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244: Net Worth of 7M - What Will You Do With All that Money?

244: Net Worth of 7M - What Will You Do With All that Money?

Millionaires Unveiled · Clark Sheffield, CPA and Jace Mattinson, CPA / Personal Finance / Investing

June 20, 202253m 34s

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Show Notes

Adam has a net worth of 7M, the bulk (5M+) of which is in retirement (1.5M+) and non-retirement (3.5M) accounts invested in the stock market. We discuss his entire allocation as well as his previous vs. current stock vs. bond split. He has a primary home worth about 1.5M and his first million came at age 32. Adam also shares his plans for the future, whether he budgets, how much cash he holds and why, and whether he ever thought he'd reach this level of net worth.