Jeff, the wealthy custodian, has worked at the same school district for over 30 years. His max salary was 47K, and he has a net worth of over 1M which excludes his pension of over several hundred thousand. He is 55 years old and discusses all things portfolio allocation, the value of one’s time, and the joy of simple living. Jeff also shared advice on creating assets that cash flow, why material items and money don’t define you, and the importance of consistent investing and taking chances when opportunities arise. This is the second interview with Jeff, the first, which discusses more of his background and story was released as episode 47.
Gender 55
Age Male
Profession Custodian
Net Worth 1.0M
Household Annual Spending 22K
Range of Annual Income 30-47K
Kevin MU ep 169 says
Hey Jeff, You mention there is no love between you and a Roth, Can you explain a little more about it? I have the same feelings however I still contribute as a hedge. Roth’s were created solely to get Congress tax dollars today; not 30 years from now. Nothing the government does is in the best interest of the people.
Anonymous says
Hi,
If you would like to give me a call, so we can go deeper into your question.
Talk to you soon,
Jeff York
Redding, Ca
Edit by Clark Sheffield – MU Host – I took Jeff’s number off the comment so he would not get spam. Please email is if you would like to connect with him – millionairesunveiled@gmail.com
Jeff York says
Hi,
You may reach at my email: woaglu1967@snowcrest.net.