16: Net Worth of 2.0M - Retired at 33

02/12/18 • 40 min

Justin retired at the age of 33 with 1.3M. He has a current net worth of 2.0M. 90% of his money is invested in index funds with 50% of that being in U.S. funds, and 50% in international funds. Besides a small percentage of his net worth in a REIT, Justin has no other real estate investments. He and his wife both worked corporate jobs and maxed out their combined income at 140K. They both worked for 10 years before retiring, and have no plans to return to the workforce.

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15: Net Worth of 3.1M - Early Retirement Now

Ern has a current net worth of 3.1M. Of that amount, 1.2M is invested in mutual funds, with about 1.0M in S&P 500 index funds. He discusses his preference for that fund and why he prefers index funds over actively managed mutual funds. He also talks about deferred compensation (150K) and option trading (650K). Ern also has about 500K in home equity. He provides great advice on when to take risks and discusses the benefits of starting early.

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17: Net Worth of 2.7M - Annual Rental Income of One Million Dollars

This episode features Cory, a financial planner with a current net worth of 2.7M. 90% of his net worth is invested in real estate, primarily in smaller multifamily properties. He currently owns about 120 units - all of which are self managed. One of his first financial goals was to own ten rental properties and collect one million dollars in rent annually. He has since achieved this goal and unveils his route, strategy, and motivation along the way.