71: Net Worth of 7.5M - No Index Funds; 70% in One Small Business

from Millionaires Unveiled · host Clark Sheffield, CPA and Jace Mattinson, CPA / ChooseFI / Stacking Benjamins

Taylor is a financial adviser and small business investor. He has opened/invested in an insurance company, consulting practice, and a healthcare provider. He discusses his portfolio allocation including the criteria used to invest in small businesses; he doesn't own any index or mutual funds. He also provides terrific advice on how to work with one's spouse on money and how being on the same page with investments and spending is essential.

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This episode was published on March 4, 2019.

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