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White Coat Investor Podcast
MtoM #193: Social Worker Becomes a Millionaire and Finance 101: Health Insurance in Early Retirement
Oct 21, 2024
30:59
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Cindy, a former social worker and the first employee at White Coat Investor, shares her inspiring journey from managing student debt to becoming a millionaire. She discusses the shock of rising tax bills with increased income and her strategies for effective yet boring investing. Cindy also reflects on budgeting lessons learned while raising two teenage boys and explores the complexities of health insurance for early retirees, offering insights into coverage options and proactive financial management.
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Quick takeaways
- Cindy and her husband built significant wealth through consistent investing in low-cost index funds and real estate while managing student debt.
- The podcast highlights the critical importance of understanding health insurance options for early retirees, ensuring they plan adequately for coverage costs.
Deep dives
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