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Millionaires Unveiled

149: Net Worth of 1.3M - Black Single Mom, Never Made Six Figures

Millionaires Unveiled

Jace Mattinson

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

4.8872 Ratings

🗓️ 31 August 2020

⏱️ 54 minutes

🧾️ Download transcript

Summary

Jackie has a net worth of $1.3MM and recently retired from her corporate job. She has a fantastic story of determination and focus to become financially independent/free. Jackie talks about her upbringing in poverty, being a first generation college graduate, having a daughter, and working in corporate America. She has almost $1MM in retirement accounts and about $140K in her HSA. Check out her website at http://moneyletters2.com/ and the video below.

https://www.marketwatch.com/video/divorce-inspired-this-woman-to-learn-about-money-and-she-retired-early/8FA5FFFE-3517-4BCC-8DF7-56C1812D2977.html

Email us at - [email protected]

Website - www.millionairesunveiled.com

Twitter - @Mill_Unveiled

Transcript

Click on a timestamp to play from that location

0:00.0

Yeah, I grew up in poverty. I was raised by a single dad with six kids and I just remember that money was always so tight. We never had enough and I just remember thinking over and over again that when I got older I didn't want to live like this. I didn't want to be poor.

0:22.0

You're listening to the Millionaires Unvealed Podcast, where you'll hear the stories and

0:28.0

interviews of everyday millionaires.

0:31.0

We'll unveil their decisions, their strategies, and their current portfolio allocation.

0:37.0

Now to your hosts, Clark Sheffield and Jace Matinsen.

0:42.0

Welcome back. and Jace Mattson.

0:47.0

Welcome back to another episode of the Millionaires Invote Podcast. This is episode number 149.

0:49.0

Clark, how you doing what's going on in your world?

0:51.0

Good, doing well. Not much.

0:52.0

We had a few interviews

0:52.7

we had a few interviews interview Dave Ramsey see what the C-O-O-O- right? Yeah former

0:58.5

C-O-O-O-O-O- was with Dave Ramsey about 15 years so that was an interesting interview about what it's like to work for him and some his allocation and net worth so that was a pretty interesting interview I thought.

1:09.0

Yeah, no it's great. We got a ton of good ones in the pipeline and can't rate you know every single

1:13.6

one of these even the one today super excited about you know it's gonna be her

1:17.7

name is Jackie she's a single mom just recently retired at 49 from corporate

1:21.9

America net worth is 1.3 million recently retired at 49 from Corporate America.

1:23.0

Net worth is $1.3 million.

1:25.2

She's got about 700K split in her 401k

1:28.6

between four mutual funds.

1:30.6

She has about $215,000 in a single stock portfolio consisting of Apple, Berkshire, and Abbott

1:35.8

and some other stocks and about 120,000 in some home equity.

1:39.6

Last week we had Nathan, he's an entrepreneur with the net worth of over 1 million dollars he's pretty

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