<p>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. </p>

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.

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

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.

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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.

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

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

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