Coming Clean: How Financial Independence Came More Easily & I’m Not Exactly Retired

In the spirit of being fully transparent, this is my attempt to share the many ways my path to financial independence might look different than yours.

And how this blogging venture has changed the way I approach my pending retirement from medicine in terms of both financial and lifestyle standpoints.

Coming Clean: How Financial Independence Came More Easily & I’m Not Exactly Retired

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I don’t believe I’ve ever represented reaching financial independence as being easy. Like losing weight, it is fairly simple, but I wouldn’t call it easy.

Coming Clean: How Financial Independence Came More Easily For Me

That being said, early financial independence will come more easily for some than others. I’ve benefited from a number of advantages and a few relative disadvantages, too.

My parents were good financial role models. Despite my father earning a solid income as a dentist, my parents have always enjoyed shopping at thrift stores and garage sales. I learned the Rule of 72 as a pre-teen.

Advantages I’ve Had in My Path to Financial Independence

They helped me start an IRA when I worked at a grocery store in high school and continued to help fund it when in college and most of the work I did was of the volunteer and research variety. I earned enough in the summers to justify an annual $2,000 contribution, but not a whole lot more.

I graduated from college debt-free. I was granted one of four full-tuition scholarships from the real U of M. I also received a Robert C. Byrd scholarship worth $1,500 a year for four years and a number of additional one-time scholarships.

The Cost of Education

Between these scholarships, the $6,000 to $7,000 a year from my deceased grandfather, living in cheap apartments near campus, and summertime work, I was able to graduate from undergrad with a positive net worth. My final medical school loan balance was below average.

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