This is a YouTube video titled "#Millionaire Financial Planner" containing a conversation between two speakers discussing one speaker's financial milestone of accumulating $1.35 million in assets about 13-14 years after school, including details about cash, investment portfolios, and retirement accounts. The speakers are not identified as Jim Dahle.
What I do for a living is I'm a financial planner.
Okay. And tell us what milestone we're celebrating today.
So I am over 1 million, $35 million as of today.
Very cool. You're a millionaire.
Yes. Happy to claim that.
Congratulations.
Very proud of you.
Okay. Very cool. But overall, you're 13, 14 years out of school, you're a millionaire. 1.35 million. And that's pretty awesome.
Cash as of today is about $300,000. Investment portfolio is about $800,000, including 401 s Roth IRAs, rollover IRAs, and then have about $50,000 in a whole life insurance policy, about $50,000 in a retirement annuity from a previous employer, and that's about it.
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