Some of our clients go through an IPO and come out the other end financially independent. Thirty-five years old, with $10M in the bank? Check. (Technically, not the bank, but a broadly diversified, low-cost portfolio. At least, that’s the hope!)
Continue readingLive Off a Combination of Investment Income and Job Income, and Put Less Pressure on Both.
You’re in your 30s or 40s (and heyyyy all of you inching over the line into your 50s). You have what sounds like a lot of money. But when you think about the fact that you might live for another 50 or 60 years? It starts to sound like maybe not that much money.
Continue readingLiving Off Your IPO Wealth Starting in Your 30s or 40s. Key Word? Flexibility.
I was recently talking with a couple who had significant wealth from a successful IPO a few years ago. (Ahhhh, those were the days.)
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