268: Net Worth of $1.35M - Six figures in debt to millionaire in 5 years

FromMillionaires Unveiled

Start listening View podcast show

268: Net Worth of $1.35M - Six figures in debt to millionaire in 5 years

FromMillionaires Unveiled

ratings:

Length:

41 minutes

Released:

Nov 14, 2022

Format:

Podcast episode

Description

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.

Released:

Nov 14, 2022

Format:

Podcast episode

More Episodes from Millionaires Unveiled

Skip carousel

355: Net Worth Of $6.5M - Finding Balance Between Investing & Spending; When Another Million Doesn't Change Happiness Levels: Summary Eric is a real estate investor with a net worth of $6.5 million. He is in his mid 40's and shares his journey from being an empty nester to building a successful real estate portfolio. He started investing in real estate after reading Rich Dad... by Millionaires Unveiled
41 min listen
354: Net Worth Of $5M - Immigrant Day Trading to the American Dream: Anmol is an immigrant and has a net worth of $5 million. Most of it is in the market (About 70%) and most of the remainder in real estate. He is in his early/mid 30's. He became a millionaire in his 20's and it only took him a little over a year to... by Millionaires Unveiled
52 min listen
353: Net Worth of $10M - I Live Better Than A Billionaire: Summary Scott has a net worth of $10 million. He first appeard on the show back on episode 76 almost exactly 5 years ago when his net worth was around $7 million. He has all of his net worth in his business, real estate and crypto. He is a business... by Millionaires Unveiled
46 min listen
352: Net Worth of $15M - Digging out of a hole for 4 straight years to 3x Inc. 500 CEO: Summary Chris has a net worth of $15 million. Most of is in real estate with a little bit in cash. He is 57 years old and has 33 years of experience in real estate and has been involved in various aspects of the industry, including building,... by Millionaires Unveiled
43 min listen
351: Net Worth of $2M+ - Navigating the One More Year Syndrome: Summary Dividend Daddy has a net worth of $2+ million. He shares his journey to financial independence and his investment strategies. He discusses his real estate holdings, including his mortgage-free primary home and investment properties with... by Millionaires Unveiled
53 min listen
350: Net Worth of $350M+ - "The Power of The Human Isn't What You Can Do With Money But Without It": Summary In this episode, Chase has a net worth of $350+ million. Most is in private companies. He sold one of his largest ventures for hundreds of millions. He shares his journey in the payments industry and his approach to investments. He discusses... by Millionaires Unveiled
39 min listen
349: Net Worth of $9M - Coupon Cutting While Ascending to Become a Decamillionaire: Summary In this episode, Chris and Jen, a military family with a net worth of over $5 million, discuss their journey to financial success. With their pensions they have a net worth over $9 million. They share how their parents taught them about money... by Millionaires Unveiled
52 min listen
348: Net Worth of $12.5+M - I Started As a Janitor: Summary Damon has a net worth of $12.5+ million. He is the founder of a successful marketing agency. He shares his journey from starting a car enthusiast website to becoming an entrepreneur. He discusses the importance of taking calculated risks and... by Millionaires Unveiled
49 min listen
347: Net Worth of $1+M - A Modern Day Gold Digger Who Lost Over $1 million During Covid: Summary Ben has a net worth of $1+ million. In this episode, Ben shares his background and current ventures, including running a marketing company and investing in mining. He discusses his net worth and asset allocation, highlighting his shift from... by Millionaires Unveiled
41 min listen
346: Net Worth of $17M - From Big Macs to Race Tracks: McDonalds with a Honda to Software with a Ferrari: Summary David has a net worth of $17 million. Most is in his company but he does have over $1 million in real estate, some cars and cash. He shares his journey from being an engineer to becoming financially free through real estate... by Millionaires Unveiled
55 min listen
345: Net Worth of $1.2M - Livin' La Vida Locum Tenen: Summary Sophia is a second generation immigrant. She has a net worth of $1.2 million divided between multiple asset classes. She is a traveling Nurse Practitioner in her mid 30's and has had quite the financial journey. Takeaways -Traveling for... by Millionaires Unveiled
37 min listen
344: Net Worth of $1.2M - Another $1 million wasn't going to change my life: Summary Johnson, a former software engineer, has a net worth of $1.2 million. He has all of his net worth in the market in a few different accounts. He doesn't like the idea of having real estate to manage or a business to manage. He is a nomad and... by Millionaires Unveiled
41 min listen
343: Net Worth of $1.0M+ - A Corporate America Drop Out to Philanthropist: Summary Jerome Myers, a corporate America dropout, has a net worth of $1.0+ million. He has an old 401k and some other market investments but is primarily in real estate now. He shares his journey of leaving his job and starting a successful real... by Millionaires Unveiled
43 min listen
342: Net Worth of $1.3M - I Paid $1,000 For My Worst Meal Ever: Summary Jarrett has a net worth of $1.3 million. He shares his journey to becoming a millionaire while working as a power engineer in the oil industry. He discusses his net worth, which is primarily invested in the stock market and real estate. Jarett... by Millionaires Unveiled
