This episode we are answering all of your questions about insurance. We discuss group universal life insurance and go over the reasons that it is very...
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 financi...
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 t...
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 infl...
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 cha...
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. Gett...
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 propos...
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 loa...
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 ...
MtoM #32 - Pediatric Cardiac Intensivist Gets PSLF
Jennifer did a 4 year residency, 3 year fellowship, 1 additional training year as a pediatric cardiac intensivist, and then no payments required due t...