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
Jan 24, 2022 • 48min
222: Net Worth of 1.5M - Haitian Immigrant, Single Mom, and Small Business Owner
Martine has a current net worth of 1.5MM and has a truly inspirational story of resilience, determination, and grit! At the age of 14 Martine immigrated to the United States where she began her educational and career journey. She now is a small business owner and works as a chiropractor. Martine shares details about her story which included her father's influence and the emphasis he place on receiving a good education. She also discusses her plans for the future and the joy that helping others brings.
Jan 17, 2022 • 52min
221: Net Worth of 2M - Single Female Executive, Retired at 49
Melissa has a current net worth of 2M, and recently retired at the age of 49. She never married and has no kids and offered an incredible perspective and advice for women. 60% of her net worth is in real estate which is about 1.1M in real estate equity across five properties. Beyond real estate, she has 25% of her net worth in her 401(k). Melissa also talked about her upbringing, real estate advice and mistakes, living abroad for her career, and whether money brings her happiness.
Jan 10, 2022 • 43min
220: Net Worth of 1.5M - Police Officer Maxing Roth IRA Since Age 18
Mike is a police officer with a current net worth of 1.5M. In addition to his current assets, he also has a pending pension worth up to 60K in the next few years. Mike discusses his Roth IRA, his kids' Roth IRAs and how he funds them, as well as his 457 retirement accounts. We also discuss what drives him personally, his definition of happiness, and what he plans to do with his money upon retirement.
Jan 3, 2022 • 46min
219: Net Worth of 2.2M - 70 Years Old, Bartender to Millionaire
J.C. is 70 years old and has a current net worth of 2.2 million. He shared his story which involved a career in the military, bartending, and working at Apple. He now travels the country (and world) with his wife, primarily in their 250K RV/motor home. J.C. shared that he became a millionaire at age 55 and had a max salary of 130K. We also discuss his historical investing, generational wealth, and how much he spends annually in retirement.
Dec 27, 2021 • 43min
218: Guest Interview - Small Business is the Path to Wealth
Salvatore Buscemi is today's guest where we discuss his background (started with Goldman Sachs), small business vs. the stock market investing, how wealthy family offices invest, and doing due diligence before investing to ensure that priorities and objectives are aligned. Sal also shares his thoughts on commercial vs. residential real estate and the cautious approach one should take prior to investing in a regulated market.
Dec 20, 2021 • 46min
217: Net Worth of 575K - "We Are Not Going Back Into Credit Card Debt"
Steven has a net worth of 575K and is well on his way to millionaire! He discusses his life and financial story which includes paying off 30K of personal debt, a bulk of which was personal credit card debt. Steven discusses his "I've had it!" moments which made him take control of his finances, his financial goals for the future, and the benefit of his flexible job. His investments are held primarily in retirement accounts in the stock market and home equity.
Dec 13, 2021 • 52min
216: Net Worth of 1.3M - Female CPA Working in Public Accounting
Danielle is a working mother, CPA, and investor! She has a current net worth of 1.3MM and is in her early 30's. Danielle has more than 700K in retirement accounts, 170K in home equity, and 250K in a traditional brokerage account. We discuss her career in public accounting, buying and selling houses (her husband was in the military so they bought and sold often), future financial goals, her investing start from a young age, and financial confidence/happiness.
Dec 6, 2021 • 52min
215: Net Worth of 1.1M - Bitcoin Ponzi Scheme, 200K Profit
Derek has a net worth of $1.1 Million. Of the 1.1M 95% is invested in equities between mutual funds and single stocks. He works as an officer in the Navy and has moved around numerous times during his professional career. Derek talks about investing in retirement accounts, including the government sponsored thrift savings plan, deciding when to buy a primary residence, and how he made the switch from investing in single stocks to mutual funds. Derek also shares advice on what to do when holding too much cash.
Nov 29, 2021 • 42min
214: Net Worth of 725K - Let Your Money Work For You
Hannah has a net worth of 725K, most of which has come in the last few years. She is married with two kids and discusses budgeting, the power of compound interest and her investment allocation. Hannah also shares advice in making your money work for you - putting cash to work rather than just sitting in a bank account. She discusses her childhood including how her dad matched her savings until the time she was 18 years old. Most of her net worth is invested in the market, but she does have one condo rental property.
Nov 22, 2021 • 45min
213: Net Worth of 1.1M - From Mobile Home to Millionaire
James has a current net worth of 1.1M. He grew up in a poor household and talks about the impact that had on him. He currently works in information technology and is 35 years old. James talks about switching his portfolio allocation from single stocks to index funds. He served in the Air Force for six years and holds only 1% of his net worth in cash. James also shares detailed mistakes (selling stocks too early, selling crypto at a loss, single stock investing, etc..) and advice for a solid financial future.
