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216: Net Worth of 1.3M - Female CPA Working in Public Accounting

216: Net Worth of 1.3M - Female CPA Working in Public Accounting

FromMillionaires Unveiled


216: Net Worth of 1.3M - Female CPA Working in Public Accounting

FromMillionaires Unveiled

ratings:
Length:
52 minutes
Released:
Dec 13, 2021
Format:
Podcast episode

Description

Danielle is a working mother, CPA, and investor! She has a current net worth of 1.3MM and is in her early 30's. Danielle has more than 700K in retirement accounts, 170K in home equity, and 250K in a traditional brokerage account. We discuss her career in public accounting, buying and selling houses (her husband was in the military so they bought and sold often), future financial goals, her investing start from a young age, and financial confidence/happiness.
Released:
Dec 13, 2021
Format:
Podcast episode

Titles in the series (100)

Millionaires Unveiled interviews and tells the stories of everyday millionaires. We provide detailed insight into their investing strategies and current portfolio allocation. How did they get started? What decisions did they make along the way? How has their portfolio allocation changed, and what are they doing now to not only keep, but also grow, their highly sought after "millionaire" status? From these extensive and thought provoking interviews, you'll be able to assess your current portfolio allocation, learn investing strategies, and join the fast track to financial success.