Summary Ryan, an officer in the National Guard, shares his journey to becoming a millionaire and his plans for retirement. He discusses his net worth, which is currently $1.1 million, and how he achieved it through investments and a pension from the military. His pension could be worth $3-$5 million. Ryan is in his late 30's. He emphasizes the importance of starting to invest early and taking advantage of compounding interest. He also talks about his passion for travel and his plans to pursue en...
Dec 09, 2024•42 min
Summary Andrew is currently working for a company called Practice CFO, a fractional CFO financial planning company for dentists and healthcare professionals. He is 37 years old and he has a net worth of $2.125 million, broken up into real estate and paper assets. His paper assets include a mix of index funds, ETFs, bonds, and REITs. Andrew is a long-term investor and is not concerned about short-term market fluctuations. He maxes out his retirement accounts and also invests in real estate syndic...
Dec 02, 2024•54 min
Summary Bunny has a net worth of $10 million. Most is in the value of her businesses but she does own some real estate and keeps a little inveted in the market. She is a successful entrepreneur and business coach. She shares her journey of owning and managing multiple companies. She started as a stuntwoman and model but eventually pursued a master's degree in counseling and psychology. Bunny currently owns seven companies and has had a total of 16 companies in the past 19 years. She emphasizes t...
Nov 25, 2024•47 min
Summary Josh and Emily, a couple from Arizona, share their financial journey and how they reached a net worth of over $2 million. They are in their early 40's. They paid off their home in 2018 and then purchased a rental property, which they turned into an Airbnb. They have been diligent savers and have maxed out their retirement accounts. They have also taught their children about money by having them contribute to their own expenses and giving them financial responsibilities. They are now focu...
Nov 18, 2024•40 min
Summary Zach is in his early 30's. He works in the mining industry and has a net worth of over $1.8 million, with a significant portion in tax-advantaged accounts. He started contributing to a Roth IRA at the age of 14 and has been maxing out his contributions ever since. Zachary has aggressively paid off his home mortgage and now owns his home outright. He has a goal of reaching $3 million in invested assets outside of his primary residence by the age of 45. Zachary emphasizes the importance of...
Nov 12, 2024•42 min
Summary Olin is 40 years old and has a net worth of $13.5 million. It is spread amongst market investments, real estate, cash and his business. He is a digital marketing agency owner and shares his journey of building wealth through various investments. He started his career in digital marketing and eventually started his own business. He became a millionaire in different asset classes at different stages of his life, with real estate being the most recent. Olin's goal is to be financially indep...
Nov 04, 2024•44 min
Summary Tom is 59 years old and has a net worth of $4.0 million. He shares his journey from being an engineer in the Navy to becoming an entrepreneur and investor. He discusses his investment portfolio, which is split between real estate and stocks. Tom emphasizes the importance of investing in oneself and continuously learning and growing. He also talks about the shift in his mindset from focusing on making money to making an impact. Tom shares valuable lessons he learned throughout his career ...
Oct 28, 2024•50 min
Summary In this episode, Mark shares his journey to financial independence and early retirement. He retired from law enforcement after 28 years and now works part-time as a civilian investigator. Mark's net worth is over $5 million, with investments in taxable brokerage accounts, IRAs, UTMAs, and 529s. He also receives a pension of $100,000 per year. Mark inherited a large sum of money, which helped him achieve his financial goals. However, his journey was not without challenges, as his wife was...
Oct 21, 2024•39 min
Summary Chris is an engineer living in Sydney, Australia, with a net worth of $2.5 million. He has built his wealth through a combination of real estate investments, retirement accounts, cash savings, ETFs, and other investments. Chris started investing in real estate in 2017 and has acquired five properties since then. He also emphasizes the importance of investing in superannuation, a tax-advantaged retirement account in Australia. Chris plans to continue investing in ETFs and other options to...
Oct 15, 2024•41 min
Summary Dan is 73 and has a net worth of $37 million. Most of it is in private equity including his business but does have some cash, some investements in the market and some real estate. He shares his background growing up in a large family where all of his siblings became millionaires and how his father's work ethic influenced his success. He went on to become a Navy pilot and later started his own companies. He experienced both successes and challenges, including a recession that led to the l...
