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
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.
Dec 24, 2018 • 29min
61: Net Worth of 1.75M - First Million at Age 39
Joe has a current net worth of 1.75M. He works in IT and allocated his money 80% stocks and 20% bonds. Within that allocation, he chooses 60% domestic and 40% international holdings. Joe reached is first million at age 39 and expects the second million to come much faster. He dabbled in single stock investing and real estate, but prefers investing in mutual and index funds. His household range of income has been 52K to 180K. He also shares advice on when to purchase your first home.
Dec 17, 2018 • 28min
60: Guest Interview - Michael Blank on Multifamily Investing
Michael Blank, a multifamily investor and host of the "Apartment Building Investing Podcast" shares his passion for multifamily investing and why he believes multifamily real estate is a fantastic investment. Michael shares his background and investing failures, how to find your first deal, what to look for in a deal, and frequent mistakes made by real estate investors. He also discusses single family investments vs. multifamily investments.
Dec 10, 2018 • 34min
59: Guest Interview - Jaime Masters From Eventual Millionaire
Today's guest, Jaime Masters, is a business coach and hosts the popular podcast, "Eventual Millionaire" where she interviews millionaire business owners. We discuss numerous topics including how to allocate money between one's business and other investments, finding success in the journey, the role of coaches and masterminds, and when to make new hires and the process of doing so. Check out the free resources mentioned at https://eventualmillionaire.com/jace/
Dec 3, 2018 • 38min
58: Net Worth of 1.2M - Female HR Professional on FIRE
Amber has a current net worth of 1.2M with 400K in a paid for home, and about 700K in traditional investments and retirement accounts. She also has money in HSA's, stock options, and an education savings account. The house was paid off in her early thirties and she wants to retire at age 45 with a net worth of 1.5M. Amber discusses mistakes (including overspending on credit cards) and offers terrific financial advice. She and her husband also adopted two children and paid for it all in cash.
Nov 26, 2018 • 38min
57: Net Worth of 1.4M - Ten Years to Millionaire and an Airbnb
Cubert has a current net worth of 1.4M. He has 500K in a traditional 401K with 100% of the funds invested in a Vanguard S&P 500 index fund. He also has 250K in home equity, and 600K in other real estate holdings including a condo used for airbnb. Cubert discusses how he went from virtually nothing to millionaire status in ten years including building up his real estate portfolio to four single family rentals and one Airbnb condo. You can find him at abandonedcubicle.com.
Nov 19, 2018 • 44min
56: Net Worth of 3.3M - Lost 200K in the Market This Week
Jake, 41 years old, has a current net worth of 3.3M. He has a 700K house, about 2M in retirement accounts (including roth and traditional holdings) as well as investments in REITs, 529 plans, angel investments, and one rental property. Within his retirement accounts, he primarily invests in index funds. He has four children and discusses how he teaches them about money as well as his current thoughts on generational wealth. Jake also unveils his financial independence and retirement goals.
Nov 12, 2018 • 16min
55: Guest Interview - Tom Wheelwright on Taxes
Tom Wheelwright, CPA is best known for making taxes fun and understandable. He specializes in helping entrepreneurs and investors build wealth through permanently reducing taxes. We discuss the new tax law including issues of divorce and alimony, real estate depreciation, car depreciation, business structuring, and how involved one should be with their own taxes. Check out his recent book "Tax Free Wealth: How to Build Massive Wealth by Permanently Lowering Your Taxes." http://wealthability.com/tfwamazon
