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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Introduction

00:00 • 2min

Journey to Millionaire Success

01:49 • 4min

The Power of Persistence and Surrounding Yourself with Like-Minded Individuals

05:56 • 6min

Importance of Persistence and Choosing a 529 Plan

11:52 • 4min

Navigating 529 Plans and State Tax Benefits

15:53 • 3min

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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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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