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85: Net Worth of 1.2M - Teacher with a $70K House

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Manage episode 235725876 series 1922999
Content provided by Jace Mattinson and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jace Mattinson and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This episode features Jerry with a current net worth of 1.2M. He and his wife are both teachers and overcame student debt of almost $50K. At the age of 35, Jerry and his wife had a net worth of zero. Through contributing to retirement accounts and frugal habits, they have become millionaires. Jerry divulges his investment allocation which includes a 529 plan, an HSA, and 925K in the Vanguard total stock market index fund.

  continue reading

376 episodes

Artwork
iconShare
 
Manage episode 235725876 series 1922999
Content provided by Jace Mattinson and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jace Mattinson and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This episode features Jerry with a current net worth of 1.2M. He and his wife are both teachers and overcame student debt of almost $50K. At the age of 35, Jerry and his wife had a net worth of zero. Through contributing to retirement accounts and frugal habits, they have become millionaires. Jerry divulges his investment allocation which includes a 529 plan, an HSA, and 925K in the Vanguard total stock market index fund.

  continue reading

376 episodes

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