MtoM #163: 74 Year Old Woman Becomes A Millionaire and Finance 101: Choosing a 529 Plan
Mar 25, 2024
An inspiring interview with a 74-year-old woman who became a millionaire, highlighting the importance of persistence and pursuing passion. Discussing the significance of choosing a 529 plan for education savings and providing physicians with contract negotiation resources. Also, exploring real estate investments, asset allocation, and the power of surrounding oneself with supportive individuals for entrepreneurial success.
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question_answer ANECDOTE
Thirty-Year Consulting Journey
Ann Marie founded and grew a consulting business for 30 years and only recently closed it around the pandemic.
She remains "refired," writing books and helping others create success.
question_answer ANECDOTE
Home Bought Off-Market
Ann Marie and her partner chose to carry a mortgage after moving and bought a "whisper sale" home during the pandemic.
The home appreciated ~20% and became a key part of her net worth.
volunteer_activism ADVICE
Invest For The Long Haul
Invest according to your temperament and prefer long-term holdings if you follow Buffett's rule.
Only buy stocks you plan to hold for years, not minutes.
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Today we are talking with an entrepreneur and author who became a millionaire in her 70s! She has a passion for inspiring others to live their fullest lives. She built a successful consulting business and her 11th book is about to come out. She talks to us about the importance of persistence and going after the what you are passionate about. We think you will find her message inspiring! After the interview we will be talking about choosing a 529 plan for Finance 101.
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