BiggerPockets Money Podcast · Tuesday, July 14, 2026
Carl and Mindy Jensen, aged 52 and 53 respectively, have amassed a net worth of approximately $9.8 million, with the majority held in retirement accounts. They are seeking advice from The Money Guy Show to optimize their finances, particularly focusing on their substantial retirement savings and cash reserves.
“Carl, you've been retired for 10 years. How old are you? 52. Okay. And Mindy, how old are you? 53. Okay. So y'all are in your early 50s, you're both retired. And y'all have a ton of money.”
“So we've got a little over $9 million in in retirement accounts, $1.7 million in taxable brokerage accounts, $700,000 in a Roth IRA. We've got a little over $2 million in equity that we own.”
“And when we look at this, I think the best thing that we can do is we can start by looking at y'all's cash and y'all's retirement accounts.”