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244: Net Worth of 7M - What Will You Do With All that Money? episode artwork

EPISODE · Jun 20, 2022 · 53 MIN

244: Net Worth of 7M - What Will You Do With All that Money?

from Millionaires Unveiled · host Clark Sheffield, CPA and Jace Mattinson, CPA / Personal Finance / Investing

Adam has a net worth of 7M, the bulk (5M+) of which is in retirement (1.5M+) and non-retirement (3.5M) accounts invested in the stock market. We discuss his entire allocation as well as his previous vs. current stock vs. bond split. He has a primary home worth about 1.5M and his first million came at age 32. Adam also shares his plans for the future, whether he budgets, how much cash he holds and why, and whether he ever thought he'd reach this level of net worth. 

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244: Net Worth of 7M - What Will You Do With All that Money?

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This episode is 53 minutes long.

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This episode was published on June 20, 2022.

What is this episode about?

Adam has a net worth of 7M, the bulk (5M+) of which is in retirement (1.5M+) and non-retirement (3.5M) accounts invested in the stock market. We discuss his entire allocation as well as his previous vs. current stock vs. bond split. He has a primary...

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