

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

Jun 28, 2021 • 48min
192: Net Worth of 1.8M - Saving 50% of Gross Income
Jay has a net worth of 1.8M. He and his wife both have government jobs working for the department of defense. He saves 50% of his gross income and lives off of 20% of his gross income. He attended the Air Force and discussed the importance of marrying the right person. Jay also shares thoughts on risk tolerance, real estate investing (he has no real estate), living debt free, frugality and teaching children positive financial behavior.

Jun 21, 2021 • 49min
191: Net Worth of 1M - The Wealthy Custodian, Max Salary of 47K
Jeff, the wealthy custodian, has worked at the same school district for over 30 years. His max salary was 47K, and he has a net worth of over 1M which excludes his pension of over several hundred thousand. He is 55 years old and discusses all things portfolio allocation, the value of one's time, and the joy of simple living. Jeff also shared advice on creating assets that cash flow, why material items and money don't define you, and the importance of consistent investing and taking chances when opportunities arise. This is the second interview with Jeff, the first, which discusses more of his background and story was released as episode 47.

Jun 14, 2021 • 39min
190: Net Worth of 450K - Married Couple, 28 and 30 Years Old
Brian and Amy have a current net worth of just over 450K. They spend about 30K annually and have a combined income of 170K. They discuss their money conversations prior to marriage, paying off student loans, and how they both started investing. Brian and Amy share general advice and mistakes which includes starting investing faster, buying a smaller house, and being more intentional about one's finances.

Jun 7, 2021 • 35min
189: Net Worth of 2.2M - Household Spending of 175K Annually
Jonathan has a current net worth of 2.2 Million. He is 40 years old and spends 175K annually. He reached his first million at the age of 37. He invests only in real estate, nothing in the stock market, because he wants to invest in what he can control. In real estate, he prefers mobile home parks. Jonathan shares great advice about the importance of mentors and connecting with those who can help you along the way.

Jun 1, 2021 • 39min
188: Net Worth of 1.2M - 28-Year-old Dentist with His Own Practice
Robert is 28 years old and has a current net worth of 1.2M. Of the 1.2M, 850K is in taxable accounts invested in various stock holdings; he also has a few rental properties. Robert graduated dentistry school with hefty student loans but immediately bought a practice from a retiring dentist. He has worked hard to run the practice more efficiently (including adding internet advertising and a website) and thus increased both revenues and net profit. Robert also shared his financial goal of 240K of passive income annually.

May 24, 2021 • 42min
187: Net Worth of 1M - Never Made over 75K, Seven Rental Properties
Cheri has a net worth of over one million dollars which includes about 500K of equity in seven rental properties. She and her husband are self-employed and have never made over 75K annually. She shares her amazing story of perseverance, reinventing oneself, and financial savvy. Her goal is to have all seven rentals paid off in five years and reach a net worth of over 1.5 million. Email us at - millionairesunveiled@gmail.com Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled

May 17, 2021 • 46min
186: Net Worth of 1.2M - Traveling the World on 40K a Year
Mr. Nomad and his wife have a net worth of 1.2MM, most of which is in the equity market; they own one rental property that cash flows 8K annually. For the last three years they have been traveling the world and spending about 30-40K annually. They discuss their spending, previous incomes, asset allocation, and designing your ideal life.

May 10, 2021 • 37min
185: Net Worth of 400K - 29-Year-Old Canadian on His Way to Millionaire
Adam is 29 years old with a current net worth of 400K. He lives in Canada currently, but grew up in Eastern/Central Europe. Of the 400K, about 280K is invested in real estate while the remainder is in the equity markets. His goal is to be invested 50/50 in real estate/market investments going forward. We discuss his wife's first rental property, his current stock holdings, and his plans for the future.

May 3, 2021 • 45min
184: Net Worth of 1.3M - Discovering Financial Accountability
Ron has a current net worth of 1.35M, about 960K of which is invested in the stock market. He talks about discovering financial accountability and gaining control of his finances. He also shares what helped him to be a millionaire, his asset allocation, using a financial advisor, speaking with your kids about money, and more.

Apr 26, 2021 • 32min
183: Guest Interview - Rachel Cruze - "Know Yourself, Know Your Money"
Rachel Cruze is the author of several books including her new book, "Know Yourself, Know Your Money: Discover WHY You Handle Money the Way You Do, and WHAT to Do about It!" We discuss money habits and how to change them for the better, teaching kids about money, work/life balance for a working mother, and what it was like to grow up as the daughter of Dave Ramsey. Check out Rachel's new book (https://amzn.to/3sR6umb) and send an email to millionairesunveiled@gmail.com to enter the giveaway.