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 3, 2022 • 55min
262: Net Worth of $1.0M - Attorney turned Navy Pilot
Joe has a current net worth of $1.0 million. He is in his early 30's and is a former attorney turned Navy Pilot. We discuss making a career switch, the life of a Navy Pilot and how plans change and evolve and how to adapt to a changing market environment. Sponsored by www.chime.com/millionaire
Sep 26, 2022 • 50min
261: Net Worth of $1.1M - Generational Wealth & Berkshire Hathaway Meetings
Jeff has a current net worth of $1.1 million. Half is in retirement accounts and he has zero debt except his mortgage. He is in his mid 40's and works as a Community College Administrator. He has attended several Berkshire Hathaway meetings as an investor and started his Roth IRA a year after they were available.
Sep 19, 2022 • 34min
260: Net Worth of $1.3M - My goal is to own a Ferrari or Lamborghini
Tyson has a current net worth of $1.3M. He lives in Austrailia and works as an electrician for the government. His wife works in retail. He became a millionaire in his late 20's and is now in his mid 30's. We have a great discussion on getting on the same page with his wife, his desire to own a supercar and the journey to $10 million or 200k in passive income for him.
Sep 12, 2022 • 38min
259: Net Worth of $1.1M - Took a mortgage out after paying off his house
Vlad has a current net worth of $1.1M. Vlad is a immigrant and has worked very hard to get to where he is. He has a remarkable story that you do not want to miss. We talk about all sorts of topics but one unique thing is Vlad chooses not to pay off his mortgage. In fact, he took a mortgage out on his new house after paying off he previous house.
Sep 9, 2022 • 29min
258: Net Worth of $4.2M - Millionaire Update: Don't die with too much
Sam has a current net worth of $4.2M. He appeared on episode 128 and had a net worth around $3.0M at the time. He is back on the show talking about purpose and responsibly building wealth while making sure you don't die with too much. https://www.financialsamurai.com/btnt/
Sep 8, 2022 • 21min
257: Net Worth of $2.7M - Millionaire Update: Expand and Grow Yourself
Michael has a current net worth of $2.7M. He appeared on episode 18 and had a net worth around $2.1M at the time. He is back on the show having FIREd more or less. We have a great conversation on continuing to grow and expand yourself once you hit some of your initial goals not only financially but in all aspects of life.
Sep 7, 2022 • 26min
256: Net Worth of $1.0M - Millionaire Update: Know your strengths and weaknesses
Donald has a current net worth of $1.0M. He appeared on episode 95 and had a net worth around 630k at the time. He is back on the show as a millionaire and tell how he did it, any changes he made and advice for others. We have a great conversation on sticking to a plan that you can execute.
Sep 6, 2022 • 25min
255: Net Worth of $1.0M - Millionaire Update: Michael Returns
Michael has a current net worth of $1.0M. He appeared on episode 129 and had a net worth around 700k at the time. He is back on the show as a millionaire and tell how he did it, any changes he made and advice for others. We have a great conversation about health and how that plays a factor into wealth building, insurance and when it may make sense to self insure.
Aug 29, 2022 • 50min
254: Net Worth of $1.7M - The Crockpot Investor
Jermaine has a current net worth of $1.7M. He has a majority in the market in various tax advantaged accounts and a paid for house. He drives a Tesla and is a Civil Engineer and his wife is a Elementary School Teacher. He bought his first house at 25. He feels he has made every mistake in the books and still turned out alright. We discuss all types of loans, leases, compound interest and staying the course.
Aug 22, 2022 • 47min
253: Net Worth of $1.7M - Stay-at-home Mom
Grace has a current net worth of $1.7M. Of the $1.7M, 500k is in home equity and the rest is spread across all sorts of assets. She used to work for the goverment, but currently stays home with her children. She is the money nerd of the family and shares details on how she and her husband navigate their finances.
