247: Net Worth of 9.5M - Investing Through Your Roth IRA

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

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 in a traditional brokerage account, and over 2.8M in loans made collateralized by real estate. We discuss investing through his Roth IRA, work/life balance, and financial goals for the future. https://shop.ekster.com/Millionaire

Episode metadata supplied by the publisher feed · Published Jul 12, 2022

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247: Net Worth of 9.5M - Investing Through Your Roth IRA

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