Dec 28, 2020
Jonathan is a financial advisor at Lionsgate Advisors. We discuss the financial planning industry, who needs a financial advisor, and why he believes the industry has a bad rap. Jonathan also shares the importance of having a clear vision and goal for where you want to be. We also discuss the "order of operations"...
Dec 21, 2020
Dan has a current net worth of about 10M, of which 30% is invested in gold and 20% in cash. Dan shares his story about almost going bankrupt in 2008 to working his way out and growing his net worth rapidly. He now focuses on passive income and preserving capital, but shares thoughts on investment risk, taking...
Dec 14, 2020
Chloe works as a nurse and has a current net worth of 640K. Of the 640K, 110K is in cash and the remaining 510K is invested in the stock market. Chloe discusses her background which includes earning scholarships and grants while attending a public school and incurring no student loan debt. She shares mistakes and advice...
Dec 7, 2020
David has a current net worth of 6.4M. Of the 6.4M, about 3M is in real estate, and 3M in retirement accounts between both his and his wife's IRA. He recently retired and has several rental properties. David had an initial net worth goal of 5MM when he was first married and has now shifted to focusing on passive income...