Money Guy Show VanLife Millionaires Are Leaving MILLIONS On The Table | Making a Millionaire
Mar 3, 2025
Explore the unique journey of a couple who embraced a frugal lifestyle, achieving retirement at 54. They share insights on the emotional challenges of investing, navigating market volatility, and the complexities of transitioning from van life to homeownership. Discovery of effective tax management and retirement planning is highlighted, along with purposeful wealth strategies that emphasize generosity and creating meaningful legacies. Their experience encourages setting financial goals while enjoying the rewards of hard work.
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Frugal Habits
- Robert and Kerry booked inside cabins on cruises, hoping for upgrades, and avoid drink packages.
- They prioritize experiences over luxury, even donating plasma for extra cash.
Van Life to House Life
- Robert and Kerry sold their seven-figure house and lived in a van for two and a half years.
- They recently bought a new house and car due to the arrival of their second grandchild.
Untouched Investments
- Robert keeps a mostly untouched Vanguard account funded from a previous advisor's poorly managed assets.
- He rarely sells these holdings except for charitable donations or occasional purchases like a car.