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 20, 2019 • 34min
82: Net Worth of 15.0M - Penny Stock Trading
Tim Sykes is a penny stock trader who has earned millions after starting with just $12,000. Tim discusses the ins and outs of penny stock trading including how to get started, how much to invest, what to invest in, where to look, and the mindset to have. Tim also discusses success in both business and life and provides excellent advice on being honest and patient in both investing and life.
May 13, 2019 • 44min
81: Net Worth of 1.2M - What Should I do with $200K of Cash?
Steve, an entrepreneur in his young thirties, recently received a payout from his tech company. Besides his $200K in cash holdings, he also has $500K in home equity, $200K in the market, and an additional $200K in business equity. Of the money invested in the market, over 50% is invested in the S&P. He discusses his career path in technology and computer science, how equity in a new business works, and concludes with terrific advice on balancing one's career and family.
May 6, 2019 • 40min
80: Net Worth of 1.1M - 31-Year-Old Executive with Growing Income
Dom, a 31-year-old executive has worked tirelessly to build up not only his income but also himself. He discusses how he was able to grow his income so quickly (combined income of $165K in 2012 to $475K in 2018), how he invests (32% primary residence, 17% S&P index fund, 17% other real estate, 22% company equity, 8% life settlements, 3% cash, 1% cars), and the mistakes he's made along the way. Dom also provides insight into personal development, paying off one's mortgage, and investing strategies.
Apr 29, 2019 • 41min
79: Net Worth of 2.2M - 20 Single Family Rentals on a $100K Military Salary
Rich, with a current net worth of about $2.2M, is currently living abroad as an officer in the military. He has a portfolio of 20 single family rental homes. He currently makes about $100K a year in passive income from his rentals. Each home is worth about $80K and was often purchased for much less. Rich considers himself part of the FIRE community, specifically fatFIRE. He discusses how he built his real estate portfolio and how he manages them from abroad.
Apr 22, 2019 • 44min
78: Guest Interview - Mobile Home Park Investing with Kevin Bupp
Today's guest, Kevin Bupp, is the host of the popular podcast, "Real Estate Investing for Cash Flow." We talk about real estate investing and primarily mobile home park investing. How are mobile home park investments different than single and multifamily investing? What are the pros and cons of the investment? How does one get started in the space? Kevin also discusses his financial and investment journey and provides excellent advice for financial success.
Apr 15, 2019 • 42min
77: Guest Interview - Damion Lupo, What is Financial Freedom?
Damion Lupo, an entrepreneur, author, and real estate investor shares his story of reaching a net worth of $20 million before losing it all in the 2008 financial crisis. Damion talks about how he rebounded from the loss and now has a goal to free one million people from financial bondage. We also discuss mastering goals and having a purpose, the psychology of success, building confidence, and the importance of mentors and masterminds.
Apr 8, 2019 • 26min
76: Net Worth of 7.0M - "I'd like to be Worth $100 Million Dollars"
Scott, an asset protection attorney with a net worth of seven million unveils his portfolio and investing strategy. He also owns a growing business which isn't included in his net worth calculation. We discuss how much one should reallocate back into his/her business, goals for the future, and when enough is enough. Scott also talks about what he looks for in a real estate investment, and provides asset protection advice.
Apr 1, 2019 • 41min
75: Net Worth of 1.4M - $40K in Facebook Stock
Hunter, with a current net worth of $1.4M is a financial adviser. We discuss who needs a financial adviser, the benefits of having one, when one should hire an adviser and several of the common misconceptions related to the industry. Hunter has about $700K between two houses, $500K in the market between both traditional investment and retirement accounts as well as holdings in different single stocks including Facebook, Google, Amazon and Netflix.
Mar 25, 2019 • 39min
74: Net Worth of 1.7M - Female Nurse with Eight Single Family Rentals
This interview features Allison, a nurse with a net worth of $1.7M. Her husband also works as an engineer. Together they have eight single family rentals, half of which are paid off; the rentals cash flow about $50K annually. They hold about one $1M in equity investments and nearly $700K in real estate. Allison also invests in her 401(k) and a thrift savings plan. Within her equity investments, 90% is in stocks and 10% in bonds.
Mar 18, 2019 • 13min
73: Guest Interview - Robert Kiyosaki, "Rich Dad Poor Dad"
Today's guest interview features Robert Kiyosaki, the famous author of "Rich Dad Poor Dad." Robert discusses his investing mindset, the importance of continuing education, and the game of getting rich. He also unveils the assets in which he invests, and his view on debt. He shares what it takes to be successful and how failures can be turned into a success. Robert also talks about his new book, Fake: Fake Money, Fake Teachers, Fake Assets: How Lies Are Making the Poor and Middle Class Poorer.
