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Millionaires Unveiled

281: Net Worth of $1.3M - "Be Content with the Journey"

Millionaires Unveiled

Jace Mattinson

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

4.8872 Ratings

🗓️ 13 February 2023

⏱️ 47 minutes

🧾️ Download transcript

Summary

Danielle has a current net worth is $1.3 million. She is in her early 30's and works in public accounting. Her husband is former military and currently stays home with their children.

*710k in retirement accounts between a 401k & Roth

*170k in equity in her primary residence

*250k taxable brokerage

*HSA of 10k

*529 of 123k

*55k cash

www.shopify.com/unveiled

Transcript

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0:00.0

When I was growing up, I thought a million dollars was a lot.

0:02.5

Now I kind of feel like, oh, this, you know, we're just getting started.

0:04.8

Like we need much bigger wealth for this.

0:07.0

But yeah, I would definitely like a nice lake house, a nice boat.

0:11.6

I am a big entertainer, I always want you know people to come over and feel

0:16.8

welcome and in all of that so that's probably my my main goal for now maybe we'll have some some land in the future too and a bigger house and much much further down the road if my kids get married or have you know kids of their own it would just be nice to have a good place for everybody

0:34.4

to always be able to come home to I'm self-admit that I'm a warrior so it's definitely

0:39.5

something that you work hard for your money I mean you work lots of hours to bring home a paycheck

0:44.8

and I don't just want it to fritter away.

0:47.0

I want it to work as hard as possible

0:48.7

and be as optimized as possible so that we don't,

0:51.8

you know, have nothing to show for it at the end of our

0:54.0

working life the more our net worth has grown the more we've just learned to be

0:59.0

content when you wake up tomorrow and you have a million dollars or a paid off home that you're suddenly going to be happy,

1:05.6

like you really just have to learn to be content with the journey and not assuming that you can just flip it on once you reach the destination.

1:14.0

You're listening to the Millionaires Unvealed Podcast,

1:18.0

where you'll hear the stories and interviews of everyday millionaires.

1:23.1

We'll unveil their decisions, their strategies,

1:26.8

and their current portfolio allocation.

1:29.9

Now to your hosts, Clark Sheffield and Jace Mattson.

1:34.0

Welcome back to another episode of the Million News and Vale

1:38.9

podcast. This is episode number 281.

...

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