Feb 27, 2023
Lauren has a current net worth is $3.1 million. She's in her 50's and works in the Art industry with her husband and invests in Real Estate.
She has 135k in cash, a Roth with 320k, 350k in a 401k, a HSA with 38k, a 529 with 104k, 600k in a self storage facility investment, just over 600k in equity in short term...
Feb 20, 2023
Brad has a current net worth of $2.0+ million and is the new co-host of the podcast. He owns an advertising company but has done all sorts of things from selling time shares, working at Best Buy. He went to law school but never practiced law. He also played golf in college. At 28, he had 500k in school loans and had a...
Feb 13, 2023
Danielle has a current net worth is $1.3 million. She is in her early 30's and works in public accounting. Her husband is former military and currently stays home with their children.
*710k in retirement accounts between a 401k & Roth
*170k in equity in her primary residence
*250k taxable brokerage
*HSA of 10k
Feb 6, 2023
This week we have Kristopher. He is in his early 30's. He has a net worth of $1.1 million. He is a Senior Software Engineer. He has 160k cash, 17k in a 529 account, 930k in equity investments, 30k is in his HSA, 290k traditional, 375k roth, 235k brokerage. He also has some unvested RSUs valued at 740k.