271: Net Worth of $1.4M - There is a PRICE for Comfort and Complacency

FromMillionaires Unveiled

Start listening View podcast show

271: Net Worth of $1.4M - There is a PRICE for Comfort and Complacency

FromMillionaires Unveiled

ratings:

Length:

36 minutes

Released:

Dec 5, 2022

Format:

Podcast episode

Description

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 of mind around employment and advocating for himself.

Released:

Dec 5, 2022

Format:

Podcast episode

More Episodes from Millionaires Unveiled

Skip carousel

356: Net Worth Of $2M - Slow & Steady - At The Same Fortune 500 Company For Entire Career: Summary James has a net worth of $2 million. He is in his 50's and plans to retire in a couple of years. Most of his wealth is invested in the market via his 401(k). He has worked for the same Fortune 500 company most of his life. It tooks him 25... by Millionaires Unveiled
42 min listen
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

Related podcast episodes

Skip carousel

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
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
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
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
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
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
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
305: Net Worth of $8.2M - Making $2 million in 2 Days: Xerxes has a current net worth of $8.2 million. He is in his mid 50's and is retired but still actively manages his portofilio. Prior to retiring he worked mainly in sales but held other jobs and positions as well. He has a little over $2 million in... by Millionaires Unveiled
47 min listen
305: Net Worth of $8.2M - Making $2 million in 2 Days: Xerxes has a current net worth of $8.2 million. He is in his mid 50's and is retired but still actively manages his portofilio. Prior to retiring he worked mainly in sales but held other jobs and positions as well. He has a little over $2 million in... by Millionaires Unveiled
47 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
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
155: Net Worth of 2.5M - First Million at Age 32, Second Million at Age 35: John has a current net worth of 2.5MM. He has about 800K invested in his paid off primary home, 400K in retirement accounts, and the remainder in brokerage accounts. Upon college graduation he had several job offers and chose to work for a smaller... by Millionaires Unveiled
33 min listen
155: Net Worth of 2.5M - First Million at Age 32, Second Million at Age 35: John has a current net worth of 2.5MM. He has about 800K invested in his paid off primary home, 400K in retirement accounts, and the remainder in brokerage accounts. Upon college graduation he had several job offers and chose to work for a smaller... by Millionaires Unveiled
33 min listen
156: Net Worth of 500K - Started at McDonalds Making $5.25 Per Hour: Leslie has a net worth of $500K. He's an immigrant from Cameroon and a new real estate investor. Of the $500K, 40% is invested in real estate while the remainder is in cash and stock market investments. We discuss personal improvement and mindset, how... by Millionaires Unveiled
37 min listen
156: Net Worth of 500K - Started at McDonalds Making $5.25 Per Hour: Leslie has a net worth of $500K. He's an immigrant from Cameroon and a new real estate investor. Of the $500K, 40% is invested in real estate while the remainder is in cash and stock market investments. We discuss personal improvement and mindset, how... by Millionaires Unveiled
37 min listen
56: Net Worth of 3.3M - Lost 200K in the Market This Week: Jake, 41 years old, has a current net worth of 3.3M. He has a 700K house, about 2M in retirement accounts (including roth and traditional holdings) as well as investments in REITs, 529 plans, angel investments, and one rental property. Within his... by Millionaires Unveiled
44 min listen
56: Net Worth of 3.3M - Lost 200K in the Market This Week: Jake, 41 years old, has a current net worth of 3.3M. He has a 700K house, about 2M in retirement accounts (including roth and traditional holdings) as well as investments in REITs, 529 plans, angel investments, and one rental property. Within his... by Millionaires Unveiled
44 min listen
247: Net Worth of 9.5M - Investing Through Your Roth IRA: TJ has a current net worth of about $9.5M. Although he is very diversified in his holdings, the largest pieces are his ownership in two environmental companies, and a personal hard money lending company. He has about 4.2M in retirement accounts, 1.2M... by Millionaires Unveiled
57 min listen
247: Net Worth of 9.5M - Investing Through Your Roth IRA: TJ has a current net worth of about $9.5M. Although he is very diversified in his holdings, the largest pieces are his ownership in two environmental companies, and a personal hard money lending company. He has about 4.2M in retirement accounts, 1.2M... by Millionaires Unveiled
57 min listen
296: Net Worth of $3.5M - "Marry Well" + W-2 to the MOON: Kevin has a net worth of $3.5 million. He is in his early 50's and works in corporate America his whole career in the Consumer Packaged Goods Industry. His house is paid off and worth about 850k. He has ~$1.2 million IRA, 450k in a 401k and another... by Millionaires Unveiled
65 min listen
296: Net Worth of $3.5M - "Marry Well" + W-2 to the MOON: Kevin has a net worth of $3.5 million. He is in his early 50's and works in corporate America his whole career in the Consumer Packaged Goods Industry. His house is paid off and worth about 850k. He has ~$1.2 million IRA, 450k in a 401k and another... by Millionaires Unveiled
65 min listen
Ep 93 - How to Make Your STR Profitable in The Smoky Mountains with Cale Delaney: Cale Delaney, who self-titles himself as the Accidental Intentional Millionaire, is a Christian, real estate investor, husband, and father of 3. After graduating cum laude with an engineering degree, he began his real estate career back in 2006 working as a Commercial Real Estate Investment Broker for a large Investment Brokerage in Miami, FL where he was awarded the Pace Setter award his first year for the most number of listings and sold over $7M in multi-family and retail real estate. However, with the crash of 2008, he left that business and put the real estate on hold until 2020 when he decided to go all in to start building generational wealth for his family. Since then, his investment portfolio went from $300k in January 2020 (a previous primary home turned rental) to over $4M and a net worth of over $2M less than 2 years later. In these two years, he’s purchased a total of 11 units including 5 LTR by Short Term Rental Secrets Podcast
44 min listen
61: Net Worth of 1.75M - First Million at Age 39: Joe has a current net worth of 1.75M. He works in IT and allocated his money 80% stocks and 20% bonds. Within that allocation, he chooses 60% domestic and 40% international holdings. Joe reached is first million at age 39 and expects the second... by Millionaires Unveiled
29 min listen
61: Net Worth of 1.75M - First Million at Age 39: Joe has a current net worth of 1.75M. He works in IT and allocated his money 80% stocks and 20% bonds. Within that allocation, he chooses 60% domestic and 40% international holdings. Joe reached is first million at age 39 and expects the second... by Millionaires Unveiled
29 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

Discover this podcast and so much more

271: Net Worth of $1.4M - There is a PRICE for Comfort and Complacency

271: Net Worth of $1.4M - There is a PRICE for Comfort and Complacency

Description

More Episodes from Millionaires Unveiled

Related podcast episodes