PLAY PODCASTS
173: Net Worth of 8.3M - "I'm a Big Believer in Businesses" - No Stock Market or Real Estate Investments

173: Net Worth of 8.3M - "I'm a Big Believer in Businesses" - No Stock Market or Real Estate Investments

Millionaires Unveiled · Clark Sheffield, CPA and Jace Mattinson, CPA / Planet Money / Listen Money Matters

February 15, 202148m 46s

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Show Notes

Caleb has a current net worth of over eight million dollars. He has about 800K liquid in primarily cash and the remainder in his small business (7.6MM) of which he owns 100%. He has no stock market or real estate investments and has chosen to put most all of his net worth into his business. Caleb is passionate about four things in the financial process that can help make one successful 1) Clarity on what you want, 2) Efficiency - optimizing cash flow, 3) Consistency and 4) Use the money wisely to help you now and in the future.

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