Portfolio Check-in

@fireby38

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SoundTikTok sound · original sound - fireby38

Promoted product

Finvest

Why it worked

The video taps into a common aspiration for financial independence and early retirement, making it relatable. By transparently sharing specific financial figures and a tool used to manage them, it provides tangible value and a clear call to action for viewers interested in similar goals.

Summary

A 23-year-old shares a portfolio check-in, detailing their checking, brokerage, Roth IRAs, and 401k balances, aiming to retire in 15 years. They mention using Finvest to manage their investments and track their total net worth.

Structure

1Intro: Portfolio check-in at 23, goal to retire in 15 years
2Checking account balance
3Brokerage balance
4Roth IRA balances (self and wife)
5401k balance
6Mention of using Finvest for tracking and buying ETFs
7Total portfolio net worth and years to retirement

Product placement

Finvest: ACTS - it is used to track and buy ETFs in investment accounts. Removing it would change what happens in the video. Carhartt: APPEARS - logo on jacket. Removing it would not change what happens in the video. KUIU: APPEARS - logo on jacket. Removing it would not change what happens in the video. Arc'teryx: APPEARS - logo on jacket. Removing it would not change what happens in the video.

Original caption

Our net worth check-in at 23. Every account, all the way through. checking, brokerage, both Roths, work retirement, all of it. Link in bio for investing tools I’m using to reach my goal 👇 15 years to go. #finance #PersonalFinance #investing #money #financialliteracy

More from @fireby38

Call to action

Finvest link in bio

On-screen text

Portfolio Check-in 23 years old trying to retire in 15 years Checking account: $5,011 Brokerage: $32,991 My Roth IRA: $43,739 Wife's Roth IRA: $43,256 Building this retirement plan together 401k: $30,100 We've been using Finvest Finvest link in bio Total Portfolio: $155,097 15 years to go

Transcript

Portfolio check-in at 23 years old with a gold to retire in 15 years. Checking account is at $5,011. This is for bills, credit cards, and cash on hand. Brokerage is at $32,991. This is mostly VOO. My Roth IRA is at $43,739. My wife's Roth IRA is at $43,256. We max both our Roths every year because we're building this retirement plan together. Work retirement account is at $30,100, just compounding in the background. We've been using Finvest to track and buy ETFs in these accounts and it's nice to see allocation across everything in one place. Finvest link in bio. Total household net worth is $155,097. 15 years to go.