53: Net Worth of 1.2M - Marketing Manager and Ponzi Scheme Victim

from Millionaires Unveiled · host Clark Sheffield, CPA and Jace Mattinson, CPA / ChooseFI / Choose FI

Rick is a Canadian marketing manager with a net worth of 1.2M. He is married with two kids and has worked for the same company for 15 years. He holds 550K in a paid for house, about 350K in investments, and nearly 250K in his employee pension fund. Of the 350K, 90% are held in equity securities and 10% in bonds. He further breaks out his investments between US, Canadian, and international holdings. He unveils his investing philosophy and financial mistakes.

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This episode is 35 minutes long.

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This episode was published on October 29, 2018.

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