

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

Feb 8, 2021 • 42min
172: Net Worth of 1M - Homeless to Grocery Bagger to Gas Station Owner
Max has a current net worth of 1MM and owns a gas station as well as a couple rental properties. He grew up poor in India and came to the United States as a teenager. He then went to different schools in the states while working as a hotel manager. When the hotel unexpectedly closed, Max was without a job and without any savings - he lived homeless on the streets for six months. He was able to regroup and has since grown his net worth to become a millionaire! He shares not only his story of perseverance and hope, but also mistakes he made and his financial advice. Email us at - millionairesunveiled@gmail.com Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled

Feb 1, 2021 • 43min
171: Net Worth of 518K - Electrical Engineer Well on His Way to Millionaire
Joel is an electrical engineer/software engineer and has a net worth of over 500K. We unveil his asset allocation and discuss rebalancing a stock portfolio (he recommends doing it quarterly or annually), maxing out retirement early/front loading the work, and his experience using a financial advisor. Joe shares his story which includes working multiple jobs, attending school while working, and exploring different job opportunities. Joel paid off over 40K of debt and is now well on his way to becoming a millionaire! Email us at - millionairesunveiled@gmail.com Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled

Jan 25, 2021 • 49min
170: Net Worth of 1.1M - From -50K to 1M in 10 Years
Andy Hill has a net worth of 1.1M and unveils his allocation and investment story. Andy worked in corporate event marketing for 15 years before quitting to work on his small business (https://marriagekidsandmoney.com/). He has a paid for house (420K), 100K in cash, and about 500K in retirement accounts. In 2010 he had a net worth of negative 50K. Andy shares advice and his thoughts on paying off one's primary mortgage, investing in index funds, and starting a small business. Email us at - millionairesunveiled@gmail.com Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled

Jan 19, 2021 • 52min
169: Net Worth of 1.4M - What Happens When a Parent Passes Away Without a Will?
Kevin has a current net worth of 1.4MM and was kind enough to share his life and financial story. When Kevin was just 30 years old, his father passed away at the young age of 62. Without a will, Kevin and his brother traced down any and all financial records left by their father. Kevin has a great story of his own and shares motivating thoughts on frugality, savings, mindset and the importance of having a will or a trust.

Jan 11, 2021 • 50min
168: Net Worth of 2.1M - Police Officer - "Family, Health, Wealth - in that Order"
David is a police officer with a current net worth of 2.1 million. He was in the Marines for eight years before working in corporate america and then becoming a police officer; He was 39-years-old when he became a millionaire. David invests heavily in precious metals (nearly 250K) and multifamily real estate. We discuss how his real estate holdings were hit in the economic downturn of 2008-2009 and how that changed his investing strategy. In 2006, David had a net worth of 600K and in 2009 it had dropped to negative 200K. Email us at - millionairesunveiled@gmail.com Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled

Jan 4, 2021 • 43min
167: Net Worth of 5M - The Impact of COVID on Multifamily Real Estate
Neal Bawa has a current net worth of between five and ten million dollars. He shares his story and investment allocation which includes primarily real estate but also gas stations, hotels, fourplexes, and stock market equities. He discusses how COVID has impacted his collection and vacancy rates and also how he started in real estate. Neal is a big believer in Karma, and building up a reserve of good things to come in the future. Check out his free course at: https://www.udemy.com/course/realfocus/ Email us at - millionairesunveiled@gmail.com Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled

Dec 28, 2020 • 42min
166: Guest Interview - Who Needs a Financial Advisor?
Jonathan is a financial advisor at Lionsgate Advisors. We discuss the financial planning industry, who needs a financial advisor, and why he believes the industry has a bad rap. Jonathan also shares the importance of having a clear vision and goal for where you want to be. We also discuss the "order of operations" of investing - where to save and invest the next dollar.

Dec 21, 2020 • 48min
165: Net Worth of 10M - From 15K to 10M in Ten Years
Dan has a current net worth of about 10M, of which 30% is invested in gold and 20% in cash. Dan shares his story about almost going bankrupt in 2008 to working his way out and growing his net worth rapidly. He now focuses on passive income and preserving capital, but shares thoughts on investment risk, taking chances, and high savings rates. Ten years ago he had a net worth of 15K. Check out his website at: https://www.futuremoneytrends.com/ Email us at - millionairesunveiled@gmail.com Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled

Dec 14, 2020 • 38min
164: Net Worth of 640K - Female Nurse Who Rents
Chloe works as a nurse and has a current net worth of 640K. Of the 640K, 110K is in cash and the remaining 510K is invested in the stock market. Chloe discusses her background which includes earning scholarships and grants while attending a public school and incurring no student loan debt. She shares mistakes and advice and talks about managing investment risk tolerance with her husband. Chloe has a current goal of reaching 1M by age 40 with a longer term goal of 1.5M in net worth. Email us at - millionairesunveiled@gmail.com Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled

Dec 7, 2020 • 42min
163: Net Worth of 6.4M - Recently Retired at 57, 3M in Retirement Accounts
David has a current net worth of 6.4M. Of the 6.4M, about 3M is in real estate, and 3M in retirement accounts between both his and his wife's IRA. He recently retired and has several rental properties. David had an initial net worth goal of 5MM when he was first married and has now shifted to focusing on passive income vs. net worth. He made his first million in 11 years, and his second million 6.5 years later. Email us at - millionairesunveiled@gmail.com Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled