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MtoM #201: Financial Planner Becomes a Millionaire and Finance 101: Overfunded 529 Accounts

White Coat Investor Podcast

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Wealth Building and the Challenges of Overfunded 529 Accounts

This chapter emphasizes the critical need for financial literacy among medical professionals, advocating for saving a portion of their income for retirement. It also addresses the management of 529 accounts, discussing the challenges of overfunding and strategies for reallocating excess funds for future educational needs.

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