Oct 07, 2024•1 hr 3 min
Summary Lawrence is in his early 40's and works as a federal auditor. He shares his journey from having over $150,000 in debt in 2014 to a net worth of $1.3 million. He started by utilizing tax-advantaged accounts like 401(k)s and HSAs to lower his tax liability and increase his refund. Lawrence also focused on reducing his expenses, particularly food costs, and separating happiness from spending money. His goal is to retire with a net worth of around $6 million, travel the world, and give back ...
Sep 30, 2024•43 min
Summary Tim has a net worth of $2.0+ million. He started his career in finance, starting a hedge fund in his early 20s that grew to over $350 million in equity. He transitioned into technology and fitness, building a successful gym franchise. He then joined GymLaunch and helped grow it into a multi-million dollar business. Tim is in his early 40's and is now an investor, consultant, and coach, helping small business owners unlock value in their businesses. He believes in the infinite banking con...
Sep 23, 2024•40 min
Summary Noah has a net worth of $193 million. Most is in his company but he does have several million in cash, market investments, real estate and some crypto. He is a successful entrepreneur and founder of AppSumo. Noah shares his journey from working at Intel and Facebook to building his own businesses, discussing his net worth, investment strategies, and the importance of entrepreneurship. He emphasizes the significance of enjoying wealth, the philosophy of active versus passive income, and t...
Sep 16, 2024•51 min
Summary Josh is a newly minted millionaire with a net worth of $1.05 million. He shares his journey from the Marine Corps to working in finance and investing. He discusses his background, his financial milestones, and his evolving investment strategy. Josh emphasizes the importance of financial freedom and the need to constantly evolve and adapt in the world of investing. He also shares his perspective on wealth and the value of time. Josh's story highlights the power of perseverance, self-educa...
Sep 09, 2024•47 min
Summary Riggs has a net worth of $14.5 million. He is in his early 70's. He is currently the CEO of OriginClear, a water treatment company. He shares his journey from working in the nonprofit sector to becoming a startup CEO and eventually leading a company to the NASDAQ. Riggs talks about the challenges and successes he has faced in the industrial water space and the innovative solutions his company is providing. He emphasizes the importance of perseverance and the desire to make a positive imp...
Sep 03, 2024•48 min
Summary Ryan and Haley, a married couple in the entertainment industry, share their journey to becoming millionaires. They met at work and have been working in video production and editing. They currently have a net worth of just over $1 million, with the majority of their investments in retirement accounts and a brokerage account. They have also recently purchased land and have equity in their primary home. They have been contributing to Roth IRAs since their 20s and have seen significant growt...
Aug 26, 2024•48 min
Summary Byron has a net worth of around $15 million. He is a fractional CFO and CPA and has his own firm but invests heavily in small and private businesses. He emphasizes the importance of understanding numbers in running a business and the value of tax strategy. He prefers investing in businesses where he can partner with people who have complementary skills. He tells the story of what lead him to federal prison in college and the journey he took to get out and redeem himself. Byron has had bo...
Aug 19, 2024•59 min
Summary Jordan, a realtor and investor, shares his experience of losing a significant portion of his net worth due to a market correction and interest rate adjustments in Canada. He was at $2.2 million just a few months ago and went to -0- effectively overnight. He discusses the impact on his real estate portfolio and the challenges he faced in liquidating properties. Jordan reflects on the lessons he learned from the experience and how he would restructure his wealth in the future. He also prov...
Aug 12, 2024•56 min
Summary James is a retired law enforcement employee. He has a net worth of $2.8 million that includes his pension. He shares his journey to becoming a millionaire and retiring early at the age of 49. He emphasizes the importance of starting early and investing consistently over time. James discusses his investment strategy, including the use of retirement accounts and the power of compound interest. He also shares his experiences with spending and the choices that financial independence has affo...
Aug 05, 2024•46 min
Summary In this episode, Andrew shares his journey to a net worth of $1.1 million. He discusses his investment strategy, including dollar-cost averaging and index funds. Andrew also talks about his approach to handling taxes and the breakdown of his net worth, which includes home equity and a taxable brokerage account. He emphasizes the importance of tracking progress and setting financial goals. Andrew shares his perspective on financial freedom and retirement, as well as the role of his spouse...
