Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

247: Net Worth of 9.5M - Investing Through Your Roth IRA

247: Net Worth of 9.5M - Investing Through Your Roth IRA

FromMillionaires Unveiled


247: Net Worth of 9.5M - Investing Through Your Roth IRA

FromMillionaires Unveiled

ratings:
Length:
57 minutes
Released:
Jul 12, 2022
Format:
Podcast episode

Description

TJ has a current net worth of about $9.5M. Although he is very diversified in his holdings, the largest pieces are his ownership in two environmental companies, and a personal hard money lending company. He has about 4.2M in retirement accounts, 1.2M in a traditional brokerage account, and over 2.8M in loans made collateralized by real estate. We discuss investing through his Roth IRA, work/life balance, and financial goals for the future. https://shop.ekster.com/Millionaire
Released:
Jul 12, 2022
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.