Roger is a former banker, saleman and stay at home dad. He is in his late 60's. Most of his wealth has come since he was in his late 50's until now. He has a current net worth of $7.2 million.  ~25% is in Notes.   ~75% in equity in Real Estate.  35k monthly income with ~23k a month from real estate and ~12k from notes He also has 25k cash, 25k in T bills, 46k in a HSA.  We discuss IRS tax audit, his unique approach to renting to tenants and generational wealth amongst other topics. www.shopify.com/unveiled

Roger is a former banker, saleman and stay at home dad. He is in his late 60's. Most of his wealth has come since he was in his late 50's until now. He has a current net worth of $7.2 million. ~25% is in Notes. ~75% in equity in Real Estate. 35k monthly income with ~23k a month from real estate and ~12k from notes He also has 25k cash, 25k in T bills, 46k in a HSA. We discuss IRS tax audit, his unique approach to renting to tenants and generational wealth amongst other topics. www.shopify.com/unveiled

Roger is a former banker, saleman and stay at home dad. He is in his late 60's. Most of his wealth has come since he was in his late 50's until now. He has a current net worth of $7.2 million.&nbsp; ~25% is in Notes. &nbsp; ~75% in equity in Real Estate.&nbsp; 35k monthly income with ~23k a month from real estate and ~12k from notes He also has 25k cash, 25k in T bills, 46k in a HSA.&nbsp; We discuss IRS tax audit, his unique approach to renting to tenants and generational wealth amongst other topics. www.shopify.com/unveiled&nbsp;

284: Net Worth of $7.2M - IRS Tax Audit, Generational Wealth & Real Estate with a Retired Banker & Salesman,

Millionaires Unveiled interviews and tells the stories of everyday millionaires. We provide detailed insight into their investing strategies and current portfolio allocation. 

How did they get started? What decisions did they make along the way? How has their portfolio allocation changed, and what are they doing now to not only keep, but also grow, their highly sought after "millionaire" status?

From these extensive and thought provoking interviews, you'll be able to assess your current portfolio allocation, learn investing strategies, and join the fast track to financial success.

Business

Education

Self-Improvement

Investing

Millionaires Unveiled interviews and tells the stories of everyday millionaires. We provide detailed insight into their investing strategies and current portfolio allocation. How did they get started? What decisions did they make along the way? How has their portfolio allocation changed, and what are they doing now to not only keep, but also grow, their highly sought after "millionaire" status? From these extensive and thought provoking interviews, you'll be able to assess your current portfolio allocation, learn investing strategies, and join the fast track to financial success.

Share 284: Net Worth of $7.2M - IRS Tax Audit, Generational Wealth & Real Estate with a Retired Banker & Salesman,

Sign up to save your podcasts

284: Net Worth of $7.2M - IRS Tax Audit, Generational Wealth & Real Estate with a Retired Banker & Salesman,

284: Net Worth of $7.2M - IRS Tax Audit, Generational Wealth & Real Estate with a Retired Banker & Salesman,

More shows like Millionaires Unveiled

Afford Anything

Money Guy Show

The Stacking Benjamins Show

Your Money, Your Wealth

Marriage Kids and Money: Personal Finance for Families

ChooseFI

Stay Wealthy Retirement Podcast

The Financial Samurai Podcast

BiggerPockets Money Podcast

Earn & Invest

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

All the Hacks: Money, Points & Life

Two Sides of FI

Mile High FI Podcast

Catching Up to FI