36 min listen
341: Net Worth of $3.5M - Former Air Traffic Controller Cashed in His 401k and Risked It All: Summary Shawn DiMartile has a net worth of $3.5 million. All of it is in real estate. He is in his mid 30's. He shares his journey from being an air traffic controller to building a real estate portfolio worth millions. He discusses the importance of... by Millionaires Unveiled
57 min listen
340: Net Worth of $1.8M - I didn't start until I was 40: Summary Brian, an enterprise sales professional, shares his journey to building a net worth of $1.8 million. He discusses his investment allocation, which includes retirement accounts, brokerage accounts, syndications, and startup companies. Brian... by Millionaires Unveiled
48 min listen
339: Net Worth of $51M - The Sequel: Summary Carlos - The Sequel shares his journey as a serial entrepreneur and his transition to real estate and commercial properties. He discusses the mindset shifts required to scale from six figures to seven figures and beyond. Carlos... by Millionaires Unveiled
48 min listen
338: Net Worth of $51M - Money Loves Speed: I Started With A Magazine Publication in Ecuador: Summary Carlos has a net worth of $51 million. He shares his journey from starting businesses to building a large real estate portfolio. He discusses his transition from business to real estate and the impact it has had on his net worth.... by Millionaires Unveiled
61 min listen
337: Net Worth of $2.1M - The short term sacrifices were worth it: Summary Rayne DuPaul shares her journey of house hacking and building a net worth of $2.1 million through real estate investments. She started by purchasing two-family homes and living in one unit while renting out the other. Over time, she acquired... by Millionaires Unveiled
36 min listen
336: Millionaires Unveiled Year in Review: 2023 in Review Jace and Stacey break down lessons learned in a year in review, personal changes to their investment strategy and overall wrap up of a few main data points from the show in general. by Millionaires Unveiled
44 min listen
335: Net Worth of $5.0M - Former College Football Player/Coach & Teacher Turn Pro in Something Else: Chad is in his early 40's. His wife is as well. They have a net worth of $5.0 million. About 85% is in real estate across nearly 100 units owned with a partner. Carrie is a teacher. They have taken some extended travel or rather lived in other... by Millionaires Unveiled
50 min listen
334: Net Worth of $1.0M - I lived Credit Card Statement to Credit Card Statement: Summary In this episode, Frank shares his journey to becoming a millionaire and paying off his house. His net worth is $1.0 million. He has a chunk in retirement accounts invested in the market, a paid for house worth several hundred grand and the... by Millionaires Unveiled
40 min listen
333: Net Worth of $16.9M - I Never Thought I'd Be Where I Am Today: Mike has a net worth of $16.9 million. He is in his early 70's. Most is in the market at this point, but that is only as of recent. He has a couple pieces of real estate for personal use. Mike has been a business owner and entrepreneur most of his... by Millionaires Unveiled
46 min listen
332: Net Worth of $1.0M - From Bankrupt to Millionaire: Jeff has a net worth of $1.0 million spread across retirement accounts, real estate and other investments. He is in his mid 40's. www.shopify.com/unveleiled by Millionaires Unveiled
61 min listen
331: Net Worth of 670k - I Couldn't Afford a $400 Emergency: Jeff is in his early 40's. He has a net worth of 670k spread across retirement and market investments and real estate. This episode was recorded in the summer of 2021 and Jeff's millionaire episode will air right after this one. He achieved... by Millionaires Unveiled
36 min listen
330: Net Worth of $19M - From Tennis Coach & Instacart Driver to Real Estate Mogul: Farris is in his late 20's and has a net worth of $19 million. Most is in real estate with a little in cash and a few other invesmtments. He is a former tennis player and coach turned real estate investor who owns over 700 units. He drives a Kia that... by Millionaires Unveiled
37 min listen
329: Net Worth of $2.3M - I Drive a Rolls Royce, Party with Drake & Dream of Flying Private: Lucas has a net worth of $2.3 million. He is in his early 30's. He has 500k+ in Crypto, several hundred grand in the market and quite a few real estate investments as well. He works as a real estate agent and his parents immigrated from Brazil. He... by Millionaires Unveiled
44 min listen
328: Happy Anniversary - A short rundown of 6 epic years: Jace and Stacey discuss a little bit about the last 6 years, lessons learned, favorite epsidoes, etc. by Millionaires Unveiled
31 min listen
327: Net Worth of $2.5M - Pest Control Sales, Real Estate & Angel Investing: Parker has a net worth between $2 and $3 million. A majority is in real estate. He also has some equity in his pest control business and has made some angel investments. He is in his early 30's and became a millionaire in his 20's. by Millionaires Unveiled
51 min listen
326: Net Worth of $2.2M - Former All-American Athlete Turned Smooth Tech Salesman: Troy has a current net worth of $2.2 million. He is in his early 30's. He became a millionaire at 28. He works in tech sales and has worked for some of the largetst tech companies in the world. He has some business equity, assets in retirement... by Millionaires Unveiled
65 min listen

