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This episode features Jeff, a school custodian with a net worth of 1.4M. He has worked for the same school district for over 30 years and currently makes 40K a year. He has 1M in retirement accounts, and 180K in home equity. We discuss happiness and confidence levels as savings and net worth grew, sacrifices made along the way, and how he was able to reach millionaire status. Jeff shares his life and investing strategy, and unveils his current portfolio allocation.
By Jace Mattinson, CPA4.7
879879 ratings
This episode features Jeff, a school custodian with a net worth of 1.4M. He has worked for the same school district for over 30 years and currently makes 40K a year. He has 1M in retirement accounts, and 180K in home equity. We discuss happiness and confidence levels as savings and net worth grew, sacrifices made along the way, and how he was able to reach millionaire status. Jeff shares his life and investing strategy, and unveils his current portfolio allocation.

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