MtoM #201: Financial Planner Becomes a Millionaire and Finance 101: Overfunded 529 Accounts

White Coat Investor Podcast

16-12-2024 • 30 min

Today we are talking to a financial planner who has become a millionaire. This planner initially planned on going to dental school but changed his mind after getting accepted into a few schools and decided to pursue a career in finance. He shares some of his failures and some of his successes that we think will inspire you to grow your wealth. After the interview we will be talking about overfunded 529s for Finance 101.

Resolve is the #1 rated physician contract team, reviewing 1000+ physician contracts every year. They empower physicians with location specific compensation data which leads to unparalleled leverage during the physician contract negotiation process. A physician contract lawyer is included and can negotiate on your behalf – alleviating the stress that can go along with reviewing complex legal terms. Flat-rate pricing and flexible schedules are designed for a physician’s schedules. Use code WHITECOAT10 for 10% off! Learn more at https://WhiteCoatInvestor.com/Resolve

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!

Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones

Main Website: https://www.whitecoatinvestor.com
Student Loan Advice: https://studentloanadvice.com
YouTube: https://www.whitecoatinvestor.com/youtube
Facebook: https://www.facebook.com/thewhitecoatinvestor
Twitter: https://twitter.com/WCInvestor
Instagram: https://www.instagram.com/thewhitecoatinvestor
Subreddit: https://www.reddit.com/r/whitecoatinvestor
Online Courses: https://whitecoatinvestor.teachable.com
Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter

Você pode gostar

Os Sócios Podcast
Os Sócios Podcast
Grupo Primo
Top Áudio Livros
Top Áudio Livros
Top Áudio Livros
MUNDO RICO
MUNDO RICO
Mundo Rico
Market Makers
Market Makers
Market Makers
Paulo Vieira
Paulo Vieira
Paulo Vieira
Reprograme Seu Cérebro Cast
Reprograme Seu Cérebro Cast
André Buric, fundador do BrainPower | A sua Academia Cerebral e criador do Método Reprograme Seu Cérebro
PrimoCast
PrimoCast
Grupo Primo
PABLO MARÇAL
PABLO MARÇAL
PABLO MARÇAL
Stock Pickers
Stock Pickers
InfoMoney
Genial Podcast
Genial Podcast
Genial Investimentos