Related podcast episodes

Skip carousel

268: Net Worth of $1.35M - Six figures in debt to millionaire in 5 years: 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... by Millionaires Unveiled
41 min listen
271: Net Worth of $1.4M - There is a PRICE for Comfort and Complacency: 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... by Millionaires Unveiled
36 min listen
271: Net Worth of $1.4M - There is a PRICE for Comfort and Complacency: 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... by Millionaires Unveiled
36 min listen
273: Net Worth of $3.6M - Single, Female Engineer: 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... by Millionaires Unveiled
42 min listen
273: Net Worth of $3.6M - Single, Female Engineer: 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... by Millionaires Unveiled
42 min listen
275: Net Worth of $1.0M - Have a plan but you must execute that plan - I didn't have one until my mid 40's: 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... by Millionaires Unveiled
32 min listen
275: Net Worth of $1.0M - Have a plan but you must execute that plan - I didn't have one until my mid 40's: 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... by Millionaires Unveiled
32 min listen
283: Net Worth of $3.1M - Celebrity Artist + The Art of Business: 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... by Millionaires Unveiled
38 min listen
283: Net Worth of $3.1M - Celebrity Artist + The Art of Business: 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... by Millionaires Unveiled
38 min listen
47: Net Worth of 1.4M - Custodian with a 40K Salary: This episode features Jeff, a school custodian with a net worth of 1.4M. He has worked for the same school district for over 30 years and currently makes 40K a year. He has 1M in retirement accounts, and 180K in home equity. We discuss happiness and... by Millionaires Unveiled
40 min listen
47: Net Worth of 1.4M - Custodian with a 40K Salary: This episode features Jeff, a school custodian with a net worth of 1.4M. He has worked for the same school district for over 30 years and currently makes 40K a year. He has 1M in retirement accounts, and 180K in home equity. We discuss happiness and... by Millionaires Unveiled
40 min listen
216: Net Worth of 1.3M - Female CPA Working in Public Accounting: Danielle is a working mother, CPA, and investor! She has a current net worth of 1.3MM and is in her early 30's. Danielle has more than 700K in retirement accounts, 170K in home equity, and 250K in a traditional brokerage account. We discuss her career... by Millionaires Unveiled
52 min listen
216: Net Worth of 1.3M - Female CPA Working in Public Accounting: Danielle is a working mother, CPA, and investor! She has a current net worth of 1.3MM and is in her early 30's. Danielle has more than 700K in retirement accounts, 170K in home equity, and 250K in a traditional brokerage account. We discuss her career... by Millionaires Unveiled
52 min listen
16: Net Worth of 2.0M - Retired at 33: Justin retired at the age of 33 with 1.3M. He has a current net worth of 2.0M. 90% of his money is invested in index funds with 50% of that being in U.S. funds, and 50% in international funds. Besides a small percentage of his net worth in a REIT,... by Millionaires Unveiled
40 min listen
16: Net Worth of 2.0M - Retired at 33: Justin retired at the age of 33 with 1.3M. He has a current net worth of 2.0M. 90% of his money is invested in index funds with 50% of that being in U.S. funds, and 50% in international funds. Besides a small percentage of his net worth in a REIT,... by Millionaires Unveiled
40 min listen
159: Net Worth of 800K - Eight Children and a Stay at Home Wife: Tom has a net worth of 800K. He was the oldest of 13 children and now has eight kids of his own; his wife does not work outside the home. He is 39 years old, has two rental properties (single family homes worth 330K and 530K) and about 220K in... by Millionaires Unveiled
