『Jim Dahle: Is Avoiding Taxes Costing You Money?』のカバーアート

Jim Dahle: Is Avoiding Taxes Costing You Money?

Jim Dahle: Is Avoiding Taxes Costing You Money?

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概要
 Today on the podcast, we welcome back Dr. Jim Dahle. Jim is a practicing ER physician, and he’s also the founder of The White Coat Investor, which is a financial education platform for healthcare professionals. The White Coat Investor includes a podcast, blog, conferences, and other educational resources. He is also the author of several books about money and investing, including his most recent, The White Coat Investor’s Guide to Asset Protection. One of the highlights from the episode was Jim’s explanation of how he shifted to become a “recovering optimizer” with his finances. We also liked his idea of creating a “20s fund” for your children as a way to shift part of their inheritance to an earlier point in life, and we found his discussion of his climbing accident to be impactful, particularly how the experience made him think about what really matters in life.Episode Highlights00:00:00 Introduction00:02:00 Managing Unexpected Portfolio Wealth00:03:37 When to Use Cash, Bonds, and TIPS00:13:02 Weighing Private Investment Trade-Offs00:22:58 Direct Indexing and Tax-Loss Harvesting00:27:02 Optimizers, Satisficers, and the “Too Hard Pile”00:33:43 Behavioral Biases and Teaching Kids About Money00:44:19 Lessons From Jack Bogle00:49:52 Finding What Matters After a Climbing AccidentMore From The Long ViewJean Chatzky: How to Create a Forever Paycheck for Retirement Andy Clarke and Nelson Wicas: Index Funds Aren’t Really Passive, and Other Lessons for Building a Better Portfolio Bill Yount: How Late Starters Can Find Financial Independence If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com. Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine’s weekly newsletter, Improving Your Finances. If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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