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295: Net Worth of $1.7M - CPAs enjoying a mini retirement on a beach in Hawaii

295: Net Worth of $1.7M - CPAs enjoying a mini retirement on a beach in Hawaii

FromMillionaires Unveiled


295: Net Worth of $1.7M - CPAs enjoying a mini retirement on a beach in Hawaii

FromMillionaires Unveiled

ratings:
Length:
48 minutes
Released:
May 22, 2023
Format:
Podcast episode

Description

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.   
Released:
May 22, 2023
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.