#9: Meet Whitney A. - A simple path to millionaire status

We first interviewed Whitney A. for an in-person Coffee & Coin event back in January. She’s a product marketing pro, expert saver, and millionaire. Her original interview was so good, we made her re-record her story so everyone could listen. 

We cover:  

The lessons she learned from her parents that helped her be financially responsible. How she avoided consumer debt. How a personal values exercise led her to trade money for more personal time. The exact # of months’ worth of expenses she carries in her emergency fund, and why. Her survival strategy through the 2008 financial collapse and how it impacted her long-term strategy. Why it’s hard to find a good financial adviser, and why it’s so important to decide your own investment strategy. Why she factors taxes into evaluating future investments. How she lives by the “Pay yourself first” rule, and why investments and savings are always top priority.