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Millionaires Unveiled

310: Net Worth of $3.5M - Electrical Engineer: "How do I even start?"

Millionaires Unveiled

Jace Mattinson

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

4.8872 Ratings

🗓️ 5 September 2023

⏱️ 48 minutes

🧾️ Download transcript

Summary

Nora has a current net worth of $3.5 million. She is married with no kids and works as an Electrical Engineer. She is in her late 30's. She has 8% in cash, 17% in her tax advantaged, 31% in a taxable, 39% in real estate and then less than 2% in alternatives and the rest amongst some other small asset classes.

Transcript

Click on a timestamp to play from that location

0:00.0

safe, safe, safe, but I didn't know how to invest.

0:04.0

So the first thing that I did, like once we reached like certain amount,

0:11.0

like, was going into a financial advisor. So for almost two years I was paying a financial

0:18.0

advisor which was actually a salesperson at that time. We started very focused and now we are still

0:26.8

focused but now we are working more into enjoying the present rather than just rushing to buy the net's property.

0:36.5

Welcome millionaires and future millionaires. You're listening to the

0:40.4

millionaires Unveale Podcast.

0:43.0

The show where you'll hear the stories and interviews

0:45.0

of everyday millionaires

0:46.0

will unveil their decisions, their strategies,

0:49.0

and their portfolio allocations.

0:51.0

Now to your host, Jayce Mattingen.

0:54.0

Welcome back to another episode of the Million News and V.

0:59.0

This is episode number 310.

1:04.0

Stace, how's going? What's going on in your world?

1:07.0

Everything's great over here. We've got the rest of the kids starting their little

1:12.0

preschool program this week, so it'll be a new life here for a little bit.

1:18.6

Yeah, hope everybody had a great labor day and I guess we're kind of whining down summer which is pretty

1:26.0

spectacular for a lot of people hopefully we get some rain in many parts of the

1:29.7

country. This week we wrapped up our giveaway for leaving a review to win a free box of factor.

1:39.0

So appreciate those that have left reviews and entered that.

1:42.0

You will be notified or maybe have already been notified or maybe have already been

...

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