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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.
Brian has a current net worth of just over $1.0 million. He is in his late 20's and currently runs his own business. He has about 400k in real estate equity, just over 100k in cash and just over 100k in retirement accounts and crypto with another 400k in his business. He used to be in sales and traded that job in for traveling the world before going full time on his business.
Jeff and Dawn (Jace's Parents) have a current Net Worth of $1.0+ million. They are in their early 60's and late 50's. 25% is in real estate, 60% is in retirement and other market investments and the remainder in cash and personal items.
Max has a current net worth between $3-$5 million. We averaged for $4 in the title. He first appeared on the show a few years ago on episode 172. We get into the recent journey he has taken to go from $1 million just a couple of years ago to over $3 million today and what drives him now.
Jordan has a net worth around $1.0 million. He is in his early 30's. Just over half of his net worth is invested in the market among various retirement accounts and non-retirement accounts. He has a little home equity, some crypto and the rest in high business. He is a former teacher turned professional window washer.
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