Today Dr. Dahle and Dr. Spath answer your questions about Charitable giving. They get into the details of charitable gift annuities, what level of transparency churches are required to have in regards to donations, answer if it is better to donate appreciated stock for charity or to use it to offset capital losses, as well as share their favorite ways to donate. After all of that they tackle an array of questions about bonds.

A lot of physicians have questions about locum tenens, and is the place for them to get real, unbiased answers to those questions, basic questions like, “What is locum tenens?” to more complex questions about pay ranges, taxes, various specialties, and how locum tenens works. And then there’s the big question: is it right for you? Go to and get the answers.

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 for 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 channel is for you!

Main Website:
Student Loan Advice:
Online Courses:

00:00 Charitable Giving and Bonds
06:08 Charitable Gift Annuities
15:44 Vetting Churches
21:09 WCICON Attendee Interview
31:41 Donating Appreciated Stock
37:30 Where To Keep Bonds
43:32 Municipal Bonds
48:26 TIPS vs. I-Bonds
56:43 Asset Location For Bonds
59:55 Vanguard Customer Service
01:09:22 Wrap-Up


By admin

Leave a Reply

Your email address will not be published. Required fields are marked *