This week we have Matt. He is a realtor after being in law enforcement for much of his career. He has a net worth of $1.1 million of which 400k is in his brokerage, 120k cash, 600k Real Estate Equity between rentals and primary residence. 

Rocco is 48 years old and is a business owner and private wealth advisor. His net worth is over $10 million divided up between business equity, public equities, real estate and a few other asset classes.

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Saul is in his late 40's and works as an IT consultant. He is a newly minted millionaire with a net worth at $1.0 million. He has 412k in retirement between a 401k and IRA. 34k in cash, 227k in home equity, 329k in brokerage. He didn't have much a plan until his mid 40's and lived paycheck to paycheck while keeping up with the Jones for much of his early adult life. 

Brian is in his late 30’s with 3 kids. He is in Sales after orgininally becoming a Chiropractor. He has a net worth of $1.3 million with 470k in retirement, 350k in real estastate, 180k in primary residence, 20k in some 529’s, just shy of 200k in a brokerage and some cash. 

Ann is in her mid 50’s. Her net worth is $3.6 million. She is single and an engineer. She has 350k in a primary residence that is paid for, a 401k with 153k, $3.1 mil in a brokerage with 45% in IRAs, 12k HSA, the rest in cash. We have a phenomenal conversation with Ann about her career and how to navigate in it in a male dominated profession. We discuss her journey and various plans that did and didn't work out.  

David is a music store owner and has a net worth of $2.8 million. 270k cash, 20k in investments, 520k primary residence, 70k rental, 230k retirement, $1.6 million in the business. He grew up in a low to middle class home and never learned to handle money. He thought if he could afford payments, he could buy it.

Paul lives in the northeast and is 40. He has a net worth of $1.4 million. 825k in 401k, Brokerage Account around 200k, Roth IRA 180k, HSA 8k, Crypto 5k, 100k Home Equity and 75k cash. We discuss his journey from losing his job to changing his frame of mind around employment and advocating for himself. 

Jon has a current net worth of $2.0+ million. He is in his early 40's and is a former corporate executive turned Franchise Investor and Consultant. We discuss making a career switch and why he likes non-food franchises. We also get into the mindset around taking out a mortgage after having a paid off house and donor advised funds for charitable giving. 

JJ has a net worth of $1.1 million about half of which is in retirement accounts. He has about 300k in a brokerage and another 300k in equity in rental real estate. He has a technology background but is currently working in the private sector and manages his real estate. 

Jennifer has a net worth of $1.35M. She has 800k in 401ks, 250k of that in Roth, a brokerage account around 230k, 30k in HSA, a little over 100k in cash. She is 38, married with no kids and lives in the Northeast. She works in HR and has lived all over the country and all over of the world.