Smarter The White Coat Investor

Can You Have More Than One 401(k)? Yes, Here's How! - The White Coat Investor

Can You Have More Than One 401(k)? Yes, Here's How! The White Coat Investor

Best Financial Advisors for Doctors - The White Coat Investor

Best Financial Advisors for Doctors The White Coat Investor

Are Municipal Bonds Safe? How Much to Invest - The White Coat Investor

Are Municipal Bonds Safe? How Much to Invest The White Coat Investor

Behavioral Finance with Morgan Housel - The White Coat Investor

Behavioral Finance with Morgan Housel The White Coat Investor

The White Coat Investor FREE Monthly Investing Newsletter - The White Coat Investor

The White Coat Investor FREE Monthly Investing Newsletter The White Coat Investor

Top The White Coat Investor Employees

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant