Jim DahleEmergency Physician and Financial Educator for Medical Professionals

New Millionaire! #millionaire #investing #wealth #finance

Name: New Millionaire! #millionaire #investing #wealth #finance
Uploaded: 2024-10-21T07:00:32Z
Channel: Jim Dahle
Description: This is a YouTube video titled "New Millionaire! #millionaire #investing #wealth #finance" containing an English conversation between two speakers…

21 Oct 2024

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This is a YouTube video titled "New Millionaire! #millionaire #investing #wealth #finance" containing an English conversation between two speakers discussing personal financial milestones, specifically reaching a $1 million net worth excluding home equity, and their investment portfolio. The discussion includes details about their investment choices such as index funds and real estate funds. The video was created in October 2024.

Well, currently I am the director of sales for the White Coat Investor. Previous to my 10 years that I've been working here, I was a social worker. I graduated with my MSW in 2011. My husband is a filmmaker. He graduated with his master's in fine arts in 2009.
And tell us what milestone we're going to be celebrating today.
So we're celebrating that we reached the $1 million in net worth without our home equity last year.
Awesome. A million dollars in investable assets. Congratulations.
Yeah, we're pretty excited about it.
Tell us about your investments. What do you, what do you invest in?
Yeah, so we currently are investing. We have a pretty boring portfolio. We invest in the Total Stock Market Index Fund, the Total Bond Market Index Fund, Total International Stock Market Index Fund, and the Vanguard Real Estate Index Fund. That's it?
That's it. That's all your investments.
And what we're invested in.