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 29, 2018 • 43min
31: Net Worth of 6.4M - Doctor who Overcame 500K of Debt
Dr. Cory Fawcett has a current net worth of 6.4M. He's 60% in real estate, 30% in financial securities, and 10% in cash and other holdings. During his career as a doctor, he grew his annual income to 250K. After buying his practice and an RV, he had 500K in debt. Cory unveils his debt payoff techniques (just under 6 years to payoff 500K), real estate investing, and other keys to financial success. Cory is now retired and travels regularly. His blog, "Prescription for Financial Succe$$" is linked below. https://drcorysfawcett.com/
May 21, 2018 • 36min
30: Net Worth of 3.3M - From Marriage to Millionaire
Meg and her husband have a current net worth of 3.3M. Both of them are bankers, and were savers/investors prior to being married (she had a net worth of 900K, and he 100K). They have about 1M in stocks/bonds and 1M in real estate. She discusses investing in real estate via syndications vs. buying/managing your own property. Meg also unveils her three legged stool investment approach and discusses a couple of her financial mistakes.
May 14, 2018 • 41min
29: Net Worth of 3.4M - Engineer who Turned Down a 1.2M Salary
Steve, a retired engineer, has a current net worth of 3.4M. He shares his story and thoughtful insights on what has made him the classic "Millionaire Next Door." He worked at the same company for over 30 years, and discusses both the pros and cons of doing so. He shares the slogan, "Same House, Same Spouse, Same Car" and provides insight on how each of those pieces contributes to financial success. At one point after retiring, Steve received, and turned down, a job offer with an annual salary of 1.2M.
May 7, 2018 • 41min
28: Net Worth of 6.5M - Doctor with a Life Changing Tesla
Doc G, today's guest, is a physician with a current net worth of 6.5M. As a physician with numerous side hustles, his income once reached about 1M per year; He currently makes about 250K per year. We discuss his side hustles and how much income they provide, how charitable giving has played a role in his wealth growth, and whether people treat him different once they find out he's wealthy. He also shares financial goals and several tips for financial success.
Apr 30, 2018 • 30min
27: Guest Interview - 500K Net Worth, 29-Year-Old Aspiring Millionaire
This interview features Taylor, a 29-year-old aspiring millionaire, with a current net worth of 500K. He has 350K in investments with the majority in ETF's and index funds allocated to both retirement and non-retirement accounts. He earned 30K annually in his first full-time job out of college, but returned to school for an MBA and has a current annual income of over 100K. Taylor discusses charitable giving, his financial mistakes, and offers wealth building advice. Check out his website at mrfiguy.com.
Apr 23, 2018 • 22min
26: How We Invest and Interview Recaps
This episode provides more detail about us, as well as interview summaries of our last ten millionaire interviews. We discuss our backgrounds, investing strategies, and plans for the Millionaires Unveiled podcast. We briefly introduce a new project, the Millionaire Scorecard, share insights on upcoming episodes, and discuss our multifamily investment opportunities. We review our most recent millionaire interviews, sharing key points and data from each person.
Apr 16, 2018 • 35min
25: Net Worth of 6.5M - It's Never too Late to Start
Edna is a Canadian real estate investor with a current net worth of 6.5M. She's invested almost entirely in real estate and has built her portfolio to over 400 doors with a value close to 47 million dollars. Before becoming a full-time investor, Edna was a financial adviser. She opens up about her life story, how and when she started investing, and provides tips to financial success. Please see the link below for more info and a couple special offers. https://ednakeep.com/muv/
Apr 9, 2018 • 39min
24: Net Worth of 1.6M - Attorney with Precious Metals
OthalaFehu and his wife have a current net-worth of 1.6M. Both he and his wife work as government attorneys and primarily invest in Vanguard index funds across retirement and non-retirement accounts. They also own 80 dividend paying individual stocks, and hold 3% of their net-worth in precious metals. We also discuss investing strategies for both HSA's and 529 college saving plans.
Apr 2, 2018 • 35min
23: Net Worth of 1.5M - Millenial Millionaire, The Green Swan
This episode features JW, one who has worked in corporate America for almost a decade and saved/invested annually to build his net worth. He chooses to invest primarily through index funds, and more recently purchased and currently manages a small business. He discusses working with family, buying and growing a small business, and overall risk tolerance.
Mar 26, 2018 • 26min
22: Guest Interview - $100K+ Per Month Blog
Michelle runs the successful blog titled, "Making Sense of Cents." In 2017, she made over $1.5M blogging, and currently makes over $100K per month. She discusses how the blog got started, financial and business decisions made along the way, how she invests her money, and what she's doing now to grow her business. She also provides financial advice for both individuals and business owners and reveals, what she believes to be, the biggest financial mistakes.
