56: Net Worth of 3.3M - Lost 200K in the Market This Week

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

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 retirement accounts, he primarily invests in index funds. He has four children and discusses how he teaches them about money as well as his current thoughts on generational wealth. Jake also unveils his financial independence and retirement goals.

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This episode is 43 minutes long.

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This episode was published on November 19, 2018.

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