16: Net Worth of 2.0M - Retired at 33

Millionaires Unveiled

Jace Mattinson

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

4.8 • 872 Ratings

🗓️ 12 February 2018

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Justin retired at the age of 33 with 1.3M. He has a current net worth of 2.0M. 90% of his money is invested in index funds with 50% of that being in U.S. funds, and 50% in international funds. Besides a small percentage of his net worth in a REIT, Justin has no other real estate investments. He and his wife both worked corporate jobs and maxed out their combined income at 140K. They both worked for 10 years before retiring, and have no plans to return to the workforce.

Transcript

Click on a timestamp to play from that location

0:00.0	You're listening to the Millionaires Unveiled Podcast, where you'll hear the stories and
0:06.0	interviews of everyday millionaires.
0:09.1	We'll unveil their decisions, their strategies, and their current portfolio allocation.
0:15.0	Now to your hosts, Clark Sheffield and Jace Matinson.
0:20.0	Welcome to the Millionaires Unveiled Podcast. This week has been monumental for the
0:26.9	podcast. Last week we mentioned that we had just had an article released on
0:31.2	Business Insider and for those of you who haven't seen it yet
0:35.6	it's entitled we have interviewed nearly 50 millionaires about how they invest their money and here
0:41.5	are five strategies anyone can implement.
0:44.8	And in that article we kind of just go briefly over shifting your emphasis from vertical
0:49.6	to horizontal income using the 20-20 rule. Starting early and taking on all
0:53.4	starting early and taking risks
0:56.2	taking advantage of tax-free wealth building and
0:59.4	reviewing the tax allocation of your assets annually. I had a lot of really good feedback on it.
1:05.1	In fact, we've had several new listeners because of the article and some of you listeners have
1:09.4	reached out. We've actually been able to schedule some meetings,
1:13.0	some calls with some of our listeners,
1:14.5	and that was such a treat this week,
1:16.4	to talk to some of y'all and to get to know you
1:19.2	a little bit better and kind of get your input on the show.
1:21.7	And we're definitely to take some of those
1:23.2	suggestions to hard and try to implement some of those.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Jace Mattinson, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Jace Mattinson and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.