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
Jul 10, 2023 • 43min
302: Net Worth of $4.0M - From Immigrant to Tech Engineer to Real Estate Entrepreneurship
Or has a current net worth of $4.0 Million. Most of this is in real estate. He has several single family homes and an Airbnb on his personal property. He is in his late 30's. He is an immigrant who worked in tech as an engineer before venturing into real estate.
Jul 3, 2023 • 53min
301: Net Worth of $1.0M - I left Corporate America to travel the World
Brian has a current net worth of just over $1.0 million. He is in his late 20's and currently runs his own business. He has about 400k in real estate equity, just over 100k in cash and just over 100k in retirement accounts and crypto with another 400k in his business. He used to be in sales and traded that job in for traveling the world before going full time on his business.
Jun 26, 2023 • 1h 38min
300: Net Worth of $1.0M+ - Former Float Driver & Nurse: Jace's Parents Share Their Story
Jeff and Dawn (Jace's Parents) have a current Net Worth of $1.0+ million. They are in their early 60's and late 50's. 25% is in real estate, 60% is in retirement and other market investments and the remainder in cash and personal items.
Jun 20, 2023 • 30min
299: Net Worth of $4.0M - How to Stack: The Journey from Millionaire to Multimillionaire
Max has a current net worth between $3-$5 million. We averaged for $4 in the title. He first appeared on the show a few years ago on episode 172. We get into the recent journey he has taken to go from $1 million just a couple of years ago to over $3 million today and what drives him now.
Jun 12, 2023 • 46min
298: Net Worth of $1.0M - "I started my Roth IRA in High School"
Jordan has a net worth around $1.0 million. He is in his early 30's. Just over half of his net worth is invested in the market among various retirement accounts and non-retirement accounts. He has a little home equity, some crypto and the rest in high business. He is a former teacher turned professional window washer.
Jun 5, 2023 • 54min
297: Net Worth of $1.2M - No Debt, No Credit Cards + Paid for House
Eric has a net worth of $1.2 million. He is in his 30's and in the Military and speaks several languages. He has a paid for house of 540k, Roth Accounts around 290k, Traditional Accounts around 60k some cash and precious metals/jewelry that make up the rest. He doesn't have a credit card.
May 30, 2023 • 1h 5min
296: Net Worth of $3.5M - "Marry Well" + W-2 to the MOON
Kevin has a net worth of $3.5 million. He is in his early 50's and works in corporate America his whole career in the Consumer Packaged Goods Industry. His house is paid off and worth about 850k. He has ~$1.2 million IRA, 450k in a 401k and another 400k in a brokerage account, 50k in cash and 70k in an IRA BDA, 200k in 529's, 250k sports card collection plus a few other assets. Sponsor: OneSkin Get 15% off OneSkin with the code MILLIONAIRE at https://www.oneskin.co/ #oneskinpod
May 22, 2023 • 48min
295: Net Worth of $1.7M - CPAs enjoying a mini retirement on a beach in Hawaii
Joe and Ashley have a net worth of $1.7 million. Half is in real estate which includes a paid for house, 25% in retirement and 25% in other investments. What started as a pipe dream is reality now as they have been living in Hawaii for the past couple of years. Joe is taking a mini retirement after working as an accountant in Private Equity Administration. Ashley still works in Private Equity Administration as an accountant.
May 15, 2023 • 51min
294: Net Worth of $3.7M - "Don’t try that but it worked for me"
Stu has a current net worth of $3.7 million. He is in his early 40's and works as a firefighter and his wife is a nurse. 29k TFSA 25k Education Savings Account. Pension 200k Wife Pension 60k Cash 45k. Real Estate equity $3.36 million. Sponsor: OneSkin Get 15% off OneSkin with the code MILLIONAIRE at https://www.oneskin.co/ #oneskinpod Get in touch with Stu: stu@workingclassinvestor.com
May 8, 2023 • 40min
293: Net Worth of $3.5M - Retired Firefighter
Robert is in his early 50's and has a current net worth of around $3.5 million. He has $2.1 million outside of his pension. 400k of that is a paid for house and the rest is across other assets in retirement accounts and a few other investments. His pension may be worth anywhere between 600k to $2.0 million so his range of net worth could be ~$2.8 to $4.1 million. He is a retired firefighter and worked in that field for 23 years. Prior to that he had what many would consider a traditional corporate career. He and his wife have never had kids.
