Jan 3, 2023
Saul is in his late 40's and works as an IT consultant. He is a newly minted millionaire with a net worth at $1.0 million. He has 412k in retirement between a 401k and IRA. 34k in cash, 227k in home equity, 329k in brokerage. He didn't have much a plan until his mid 40's and lived paycheck to paycheck while keeping up with the Jones for much of his early adult life.