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Browsing Tag

tax reduction

3 posts
PPersonal finance
Financial Strategies Every Physician Needs: Taxes, Retirement, and Real Estate
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Financial Strategies Every Physician Needs: Taxes, Retirement, and Real Estate

  • February 19, 2026
Transcription – WCI – 459 INTRODUCTION This is the White Coat Investor podcast where we help those who…
PPersonal finance
Managing Taxes in Retirement with Sean Mullaney
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Managing Taxes in Retirement with Sean Mullaney

  • November 20, 2025
Today, we’re joined by Sean Mullaney, an author and CPA who presented at this year’s Bogleheads conference. We…
PPersonal finance
Separately Managed Accounts (SMAs): Are They Worth Your Money?
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Separately Managed Accounts (SMAs): Are They Worth Your Money?

  • November 9, 2025
By Dr. Jim Dahle, WCI Founder I received a question recently via email from a WCIer: “I have…
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