248: Net Worth of 3.5M - Credit Card Points and Real Estate Syndications

07/18/22 • 42 min

Bob has a current net worth of $3.5M. Of that, he has over 1.5M invested in various retirement accounts, and 600K in real estate syndications. His biggest stock holding is Microsoft, of which he has 145K. Bob discusses credit card rewards and point spending, how he reached his first million at age 38 and his immigrant story with a burning desire to succeed.

www.gusto.com/unveiled

www.gusto.com/unveiled

Previous Episode

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

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

Next Episode

249: Net Worth of 6.5M - 35 Duplexes, 25 Houses, and Some Multifamily

Zach has a current net worth of 6.5M which is comprised of almost all real estate including 35 duplexes, 25 single family houses and some multifamily. We discuss how he started in real estate (which included working as a broker and finding investment opportunities for other investors), the typical numbers on one of his single family rentals, mistakes made and general advice to someone who wants to get started in real estate.

www.chime.com/millionaire

https://shop.ekster.com/Millionaire