Episodes
Friday May 01, 2020
Friday May 01, 2020
There's a revolution happening for physicians.
Have you ever felt like you've been lied to? Like a supposed financial professional has taken advantage of you?
Maybe they've sold you some crazy expensive life insurance policy.
Or instead, maybe you know that your spending has been a bit out of control. You don't have a budget and instead, you have a mountain of credit card debt.
Or maybe instead... you have a mountain range of student debt. It's 100k, 200k, 300k, or more...
Or, let's say your debts are paid off and you are sick and tired of the taxes that you are paying. Yet, you don't know who to turn to for advice.
There's a financial education revolution happening. It's led by a man who has empowered dozens of physicians.
It's the revolution of the White Coat Investor.
My name is Dave Denniston, your host and welcome back to the latest episode of The Freedom Formula for Physicians Podcast.
Welcome back to our monthly fireside chat with a physician to get to know their journey, their joys, and their struggles with finances and outside of finances.
This show is not always about actionable content. It is however a chance for you to see behind the curtains, to walk in another person’s shoes and experience their lives.
Our next guest has not only been a physician but is also a financial blogger and thought leader.
As a matter of fact, he has inspired over a dozen physicians to start their own blogs so that they could model his success.
A little bio on him… he is a practicing, a full-time, board-certified emergency physician just a few years out of residency. Although he’s always been interested in personal finance and investing, he really started diving into the field as a resident when he finally got sick of financial professionals ripping him off. In fact, most of his first few encounters with financial professionals ended badly for him.
So, that really sucks and I know many of us can relate to that. Unfortunately, doctors are a target. We’ll dive into that later.
I know he has a ton of wisdom to share with us and with no further adieu…
Please help me welcome Dr. Jim Dahle (pronunciation- DOLL-EE), THE White Coat Investor….
In this podcast, you will discover...
- Why Jim had virtually no exposure to financial education growing up
- The moment when he was growing up that provided motivation to be financially successful
- The financial lessons he is teaching his kids
- Why debt hasn't played a role in his financial journey and the sacrifice of time he made instead
- How he built his empire and inspired dozens of physicians to be like him
- The 3 actions he is taking to drastically lower his income taxes
- His future plans for more books
Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration.
The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss.
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