4.8 • 872 Ratings
🗓️ 25 November 2019
⏱️ 51 minutes
🧾️ Download transcript
Jeff has a current net worth of four million. He has about one million in retirement accounts, two million in after-tax investment accounts, 500K in his primary residence, 300K in a rental property, and 300K in a small business. We discuss market investing including managing short-term capital gains and which stocks to buy. Jeff also shares his thoughts on retiring early and managing one's finances throughout life.
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0:00.0 | But in 99 my wife was diagnosed with leukemia and I take that back that was 2,000 she was diagnosed with leukemia she passed away in 2001 |
0:11.0 | I didn't have much in life insurance had a little bit. It was just enough to pay off |
0:16.0 | some bills, but really not all that significant. And really that was more of a watershed moment |
0:21.7 | for me in 2001 when she passed away when I started |
0:24.6 | realizing tomorrow is never promised. |
0:27.6 | You can't take people or things in your life for granted. |
0:30.9 | That's when I started really thinking, okay, there's got to be something more out there. |
0:35.0 | I can still plan for the future, but I'm still going to live in today, but I'm also going to plan very hard for the future, |
0:41.0 | so that way whenever we do have the opportunity to |
0:43.7 | retire that we're going to be able to and truly be able to enjoy life because |
0:47.3 | again tomorrow's never promised. |
0:49.4 | You're listening to the Millionaires Unvealed Podcast, where you'll hear the stories and interviews of everyday millionaires. |
0:58.0 | We'll unveil their decisions, their strategies, and their current portfolio allocation. |
1:05.0 | Now to your hosts, Clark Sheffield and Jace Matinson. |
1:10.0 | Welcome back to another episode of the Millionaires Unveiled Podcast, where we tell the stories and |
1:17.5 | strategies of everyday millionaires and unveil their current portfolio allocations. |
1:22.4 | This is episode |
1:23.0 | number 109. This is Clark here alongside Jase. |
1:27.0 | How you doing man? |
1:28.0 | I'm doing great man. How you doing? |
1:30.0 | Good good. We're talking a little bit before the show here about Charles Schwab and TD Ameritrade, right, and a potential merger? |
1:37.0 | Yeah, I think that's going to be pretty crazy. I think you know you got these other discount, it's almost like a race to the bottom right to |
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