Greg has a net worth of 1.9M, 1.2M of which is in different retirement accounts. Besides his paid for house, he has his wife hold no real real estate. Greg discusses paying off his home (15 year mortgage) in seven years and now being completely debt free. He shares how his journey started (via Dave Ramsey) and how he became a millionaire at the age of 39. Greg recently quit his full time job to work just two days a week and no enjoys more freedom and flexibility with his time.
Gender Male
Age 43
Profession Former Corporate Accountant
Net Worth 1.9M
Allocation
Retirement Accounts 1.2M
Non Retirement Accounts 250K
Home Equity 350K
529/ESA 40K
Cash 50K
Investment Philosophy Index Funds
Age Became Millionaire 39
Household Annual Spending 90k-100k
Range of Annual Income 80K – 200K
Financial Goal Not withdraw principal from retirement accounts until age 65
Book Recommendations Total Money Makeover, Simple Path to Wealth, Millionaire Next Door
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