LEXINGTON A packed house of medical students, residents, interns, spouses, and practicing physicians were treated to an entertaining and enlightening talk about personal and professional finances on March 21, 2024, at the annual White Coat Investor program, presented by the Lexington Medical Society and sponsored by The Pain Treatment Center of the Bluegrass, Ten Day Bourbon, and SVMIC.
James Dahle, MD, an emergency medicine doctor, is a self-taught financial advisor and author. He founded The White Coat Investor in 2011. He produces a blog, podcasts, newsletters, books, online and courses and speaks at CME conferences and on social media.
His lively talk touched on eight financial topics:
- How money works
- How financial planning is effective at crushing physician burnout
- Student loan management in 2024
- Protecting against financial catastrophes
- What Thoreau taught us about investing
- Your biggest tax break
- The four pillars of paying for your kid’s college
- Beware of your spouse
A Q&A session followed Dahle’s talk along with a few private conversations. The next Lexington Medical Society event is the annual LMS Foundation Golf Tournament on Wednesday, May 29, at The University Club in Lexington. More information on the Lexington Medical Society is at www. lexingtondoctors.org and 859.278.0569.
