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5 lessons from a secretary who invested her way to $7.2 million
Episode 120

5 lessons from a secretary who invested her way to $7.2 million

SeedTime with Bob and Linda Lotich · Bob Lotich, Certified Educator in Personal Finance

April 25, 202216m 58s

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Show Notes

There's a really interesting story that I came across about a woman who was a lifetime secretary for 43 years and she invested her way to 7.2 million dollars! Which I think is really cool. Because it proves this thing that we are constantly trying to hammer home: you don't need a high income in order to have a high AUM (assets under management), or net worth. Linda and I are going to discuss the 5 lessons to take away from her investing story.

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These are a few of the topics we cover:

  • The power of compounding interest
  • Investing is not that complicated
  • Time is your number one ally

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