Eric has a net worth of $1.2 million. He is in his 30's and in the Military and speaks several languages. He has a paid for house of 540k, Roth Accounts around 290k, Traditional Accounts around 60k some cash and precious metals/jewelry that make up the rest. He doesn't have a credit card.
Kevin has a net worth of $3.5 million. He is in his early 50's and works in corporate America his whole career in the Consumer Packaged Goods Industry. His house is paid off and worth about 850k. He has ~$1.2 million IRA, 450k in a 401k and another 400k in a brokerage account, 50k in cash and 70k in an IRA BDA, 200k in 529's, 250k sports card collection plus a few other assets. Sponsor: OneSkin Get 15% off OneSkin with the code MILLIONAIRE at https://www.oneskin.co/ #oneskinpod...
Joe and Ashley have a net worth of $1.7 million. Half is in real estate which includes a paid for house, 25% in retirement and 25% in other investments. What started as a pipe dream is reality now as they have been living in Hawaii for the past couple of years. Joe is taking a mini retirement after working as an accountant in Private Equity Administration. Ashley still works in Private Equity Administration as an accountant.
Stu has a current net worth of $3.7 million. He is in his early 40's and works as a firefighter and his wife is a nurse. 29k TFSA 25k Education Savings Account. Pension 200k Wife Pension 60k Cash 45k. Real Estate equity $3.36 million. Sponsor: OneSkin Get 15% off OneSkin with the code MILLIONAIRE at https://www.oneskin.co/ #oneskinpod Get in touch with Stu: stu@workingclassinvestor.com...
Robert is in his early 50's and has a current net worth of around $3.5 million. He has $2.1 million outside of his pension. 400k of that is a paid for house and the rest is across other assets in retirement accounts and a few other investments. His pension may be worth anywhere between 600k to $2.0 million so his range of net worth could be ~$2.8 to $4.1 million. He is a retired firefighter and worked in that field for 23 years. Prior to that he had what many would consider a traditional corpora...
Doc G has a current net worth around $10 million. This is all in the stock market now and his primary residence. He sold all of his real estate in the past couple of years and wrote a book. We discuss his journey into retirement from being a full time physician and what his life and outlook is like now.
Nicole has a current net worth of $5.6 million. She is in her early 40's and is a former nurse practitioner and business owner with 2 exits under her belt. We discuss her journey into business ownership, how she scaled each business and eventually sold them and what she's up to now. She has $1.2 million in a retirement accounts, $1.5 million in a brokerage account, 500k in cash, a paid for rental $1.2 million and $1 million in home equity. 529's and a few other things. www.hellofresh.com/million...
Emily has a current net worth around $1.5 million. About $1 million is in a taxable brokerage account. The remainder is in her retirement accounts and cash. She does not own a car or a house. She is in her late 20's and works as a consultant. She graduated debt free and had her employer cover her MBA. We have a great discussion on her frugality and how her childhood played a major factor in that and her education.
Kyle has a current net worth of $1.0 million. This is split between his primary residence, cash, retirement accounts and his business. He is in his late 20's and owns his own heavy equipment business. He is a hobby pilot and loves everything and anything that flies. We discuss his desire to buy an airplane, his mindset on thinking about the future but living today as well as his journey through several odd jobs when he was first starting out.
Lane has a net worth north of $10 million. 90% of it is in real estate. He is in his late 30's He started his career as a civil/industrial engineer and then started buying rental properties in 2009. By 2015 he had 11 units while maintaining his engineering career. He started investing in syndications then became a sponsor himself and now has been a part of over $2 Billion worth of real estate.
Rachel has a net worth of $1.0 Million. She has two children with another on the way and works in accounting/finance. 60% is in investments and 40% is in home equity. She has a few stocks she does play with but a majority are in index funds. We discuss her mindset changes of the years, how her upbrining played a part in her journey and various other great topics. www.stamps.com/millionaire
James has a current net worth of $29.5 million. 90% of it is in real estate comprised of almost 50 single family homes and a few commercial properties. The rest is in his 401k and cash. James is in his mid 60's and is semi-retired. We discuss all the odd jobs he had until he started his business in his 30's to the growth and eventual exit he had when he sold it to a long term employee. www.findlaw.com
Michelle has a net worth of $1.7 million mostly in real estate investments with a bit in the market. She currently has 13 doors and one syndication. She is in her early 30's. She is a realtor, a gardener and enjoys pole dancing. Her husband is a stay at home dad after being in the military for several years.
Roger is a former banker, saleman and stay at home dad. He is in his late 60's. Most of his wealth has come since he was in his late 50's until now. He has a current net worth of $7.2 million. ~25% is in Notes. ~75% in equity in Real Estate. 35k monthly income with ~23k a month from real estate and ~12k from notes He also has 25k cash, 25k in T bills, 46k in a HSA. We discuss IRS tax audit, his unique approach to renting to tenants and generational wealth amongst other topics. www.shopify.com/un...
