284: Net Worth of $7.2M - IRS Tax Audit, Generational Wealth & Real Estate with a Retired Banker & Salesman,
Millionaires Unveiled · Jace Mattinson, CPA - Personal Finance/Listen Money Matters
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Show Notes
Roger is a former banker, saleman and stay at home dad. He is in his late 60's. Most of his wealth has come since he was in his late 50's until now. He has a current net worth of $7.2 million.
~25% is in Notes.
~75% in equity in Real Estate.
35k monthly income with ~23k a month from real estate and ~12k from notes
He also has 25k cash, 25k in T bills, 46k in a HSA.
We discuss IRS tax audit, his unique approach to renting to tenants and generational wealth amongst other topics.
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