Millionaires in the Making

Dave and Annie Hall

The Halls

Dave Hall

  • 31 years old
  • Social Studies Teacher
  • Adjunct Professor
  • Teacher Trainer

Annie Hall

  • 27 years old
  • Social Worker

*Earn $160,000 together every year


Limited themselves to:

  • $300 per month for groceries
  • $60 per month for entertainment
  • $600 per month for retirement

Dave Hall plans to be a millionaire in about 12 to 14 years.

Roots of the Idea

  • Dave read "The Millionaire Next Door" - got thinking about finances
  • A colleague informed him of the benefits of investing in properties (instead of equities)
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Where They Are Now

  • Dave and Annie have about $260,000 in equity in their three places
  • They own mutual funds worth about $12,000
  • Their stock worth is around $13,000
  • Retirement accounts equal around $22,000
  • Are not willing to sacrifice passions (travel) to achieve millionaire status
  • Hope for their daughter to see the world by the time she's ten years old
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