BiggerPockets Money Podcast · Friday, August 7, 2026
A 29-year-old couple, Katie and Ann, are on track to become work-optional by age 40 with a $2.5 million portfolio. They recently inherited two rental properties and $185,000 in cash, adding to their existing $1.7 million net worth built through diligent saving and real estate investments.
“Today we're talking with a married couple who are both 29 years old, who would like to become work optional by age 40 with a $2.5 million portfolio.”
“So we're so excited to be joined by Katie and Ann and talk about the crossroads there at right now, where they've built a pretty good portfolio over a million dollars in personal net worth.”
“So this is an interesting challenge and a core part of the FIRE journey and we're excited to talk about it.”