In his first interview (2017), he was a senior executive at a publicly traded technology company living in the Bay Area with a net worth of $12.2 million (age 51). He officially retired at age 52 in 2018. They relocating from the Bay Area back to the Midwest where they built a custom "dream" home near a country club complex. The total cost of the house, including the land bought for $500,000, ended up being $5 million. As of 2025, their net worth has doubled over seven years to $24 million. The composition of their current net worth is Retirement Accounts/IRA (65%), Home Equity (17%), Taxable Accounts (8%), and Roth IRA (5%). He maintains a cash reserve in his IRA to fund his 72T withdrawals.