Jul 29, 2024•41 min
Summary Cori has a net worth of $1.3 million. It is spread across various asset classes and included a primary resisdence and a vacation home. She works in finance and plans to retire with her current company. She and her partner keep their finances separate. She shares her journey of paying off an ernormous amount of debt. One of the turning points for her was when she realized more than 1/3 of her take home pay was going to pay interest payments. One of her big goals is to retire early. Sponso...
Jul 22, 2024•44 min
Summary In this episode, Mark shares his journey from starting a business to building a successful real estate portfolio. He has a net worth of $6.0+ million. Most is in paid for real estate now between his personal residence and several paid for rentals. He does have some money in the market and in cash. He doesn't have any debt. He emphasizes the importance of hard work, common sense, and surrounding yourself with good people. Mark discusses his transition from business ownership to real estat...
Jul 15, 2024•39 min
Summary Chris has a net worth of $3.3 million. It is split between real estate and his business. He shares his journey from financial struggles to becoming a millionaire and achieving financial freedom. He teaches people how to become work optional and focuses on generating passive income. Chris emphasizes the importance of shifting from an accumulation mindset to an acceleration mindset. He discusses his real estate investments and the impact of the recession on his financial situation. He was ...
Jul 08, 2024•49 min
Summary In this episode, Jackie shares her journey from poverty to financial independence and early retirement. She originally appeared on the show on episode 149 with a net worth of $1.3 million. Today she's retired and has a net worth of $1.8 million. She discusses the importance of financial literacy and education, and how she became passionate about teaching others. Jackie also talks about her net worth growth since retiring and her investment allocation. She shares her experiences working a...
Jul 01, 2024•59 min
Summary Chris has a net worth of $1+ million. Most of it is in real estate but it wasn't always that way. He is a former corporate employee turned real estate investor. He discusses his transition from single-family houses to multifamily investing and the growth of his net worth. Chris emphasizes the importance of diversifying income streams and leveraging retirement accounts for real estate investments. He also highlights the benefits of using HSAs and ESAs for alternative investments. Chris sh...
Jun 24, 2024•55 min
Summary In this episode, CJ shares his background and current net worth of $2.6 million. He discusses his asset allocation, with the majority of his investments in retirement accounts, property, taxable brokerage, and cash. CJ explains that he primarily invests in index funds and shares his journey from individual stock picking to becoming a lazy investor. He talks about making his first investment a couple of years after college and being inspired by successful colleagues. CJ also mentions his ...
Jun 17, 2024•38 min
Summary Charles, a military reservist and pharmaceutical representative, shares his financial journey and insights. His net worth is $5.3 million and he is in his early 60's. He has a primary residence worth about $1.4 million and retirement accounts that are $2.9 million plus a pension that is valued around $1.0 million. Charles and his wife have flipped multiple personal residences over the years, allowing them to build wealth. They also prioritize contributing to retirement accounts and have ...
Jun 10, 2024•39 min
Summary In this episode, the Cash Flow King shares his journey from working in the consumer packaged goods industry to becoming a financial advisor. He has a net worth of $2.0 Million and is 39 years old. He discusses his net worth, investment portfolio, and the shift in his investment strategy. He also delves into the concept of turnkey rentals and the challenges of growing his real estate portfolio. The conversation covers the journey to financial independence, wealth building, lifestyle chang...
Jun 03, 2024•51 min
Summary DJ Bander, a musician, music producer, and entrepreneur, shares his journey of building wealth through a combination of real estate, music, and finance. He discusses his background in finance, political science, and music, and how these disciplines have influenced his career. DJ Bander currently has a net worth of approximately 8.1 million, with investments in commercial real estate, industrial properties, a marketing agency, and stocks. He prefers to rent his primary residence and focus...
May 28, 2024•43 min
Summary Brian Preston, co-host of the Money Guy Show, has a net wroth of $10+ million. He discusses his journey to financial success and the mindset shifts that have occurred along the way. He shares his goals of reaching a net worth of $1 million by age 30 and $10 million by age 50, and how he missed those goals by a year. Preston emphasizes the importance of mindset and the why behind financial goals, as well as the impact of giving back and creating a positive influence. He also discusses his...
May 20, 2024•36 min
