Millionaires Unveiled

Jace Mattinson, CPA
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Apr 19, 2021 • 43min

182: Net Worth of 1M - 31 Years Old, 7K in Monthly Savings

Taylor is a returning guest from episode 27 when he had a net worth of 500K. In the last 2.5 years he grew his net worth to one million dollars. He is 31 years old and works in finance for a startup company. He has 10% of his net worth in cash and 200K in home equity. He saves 7-10K a month. Taylor also discusses the decision of paying his home off early and his experience with hard money loans.
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Apr 12, 2021 • 45min

181: Net Worth of 2.5M - "It's How You Use Your Time That Matters"

Tony has a current net worth of 2.5M, a large chunk of which is in his paid for house and a rental property. Tony discusses managing his career including work/life balance, deciding whether to pay off his house early, being a good/improving father, personal debt, the advantages of using a financial advisor, and more. Tony worked for Dave Ramsey for about 15 years and built a successful career; he's now starting his own personal finance company and has written a book.
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Apr 5, 2021 • 44min

180: Net Worth of 1.8M - 250K House and 90K Annual Pension

Harry has a net worth of 1.8MM. He was active duty in the army for ten years and served in the reserves for an additional 20+. He is invested primarily in index funds spread between both domestic and international holdings. Harry discusses saving and investing money and encourages all to invest even just a little; he believes there is never a perfect time to invest so investing little by little and living below one's means is the path to success. 
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Mar 29, 2021 • 42min

179: Net Worth of 3.8M - 61-Year-Old Refugee, Worked at Same Company for 34 Years

Dan is a refugee with a current net worth of 3.8 million. He came to the U.S. at the age of 17 years old with $10 in his pocket. He obtained a marketing degree, found a job, and ended up staying with the same company for 34 years; he is recently retired. He became a millionaire at age 55 and has a significant amount of his wealth in retirement accounts.  Email us at - millionairesunveiled@gmail.com Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled  
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Mar 22, 2021 • 43min

178: Net Worth of 1.3M - Construction Manager with no Debt

Will has a current net worth of 1.3M, of which 300K is his paid for house. Of the remaining amount, most of it is invested in the equity markets split 65% in domestic stocks and 35% in international stocks. We talk with Will about his decision to pay off or not pay off his primary home, career advice and accepting new opportunities, and whether his friends and family know of his "millionaire" status.  Email us at - millionairesunveiled@gmail.com s Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled  
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Mar 15, 2021 • 35min

177: Net Worth of 10M+ - Elected City Treasurer and Small Business Owner

Chad is an elected city treasurer and small business owner; he works as a financial fiduciary. As the city treasurer, he manages a 360MM investment account. He discusses his investment mindset for both his personal and city investments, including having a long-term approach. Chad also shares what to look for when hiring a financial advisor.  To learn more about Chad - https://www.pacificcapital.com/chad-willardson-3/
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Mar 8, 2021 • 45min

176: Net Worth of 625K - College Professor - "Avoid Student Loans at all Costs"

Jason is a college professor with a current net worth of 625K. He is 47 years old, married, and has one child. Together with his wife they had about 280K in student loans - Jason shares his advice for how to pay them off, why to avoid them at all costs, and how he was able to not be discouraged while paying them off. He has 180K in home equity and works additional hours and over the summer to make an extra 30-35K in income on top of his regular salary. Email us at - millionairesunveiled@gmail.com Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled
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Mar 1, 2021 • 37min

175: Net Worth of 1M - Engineer Turned Self Storage Real Estate

David has net worth of one million dollars which is nearly all invested in self storage and other real estate. He shares his story of the first self storage deal - how he found it, fixed it up and flipped it around, and expanded on additional land. David now collects over 10K in passive income annually from three of his properties. He is 38 years old, has a background in engineering, and now works 60+ hours a week to reach his financial goals.  Email us at - millionairesunveiled@gmail.com Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled
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Feb 22, 2021 • 52min

174: Net Worth of 2.7M - Prioritizing Cash Flow Over Net Worth

Travis has a net worth of $2.7 million, of which $1.6 million is in real estate equity. He currently owns about 20 units which generate about 10K of monthly cash flow. He's 40 years old, and also holds about 550K in his 401(k). Travis shares his thinking on why tracking and building cash flow is more important than just a higher net worth. He also talks about his financial advisor and why that relationship is valued.  Email us at - millionairesunveiled@gmail.com Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled
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Feb 15, 2021 • 49min

173: Net Worth of 8.3M - "I'm a Big Believer in Businesses" - No Stock Market or Real Estate Investments

Caleb has a current net worth of over eight million dollars. He has about 800K liquid in primarily cash and the remainder in his small business (7.6MM) of which he owns 100%. He has no stock market or real estate investments and has chosen to put most all of his net worth into his business. Caleb is passionate about four things in the financial process that can help make one successful 1) Clarity on what you want, 2) Efficiency - optimizing cash flow, 3) Consistency and 4) Use the money wisely to help you now and in the future.  Email us at - millionairesunveiled@gmail.com Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled Book and Assessment Link: Take our FREE Financial Assessment Get my FREE Book, “The AND Asset: The Secret Way To Save & Use Your Money At The Same Time” (just cover shipping!)

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