39 min listen
159: Net Worth of 800K - Eight Children and a Stay at Home Wife: Tom has a net worth of 800K. He was the oldest of 13 children and now has eight kids of his own; his wife does not work outside the home. He is 39 years old, has two rental properties (single family homes worth 330K and 530K) and about 220K in... by Millionaires Unveiled
39 min listen
301: Net Worth of $1.0M - I left Corporate America to travel the World: Brian has a current net worth of just over $1.0 million. He is in his late 20's and currently runs his own business. He has about 400k in real estate equity, just over 100k in cash and just over 100k in retirement accounts and crypto with another 400k... by Millionaires Unveiled
53 min listen
301: Net Worth of $1.0M - I left Corporate America to travel the World: Brian has a current net worth of just over $1.0 million. He is in his late 20's and currently runs his own business. He has about 400k in real estate equity, just over 100k in cash and just over 100k in retirement accounts and crypto with another 400k... by Millionaires Unveiled
53 min listen
287: Net Worth of $1.0M - "As I progressed, the way I viewed myself had to change": 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... by Millionaires Unveiled
38 min listen
287: Net Worth of $1.0M - "As I progressed, the way I viewed myself had to change": 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... by Millionaires Unveiled
38 min listen
291: Net Worth of $5.6M - Former Nurse Practitioner with 2 Business Exits: 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... by Millionaires Unveiled
51 min listen
291: Net Worth of $5.6M - Former Nurse Practitioner with 2 Business Exits: 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... by Millionaires Unveiled
51 min listen
281: Net Worth of $1.3M - "Be Content with the Journey": 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... by Millionaires Unveiled
47 min listen
281: Net Worth of $1.3M - "Be Content with the Journey": 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... by Millionaires Unveiled
47 min listen
293: Net Worth of $3.5M - Retired Firefighter: 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... by Millionaires Unveiled
40 min listen
293: Net Worth of $3.5M - Retired Firefighter: 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... by Millionaires Unveiled
40 min listen
116: Net Worth of 1.3M - Family Therapist with Lease to Buy Options: Shiloh has a current net worth of $1.3MM and is primarily invested in real estate. He has 45 single family homes, several of which have lease to buy options. He also has about 35 multi family units and holds about 300K in cash. Shiloh discusses his... by Millionaires Unveiled
47 min listen
116: Net Worth of 1.3M - Family Therapist with Lease to Buy Options: Shiloh has a current net worth of $1.3MM and is primarily invested in real estate. He has 45 single family homes, several of which have lease to buy options. He also has about 35 multi family units and holds about 300K in cash. Shiloh discusses his... by Millionaires Unveiled
47 min listen
58: Net Worth of 1.2M - Female HR Professional on FIRE: Amber has a current net worth of 1.2M with 400K in a paid for home, and about 700K in traditional investments and retirement accounts. She also has money in HSA's, stock options, and an education savings account. The house was paid off in her early... by Millionaires Unveiled
38 min listen

Discover this podcast and so much more

268: Net Worth of $1.35M - Six figures in debt to millionaire in 5 years

268: Net Worth of $1.35M - Six figures in debt to millionaire in 5 years

Description

More Episodes from Millionaires Unveiled

Related podcast episodes