
MtoM #36 - Psychiatrist Real Estate Investor Multimillionaire
Elaine is only one year out of her training as a psychiatrist with a 7.5 million net worth all in real estate investments and cash. She valued financial education from a young age and started investin...
18 Okt 202117min

WCI #232: Investing Q&A - The Dragon Portfolio, 457(b)s, 403(b)s And Individual Stocks
We have had a lot of questions about investing coming in lately, so today we have put all of those questions into one big Q&A podcast. We talk about the value of investing in a 457(b) versus a taxable...
14 Okt 202150min

MtoM #35 - The Attorney Millionaire
Dual attorney couple at 3.3 million net worth 8 years out of school. Their tips to success? Start early, contribute steadily, and avoid lifestyle inflation. Let the stock market do the work for you. C...
11 Okt 202112min

WCI #231: How Much Homeowners Insurance Do I Need?
We have had a lot of listeners request information on my homeowners insurance policy. After a large home renovation we had to make some pretty big changes to our policy. It is critical to know what yo...
7 Okt 202144min

MtoM #34 - PSLF Forgiveness and Millionaires!
Out of school they owed $178K, paid $20-30K off over the next 10 years, and had the rest forgiven. Be diligent, make sure you track each payment. Getting those loans forgiven gave them a significant b...
4 Okt 202114min

WCI #230: Congress Proposes New Tax Bill Impacting High Earners
There are potential big changes coming up as a new tax bill is working its way through Congress. While there are sure to be many changes to the proposed bill before it becomes law we wanted to dive in...
30 Sep 20211h 5min

MtoM #33 - Millionaire Podiatrist
Our first podiatrist on the Milestones podcast! In 8 years they paid off around a million dollars in debt between his student loans and a business loan. With a salary range from $85K to $500K+ he now ...
27 Sep 202113min

WCI #229: Retirement Accounts Q&A
In this week's episode we are taking listener questions regarding retirement accounts. We talk about 403(a), 403(b), and 457(b) accounts and what the maximum contributions for those are. We cover defi...
23 Sep 202136min



















