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
Sep 14, 2023 • 57min
312: I Felt Like the Hot Chick at Prom: A Raw Conversation on Selling to Private Equity
Part 2 with Chad on selling his company to Private Equity.
Sep 11, 2023 • 50min
311: Net Worth of $10M - From Vending Machines to Selling my Business to Private Equity
Chad has a net worth of $10 million. About $1 million is still equity in the firm that bought his business, another $1 million in his boat that he is sailing around on, another $1 million is in his primary residence and the rest is invested in the market between retirement accounts and a brokerage account along with some cash. He is in his early 50's. He started a business in the late 90's and recently sold it and is now retired. Patriot Day-Please Remember those who lost their lives on September 11.
Sep 5, 2023 • 48min
310: Net Worth of $3.5M - Electrical Engineer: "How do I even start?"
Nora has a current net worth of $3.5 million. She is married with no kids and works as an Electrical Engineer. She is in her late 30's. She has 8% in cash, 17% in her tax advantaged, 31% in a taxable, 39% in real estate and then less than 2% in alternatives and the rest amongst some other small asset classes.
Aug 28, 2023 • 35min
309: Net Worth of $1.0M - I Grew Up Poor - How I went from a Scarcity Mindset to One of Abundance
Martin, a former engineer who grew up poor, shares his journey from a scarcity mindset to one of abundance. With a net worth of $1.0 Million, he achieved financial independence through real estate investing and retired in his mid-thirties. The conversation covers the challenges of transitioning your mindset, the trend of baby boomers retiring, and the benefits of passive cash flow investments. Martin also discusses the importance of continuous learning, education, and goal-setting in achieving financial freedom.
Aug 21, 2023 • 55min
308: Net Worth of $2.0M - A Physician on Sabbatical: You Must Have a Compelling Why
Dr. Latifat, a GI Doctor with a net worth of $2.0M, shares her real estate investment strategy and overcoming financial challenges in the medical field. She emphasizes the importance of having a compelling why and financial wellness for women physicians. She also discusses her spending habits, freedom, and personal growth, providing advice on starting their own journey.
Aug 14, 2023 • 57min
307: Net Worth of $1.7M - Inside the mind of a 29 year old Real Estate Enthusiast and Stock Market Aficianado
Jeremy has a current net worth of $1.7 million. 80% is in real estate among several units and the other 20% is in the stock market. Jeremy started as a financial analyst but transitioned to real estate full time pretty quickly and even became a licensed real estate agent. He is 29 years old and has house hacked his way to many of the units he owns.
Aug 7, 2023 • 51min
306: Net Worth of $3.1M - We're selling our 92k Range Rover
Matt has a current net worth of $3.1 million. About 1/3 is in real estate, 1/3 in tax advantaged retirement accounts and 1/3 in a brokerage. Matt is in the Navy and is in his late 30's. We discuss his 3 major goals related to his financial life, his journey to learning about finances and receiving an inheritance.
Jul 31, 2023 • 47min
305: Net Worth of $8.2M - Making $2 million in 2 Days
Xerxes has a current net worth of $8.2 million. He is in his mid 50's and is retired but still actively manages his portofilio. Prior to retiring he worked mainly in sales but held other jobs and positions as well. He has a little over $2 million in real estate between a personal home, vacation property and a commerical building. $5+ million is in his Traditional IRA, 450k in his Roth and the rest spread amongst several investements and a little bit of cash.
Jul 24, 2023 • 49min
304: Net Worth of $1.65M - Play Big to Win Big
Meredith is in her early 30's and she is single and ready to mingle. She has a net worth of $1.65 million spread across all sorts of asset classes. About 1/3 is in an IPO stock. She works in Sales now, but used to be a teacher and did all sorts of other jobs.
Jul 17, 2023 • 49min
303: Net Worth of $1.5M - I'm a Garbageman
Jeff has a net worth of $1.5 million. He is 48 and been a garbage man for 21 years. Before that he had multiple different positions and jobs. He started at making $4 per hour. He has a pension at 250k, 700k rental property equity across 5 properties, 300k equity in his primary residence, 230k in a brokerage and 90k in cash.
