May 30, 2023
Kevin has a net worth of $3.5 million. He is in his early 50's and works in corporate America his whole career in the Consumer Packaged Goods Industry. His house is paid off and worth about 850k. He has ~$1.2 million IRA, 450k in a 401k and another 400k in a brokerage account, 50k in cash and 70k in an IRA BDA, 200k...
May 22, 2023
Joe and Ashley have a net worth of $1.7 million. Half is in real estate which includes a paid for house, 25% in retirement and 25% in other investments. What started as a pipe dream is reality now as they have been living in Hawaii for the past couple of years. Joe is taking a mini retirement after working as an...
May 15, 2023
Stu has a current net worth of $3.7 million. He is in his early 40's and works as a firefighter and his wife is a nurse. 29k TFSA 25k Education Savings Account. Pension 200k Wife Pension 60k Cash 45k. Real Estate equity $3.36 million.
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May 8, 2023
Robert is in his early 50's and has a current net worth of around $3.5 million. He has $2.1 million outside of his pension. 400k of that is a paid for house and the rest is across other assets in retirement accounts and a few other investments. His pension may be worth anywhere between 600k to $2.0 million so his range...
May 1, 2023
Doc G has a current net worth around $10 million. This is all in the stock market now and his primary residence. He sold all of his real estate in the past couple of years and wrote a book. We discuss his journey into retirement from being a full time physician and what his life and outlook is like now.