MtoM #121 - Couple Creates Their Own Financial Plan and Fires Their Financial Advisor
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.8 • 2.4K Ratings
🗓️ 5 June 2023
⏱️ 25 minutes
🧾️ Download transcript
Summary
A few years out of residency this couple decided to get serious about their finances. Once they started to look at their finances and the fees they were paying their financial advisor they knew it was time to get a written financial plan in place. They took WCI's Fire Your Financial Advisor course and created a plan that worked for them. They fired their financial advisor and are on their way to financial independence! Do you need to get a written financial plan in place? Check out our course at https://www.wcicourses.com/p/fire-your-financial-advisor
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Transcript
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| 0:00.0 | This is the White Coat Investor podcast, |
| 0:02.2 | Milestones to Millionaire, |
| 0:04.2 | celebrating stories of success along the journey to financial freedom. |
| 0:13.6 | This is Milestone to Millionaire podcast number 121, |
| 0:16.5 | a couple rights of financial plan. |
| 0:19.3 | Response through this episode, 37 parallel is a private multifamily |
| 0:22.7 | acquisitions and asset management firm based in Richmond, Virginia. |
| 0:26.1 | Since 2008, they have completed close to 1 billion in multifamily transactions |
| 0:29.9 | with a 100% profitable track record for their clients. |
| 0:33.2 | They provide a vertically integrated investment platform, |
| 0:35.6 | fund and single asset investments for high net worth family office |
| 0:38.7 | and institutional investors seeking tax advantage income and equity growth. |
| 0:42.5 | This specializing class A, B apartment communities and |
| 0:45.0 | demographically strong markets in Texas, Georgia, Florida and the Carolinas. |
| 0:49.1 | Learn more about 37 parallel and special investment discounts available only to WhiteCoat |
| 0:53.1 | Investors at whitecoatinvestor.com slash 37 parallel. |
| 0:58.0 | Welcome back to the podcast. |
| 0:59.6 | We'd love to have you on this podcast. |
| 1:01.3 | You can sign up to be on it at whitecoatinvestor.com slash Milestones. |
| 1:05.9 | And we will celebrate with you any financial milestone you have accomplished |
| 1:10.1 | and use it to inspire others to do the same. |
| 1:12.7 | We've got a new Milestone we've never had on the podcast today. |
... |
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