-
2 months ago | 
whitecoatinvestor.com | Rikki Racela |Josh Katzowitz
By Dr. Rikki Racela, WCI ColumnistYes, I did it, I fell victim to the sales pitch of those door-to-door solar panel salespeople. You may have heard these pitches for solar panels and the financial “benefits” of having such a system installed on your roof. But I’m not sure I should call myself a victim since I went into this decision with a healthy dose of financial skepticism and knowing that I was being “sold” a system.
-
Dec 11, 2024 | 
whitecoatinvestor.com | Rikki Racela |Josh Katzowitz
[EDITOR'S NOTE: Deadline alert! Tomorrow, December 12, is the last day you can register for the Physician Wellness and Financial Literacy Conference (WCICON25) and be guaranteed to receive our famed swag bag (which includes books, a limited edition WCI shirt, and so much more).
-
Nov 6, 2024 | 
whitecoatinvestor.com | Rikki Racela |Josh Katzowitz
[Editor's Note: With interest rates beginning to drop, is real estate investing a good fit for you? WCI founder Dr. Jim Dahle will answer that and all of your other questions next Tuesday, November 12, at our free real estate investing webinar. He’ll talk about the pros and cons of real estate investing and how it can expedite your financial independence. If you want to learn how to boost returns, lower taxes, and build wealth through real estate, WCI is here for you.
-
Sep 3, 2024 | 
whitecoatinvestor.com | Rikki Racela |Josh Katzowitz
[Editor's Note: The latest get-together for members of The Financially Empowered Women (FEW) is rapidly approaching, and we can’t wait to be together again. Especially since you’ll get to hear from Morningstar’s Christine Benz, who will talk about how to get started in investing and how to do so wisely. Make plans to join us on September 11 at 5:30pm MT to learn from one of the most respected voices in the financial space.
-
Jul 27, 2024 | 
whitecoatinvestor.com | Rikki Racela |Josh Katzowitz
By Dr. Rikki Racela, WCI ColumnistIn Episode 322 of The White Coat Investor podcast, Dr. Jim Dahle mentioned the book Atlas Shrugged, written by Ayn Rand. Rand had a great quote regarding money, which was Jim’s quote of the day for that episode (“Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.”).
-
Jun 15, 2024 | 
whitecoatinvestor.com | Rikki Racela |Josh Katzowitz
By Dr. Rikki Racela, WCI ColumnistWhen I read Dr. Jim Dahle’s excellent post on choosing the best small cap value ETF, I was floored by how different the performances of these ETFs were despite their indexes all tracking small and value factors. My written financial plan calls for an asset allocation of 10% small cap value, and since I do my investing at Fidelity, I chose FISVX, which is Fidelity’s Small Cap Value Index Fund.
-
May 4, 2024 | 
whitecoatinvestor.com | Rikki Racela |Josh Katzowitz
By Dr. Rikki Racela, WCI ColumnistAs I delved into my financial literacy journey—which included reading the first couple of WCI books, reading this blog, and taking the Fire Your Financial Advisor online course—I would continually come up with one name over and over again when it came to academic retirement research outside of WCI: Wade Pfau.
-
Mar 30, 2024 | 
whitecoatinvestor.com | Rikki Racela |Josh Katzowitz
By Dr. Rikki Racela, WCI ColumnistAs I was getting financially literate and learning about equities, I tried to wrap my head around the concepts of companies being growth vs. value and small vs. large and why a factor premium should exist in small cap value companies.
-
Jan 23, 2024 | 
whitecoatinvestor.com | Rikki Racela |Josh Katzowitz
By Dr. Rikki Racela, WCI ColumnistAs the WCI poster child victim of losing $50,000 to stupid whole life insurance, I have fielded many questions from fellow victims about the best way to get out of this detrimental financial product. Two words . . . actually one number and one word: 1035 exchange.
-
Dec 4, 2023 | 
whitecoatinvestor.com | Rikki Racela |Josh Katzowitz
By Dr. Rikki Racela, WCI ColumnistThe founder of this website is often baffled by the amount of questions/grievances/headaches that WCI followers face when attempting the Backdoor Roth IRA. It seems such an easy process, especially when comparing it to renal physiology or medical pharmacology! The Backdoor Roth IRA simply consists of making a contribution to a traditional IRA and, once that money settles, converting that amount to a Roth IRA. Then, you never have to pay taxes on that money again.
