Podcast #276 of WCI: A Comprehensive Discussion on 529s, I Bonds, TIPS, S Corps, ETFs, and 403(b)s.

by | Jun 11, 2023 | TIPS Bonds | 1 comment

Podcast #276 of WCI: A Comprehensive Discussion on 529s, I Bonds, TIPS, S Corps, ETFs, and 403(b)s.




This episode Dr. Dahle covers a variety of your questions. We talk about when it is worth passing cash through a 529 account and if you should use 529s to fund K-12 educations. We talk about how interest on iBonds works and go into why TIPs have been performing pretty poorly as of late. We dive into the tax implications for S Corps and talk about why it is not a great idea to purchase ETFs after hours. See the full show notes here:

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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 channel is for you!

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00:00 529s, I bonds, TIPS, S Corps, ETFs and 403(b)s
03:50 529s & Private School Tuition
06:25 New York 529 Plans
09:41 I-Bond Interest
11:38 TIPS
17:05 S-Corp Tax Savings vs. 401(k) Contributions
22:05 ETFs – Does Time Of Day Matter?
24:53 Roth IRA vs. 403(b)
29:35 Wrap-Up…(read more)


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WCI Podcast #276 is a treasure trove of information for investors looking to make the most of their money. The podcast covers a variety of investment options, including 529s, I bonds, TIPS, S Corps, ETFs, and 403(b)s.

The podcast begins by discussing 529s, which are investment accounts that are specifically designed to help pay for education expenses. The hosts explain how these accounts work, what types of expenses they can be used for, and some of the tax benefits associated with them.

Next, the podcast moves on to I bonds, which are savings bonds issued by the US government. The hosts explain how these bonds work, how to purchase them, and some of the pros and cons of investing in them.

The podcast then dives into TIPS, or Treasury Inflation-Protected Securities. These are bonds that are designed to protect investors from inflation by adjusting their returns based on changes in the Consumer Price Index (CPI). The hosts discuss how TIPS work, who they are ideal for, and how to invest in them.

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Moving on from bonds, the podcast covers S Corps, or small businesses that are structured as corporations. The hosts explain why someone might want to set up an S Corp, some of the benefits and drawbacks of doing so, and how to go about setting one up.

The podcast then turns to ETFs, or exchange-traded funds. These are investment funds that trade on stock exchanges like individual stocks. The hosts discuss the advantages of investing in ETFs, how to choose the right ones for your portfolio, and some of the risks associated with them.

Finally, the podcast wraps up by discussing 403(b)s, which are retirement accounts designed for employees of non-profit organizations. The hosts explain how these accounts work, what types of investments they can be used for, and some of the tax benefits associated with them.

Overall, WCI Podcast #276 offers a wealth of knowledge for investors looking to make informed decisions about their portfolios. Whether you are interested in 529s, I bonds, TIPS, S Corps, ETFs, or 403(b)s, this podcast has something for everyone. So be sure to tune in and start making the most of your money today!

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1 Comment

  1. SonOfAGun1814

    if i purchased 10k in i bonds today, could i purchase anohter 10k on jan. 1, 2023 or do i have to wait a full calendar year since you can only buy 10k annually? thanks!

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