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91: Net Worth of 650K - 33-Year-Old Sales Manager on FIRE

91: Net Worth of 650K - 33-Year-Old Sales Manager on FIRE

Millionaires Unveiled · Clark Sheffield, CPA and Jace Mattinson, CPA / ChooseFI / Stacking Benjamins

July 22, 201941m 7s

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Show Notes

Todd, a 33-year-old sales manager (wife works in project management), shares his story and investment allocation. He and his wife have a current net worth of $650K with $525K invested in equities. Of the $525K, roughly 70% is invested domestically, while 30% is invested internationally. Todd also discusses changing one's investment allocation over time, living in a high cost of living area, and what FIRE means for him. He also shares that they spend about $100K annually.