305: Net Worth of $8.2M - Making $2 million in 2 Days

Millionaires Unveiled

Jace Mattinson

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

4.8 • 872 Ratings

🗓️ 31 July 2023

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

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Summary

Xerxes has a current net worth of $8.2 million. He is in his mid 50's and is retired but still actively manages his portofilio. Prior to retiring he worked mainly in sales but held other jobs and positions as well. He has a little over $2 million in real estate between a personal home, vacation property and a commerical building. $5+ million is in his Traditional IRA, 450k in his Roth and the rest spread amongst several investements and a little bit of cash.

Transcript

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0:00.0	I love your show by the way I learned from every single guest I pick up nuggets I don't necessarily agree with everyone's strategy and I'm sure they don't agree with mine but I would say that it's been one of the best podcasts I've ever tapped into because I get so many
0:15.9	different perspectives and that's why I'm here because I think this is a really nice golden
0:21.0	nugget that doesn't really apply to everybody but it can benefit some people because it's sort of a hidden secret in an IRS rule.
0:28.0	I'm like you know I'm not going to want to raise the bar on my lifestyle. I just don't want to be somebody's slave anymore. I just want to hang it up and enjoy life because it's short. So he said, yep, you can do it. You can make more than what you make now and still not deplete the principle and be okay.
0:45.8	Welcome millionaires and future millionaires.
0:48.8	You're listening to the Millionaires Unveale Podcast, the show where you'll hear the stories and interviews of
0:54.3	everyday millionaires will unveil their decisions,
0:57.4	their strategies, and their portfolio allocations.
1:00.3	Now to your host, Jayce Mattingen.
1:05.0	Welcome to the Millionaires-Inve- Podcasts.
1:08.0	This is episode number 300 and 5. St five stays you've been thinking about this all
1:15.6	week how would you what's going on in your world no I haven't been thinking about it
1:20.6	all week but I think we need to clear the air because we got in
1:25.8	trouble last you got in trouble it's your podcast I'm guilty by association
1:30.7	but I think we should clear the air. We got in trouble for the audio on the intro last week.
1:38.0	Why don't you spill the beans?
1:40.0	I know, sorry everybody. I'm going to hold myself more accountable Stacy too because she's
1:45.1	gonna be permanent fixture on this podcast so hopefully we're trying to negotiate
1:49.6	still trying to bring her in everybody keeps asking for for her. You should see the reviews, the
1:54.2	emails I get. They're all asking for you. They really are. I've showed you.
1:58.0	That's ridiculous. I have no idea what I'm doing. I'm a complete amateur.
2:03.0	Says the one who's actually had formal media and communication training and
	...

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