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Millionaires Unveiled

30: Net Worth of 3.3M - From Marriage to Millionaire

Millionaires Unveiled

Jace Mattinson

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

4.8872 Ratings

🗓️ 21 May 2018

⏱️ 36 minutes

🧾️ Download transcript

Summary

Meg and her husband have a current net worth of 3.3M. Both of them are bankers, and were savers/investors prior to being married (she had a net worth of 900K, and he 100K). They have about 1M in stocks/bonds and 1M in real estate. She discusses investing in real estate via syndications vs. buying/managing your own property. Meg also unveils her three legged stool investment approach and discusses a couple of her financial mistakes.

Transcript

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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.

0:15.8

Now to your hosts, Clark Sheffield and Jace Matinson.

0:21.3

Welcome to the Millionaires and Villed Podcast. Before we get into our episode today,

0:25.2

I just wanted to thank all of our listeners. Really appreciate the support. You know,

0:29.1

the show has really gone off to a great start and we continue to grow and we've got a really a lot of fun

0:34.8

things up and coming in the near future for the summer and coming into the fall.

0:39.7

Also if there's anything you'd like to hear that we're not asking some of these

0:44.3

millionaires some questions you'd like answered or something maybe we're not

0:47.4

building on please reach out to us we'd love to hear from you we'll work we

0:51.6

continue to work on other things with the

0:53.6

podcast, audio quality, we're adding some rapid-fire questions, and we've also

0:58.4

have a lot of new professions build up. So we have some exciting interviews coming

1:01.7

up in the next couple months and we look

1:04.4

forward to sharing them. So without further ado let's get into the interview.

1:07.2

Welcome to the Millionaires and Villed Podcast. Today on the show we have Meg.

1:10.9

Meg do you want to just give us a little about your background and what you're up to now?

1:14.9

Sure, absolutely.

1:15.9

Hi guys, I'm Meg and I'm a 30-something banker living in a major city in Texas.

1:22.4

My husband is also a banker. We met at work and we've both kind of moved up the ladder in banking and really tried to maximize our incomes there and our savings rate as well. I've invested in some

1:35.8

residential real estate in my 20 years prior to getting married and so those are really

...

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