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
Sep 7, 2021 • 44min
202: Net Worth of 2M - Net Worth at Age 31 was Zero
Henry has a net worth of two million dollars. He's a serial entrepreneur and now coaches business owners. His previous businesses include computer sales, home theatres, spec homes, website sales, and a factoring business. He primarily invests in single stocks and mutual funds and shares his thoughts about why he doesn't invest in index funds. Henry also discusses annual spending (about 200K), working in partnerships, small businesses successes and failures, and financial lessons learned from his parents.
Aug 30, 2021 • 45min
201: Net Worth of 1M - 50-Year-Old Fire Marshal, Paid off 60K of Personal Debt
Mark works as a Fire Marshal and has a net worth of more than one million dollars. Without counting his government pension (estimated to pay him 9K a month upon retirement), he has a net worth of 960K. Mark has worked in the public fire service since he was 17 years old (now 50), and talks about his retirement plans, receiving a wake up call on how much is needed for retirement and balancing frugal living vs. spending. We also discuss HRA's and HSA's and the value of a future pension.
Aug 23, 2021 • 54min
200: Net Worth of 320M - Set Goals and Think Big!
Jeremy has a current net worth of over $300 million dollars! His net worth is primarily held in his business, but he also has holdings in real estate and angel investments. Jeremy shares how his small business was started, the importance of goal setting and thinking big, and also tips for time management. We also discuss the meaning of money, Jeremy's history with angel investments, and how he teaches and motivates his children about living a purposeful life. Sponsor - Masterworks - www.masterworks.io/unveiled http://jeremyperkins.com/
Aug 16, 2021 • 50min
199: Net Worth of 1M - 32-year-old CPA
Kevin has a net worth just over one million. Of the one million, over 80% is invested in the stock market, while the remainder is in cash (80K or one year of expenses) and other holdings. He shares details on his small business investments (20K) and the importance of contributing early to your 401(k). Kevin and his wife paid off over 40K of student loans and aggressively worked to increase their household income and savings rate. www.millionairesunveiled.com
Aug 9, 2021 • 43min
198: Net Worth of 4.2M - 55 Years Old, First Million at Age 39
John has a net worth of 4.2M. Of the 4.2M, 1.8M is invested in real estate split between his primary home and a condo rental. He as about 500K in his 401(k), and an additional 800K in other retirement accounts. John is 55 years old and first hit a net worth of 1M at the age of 39. He discusses teaching his kids about money, vacation costs, estimated spending after retirement, general mistakes and advice, and what it feels like being close to retirement. www.millionairesunveiled.com
Aug 2, 2021 • 36min
197: Net Worth of 1M - Married Couple - "Sometimes We Aren't on the Same Page"
Graham and Abby are married with three children (including one with down syndrome) and have a net worth of just over one million dollars. They share their millionaire success story which includes investing early in retirement accounts, paying off debt, and frugal living. Together they have about 625K in the stock market (retirement accounts, HSA, ESA, etc..) and a paid for house valued at 275K. Graham and Abby discuss working together as a couple, paying off debt, and the question of whether they worry about money.
Jul 26, 2021 • 37min
196: Net Worth of 500K - 32 Years Old - 28% of Net Worth in Home Equity
Justin has a net worth of 500K and is on his way to becoming a millionaire. Of the 500K, about 28% is in home equity. He is 32 years old and works in real estate. Justin share insight into his market investments, how much cash to hold and why (he prefers six months of living expenses). He also discusses what's worth spending more money on, his most expensive car purchase, who influenced him most in his life, and how his financial journey got started.
Jul 19, 2021 • 46min
195: Net Worth of 3.75M - "For Every Dollar I Spend, I Want Two Dollars Coming In"
Logan has a current net worth of 3.75M, of which most is invested in real estate. He has 55 total units, primarily single family rental properties. Logan discusses how he got started in real estate which includes buying his first rental for about 40K. He paid off 110K in student loans and now works as a nurse anesthetist. He also shares details on renovating homes, finding good contractors and life insurance. www.millionairesunveiled.com
Jul 12, 2021 • 39min
194: Net Worth of 1.9M - "Freedom is the Best Thing You Can Buy with Your Money"
Greg has a net worth of 1.9M, 1.2M of which is in different retirement accounts. Besides his paid for house, he has his wife hold no real real estate. Greg discusses paying off his home (15 year mortgage) in seven years and now being completely debt free. He shares how his journey started (via Dave Ramsey) and how he became a millionaire at the age of 39. Greg recently quit his full time job to work just two days a week and no enjoys more freedom and flexibility with his time.
Jul 6, 2021 • 52min
193: Net Worth of 4M - Starting and Building Two Small Businesses
Brian is a small business owner and CEO of his current company, GreenPal, a lawn mowing technology company. He has a net worth of 4M, most of which (3M) is invested in single family real estate which cash flows over 150K annually. He also has 300K invested in total stock market funds as well. Brian shares thoughts on growing his business with no debt, allocating money back into his business, and buying and holding real estate.
