4.8 • 872 Ratings
🗓️ 13 December 2021
⏱️ 52 minutes
🧾️ Download transcript
Danielle is a working mother, CPA, and investor! She has a current net worth of 1.3MM and is in her early 30's. Danielle has more than 700K in retirement accounts, 170K in home equity, and 250K in a traditional brokerage account. We discuss her career in public accounting, buying and selling houses (her husband was in the military so they bought and sold often), future financial goals, her investing start from a young age, and financial confidence/happiness.
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0:00.0 | I honestly think that the more our net worth has grown the more we've just learned to be content like there's no |
0:09.0 | Chasing the Joneses or comparison to other people like we just kind of stay in our own lane. |
0:15.0 | We're just simple folk that are happy with what we have and appreciative of it because we |
0:21.8 | obviously realize like this could be taken away or a health scare could happen or you know my husband did a couple tours of Iraq and Afghanistan and so I mean he easily could have lost a limb or lost his health and so we just try to be |
0:35.7 | content with you know with what we have and I think that's where a lot of people a lot of people struggle is they think oh |
0:41.6 | I'll just get to this million or oh I'll get to |
0:43.5 | 1.5 and then I'll be happy and you really just have to learn to enjoy the journey along the |
0:48.6 | way like there's just not a magic bullet that says when you wake up tomorrow and you have a million dollars or a paid off home that you're suddenly going to be happy like you really just have to learn to be content with with the journey. |
1:01.0 | You're listening to the Millionaires Unvealed Podcast, where you'll hear the stories and |
1:07.2 | interviews of everyday millionaires. |
1:10.2 | We'll unveil their decisions, their strategies, and their current portfolio allocation. |
1:16.8 | Now to your hosts, Clark Sheffield and Jace Matinson. |
1:22.1 | Welcome back to another episode of the Millionaires and failed podcast. |
1:25.0 | This is episode number 216. |
1:26.0 | Clark, what's going on man? |
1:28.0 | How you doing? |
1:29.0 | Dude, doing pretty well. |
1:30.0 | It's going on with you. |
1:31.0 | Man, just getting ready for the Christmas festivities here shortly and you're in. Man, just getting ready for the Christmas festivities here shortly and year in, you know, it's a great time |
1:36.4 | of year, some of my favorite time of year, what about you? |
1:38.4 | Yeah, the best time of the year, right? |
1:40.4 | Yeah, same here. |
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