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Episode notes
Late Financial Literacy and Motivation
- This couple had no financial education during residency and spent their early attending years inflating their lifestyle.
- Having a child motivated them to become intentional about saving and changed their financial mindset.
Bad Adviser Experience
- Their initial financial adviser was unresponsive and lacked transparency about their pension investments.
- They left that adviser and found better guidance, learning no one watches your money better than you.
Balancing Parenthood and Career
- They balanced parenting with career by choosing schedules and jobs that allow time with their child.
- Private practice and shift work enabled them to attend important family events and have quality time.