Investing in the stock market is extremely important, especially when planning for retirement. In this video I reveal my entire investment portfolio strategy, where I go over all my investments, net worth, and goals. And how my wife and I should reach financial independence and possibly retire early (FIRE) And building a well balanced investment portfolio is key if you want to build wealth, or just want to retire happily.
00:00 – Start
00:30 – Banks We Invest With
00:57 – Vanguard 401k
2:31 – LifeFund 401k
3:19 – My Accounts
3:37 -Merrill Edge IRA
5:48 – Merrill Edge Cash Management
6:35 – Fidelity 403b
7:47 – Wealthfront
9:23 – Other Stocks
10:10 – Invest More?
10:44 – We’re Boring
11:21 – Net Worth & Goals
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39 comments
Schwab has a service/product that operates similar to Wealthfront. The fee structure is different. Schwab doesn't charge a fee. They keep a larger portion in cash and keep the spread, which lately is quite small. All told, you have a pretty good financial head on your shoulders, pal.
Great job Dustin, if it's good to be boring at something, it should be at investing
Less waller’s wallet more waller’s pack.
Not bad idea to start an onlyfans btw
Yoo forget the portfolio, drop the diet and workout routine haha💪🏼 nice video
Great video! I agree about paying off your home. I am doing the same.
This was a Great Video! You gave me a lot of ideas to handle my portfolio. I love the fact that you are a trophy husband 8:08 staying home to raise the kids. That's sexy as hell dude!
Would you do a Wealthfront video, I have never heard of it? How to best set it up?
me laughing in multiple accounts. I have holdings in etrade, td ameritrade, charles schwab and morgan stanley. i hope that schwab/tda merger goes off without a hitch.
I also have VTI! It’s my core holding. Largest fund I have. I’ve had it for a while. The gains now are larger than my investment.
"Boring" is good! Especially if you can meet your goals!
My portfolio is with Schwab and tiny compared to most people, since I'm trying to pay off the last evil student loan (5.9K) asap. I have a question on what stocks to buy in which account. Does it matter if I buy just ETFs/Mutual stocks in my ROTH IRA or in my Brokerage? Or should I max out and buy stocks in my ROTH IRA, then transition to Brokerage? I'm not sure – which account to use for what situation, since I'm still learning on the long-term stocks game.
Here's what I have
Brokerage: 1x Nintendo stock (Can't reinvest deviance/my beginner mistake)
Trad IRA: No stocks (Not sure why I opened it)
Roth IRA: 1x Hyatt stock, 2x ETFs, and 2x target mutual fund 2055 (All stocks are reinvested)
VTI isn’t S&P 500 it’s S&P 500 and Extended Market
Awesome investment! I assume your wife works for CVS…I see no contribution to HSA, can invest the contribution with PayFlex. The triple tax advantage 😁, have you guys consider?
All those investment accounts….. Do you do your own taxes? 😂
Long-term, logical investing should be boring, so, good job, Dustin! 😀
Dustin, I may have mentioned this to you before, but, with learning about Wealthfront I’ve found two resources extremely helpful: (1) the dozen or two videos from several years ago that they posted on their official YouTube channel featuring Burt Malkiel and Charley Ellis and (2) their very thoughtful articles on their blog which can be accessed either on their website or within their app
Strong work!!!!! Great video. #financialgoals !!!
"As long as you are reaching your goals, that's really all that matters!" – Waller the Wise .
Great video! I plan to look into Wealthfront as well!
Congrats. You will easily be a millionaire by your 40's at your rate.
Will you ever start investing in real estate? That would be a great way to earn passive income and grow your net worth.
It's never too late to sell all your funds, cash everything out, and put it 100% on TSLA calls! Guaranteed money!
Great portfolio. My wife and i have similar steps in our financial goals: finish off student loans ($50k left), fund 529 (daughter is 4 months old), then turn to the mortgage ($300k left). Currently maxing out 401ks and Roth IRAs already. #MillionaireBy40 (currently 35 y/o)
Awesome video man. I always considered maxing out my 403b and now this video convinced me to do so.
Mastering the mundane things in life leads to great riches! You will definitely be a millionaire very soon🥂
Thumbs up for showing off the trophy husband physique! That's the way to grow the channel! But forget the Dave Ramsey nonsense about paying down your mortgage! Let your money work for you! The market's on fire!
Good job on investing. How old are you ?
Your approach is definitely NOT boring – quite the contrary. It’s wise and inspiring. I wish I had saved like you are when I was your age. Very impressive results – for your portfolio and your trophy-ness. 😊
So my takeaway is that if i switch to wealthfront I will become ripped like you? Correct?
Fantastic video!!!!!! thank you for sharing!!!!!
I'd love to retire with an investment worth at least $10MILLION and I'm ready to fund this goal. I believe this is possible in the stock market as I've overhead severally, how investors earn 6 figures monthly from their investment. I want to know the best way to start!
I think you will reach your goal. Great transparency.
Hey Waller thx for full financial transparency!! Kudos on being a stay at home dad👍👍 I like ur investment style- nothing wrong with boring index funds + ETFs. I do agree u might want to consolidated investment accounts in future. I glad u like Vanguard + Fidelity funds too, however, in ur Wealth front, that is a lot of emerging/developed country ETFs, seem like they overlap. R u eligible for HSA? Fidelity has a great one. I’m sure u guys will be able to retire in mid 40s, late 40s latest.
One of the very few finance Youtubers that are down-to-earth and straight to the point with no bullshit. Looking forward to seeing you hit 1M Dustin!
Wow, your progress reminds/motivates me to keep it up! I'm 27, contribute 15% to my 401k, and dump 60% of ea paycheck to my student loans! Hoping to pay off my student loans 4 yrs early!
I want to start investing but the information is overwhelming and I don't even know where to start.
Wow I’m very close. Me and my wife net worth is around $490k. I’m 30 and she’s 28. I’m the saver in our relationship and she’s not so we could be a lot higher. Goal is to hit $1 mill at 40.
This is good financial wisdom–thank you for your approach. I will be checking out more videos–great job!
Great video. I am a beginner trying to learn the basics how to invest in order to reach my goal. Currently, I have Fidelity account and don't know where to start in terms of picking index fund, ETFs, etc. Any suggestions where to start with fidelity is much appreciated.