MtoM #121 - Couple Creates Their Own Financial Plan and Fires Their Financial Advisor

White Coat Investor Podcast

Jun 5 2023 • 25 mins

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

The sponsor of this episode, 37th Parallel is a private multifamily acquisitions and asset management firm based in Richmond, Va. Since 2008 they have completed close to $ 1 billion in multifamily transactions with a 100% profitable track record for our clients. They provide a vertically integrated investment platform (fund and single asset investments) for high net worth, family office, and institutional investors seeking tax-advantaged income and equity growth. They specialize in Class A/B apartment communities in demographically strong markets in Texas, Georgia, Florida, and the Carolinas. Learn more about 37th Parallel and the special investment discounts available only to White Coat investors at https://www.whitecoatinvestor.com/37parallel

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!

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