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White Coat Investor Podcast
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.
19:42
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Quick takeaways
- Persistence and passion are key to financial success in real estate and investments.
- Building wealth requires savings, perseverance, and a supportive network for long-term growth.
Deep dives
Ann Marie's Journey to Financial Freedom
Ann Marie, a 74-year-old retired professional and author, recently became a millionaire by focusing on real estate and investments. She closed her consulting business during the pandemic but continues to work on her goal of helping others succeed through writing books. By actively managing her real estate investments and following a growth-oriented investment strategy, Ann Marie achieved financial success later in life, emphasizing the importance of persistence, smart investment choices, and setting clear goals for wealth building.
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Discover
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