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Millionaires Unveiled

362: Net Worth Of $2.6M - How Becoming A Millionaire Changed My Life, My Mindset and My Purpose

Millionaires Unveiled

Jace Mattinson

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

4.8872 Ratings

🗓️ 17 June 2024

⏱️ 38 minutes

🧾️ Download transcript

Summary

Summary

In this episode, CJ shares his background and current net worth of $2.6 million. He discusses his asset allocation, with the majority of his investments in retirement accounts, property, taxable brokerage, and cash. CJ explains that he primarily invests in index funds and shares his journey from individual stock picking to becoming a lazy investor. He talks about making his first investment a couple of years after college and being inspired by successful colleagues. CJ also mentions his early savings habits and the importance of financial literacy.

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Transcript

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0:00.0

this is it this is what I'm going to do I'm going to save and save them invest and I'm going to retire early.

0:05.7

And so that was that was probably like three three four years. I was just on this like go go go and then at some point when I hit the

0:16.3

million dollar mark this was around age 40 at the million dollar mark and I was

0:22.2

like well this for now like I got to Mark and I was like, well, this is four now.

0:24.5

Like I got to this milestone and life didn't really change all that much.

0:29.8

And so I had to kind of dial it back and like refocus and figure out what my actual purpose was.

0:36.8

And so now I feel like I have the education.

0:40.8

Like I understand how to save and why I'm saving and that end goal is

0:46.3

become a lot less important I guess now.

0:48.8

Welcome millionaires and future millionaires. You're listening to the

0:52.6

millionaires unveiled podcast. The show where you'll hear the stories and

0:56.2

interviews of everyday millionaires will unveil their decisions,

1:00.0

their strategies, and their portfolio allocation.

1:03.8

Now to your host, Jayce Mattingen.

1:11.6

Welcome back to another episode of the Millionaires

1:13.3

and Velve Podcast. This is episode number 362. This is Jase here,

1:17.7

your host of the Millionaires-In-Vale Podcast with my lovely co-host,

1:22.0

Stacy.

1:22.8

Stacy, how's it going?

1:24.8

Hey, Jase, and happy Father's Day to all Father's and Father figures.

1:30.8

Yeah, it's been quite the, quite the remarkable weekend.

1:34.3

The first time being a father of five, celebrating a little.

...

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