Millionaires Unveiled

Jace Mattinson, CPA
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May 1, 2023 • 47min

292: Net Worth of $10M - I Sold all My Real Estate and Wrote a Book

Doc G has a current net worth around $10 million. This is all in the stock market now and his primary residence. He sold all of his real estate in the past couple of years and wrote a book. We discuss his journey into retirement from being a full time physician and what his life and outlook is like now.     
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Apr 24, 2023 • 51min

291: Net Worth of $5.6M - Former Nurse Practitioner with 2 Business Exits

Nicole has a current net worth of $5.6 million. She is in her early 40's and is a former nurse practitioner and business owner with 2 exits under her belt. We discuss her journey into business ownership, how she scaled each business and eventually sold them and what she's up to now. She has $1.2 million in a retirement accounts, $1.5 million in a brokerage account, 500k in cash, a paid for rental $1.2 million and $1 million in home equity. 529's and a few other things.  www.hellofresh.com/millionaire50  
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Apr 17, 2023 • 38min

290: Net Worth of $1.5M - Every Millionaire has a Closet Investment

Emily has a current net worth around $1.5 million. About $1 million is in a taxable brokerage account. The remainder is in her retirement accounts and cash. She does not own a car or a house. She is in her late 20's and works as a consultant. She graduated debt free and had her employer cover her MBA. We have a great discussion on her frugality and how her childhood played a major factor in that and her education. 
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Apr 10, 2023 • 49min

289: Net Worth of $1.0M - "Think about the future, but live in the now"

Kyle has a current net worth of $1.0 million. This is split between his primary residence, cash, retirement accounts and his business. He is in his late 20's and owns his own heavy equipment business. He is a hobby pilot and loves everything and anything that flies. We discuss his desire to buy an airplane, his mindset on thinking about the future but living today as well as his journey through several odd jobs when he was first starting out. 
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Apr 3, 2023 • 52min

288: Net Worth of $10M+ - You Are the Sum of Your Experiences

Lane has a net worth north of $10 million. 90% of it is in real estate. He is in his late 30's He started his career as a civil/industrial engineer and then started buying rental properties in 2009. By 2015 he had 11 units while maintaining his engineering career. He started investing in syndications then became a sponsor himself and now has been a part of over $2 Billion worth of real estate. 
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Mar 27, 2023 • 38min

287: Net Worth of $1.0M - "As I progressed, the way I viewed myself had to change"

Rachel has a net worth of $1.0 Million. She has two children with another on the way and works in accounting/finance. 60% is in investments and 40% is in home equity. She has a few stocks she does play with but a majority are in index funds. We discuss her mindset changes of the years, how her upbrining played a part in her journey and various other great topics.  www.stamps.com/millionaire
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Mar 20, 2023 • 51min

286: Net Worth of $29.5M - Distribution Magnate & Business Exit to Real Estate Investor

James has a current net worth of $29.5 million. 90% of it is in real estate comprised of almost 50 single family homes and a few commercial properties. The rest is in his 401k and cash. James is in his mid 60's and is semi-retired. We discuss all the odd jobs he had until he started his business in his 30's to the growth and eventual exit he had when he sold it to a long term employee.    www.findlaw.com
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Mar 13, 2023 • 45min

285: Net Worth of $1.7M - "I drive a Mercedes, wear Louboutins and ate steak for $600"

Michelle has a net worth of $1.7 million mostly in real estate investments with a bit in the market. She currently has 13 doors and one syndication. She is in her early 30's. She is a realtor, a gardener and enjoys pole dancing. Her husband is a stay at home dad after being in the military for several years.
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Mar 6, 2023 • 48min

284: Net Worth of $7.2M - IRS Tax Audit, Generational Wealth & Real Estate with a Retired Banker & Salesman,

Roger is a former banker, saleman and stay at home dad. He is in his late 60's. Most of his wealth has come since he was in his late 50's until now. He has a current net worth of $7.2 million.  ~25% is in Notes.   ~75% in equity in Real Estate.  35k monthly income with ~23k a month from real estate and ~12k from notes He also has 25k cash, 25k in T bills, 46k in a HSA.  We discuss IRS tax audit, his unique approach to renting to tenants and generational wealth amongst other topics. www.shopify.com/unveiled 
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Feb 27, 2023 • 38min

283: Net Worth of $3.1M - Celebrity Artist + The Art of Business

Lauren has a current net worth is $3.1 million. She's in her 50's and works in the Art industry with her husband and invests in Real Estate.  She has 135k in cash, a Roth with 320k, 350k in a 401k, a HSA with 38k, a 529 with 104k, 600k in a self storage facility investment, just over 600k in equity in short term rentals, 350k in vacant land, just over 500k equity in a primary residence, and 50k car wash development fund. Some of the real estate syndications and a note are inside their Roth IRAs. Get a 4-week trial, free postage, and a digital scale at https://www.stamps.com/MILLIONAIRE. Thanks to Stamps.com for sponsoring the show!

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