107: Guest Interview - Retire Before Mom and Dad with Rob Berger

Millionaires Unveiled

Jace Mattinson

Investing, Millionaire, Financialplanning, Business, Self-improvement, Education, Finance

4.8 • 872 Ratings

🗓️ 11 November 2019

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

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Summary

Rob Berger, author of Retire Before Mom and Dad: The Simple Numbers Behind a Lifetime of Financial Freedom joins us for this episode. We discuss his financial journey which includes quitting his job after making partner at a D.C. law firm. Rob shares his portfolio allocation, his thoughts on what it means to "retire," how much money one needs in retirement, and how much to save along the way. We also talk about the small choices of saving and investing that are instrumental to a life of financial success.

Transcript

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0:00.0	In 05, we had a mortgage, a home equity line of credit, credit cards, car loan, student loans, but we started
0:06.4	saving more and we stopped going into more debt and I got rid of the country club membership and I sold my
0:10.9	watch and you know sort of divested myself of all of the
0:14.8	silliness at least it was silly for me I want my freedom I don't I don't want
0:20.2	an expensive country club membership or an expensive watch or I want to buy my freedom.
0:25.6	We've got one life to live and I want to live it on my terms.
0:31.5	You're listening to the Millionaires Unvealed Podcast, where you'll hear the stories and
0:36.8	interviews of everyday millionaires.
0:39.8	We'll unveil their decisions, their strategies, and their current portfolio. unveiled their
0:44.0	current portfolio allocation.
0:46.0	Now to your hosts, Clark Sheffield and Jace Mattson.
0:50.0	Hello and welcome back to another episode of the Millionaires Unveiled
0:54.1	podcast where we tell the stories and strategies of everyday
0:56.7	millionaires and unveil their current portfolio allocations.
1:00.3	The Clark here alongside my co-host Jace and this is episode number 107. On today's show we have Rob. He's an author of the new book titled retire before mom and dad. He talks about his journey to financial success, including a successful
1:15.5	financial blog. He also talked about his successful career in law, eventually quitting
1:20.4	his job as a partner at the law firm so an interesting interview with him
1:24.4	where we discuss new ideas and financial concepts just as a quick review on last
1:29.1	week's show we had Justin he has a current net worth about 4.5 million. He's invested primarily in real estate but also has some experience in oil and gas.
1:37.0	And he too was actually a corporate lawyer, but has since gone off on his own after just two years,
1:42.0	realizing that that wasn't for him and he now has
1:44.7	real estate and collects over $50,000 monthly in rental income.
	...

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