41 min listen
284: Net Worth of $7.2M - IRS Tax Audit, Generational Wealth & Real Estate with a Retired Banker & Salesman,
284: Net Worth of $7.2M - IRS Tax Audit, Generational Wealth & Real Estate with a Retired Banker & Salesman,
ratings:
Length:
48 minutes
Released:
Mar 6, 2023
Format:
Podcast episode
Description
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/unveiled
Released:
Mar 6, 2023
Format:
Podcast episode
Titles in the series (100)
6: Net Worth of 1.0M - Retired at 36: This episode features Marc, a former financial planner. He worked for just over fifteen years, before retiring at the age of 36. After one year in retirement, he found himself bored and decided to return to the workplace. He has a current net worth of... by Millionaires Unveiled