Index Funds, Real Estate, and Buying Into Your Practice - WCI Podcast

Today we start off with a dive into HSAs then answer a question about low cost index funds and how they actually work. We get into the weeds with a question about what happens when you take out a loan from your 401(k) to invest in real estate. We talk about what to consider and prioritize when buying into partnership then discuss some thoughts around managing your portfolio. We also have a short interview with our friend Paul Moore from Wellings Capital.

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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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00:00 WCI Podcast #394
03:04 HSAs & HDHPs
10:26 Weighting Index Funds
21:04 Solo 401(k) Loans
25:02 Paul Moore Interview | Wellings Capital
35:01 Invest in Partnership vs. Pay Off Debt
40:34 Frequent Rebalancing