Apr 5, 2021
Harry has a net worth of 1.8MM. He was active duty in the army for ten years and served in the reserves for an additional 20+. He is invested primarily in index funds spread between both domestic and international holdings. Harry discusses saving and investing money and encourages all to invest even just a little; he...
Mar 29, 2021
Dan is a refugee with a current net worth of 3.8 million. He came to the U.S. at the age of 17 years old with $10 in his pocket. He obtained a marketing degree, found a job, and ended up staying with the same company for 34 years; he is recently retired. He became a millionaire at age 55 and has a significant amount of...
Mar 22, 2021
Will has a current net worth of 1.3M, of which 300K is his paid for house. Of the remaining amount, most of it is invested in the equity markets split 65% in domestic stocks and 35% in international stocks. We talk with Will about his decision to pay off or not pay off his primary home, career advice and accepting new...
Mar 15, 2021
Chad is an elected city treasurer and small business owner; he works as a financial fiduciary. As the city treasurer, he manages a 360MM investment account. He discusses his investment mindset for both his personal and city investments, including having a long-term approach. Chad also shares what to look for when hiring...
Mar 8, 2021
Jason is a college professor with a current net worth of 625K. He is 47 years old, married, and has one child. Together with his wife they had about 280K in student loans - Jason shares his advice for how to pay them off, why to avoid them at all costs, and how he was able to not be discouraged while paying them off. He...