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
Aug 15, 2022 • 47min
252: Net Worth of 3.8M - Software Sales and 1.3M in Home Equity
Tim has a current net worth of 3.8M. Of the 3.8M, 1.3M is in home equity, ~600K in a brokerage account, 100K in cash, 350K in college savings accounts, He reached his first million in 11 years, and his second million just five years later. Tim works in software sales and shares details about his career, annual income, three fund portfolio and his on rental property.
Aug 8, 2022 • 52min
251: Net Worth of 10M - First Million at Age 50 - "No Interest in Owning Real Estate"
Mark has a net worth of $10M, of which $2.5M is in a pension. Of the remaining $7.5M, about 3M+ is invested in the stock market, 2M+ in retirement (in stock market as well) and 2M+ in home equity. Mark holds no rental real estate. Mark hit his first million at age 50 and hit his second million just four years later. We discuss happiness, motivation, when enough is enough, paying off 90K of student loans, and why the lack of interest in real estate.
Aug 1, 2022 • 51min
250: Net Worth of 100M - Access, Smarts, and Drive
Jennifer has net worth of 100 million dollars. We discuss her background (grew up poor) and journey to her current situation. She shares her asset portfolio which includes stocks, real estate, private equity, hedge funds, a car wash and laundromat, small business, and more. Jennifer also talks about managing her time, finding investment opportunities, advice for women, and the upside of small business and tech.
Jul 25, 2022 • 35min
249: Net Worth of 6.5M - 35 Duplexes, 25 Houses, and Some Multifamily
Zach has a current net worth of 6.5M which is comprised of almost all real estate including 35 duplexes, 25 single family houses and some multifamily. We discuss how he started in real estate (which included working as a broker and finding investment opportunities for other investors), the typical numbers on one of his single family rentals, mistakes made and general advice to someone who wants to get started in real estate. www.chime.com/millionaire https://shop.ekster.com/Millionaire
Jul 18, 2022 • 42min
248: Net Worth of 3.5M - Credit Card Points and Real Estate Syndications
Bob has a current net worth of $3.5M. Of that, he has over 1.5M invested in various retirement accounts, and 600K in real estate syndications. His biggest stock holding is Microsoft, of which he has 145K. Bob discusses credit card rewards and point spending, how he reached his first million at age 38 and his immigrant story with a burning desire to succeed. www.gusto.com/unveiled
Jul 12, 2022 • 57min
247: Net Worth of 9.5M - Investing Through Your Roth IRA
TJ has a current net worth of about $9.5M. Although he is very diversified in his holdings, the largest pieces are his ownership in two environmental companies, and a personal hard money lending company. He has about 4.2M in retirement accounts, 1.2M in a traditional brokerage account, and over 2.8M in loans made collateralized by real estate. We discuss investing through his Roth IRA, work/life balance, and financial goals for the future. https://shop.ekster.com/Millionaire
Jul 5, 2022 • 33min
246: Net Worth of 1.1M - Small Business Franchise Owner
Amber is a small business owner (commercial cleaning/janitorial services) with a net worth of $1.1 million. She has about 600K invested in the stock market and is holding 150K in cash. She shares her journey to millionaire including a mindset shift to buying assets that will make money in the future. Amber, at the age of 40, had a net worth of about 80K. We also discuss financial independence, small business ownership, tax strategies, and whether money brings happiness.
Jun 27, 2022 • 42min
245: Net Worth of 1M - Net Worth Goal of 12M
Alan has a net worth of one million dollars. He's previously worked as a therapist and now works on the administrative side of the business. He has one duplex and two condo rental properties which cash flow about 20K per year. He discusses doing a Roth IRA conversion, how he lives on 60K per year, his goal to reach 12M net worth, and how tracking his net worth has helped him succeed.
Jun 20, 2022 • 54min
244: Net Worth of 7M - What Will You Do With All that Money?
Adam has a net worth of 7M, the bulk (5M+) of which is in retirement (1.5M+) and non-retirement (3.5M) accounts invested in the stock market. We discuss his entire allocation as well as his previous vs. current stock vs. bond split. He has a primary home worth about 1.5M and his first million came at age 32. Adam also shares his plans for the future, whether he budgets, how much cash he holds and why, and whether he ever thought he'd reach this level of net worth.
Jun 13, 2022 • 39min
243: Net Worth of 4.5M - Dollar Cost Averaging is the Holy Grail
Mike has a net worth of 4.5M. He is 38 years old and has the majority of his net worth invested in the stock market divided between both retirement and non-retirement accounts. Mike works in sales and talks about the importance of compounded interest, dollar cost averaging, and paying yourself first. He shares his thoughts about paying off his primary residence early, the FIRE movement, and his financial goals for the future.
