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232: Net Worth of 6.2M - Small Business Owner and Recent Retiree

232: Net Worth of 6.2M - Small Business Owner and Recent Retiree

FromMillionaires Unveiled


232: Net Worth of 6.2M - Small Business Owner and Recent Retiree

FromMillionaires Unveiled

ratings:
Length:
39 minutes
Released:
Apr 4, 2022
Format:
Podcast episode

Description

James has a net worth of 6.2M and is recently retired from a commercial roofing company. He has one million dollars of cash, one million of equity in his primary home, and about one million in eight rental properties including one commercial building. James also holds investments in retirement and non-retirement accounts. We discuss travel, the importance of relationships, how much cash to hold, and managing rental properties. 
Released:
Apr 4, 2022
Format:
Podcast episode

Titles in the series (100)

Millionaires Unveiled interviews and tells the stories of everyday millionaires. We provide detailed insight into their investing strategies and current portfolio allocation. How did they get started? What decisions did they make along the way? How has their portfolio allocation changed, and what are they doing now to not only keep, but also grow, their highly sought after "millionaire" status? From these extensive and thought provoking interviews, you'll be able to assess your current portfolio allocation, learn investing strategies, and join the fast track to financial success.