Ron has a current net worth of 1.35M, about 960K of which is invested in the stock market. He talks about discovering financial accountability and gaining control of his finances. He also shares what helped him to be a millionaire, his asset allocation, using a financial advisor, speaking with your kids about money, and more.
Gender Male
Age 50’s
Profession IT Engineer
Net Worth 1.35MM
Allocation
Retirement Accounts 800K
Non Retirement Accounts 25K
Home Equity 320K
Other Real Estate
HSA
529 120K
Small Business
Cash 70K
Other
Age Became Millionaire 48
Household Annual Spending 24K + mortgage
Range of Annual Income 160K-230K
Financial Goal $2.5 Million
Ron, thanks for sharing your story. I appreciate your candor about getting your financial life in order as I’m trying to do the same. As such, I resonated with your message. Thanks!
Thanks, Jeremy – Since I talked to the hosts, our net worth has continued to increase, investments now over 1.1m – I really think the automate/set/forget with a portfolio that is simple to understand is a great approach….
Thanks Ron! Great Interview!