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 15, 2018 • 35min
51: How About $100 Million?
In this episode we provide a recap of our last 10 interviews and discuss the lessons and trends we've learned from interviewing nearly 50 millionaires. Thus far, our interviewees have a combined net worth of nearly $100 million. We also provide updates on the show including future guest interviews with Robert Kiyosaki and Tom Wheelwright.
Oct 8, 2018 • 46min
50: Net Worth of 4.2M - Military Millions and a Government Pension
Today's episode features "Still-In" from MilitaryMillions.com. He has served in the military for 17 years, and has a current net worth of 4.2M including a government pension valued at 1.2M. His paid off house is worth over 400K, and he holds over 2M in traditional investments held primarily in Vanguard funds. We discuss his current allocation between Stocks and Bonds, and Domestic vs. International. "Still-In" unveils his investing strategies, cash holdings, and thoughts for financial success.
Oct 1, 2018 • 43min
49: Guest Interview - Real Estate with Coach Carson
Today's guest, Coach Carson, is an active real estate investor, coach, and author of the new book, "Retire Early with Real Estate" (https://www.amazon.com/Retire-Early-Real-Estate-Investing/dp/1947200038/). We discuss how he started investing, his current real estate portfolio, and tips for investing success. He provides advice on goal setting, health insurance, teaching kids about money, leverage, and when enough is enough. His blog is www.coachcarson.com.
Sep 24, 2018 • 38min
48: Net Worth of 2.4M - Debt Free Doctor
Today's guest, debt free doctor, has a current net worth of 2.4M. He discusses his story of overcoming 250K of debt and unveils how he's been able to financially strive since being debt free. He has numerous investment vehicles including, but not limited to, home equity, real estate syndications and crowdfunding, taxable investments, IRAs, 529 plans, and HSAs. He invests primarily in Vanguard index funds.
Sep 17, 2018 • 40min
47: Net Worth of 1.4M - Custodian with a 40K Salary
This episode features Jeff, a school custodian with a net worth of 1.4M. He has worked for the same school district for over 30 years and currently makes 40K a year. He has 1M in retirement accounts, and 180K in home equity. We discuss happiness and confidence levels as savings and net worth grew, sacrifices made along the way, and how he was able to reach millionaire status. Jeff shares his life and investing strategy, and unveils his current portfolio allocation.
Sep 10, 2018 • 34min
46: Net Worth of 1.5M - Small Business Owner with Two Rentals
Eric is a small business owner with investments in both the stock market and real estate. He grew up in a middle class family, served in the military for four years following high school, and studied finance in college. He has about 300K invested in the market, 100K in cash, 10K in Gold and Silver, and 1M in real estate (He currently owns two rental properties). Eric discusses his investments, small business ownership, generational wealth, and his financial goals.
Sep 4, 2018 • 39min
45: Net Worth of 3.1M - IT Consultant with a Porsche
John has a current net worth of 3.1M, is in his late 40's, and is married with two children. At the age of 30, he had a net worth of nearly zero. His investments are split between financial securities and real estate. On the securities side, he has a 401(k), IRA's, and college savings accounts; they are primarily invested in target date retirement funds. On the real estate side, he owns two primary homes and three rental homes which he self manages. We also discuss generational wealth and expected returns.
Aug 27, 2018 • 40min
44: Guest Interview - Dividend Diplomats
The Dividend Diplomats are two twenty something friends with a shared interest of dividend investing and frugal living. On this guest episode we discuss the benefits of dividend investing, why they've chosen dividend investing, and how much they each earn from their investments. They explain "dividend aristocrats" and which companies fall into this category. Both Lanny and Bert divulge how they got started, and their financial goals for the future.
Aug 20, 2018 • 34min
43: Net Worth of 1.2M - CPA with Timeshares and a Work-Life Balance
Today's episode features a CPA who has worked in both public and private accounting. She has continually strived to be frugal, invest, and grow her net worth. She has a current net worth of 1.2M. Dora mentions that she used to be a workaholic, but now works for the government in a job with better work-life balance. Her range of income during her working life has been $19,000 - $180,000. We discuss her financial history, investing strategies, and plans for the future.
Aug 13, 2018 • 39min
42: Net Worth of 3.0M - First Million at Age 45
Today's episode features a radiologist with a current net worth of 3.0 million. He hit his first million at age 45 and his second million just two years later. He holds 500K in his 401K, 500K in a standard brokerage account, and 500K in syndicated real estate deals. We discuss the mantra that doctors are bad with money and how he thinks that's changing. Furthermore, he shares his investing insights, how to work on the side, and his goals for financial success.