Lauren has a current net worth is $3.1 million. She's in her 50's and works in the Art industry with her husband and invests in Real Estate. She has 135k in cash, a Roth with 320k, 350k in a 401k, a HSA with 38k, a 529 with 104k, 600k in a self storage facility investment, just over 600k in equity in short term rentals, 350k in vacant land, just over 500k equity in a primary residence, and 50k car wash development fund. Some of the real estate syndications and a note are inside their Roth IRAs. ...
Brad has a current net worth of $2.0+ million and is the new co-host of the podcast. He owns an advertising company but has done all sorts of things from selling time shares, working at Best Buy. He went to law school but never practiced law. He also played golf in college. At 28, he had 500k in school loans and had a big hole to dig out of. Today he has 200k savings, 800k in the market split 50/50 in stocks and mutual funds and index funds and $1 million in real estate between his primary resid...
Danielle has a current net worth is $1.3 million. She is in her early 30's and works in public accounting. Her husband is former military and currently stays home with their children. *710k in retirement accounts between a 401k & Roth *170k in equity in her primary residence *250k taxable brokerage *HSA of 10k *529 of 123k *55k cash www.shopify.com/unveiled
This week we have Kristopher. He is in his early 30's. He has a net worth of $1.1 million. He is a Senior Software Engineer. He has 160k cash, 17k in a 529 account, 930k in equity investments, 30k is in his HSA, 290k traditional, 375k roth, 235k brokerage. He also has some unvested RSUs valued at 740k.
Jerry is in his early 30's and has a net worth of $2 million. He invests mainly in alternative asset classes like real estate notes, gold/silver, ect. He used to be a traditional financial advisor but now runs his own business in the financial advisory space and does not own a home or a car and prefers to rent and use Uber.
Dom has a current net worth of $8.0 million. He is in his mid 30's and is a returning guest. He was on episode 80 in 2019 when his net worth was $1.1 million. He left his c-suite job and started a business and we discuss this process and scaling it quickly and selling a significant portio of it in under 3 years.
This week we have Matt. He is a realtor after being in law enforcement for much of his career. He has a net worth of $1.1 million of which 400k is in his brokerage, 120k cash, 600k Real Estate Equity between rentals and primary residence.
Rocco is 48 years old and is a business owner and private wealth advisor. His net worth is over $10 million divided up between business equity, public equities, real estate and a few other asset classes. www.shopify.com/unveiled
Saul is in his late 40's and works as an IT consultant. He is a newly minted millionaire with a net worth at $1.0 million. He has 412k in retirement between a 401k and IRA. 34k in cash, 227k in home equity, 329k in brokerage. He didn't have much a plan until his mid 40's and lived paycheck to paycheck while keeping up with the Jones for much of his early adult life.
Brian is in his late 30’s with 3 kids. He is in Sales after orgininally becoming a Chiropractor. He has a net worth of $1.3 million with 470k in retirement, 350k in real estastate, 180k in primary residence, 20k in some 529’s, just shy of 200k in a brokerage and some cash.
Ann is in her mid 50’s. Her net worth is $3.6 million. She is single and an engineer. She has 350k in a primary residence that is paid for, a 401k with 153k, $3.1 mil in a brokerage with 45% in IRAs, 12k HSA, the rest in cash. We have a phenomenal conversation with Ann about her career and how to navigate in it in a male dominated profession. We discuss her journey and various plans that did and didn't work out.
David is a music store owner and has a net worth of $2.8 million. 270k cash, 20k in investments, 520k primary residence, 70k rental, 230k retirement, $1.6 million in the business. He grew up in a low to middle class home and never learned to handle money. He thought if he could afford payments, he could buy it.
Paul lives in the northeast and is 40. He has a net worth of $1.4 million. 825k in 401k, Brokerage Account around 200k, Roth IRA 180k, HSA 8k, Crypto 5k, 100k Home Equity and 75k cash. We discuss his journey from losing his job to changing his frame of mind around employment and advocating for himself.
Jon has a current net worth of $2.0+ million. He is in his early 40's and is a former corporate executive turned Franchise Investor and Consultant. We discuss making a career switch and why he likes non-food franchises. We also get into the mindset around taking out a mortgage after having a paid off house and donor advised funds for charitable giving.
JJ has a net worth of $1.1 million about half of which is in retirement accounts. He has about 300k in a brokerage and another 300k in equity in rental real estate. He has a technology background but is currently working in the private sector and manages his real estate.
Jennifer has a net worth of $1.35M. She has 800k in 401ks, 250k of that in Roth, a brokerage account around 230k, 30k in HSA, a little over 100k in cash. She is 38, married with no kids and lives in the Northeast. She works in HR and has lived all over the country and all over of the world.
