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
Mar 4, 2019 • 38min
71: Net Worth of 7.5M - No Index Funds; 70% in One Small Business
Taylor is a financial adviser and small business investor. He has opened/invested in an insurance company, consulting practice, and a healthcare provider. He discusses his portfolio allocation including the criteria used to invest in small businesses; he doesn't own any index or mutual funds. He also provides terrific advice on how to work with one's spouse on money and how being on the same page with investments and spending is essential.
Feb 25, 2019 • 43min
70: Guest Interview - Brad From ChooseFI
Brad, co-host of the popular personal finance podcast, ChooseFI explains how the podcast got started and what it means to be "financially independent." He talks about intent, how much one needs to retire on a certain lifestyle, and how to get started toward financial independence. He also shares insights on his investment portfolio, health insurance advice for those who are retired or self employed, investing mistakes he's made, and tips for financial success.
Feb 18, 2019 • 31min
69: Guest Interview - Thomas Stanley's Daughter, Sarah Fallaw, The Next Millionaire Next Door
Sarah Fallaw, co-author of the new book, The Next Millionaire Next Door, and daughter of Thomas Stanley, author of The Millionaire Next Door, shares insights and data from both the new book, her experiences, and her father. We discuss her recent millionaire studies including how millionaires spend and save their money, what cars they drive, their level of education, and income levels. She divulges how recent findings have differed from the original studies and provides terrific financial advice.
Feb 11, 2019 • 32min
68: Net Worth of 4.0M - A Millionaire Next Door
Andy, with a current net worth of 4.0M, started investing in his 20's. He has 2.7M in retirement accounts, 780K in real estate, 50K in a 529 plan, 260K in music royalties, and 150K in cash. Andy discusses his path to wealth, how he acquired four rental properties, and provides terrific advice for being financially prepared. To learn more about Andy, check out his interview with the Dave Ramsey team at https://www.youtube.com/watch?time_continue=8&v=W9Ghh1f-Igc.
Feb 4, 2019 • 38min
67: Net Worth of 12.5M - The Wealthy Accountant
Keith, the wealthy accountant has a current net worth of approximately 12.5M. Keith discusses his story and path to wealth including his humble beginnings as a farmer. Keith hit his first million at age 31 and unveils his route to financial success which included primarily small business and real estate investments. He provides terrific advice on how to build your net worth, how to stay focused, and shares the best financial advice he ever received.
Jan 28, 2019 • 39min
66: Net Worth of 1.7M - Builds and Sells Websites
Marc has a current net worth of 1.7M. After quitting his job at the age of thirty, he started building and selling websites. He has since sold six websites ranging in price from $10,000 to $500,000; he has sold several sites for six figures. Marc discusses his unique journey to wealth, the strategy around building websites and knowing when to sell, and how to value one's website or blog. Marc also divulges how much he holds in cash and in which Vanguard funds he invests.
Jan 21, 2019 • 40min
65: Guest Interview - Joe From Stacking Benjamins
Today's guest interview features Joe from the stacking benjamins podcast. We discuss numerous topics including how the show got started (where the inspiration came from), thoughts on the FIRE movement (how much one needs to retire), where to get started on investing, and why people now tend to be more open with money. We also discuss Joe's background as a financial adviser, who needs one, and the future of the financial planning industry.
Jan 14, 2019 • 27min
64: Guest Interview - Chris Hogan on Everyday Millionaires
Today's episode features Chris Hogan, a member of the Dave Ramsey team. Chris discusses his new book, Everyday Millionaires, in which a third party study of 10,000 millionaires was conducted. He discusses numerous items from the book including the top three careers (engineer, accountant, and teacher), how to get of debt, the average savings rate of millionaires (15%) and millionaire salaries. He also shares a unique millionaire story and a bit about his own.
Jan 7, 2019 • 42min
63: Net Worth of 5.0M - Homeless Under a Bridge to Multimillionaire
Jude, with a net worth of around five million, was homeless in his late teens. Through a series of events, he decided to change his life and began working at a hospital. Shortly thereafter, he started his first business which ultimately failed. He bounced back and started another business which helped kickoff his success. Jude currently has holdings in businesses, real estate (single family, multifamily, and commercial) and other assets. Jude shares his remarkable story and provides terrific advice.
Dec 31, 2018 • 28min
62: Net Worth of 1.6M - Refugee to Millionaire
Vien, a refugee at birth, now resides in Australia and works as a pharmacist. She has a current net worth of 1.6M with 1.2M in real estate, 200K in her business, 90K in cash, and the remainder in retirement accounts. She discusses her career, allocating money between her business and other investments, and her financial goals for the future. Vien also shares that part of her financial motivation is remembering the time she had three dollars in her bank account and five dollars in her wallet.
