318: Net Worth of $5.0M - Yale Dropout to Venture Investing to Military to...

Millionaires Unveiled

Jace Mattinson

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

4.8 • 872 Ratings

🗓️ 9 October 2023

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

Casey has a current net worth of $5.0 million. About 1/3 is in retirement accounts, 1/3 is in a pension and 1/3 is in a Charitable Trust. She is single and hasn't ever been married or have any kids. She has worked in all sorts of different industries and lives a pretty simple life. She started her post high school education at Yale before dropping out and ended up finishing in Colorado before entering the finance world as a VC. She had a stop in the military before working in many other areas.

Transcript

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0:00.0	I designated a 501c3 charity, I have a ongoing, you know, dialogue with them about, you know, the money they're going to get when I eventually die.
0:14.5	And it's fulfilling.
0:15.5	It's a way to see something grow and feel like I've accomplished something.
0:23.9	But in terms of, you know, the question,
0:26.6	okay, what's your net worth target?
0:29.8	It doesn't need to be any more than what it is right now. I mean I do still think I
0:36.7	have this innate like some conscious drive to always be saving and be
0:41.6	frugal and I that's something that I need to work on you
0:44.8	know always I don't need to always pinch pennies especially if I'm giving away
0:50.9	my my if I have left over money at the month I'm giving away my my if I have leftover money at the end of the month I'm giving away I don't
0:56.1	need to continuously being pinched when you're comparing prices shopping at dollar stores
1:00.2	there's something I mean that has a sick like obsession with always you know saving and trying to get the back at the absolute best price.
1:08.0	The next the milestone that also becomes anti-into comactic. So life is more than a number, definitely.
1:17.2	It shouldn't become, it's not the end-all-be-all.
1:20.1	Welcome millionaires and future millionaires.
1:23.0	You're listening to the Millionaires Unveiled Podcast,
1:26.0	the show where you'll hear the stories and interviews of everyday millionaires.
1:30.0	We'll unveil their decisions, their strategies, and their portfolio allocations.
1:35.4	Now to your host, Jayce Matinson.
1:40.6	Welcome back to another Southern Millionaires and Vale podcast. This is episode
1:44.0	number 318. Stace, how are you doing?
1:48.0	Doing great over here.
	...

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