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
Oct 7, 2019 • 41min
102: Net Worth of 1.9M - Handyman and Vending Machines
Larry has a current net worth of 1.9M. He currently works as a handyman but started and worked with several small businesses including, but not limited to, vending machines, trucking, sewer management, and truck repairs. He discusses several different ventures including why they started and ultimately ended. Larry talks about how to start and scale a small business, as well as knowing when to sell. He is 55 years ago, debt adverse, and just paid off his home last year.
Sep 30, 2019 • 26min
101: Interviews Recap, What Have We Learned?
In this episode we discuss how and why the show was started, highlights and lowlights along the way, favorite interviews, and some of the things that we've learned from interviewing nearly 100 everyday millionaires. We also discuss upcoming plans for the show including a new website.
Sep 23, 2019 • 54min
100: Net Worth of 100M - Build an Intentional Life with David Osborn
David Osborn is an author, real estate investor, world traveler, mentor and father. He's the author of three books, Wealth Can't Wait, Miracle Morning Millionaires, and Tribe of Millionaires. We discuss intentionality, goal-setting, passive income, risk-taking, mindset, one's tribe or influencers, education and learning, and more. He shares how he was able to grow his net worth from -$1,500 at age 26 to around nine figures today. Check out his new book at https://www.tribeofmillionaires.com/checkout-page.
Sep 16, 2019 • 36min
99: Net Worth of 5.5M - Mid 60's Female, Never Made Over $82K
Diane shares her inspiring story of saving and investing her way to financial success. She worked first as an engineer, and then taught engineering; she never made over $82,000. Furthermore, she has four children, three homes, and 4.9MM in her IRA. She discusses her asset allocation and investing mistakes and advice. She shares that she consistently put 10% into retirement and lived frugally.
Sep 9, 2019 • 45min
98: Net Worth of 1.8M - 52 Single Family Rentals, $67K Monthly Rental Income
Today's episode features Chris with a net worth of $1.8MM. Of the $1.8MM, 70% is invested in real estate. Together with his business partner, they own 52 single family rentals. He discusses all things real estate including his first deal, self managing all the homes, financing, due diligence, sending mailers, etc.. He collects about $67K monthly in rental income and nets about $11K monthly. Beyond real estate, he has 14% of his net worth in cash, and 16% in retirement accounts.
Sep 2, 2019 • 40min
97: Net Worth of 1.1M - Female on FIRE, Paid off $110K of Student Loans
Courtney and her wife have a current net worth of $1.1MM. About $600K of that is invested in the market, 60% of which is in stocks, and 15% in bonds. They also hold a significant portion of their net worth, about 25% in cash and have $210K in home equity. We discuss her mindset on FIRE, her FIRE number, safe withdrawal rates, and how she and her wife overcame student loan debt of $110K. Their household spending is about $25K annually including about $450 per month on food.
Aug 26, 2019 • 38min
96: Guest Interview - Passive Real Estate Investing with Marco Santarelli
Today's interview features Marco, host of the popular real estate investing podcast, "Passive Real Estate Investing." We discuss his investing history, his 10 rules for successful real estate investing (http://www.noradarealestate.com/blog/10-rules-of-successful-real-estate-investing/), goal setting, investing in markets outside of your own, and the mindset behind success. Check out his podcast at https://www.passiverealestateinvesting.com.
Aug 19, 2019 • 46min
95: Net Worth of 630K - Teacher with Side Hustles
Don and his wife are both teachers. They have combined teaching income of about $125K. On top of teaching, they earn about $20K in additional income from side hustles. He discusses how he earns income on the side and the positive attitude needed to increase your earnings. They have about $350K in retirement accounts, $10K in cash, $7K in gold, and $7K in a 529 plan. Don also discusses his pension and provides advice to others who are pension eligible. Furthermore, he and his wife spend about $75K annually.
Aug 12, 2019 • 41min
94: Net Worth of 1.4M - Female, Mid 30's, Started with 35K Job
This week's episode highlights Ericka with a current net worth of 1.4M. She is married and has seven rental units, most of which are single family houses (from which she currently makes about 10K a month in passive income). She and her husband have 60% of their net worth in real estate, 25% in equities, 12% in cash, and 3% in other including crypto. Ericka has a motivating story about growing her annual salary from 35K to over six figures, and unveils her journey to millionaire.
Aug 5, 2019 • 41min
93: Net Worth of 1.0M - The Loonie Doctor, Don't get Financially Hosed
Today's interview features the Loonie Doctor, a Canadian physician who blogs at https://www.looniedoctor.ca/. He discusses his investment allocation (and why he's chosen that allocation), why doctors are notoriously bad with money, how investment vehicles in Canada differ from those in the US, his experience with financial advisors, and why it's important to keep learning and trying new things.
