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NerdWallet's Smart Money Podcast

Net Worth and Chill: How Your Wealth Measures Up and Vivian Tu’s Tips for Financial Success

26 Dec 2024

Transcription

What is net worth and how do you calculate it?

579.436 - 599.549 Sean Pyles

So I want to circle back to net worth and how to use it for you as a gauge for your goals and what you want out of retirement, whether it's early or on a more typical timeframe. How do you think you'll be using this metric as you talk with your partner and begin to make more solid plans for your future?

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600.322 - 628.671 Charlene

we'll look at what our goals are in the next five, 10 years, 15, 20 years, and kind of see, are there any more life changes happening? Maybe some medical expenses come up, like you mentioned, that might require us to reassess our financial situation. I think it'll give me a gauge of, do I need to change up my strategy of how I contribute to retirement or even pull some money out of

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629.318 - 644.652 Charlene

any other investment accounts because I also have my E-Trade account. So if I decide to maybe invest in something else, that might help me understand where my journey is when I reassess my net worth years down the road.

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645.412 - 659.995 Sean Pyles

I would also recommend looking into some of the FIRE communities online. There are a handful on Reddit. There's like fat fire where people are in the fire movement, but they're still enjoying their day to day life, not living off of canned beans, that kind of thing.

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660.015 - 677.826 Sean Pyles

And these communities can be tremendous resources as you figure out what sort of retirement you might want to work toward and how you might be able to gauge your net worth. in comparison to that, because the hard part about saving for retirement is that we've never done this before and we really only have one shot to do it.

678.166 - 685.551 Sean Pyles

So to the extent that you can learn from other people who are going through this or maybe further down this journey than you are, the easier I think it'll be for you as well.

685.991 - 690.354

Definitely. Well, today I learned that Sean's biggest fear is having to live off of canned beans.

692.355 - 696.538 Sean Pyles

I like canned beans, okay? But they need to be within another kind of recipe.

696.558 - 698.98

Yeah, you can't have too much of a good thing. Yeah.

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