4.8 • 872 Ratings
🗓️ 22 May 2023
⏱️ 48 minutes
🧾️ Download transcript
Joe and Ashley have a net worth of $1.7 million. Half is in real estate which includes a paid for house, 25% in retirement and 25% in other investments. What started as a pipe dream is reality now as they have been living in Hawaii for the past couple of years. Joe is taking a mini retirement after working as an accountant in Private Equity Administration. Ashley still works in Private Equity Administration as an accountant.
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0:00.0 | we didn't want to be like relying on that income. |
0:04.5 | So we really focused his income on paying off the mortgage and then that |
0:10.0 | freed us up to do all kinds of things, like we moved to Hawaii for almost two years, and to also have |
0:18.9 | him take this like mini retirement and step away from that work that was so crazy. |
0:24.2 | It's kind of like going through a career transition where he's going to be doing something else entirely. |
0:30.0 | So reducing our monthly expenses was the goal and then we did that and then that really |
0:34.8 | freed us up. Our younger selves would never believe that this is our life right now. |
0:40.5 | While we are saving money and putting money away for the future, we're also trying to enjoy |
0:46.6 | our lives as much as we can. That's why we're here in Hawaii right now and trying to give our |
0:51.7 | kids on these awesome adventures. |
0:55.0 | Welcome millionaires and future millionaires. |
0:58.0 | You're listening to the Millionaires Unveale Podcast, |
1:01.0 | the show where you'll hear the stories and interviews of everyday |
1:03.9 | millionaires will unveil their decisions, their strategies, and |
1:07.7 | their portfolio allocations. |
1:10.3 | Now to your host, Jayce Mattingen. |
1:18.0 | Welcome back to another episode of the Million Years of Vaud Podcast. This is episode number 295. |
1:21.0 | Stace, what's going on? How are you doing great over here? How are you? Doing great. We just had our |
1:27.8 | daughter's graduation this last week from preschool, which I don't know about you, |
1:33.0 | but in my day, we did not have these kinds of ceremonies |
1:36.8 | and graduation spectaculars and whatever it is |
1:39.9 | for preschool or elementary or any grade, really really other than probably high school. |
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