MtoM #201: Financial Planner Becomes a Millionaire and Finance 101: Overfunded 529 Accounts
White Coat Investor Podcast
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Journey to Financial Independence
In this chapter, a financial planner recounts their path to achieving a net worth of over 1.35 million dollars, discussing their educational background and strategic investments. They emphasize the importance of financial literacy, avoiding debt, and making informed decisions in a high-cost living area. The conversation includes reflections on personal growth, mentorship, and navigating challenges in real estate and career choices.
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