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197: Net Worth of 1M – Married Couple – “Sometimes We Aren’t on the Same Page”

August 1, 2021 by Millionaires Unveiled Leave a Comment

Millionaires Unveiled
Millionaires Unveiled
197: Net Worth of 1M - Married Couple - "Sometimes We Aren't on the Same Page"
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Graham and Abby are married with three children (including one with down syndrome) and have a net worth of just over one million dollars. They share their millionaire success story which includes investing early in retirement accounts, paying off debt, and frugal living. Together they have about 625K in the stock market (retirement accounts, HSA, ESA, etc..) and a paid for house valued at 275K. Graham and Abby discuss working together as a couple, paying off debt, and the question of whether they worry about money.

Gender               Male and Female Couple                                                                     

Age                    43 / 33                                                          

Profession          Project Manager for IT Healthcare Company                                                                

Net Worth         $1 Million                                                                   

Allocation                                                                                                

              Retirement Accounts     548K                                                              

              Non Retirement Accounts       80K                                                                

              Home Equity      274K                                                              

              HSA       12K                                                                

              529/ESA              40K                                                                

              Cash      60K                                                                

Investment Philosophy                Primarily Index Funds (home paid for)                                                             

Age Became Millionaire               43                                                                   

Household Annual Spending       40k                                                                 

Range of Annual Income             32k-140k                                                                     

Financial Goal                               Retire in 15 years                                                                          

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