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Millionaires Unveiled

205: Net Worth of 1M - "Don't Buy a Timeshare" and No Real Estate Investments

Millionaires Unveiled

Jace Mattinson

Investing, Millionaire, Financialplanning, Business, Self-improvement, Education, Finance

4.8872 Ratings

🗓️ 27 September 2021

⏱️ 49 minutes

🧾️ Download transcript

Summary

Marvin and his wife have been married for about 15 years and have no children. Their current net worth is just over one million dollars, 785K of which is invested in retirement accounts; He also has 30K in home equity. Marvin shares his background which includes joining the military at the age of 17, working in learning and development, and adventure/travel. He also shares advice and insight about paying off personal debt, buying a timeshare, balancing two careers, and more.

Transcript

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0:00.0

My wife and I, we run quarterly meetings where we just come together and just examine everywhere we are, you know, where we're going, we leverage some basic tools like personal capital and we leverage mint and we just we make it a

0:16.0

celebration man well we'll prepare a nice brunch and we'll sit down on the Saturday

0:20.3

afternoon and we'll just pour into the finances and make sure we're

0:25.0

have accounting for every dollar and discussing any particular goals that we

0:28.8

have upcoming.

0:29.7

You're listening to the Millionaires Unveiled Podcast, where you'll hear the stories and

0:37.0

interviews of everyday millionaires.

0:40.0

We'll unveil their decisions, their strategies,

0:43.6

and their current portfolio allocation.

0:46.7

Now to your hosts, Clark Sheffield and Jace Matinson.

0:54.0

All righty, what's going on everybody? Welcome back another episode of the Millionaires on Vail Podcast,

0:56.0

episode 205 here.

0:57.0

This is Clark here with my co-host,

0:59.0

Jace, it's going on.

1:01.0

Anything new in your life?

1:02.0

Not a whole lot, man, doing pretty good. How you doing?

1:05.0

Doing pretty well. We were just chatting a little bit before and we just wanted to play an audio clip or an audio message that we received from Billy.

1:14.0

And so let's play this from Billy and then we'll talk about that.

1:17.0

Hey, what's up guys?

1:19.0

First off, thank you so much for your awesome show.

1:22.0

This, I believe, is my favorite podcast never miss an

1:25.3

episode love Monday mornings and really appreciate you guys one question I have

...

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