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
May 4, 2020 • 45min
132: Net Worth of 3.0M - 250K of Passive Income Annually with Financial Samurai
Sam from Financial Samurai has a net worth of three million and makes 250K in passive income annually. He discussed his career in finance for 13 years before retiring early. Sam shares the good and bad from early retirement, his net worth allocation, and his experience with investing in real estate crowd funding platforms. He also talks abut negotiating a severance upon leaving a job.
Apr 27, 2020 • 50min
131: Net Worths of 4.3M & 2.3M - Interview Follow-ups and Stocks to Buy
Today's episode features our first follow-up round of interviews. We follow-up with the interviewees who originally aired on episodes #48 and #109. With Jeff from episode #109, we discuss his retirement and what stocks he's currently buying and trading. With Debt Free Dr, we discuss how and why his portfolio has changed. They also share general financial and investing advice.
Apr 20, 2020 • 34min
130: Net Worth of 1.7M - Female Who Moved Forward After Divorce and Overcame 250K in Debt
Today's show features Tiffany, with a current net worth of 1.7 million. We discuss all things personal finance including her investment allocation which includes both money in the equity markets and five single family rentals. She talks about finding and managing those rentals, the 3K in net monthly cash flow, and how she got started in real estate. Tiffany shares her insight on goal setting and how that has been one driver of her success. She has a terrific story, mindset, and attitude!
Apr 13, 2020 • 47min
129: Net Worth of 700K - 30-Year-Old Cyber Security Expert Who Paid off 150K in Student Loans
Michael is a 30-year-old cyber security expert with a net worth of 700K. He has been very successful and even paid off 150K in student loans. He shares his investment allocation which is nearly 50% in his Roth account and 85% in equities. Michael also discusses how he was able to grow his income so quickly and accelerate his career. He gives away 15-20% of his money, pays a regular tithe, and will soon be a millionaire!
Apr 6, 2020 • 41min
128: Net Worth of 12M - Single Family Homes with Jason Hartman
We talk with today's guest, Jason, about single family home investing, property management vs. self managing, cyclical and linear housing markets, and how to value a small business. Jason talks about how he became involved with real estate at the age of 20 and shares details on his first deal. He guides us through what to look for when purchasing a single family home rental and the importance of standardization when analyzing deals.
Mar 30, 2020 • 37min
127: Net Worth of 1.0M - Financial Independence in a Foreign Land
Dave is today's guest with a net worth around one million dollars. He currently lives in Israel, previously worked as a lawyer, and is now on his path to financial independence. We discuss having a financial goal, what financial independence means, cost of living in Israel, and his life journey. Check out his current book titled, "The Cash Machine, A Tale of Passion, Persistence, and Financial Independence." https://www.amazon.com/Cash-Machine-Persistence-Financial-Independence-ebook/dp/B082P81146
Mar 23, 2020 • 42min
126: Net Worth of 1.0M - Female Radiologist and Mother
Barbara, a radiologist and toddler mom, is today's guest on the show. She has a current net worth of just over one million dollars. Besides her portfolio allocation, we discuss her career as a physician, paying off her student debts, finding work/life balance, working in a male dominated field, plans for her financial future, and more.
Mar 16, 2020 • 47min
125: Net Worth of 1.1M - Budgets Are Sexy with J. Money
J. Money from the popular blog, Budgets Are Sexy, is the guest on today's episode. He shares his net worth and portfolio allocation which primarily consists of investments in VTSAX, the Vanguard Total Stock Market Index. We discuss the FIRE movement, money and happiness/fulfillment, how much one spends in retirement, and the range of his household income. Check out his blog at https://www.budgetsaresexy.com/.
Mar 9, 2020 • 39min
124: Net Worth of 2.3M - Immigrant Who Came to the U.S. with Only $1,000
John immigrated from India to the U.S. with only $1,000. He shares his story of working his first job to building a net worth of over 2.3 million. He lives in a high cost of living area and shares his asset allocation which consists of 1MM in real estate, 300K in a 401(k), 200K in a Roth, 400K in taxable accounts and the remainder in other investments including lawsuit settlements. John also shares how he's been able to manage his career and raise his income from 40K to over 200K annually. Check out his blog at https://financialfreedomcountdown.com/
Mar 2, 2020 • 39min
123: Guest Interview - Finances in Marriage with the Money Couple
Today's guest interview features the money couple. We discuss all things finances in marriage and why/how 70% of couples whom divorce do so because of financial stress/issues. Scott and Bethany talk about the five money personalities, and share how learning about your money personality can help in marriage. They also share that it costs, on average, 275K to raise a kid from kindergarten through four years of college. https://themoneycouple.com/
