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
Dec 16, 2019 • 49min
112: Net Worth of 17.5M - Disabled and on Life Support, Passive Income Kept My Family a Family
"I literally had nothing. I couldn't hug my own children, I couldn't eat, I couldn't drink, (and) I had no job." These are impactful and inspiring words shared by our guest AJ Osborne. On this show he shares his life story including starting his career selling insurance, then turning to cash flowing real estate with primarily self storage. Months after having his fourth child, AJ was diagnosed with a rare disease which soon cause him to be completely disabled. In this episode he shares not only his struggles, but his difficult and motivating journey back.
Dec 9, 2019 • 35min
111: Guest Interview - David Stein, What Investment Return Should You Plan for?
David Stein, podcast host and author of the podcast/book titled, "Money for the Rest of Us" joins us for today's interview. We discuss David's background as an institutional investor and money manager, his asset allocation, and his thoughts on what return one should plan for in the future. He also shares advice on cash flow, portfolio allocation, real estate, and risk. Check out his new book at https://amzn.to/341qLt4 and his website at https://moneyfortherestofus.com/.
Dec 2, 2019 • 41min
110: Net Worth of 1.2M - A Career in Public Education
Our guest today is Ed from https://educatorfi.com/. He has a current net worth of 1.25M. He has about 300K in real estate, including a vacation home, 200K in cash, and 700K in the market. We discuss his career in public education including his journey from teacher to principal to district administrator. Furthermore we discuss how he paid off over 125K in debt. Ed also shares terrific advice on 403(b) and 457 retirement account planning and pensions.
Nov 25, 2019 • 51min
109: Net Worth of 4.1M - 150K in Apple Stock and a Yellowstone Cabin
Jeff has a current net worth of four million. He has about one million in retirement accounts, two million in after-tax investment accounts, 500K in his primary residence, 300K in a rental property, and 300K in a small business. We discuss market investing including managing short-term capital gains and which stocks to buy. Jeff also shares his thoughts on retiring early and managing one's finances throughout life.
Nov 18, 2019 • 38min
108: Net Worth of 350K - Military Millionaire in the Making
David has a current net worth of 350K. His asset allocation is 50K in retirement accounts, 250K in real estate, and 50K in cash and index funds. We discuss his financial journey and real estate investments which include house-hacking, duplexes, multifamily housing, single family housing, Airbnb, and land. David also gives advice unique to those serving in the military such as VA loans and housing allowances. Check out his blog at https://www.frommilitarytomillionaire.com/.
Nov 11, 2019 • 43min
107: Guest Interview - Retire Before Mom and Dad with Rob Berger
Rob Berger, author of Retire Before Mom and Dad: The Simple Numbers Behind a Lifetime of Financial Freedom joins us for this episode. We discuss his financial journey which includes quitting his job after making partner at a D.C. law firm. Rob shares his portfolio allocation, his thoughts on what it means to "retire," how much money one needs in retirement, and how much to save along the way. We also talk about the small choices of saving and investing that are instrumental to a life of financial success.
Nov 4, 2019 • 42min
106: Net Worth of 4.5M - Live the Life You Want
Justin has a current net worth of 4.5M. Following his college graduation, he attended law school and worked for a law firm and large energy company. After just a couple years of working, he realized the corporate life wasn't for him and turned to an entrepreneurial journey. He currently owns several rental properties and receives over 50K in monthly rental income. He also discusses purpose, goal-setting, one's tribe or circle of friends, mindset, and attitude.
Oct 28, 2019 • 42min
105: Net Worth of 850K - Female STEM Consultant Saving 50K Annually
Sherry, a STEM (Science, Technology, Engineering, and Mathematics) consultant paid off 60K of student loan debt in 18 months. She also worked tirelessly to increase her income from 60K to 250K annually. She saves an average of 50-60K each year. Sherry's parents won the lottery when she was young, and she discusses the decisions her parents made with the money and how it affected her life. She also shares her portfolio allocation, mistakes made, and the advice she'd give someone in her similar situation.
Oct 21, 2019 • 47min
104: Net Worth of 3.0M - "I Couldn't Afford to Go to McDonalds"
Mark shares his amazing story about being in debt to reaching a net worth of $3 million dollars. He currently has seven paid for condo rental units, a paid for house, and 800K in IRA's. He discusses how he overcame debt, and the intentional decisions his family made to save and invest. Mark recently retired and divulges what he's learned in retirement. He also shares that his household spending has increased from about 60K to 150K annually (mostly due to traveling).
Oct 14, 2019 • 37min
103: Guest Interview - Choose Financial Independence with Chris Mamula
Today's interview features Chris Mamula, co-author of the new book, "Choose FI: Your Blueprint to Financial Independence." We discuss his background and how he was able to retire at the age of 41. Chris shares input on health insurance when retired, what surprised him upon retirement, how he personally invests, and how to transfer net worth to cash flow/income. He divulges the story behind the book and also what stood out to him from his research and writing. Check out the book at https://amzn.to/2IOPgBI.
