Chad has a net worth of $10 million. About $1 million is still equity in the firm that bought his business, another $1 million in his boat that he is sailing around on, another $1 million is in his primary residence and the rest is invested in the market between retirement accounts and a brokerage account along with some cash. He is in his early 50's. He started a business in the late 90's and recently sold it and is now retired.

Patriot Day-Please Remember those who lost their lives on September 11.

Nora has a current net worth of $3.5 million. She is married with no kids and works as an Electrical Engineer. She is in her late 30's. She has 8% in cash, 17% in her tax advantaged, 31% in a taxable, 39% in real estate and then less than 2% in alternatives and the rest amongst some other small asset classes.

Martin has a current net worth of $1.0 Million. He is in his mid 30's and married but no kids. He is a former engineer who recently left his job to retire and pursue entrepreneurial endeavors. Most of his net worth is in real estate, but he does have some in the market as well. He grew up poor and went through a major mindset shift over time to get to where he is today.

Dr. Latifat is in her late 30's. Her net worth is $2.0 Million split between real estate and various investments in the stock market. Currently she and her family are on a sabbatical. She is a GI Doctor.

Jeremy has a current net worth of $1.7 million. 80% is in real estate among several units and the other 20% is in the stock market. Jeremy started as a financial analyst but transitioned to real estate full time pretty quickly and even became a licensed real estate agent. He is 29 years old and has house hacked his way to many of the units he owns.

Matt has a current net worth of $3.1 million. About 1/3 is in real estate, 1/3 in tax advantaged retirement accounts and 1/3 in a brokerage. Matt is in the Navy and is in his late 30's. We discuss his 3 major goals related to his financial life, his journey to learning about finances and receiving an inheritance.

Xerxes has a current net worth of $8.2 million. He is in his mid 50's and is retired but still actively manages his portofilio. Prior to retiring he worked mainly in sales but held other jobs and positions as well. He has a little over $2 million in real estate between a personal home, vacation property and a commerical building. $5+ million is in his Traditional IRA, 450k in his Roth and the rest spread amongst several investements and a little bit of cash.

Meredith is in her early 30's and she is single and ready to mingle. She has a net worth of $1.65 million spread across all sorts of asset classes. About 1/3 is in an IPO stock. She works in Sales now, but used to be a teacher and did all sorts of other jobs.

Jeff has a net worth of $1.5 million. He is 48 and been a garbage man for 21 years. Before that he had multiple different positions and jobs. He started at making $4 per hour. He has a pension at 250k, 700k rental property equity across 5 properties, 300k equity in his primary residence, 230k in a brokerage and 90k in cash.

Or has a current net worth of $4.0 Million. Most of this is in real estate. He has several single family homes and an Airbnb on his personal property. He is in his late 30's. He is an immigrant who worked in tech as an engineer before venturing into real estate.