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Based on the WSO Dataset, net worth discussions among finance professionals often include details about their career progression, savings habits, and investment strategies rather than specific personal financial breakdowns. For instance, a Private Equity associate who graduated from a target school in 2012, joined a Bulge Bracket bank, and transitioned to PE in 2015 reported a net worth of $263,000 at the beginning of the year. This kind of sharing is typical in the context where professionals discuss their financial milestones and career paths to provide insights or seek advice from peers.
40, a bit over half a million, a third housing a tenth liquid, the rest in tax advantaged retirement vehicles. No debts. I live well though.
200k (USD)
Late 20's
Portfolio Manager
35% locked up in tax advantaged retirement vehicles, rest is liquid cash /investments
Associate/30s/$6.5-7M if trusts count
Parents in 80s Trust is about 12-14M depending on mkt, property assessments, split between 2, but I'm the executor, and we don't touch it. Transferring it mainly to inheritable Roths and Pensions, as well as RE for the step-up provision. Also there are some silent partner investments I'm not privy to that in a separate LLC under the Trust.
Standalone, 200k RE, 250K retirement, 35K brokerage, 25K liquid EF, we owe on one car and some student loans.
Your sister married?
Ha she is.
Real Assets held in irrevocable living trust can no longer benefit from Step-Up in basis starting March 2023 btw, might wanna get that checked out. There are some exceptions and work arounds
Thank you, even if in place with me as the executor as of 2021? I will have to reach out to the CFP's and Estate attorney.
Real Assets held in irrevocable living trust can no longer benefit from Step-Up in basis starting March 2023 btw, might wanna get that checked out. There are some exceptions and work arounds
Real Assets held in irrevocable living trust can no longer benefit from Step-Up in basis starting March 2023 btw, might wanna get that checked out. There are some exceptions and work arounds
Real Assets held in irrevocable living trust can no longer benefit from Step-Up in basis starting March 2023 btw, might wanna get that checked out. There are some exceptions and work arounds
Real Assets held in irrevocable living trust can no longer benefit from Step-Up in basis starting March 2023 btw, might wanna get that checked out. There are some exceptions and work arounds
Real Assets held in irrevocable living trust can no longer benefit from Step-Up in basis starting March 2023 btw, might wanna get that checked out. There are some exceptions and work arounds
Real Assets held in irrevocable living trust can no longer benefit from Step-Up in basis starting March 2023 btw, might wanna get that checked out. There are some exceptions and work arounds
nice try elizabeth warren
What side hussles are you hiding? My accountant/tax lawyer makes sure I'm squeaky clean.
Not hiding anything just giving a silly answer to a silly question
26 / PE / $470k ($175k in retirement / $265k in brokerage / $30k in cash/bonds net of debts)
Congrats dude, seems like you have done really well
Quick question, how did you get your retirement accounts so high?
Thanks man, in banking i was able to max out with my base, then I was able to backdoor roth a big chunk of the bonuses, with the company match I had like 80k put in retirement after the 2 year stint, new gig has a solid match and a profit-sharing component of my salary that goes direct to retirement pre-tax, so been able to sock a lot away. Need to caveat that I was never in NYC so have been lucky to save a good % of my paychecks with the lower COL.
34 - $1.4mm, roughly $400K retirement, rest taxable brokerage.
Per additional requests: ex-IB, ex-PE, current Corp Strat. Roughly $330K comp. No student loans (full ride), no family money.
Late 20s/$700k/in FP&A now
also worth mentioning that I’ve given away ~$50k to various causes since I started working
Congrats- how did you build a 700k NW in FP&A in your 20s?
I didn’t. I made it a long only HF for the first 7-8 years until I got laid off
Nice try fed, I’m still not paying my taxes
Will look forward to updating after this latest run finishes
around 30 or so. Manager in Corp Fin. ~$325k NW. Roughly equally split between RE, 401k, and cash/liquefiable equities.
Feel pretty good about it- Started negative (student loans). Single income family. NW stagnated for a few years in there as I paid out-of-pocket for my MBA. Now I'm aggressively saving- have doubled my NW in the last year and a half, expect to hit $1m in my mid 30s.
How much money do you make? In corp dev?
~200k last year, expecting a promo this cycle that should get me to 275-300k. Have had pretty rapid comp growth- grew from $60k to 100k in the first 6 yrs of my career, and then to 200 over the next two, and as I said I should hit ~300k this next year
These types of questions should really caveat whether they had any student loans / family money to begin with
That's why I put those items in there. People sometimes are embarrassed. I just like to show NW is easier to attain if you have help, so people shouldn't feel behind if they are trying but aren't matching others.
25, IB AS1, ~$275k NW. Roughly $125k in personal brokerage / savings, $130k in retirement accounts, and the rest very conservatively estimated as my equity in my car (relatively sought after, low mileage example that doesn't depreciate currently - am a car guy). Frugal by nature but don't really budget. Goal is ~$1mm by 30, which I don't think will be particularly difficult unless I get laid off and can't get a job for some time.
Graduated college in 2021 with $0 debt, about $0-5k in personal savings, and about $15k in retirement accounts (Roth IRA contributions from internships).
How much money do you make
did 2.5 year as an IB analyst and am now AS1 - my firm honestly pays a bit below street I'd think
I should add that I am extremely fortunate to not have any student debt
26 / Sell Side Trader VP / 350k net worth 60% brokerage 40% retirement (and paid off around 100k in student loans). One upside of Covid was I saved almost all of my money the first 2 years and kept my rent low. I’ve also never touched one of my bonuses besides paying off school so pretty happy with where I’m at.
27/Principal (Real Estate Credit)/NW is about $250k.
Age: 30
Nw: $675 - 700k
About $150k in retirement and rest in brokerage
VP2 in banking. Been in banking since undergrad.
Expect to be @ $850k by end of year (assuming market holds up and I don’t get let go).
31 / unemployed recent MBA grad / ~20K liquid, ~250K in investments. No debt and I've been very frugal outside of my 2 year MBA program (my expenses are super low).
Before business school, 120K / 300K split (funded my MBA with about ~150K of my own money and another ~$25K from my summer internship).
Not doing terrible and may be getting a sizable liquidation from an investment.
Early-to-mid 30s
~$3mm NW, 2/3 brokerage, 1/3 retirement
All self earned, fully paid off loans.
Congrats
That’s a really good NW. can you elaborate more on what got you there? Must have been insane investments
Story is somewhat what you’d expect. Was pretty frugal throughout IB 20s, especially to pay back loans, but always maxed out 401k, invested extra $, etc. Because of frugality I had enough liquidity to take a few heavily concentrated stock positions that I picked up either pre-COVID or at COVID bottom which ended up taking off (a few tech names, one obscure homebuilder that I snagged at the bottom and I hit 25x on).
Hi there -
Would you mind sharing the RE blog? Always looking for good morning readings ... :)
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