Millionaires Unveiled
Jace Mattinson, CPA
Millionaires Unveiled interviews and tells the stories of everyday millionaires. We provide detailed insight into their investing strategies and current portfolio allocation.
How did they get started? What decisions did they make along the way? How has their portfolio allocation changed, and what are they doing now to not only keep, but also grow, their highly sought after "millionaire" status?
From these extensive and thought provoking interviews, you'll be able to assess your current portfolio allocation, learn investing strategies, and join the fast track to financial success.
How did they get started? What decisions did they make along the way? How has their portfolio allocation changed, and what are they doing now to not only keep, but also grow, their highly sought after "millionaire" status?
From these extensive and thought provoking interviews, you'll be able to assess your current portfolio allocation, learn investing strategies, and join the fast track to financial success.
Episodes
Mentioned books
Oct 23, 2023 • 51min
322: Net Worth of $1.1M - Librarian + Two Way Radio Tech Repairman
Ryan and Allie have a net worth of $1.1 million. A little less than half is in retirement accounts, another chunk is in rental real estate, 100k in home equity and the rest is in cash and some other investments. Ryan was in the Marines before he moved into working at the local utility company. Allie is a Librarian.
Oct 20, 2023 • 29min
321: Net Worth of 890k - Slow and Steady: No One Would Know I have Thousands in Cash
Sarah has a net worth just shy of 900k. Half of it is in cash with the rest in retirement accounts and home equity. She is single and works in analytics and lives a pretty modest lifestyle.
Oct 16, 2023 • 55min
320: Net Worth of $12M - Prison, Trauma, a Tony Robbins book and a Road Trip: A story of Redemption and Self Discovery
Charles has a net worth of $12 million. He once was worth around $20 million but has since lost 40% of his net worth due to Covid and the rise in interest rates. Charles grew up in a rough neighborhood and got involved in the wrong crowd. He ended up in jail and that's where he found several mentors that helped him get back on a better path after he was released.
Oct 12, 2023 • 42min
319: Net Worth of 980K - Trust the Process: Becoming a Millionaire Once and Soon to be Twice
Tim has a current net worth of 980k. Most of it is in real estate. He was worth $1.2 million at one time but then lost some with the fluctuations in the market and real estate values. He was in the military but now works for a non-profit.
Oct 9, 2023 • 52min
318: Net Worth of $5.0M - Yale Dropout to Venture Investing to Military to...
Casey has a current net worth of $5.0 million. About 1/3 is in retirement accounts, 1/3 is in a pension and 1/3 is in a Charitable Trust. She is single and hasn't ever been married or have any kids. She has worked in all sorts of different industries and lives a pretty simple life. She started her post high school education at Yale before dropping out and ended up finishing in Colorado before entering the finance world as a VC. She had a stop in the military before working in many other areas.
Oct 5, 2023 • 12min
317: Surprise: A Two for One Special - What do kids really cost?
What do kids really cost amid this inflationary environment?
Oct 2, 2023 • 1h 4min
316: Net Worth of $5.0M+ - From Ferrari Drivin' & Dave Ramsey Hatin' to Debt Free & Driving 20 yr. old beater
Bryan has a net worth of $5.0+ million. He sold his first company in the lawn care space and has been bootstrapping a tech company since. He has several single family rentals and a paid for house. He once lived in a 7,000 sq foot house and drove a Ferarri all before he was even 30 years old. Sponsors: Delete Me: get 20% off by going to joindeleteme.com/mu20 Shopify: Shopfiy.com/unveiled
Sep 25, 2023 • 43min
315: Net Worth of $1.5M - Stocks are for Eating Well and Bonds are for Sleeping Well.
Bobby has a net worth of $1.5 million. He lives in a high cost of living area and he and his wife are DINKWADS which means they are double income no kids with dogs-two to be exact. He is in his early 30's and works in compliance in the financial industry. Sponsor: Delete Me: get 20% off by going to joindeleteme.com/mu20
Sep 21, 2023 • 13min
314: Franco Follow Up: Invest In What You Know
Follow Up to Franco's strategy to invest in what you know, but how do you learn to know? We take a deeper dive into this advice.
Sep 18, 2023 • 34min
313: Net Worth of $4.0M - Fulfillment is the Most Underrated Compensation
Franco has a current net worth of $4.0 million. He has most of net worth in real estate. 80% is in mobile home investments via his business. Almost 20% is in some single family home investements and then a little in cash and other personal items.
