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Megan seemed to have it all (a high income, a 60% savings rate, and a net worth climbing fast). But behind the numbers was sleepless anxiety, financial clutter, and fear of doing it wrong. We overhaul Megan’s plan, building a clear strategy that balances aggressive savings with enjoying life now. From simplifying accounts and automating wisely, to unlocking a mega backdoor Roth conversion that could save her millions, this journey is a masterclass in achieving financial success and making your future self proud.
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Financial Order of Operations®: Maximize Your Army of Dollar Bills!
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