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
Feb 13, 2023 • 47min
281: Net Worth of $1.3M - "Be Content with the Journey"
Danielle has a current net worth is $1.3 million. She is in her early 30's and works in public accounting. Her husband is former military and currently stays home with their children. *710k in retirement accounts between a 401k & Roth *170k in equity in her primary residence *250k taxable brokerage *HSA of 10k *529 of 123k *55k cash www.shopify.com/unveiled
Feb 6, 2023 • 42min
280: Net Worth of $1.1M - The King of the Mega Back Door Roth IRA
This week we have Kristopher. He is in his early 30's. He has a net worth of $1.1 million. He is a Senior Software Engineer. He has 160k cash, 17k in a 529 account, 930k in equity investments, 30k is in his HSA, 290k traditional, 375k roth, 235k brokerage. He also has some unvested RSUs valued at 740k.
Jan 30, 2023 • 37min
279: Net Worth of $2.0M - "I don't own a home or a car and I don't invest in the stock market"
Jerry is in his early 30's and has a net worth of $2 million. He invests mainly in alternative asset classes like real estate notes, gold/silver, ect. He used to be a traditional financial advisor but now runs his own business in the financial advisory space and does not own a home or a car and prefers to rent and use Uber.
Jan 23, 2023 • 45min
278: Net Worth of $8.0M - From $267 to an 8 Figure Exit in 32 Months
Dom has a current net worth of $8.0 million. He is in his mid 30's and is a returning guest. He was on episode 80 in 2019 when his net worth was $1.1 million. He left his c-suite job and started a business and we discuss this process and scaling it quickly and selling a significant portio of it in under 3 years.
Jan 16, 2023 • 41min
277: Net Worth of $1.1M - From Law Enforcement to Realtor & Investor
This week we have Matt. He is a realtor after being in law enforcement for much of his career. He has a net worth of $1.1 million of which 400k is in his brokerage, 120k cash, 600k Real Estate Equity between rentals and primary residence.
Jan 9, 2023 • 34min
276: Net Worth of $10M - Business Owner & Private Wealth Advisor
Rocco is 48 years old and is a business owner and private wealth advisor. His net worth is over $10 million divided up between business equity, public equities, real estate and a few other asset classes. www.shopify.com/unveiled
Jan 3, 2023 • 32min
275: Net Worth of $1.0M - Have a plan but you must execute that plan - I didn't have one until my mid 40's
Saul is in his late 40's and works as an IT consultant. He is a newly minted millionaire with a net worth at $1.0 million. He has 412k in retirement between a 401k and IRA. 34k in cash, 227k in home equity, 329k in brokerage. He didn't have much a plan until his mid 40's and lived paycheck to paycheck while keeping up with the Jones for much of his early adult life.
Dec 27, 2022 • 41min
274: Net Worth of $1.3M - "We didn't do anything lavish other than buy a Mercedes"
Brian is in his late 30's with 3 kids. He is in Sales after orgininally becoming a Chiropractor. He has a net worth of $1.3 million with 470k in retirement, 350k in real estastate, 180k in primary residence, 20k in some 529's, just shy of 200k in a brokerage and some cash.
Dec 19, 2022 • 42min
273: Net Worth of $3.6M - Single, Female Engineer
Ann is in her mid 50's. Her net worth is $3.6 million. She is single and an engineer. She has 350k in a primary residence that is paid for, a 401k with 153k, $3.1 mil in a brokerage with 45% in IRAs, 12k HSA, the rest in cash. We have a phenomenal conversation with Ann about her career and how to navigate in it in a male dominated profession. We discuss her journey and various plans that did and didn't work out.
Dec 12, 2022 • 35min
272: Net Worth of $2.8M - Music Store Owner
David is a music store owner and has a net worth of $2.8 million. 270k cash, 20k in investments, 520k primary residence, 70k rental, 230k retirement, $1.6 million in the business. He grew up in a low to middle class home and never learned to handle money. He thought if he could afford payments, he could buy it.
