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
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 to the pandemic. This all made PSLF worked out real...
20 Sep 202112min
WCI #228: Charitable Giving: DAFs vs CRTs vs Private Family Foundation
In this episode we discuss charitable giving and dive into donor advised funds (DAFs), versus Charitable Remainder Trusts (CRTs) and private family foundations. We break down what each of these are an...
16 Sep 202145min
