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 8, 2018 • 33min
11: Net Worth of 1.8M - Female Real Estate Tycoon
Jennifer is 31 with a current net worth of 1.8M. Of that amount, 1.5M is real estate, composed mostly of duplexes and triplexes. She started her career in real estate development and now has 18 total units. She talks about her investing strategies and unveils why she prefers duplexes over larger multifamily properties. Jennifer is heavily focused on cash flow, and currently nets about 9K each month from these properties. She provides great advice on playing to win vs. playing not to lose.
Jan 1, 2018 • 29min
10: Net Worth of 3.9M - Plumber Millionaire
John worked for 11 years in sales for a fortune 500 company prior to quitting his job and starting a plumbing business. He discusses his path to millionaire status - one that took over 30 years. He unveils his decisions along the way, and how he found the right combination of running a solid business and being an effective plumber. He also owns and self manages about 20 apartments. He has a current net worth of almost four million dollars.
Dec 25, 2017 • 34min
9: Net Worth of 1.1M - Inheritance of Wealth
This interview shares the story of Marco, who after his father's passing, inherited close to one million dollars. Prior to the inheritance, and at the age of 25, he was living paycheck to paycheck with very little investment knowledge and experience. We discuss Marco's story and he shares advice on what one might do when a large sum of expected, or unexpected money is inherited, given, or won.
Dec 18, 2017 • 28min
8: Net Worth of 6.0M - Multifamily Real Estate
Jason is a multifamily real estate investor with a current net worth of six million dollars. He has 95% of his net worth invested in real estate, and has no plans to invest in the financial markets. Jason went to law school, passed the bar exam, and then turned down a prestigious job offer to begin flipping single family homes. He did so for a few years before meeting his business partner and shifting his investing strategy to multifamily apartment buildings.
Dec 11, 2017 • 36min
7: Guest Interview - Former Multimillionaire & Tech Entrepreneur
Trent is a former multimillionaire and current tech executive, consultant, and entrepreneur. His story is different than most of our guests, and his current net worth is below a million dollars. He initially started by dropping out of college, creating a WordPress theme, and growing his company to a million dollars in revenue. After selling the company, he reinvested his money in new ventures and continues to explore tech startups. Trent currently works in the business cloud computing space.
Dec 4, 2017 • 41min
6: Net Worth of 1.0M - Retired at 36
This episode features Marc, a former financial planner. He worked for just over fifteen years, before retiring at the age of 36. After one year in retirement, he found himself bored and decided to return to the workplace. He has a current net worth of just over one million dollars, which is invested primarily in dividend growth stocks. He also runs the blog www.bamfmoney.com.
Nov 26, 2017 • 35min
5: Net Worth of 6.5M - The White Coat Investor
Dr. James Dahle, MD operates the successful blog titled "The White Coat Investor." He's an emergency physician residing in Utah and has a current net worth of between five and eight million dollars. He's also written a book titled, "The White Coat Investor, A Doctor's Guide to Personal Finance and Investing." His aim with both the book, and website, is to educate doctors and others about personal finance and investing. He discusses his portfolio allocation and shares insights and tips of financial success.
Nov 19, 2017 • 41min
4: Net Worth of 1.1M - Five Single Family Rentals
Paul has a net worth of $1.1 million mostly consisting of 5 single family rentals. Paul shares his story of becoming a millionaire.
Nov 15, 2017 • 33min
3: Net Worth of 1.6M - 90% in one Commercial Property
Mo has a current net worth of 1.6M. He lives in India, but travels often to the United States for work. He owns and leases a large commercial office property which is composed of 90% of his net worth. We ask him if that makes him nervous (having most of his net worth tied up in one property), and why he's chosen the allocation he has. He explains his reasoning, and unveils his mindset and investing strategy.
Nov 15, 2017 • 35min
2: Net Worth of 3.6M - Software Start-up
Chris has a current net worth of 3.6M. Most of his net worth came from the sale of a computer software company for 3M. Chris dives into how this business got started, and what he did to make it successful. He provides fantastic tips and input on growing and structuring a small business. After selling the business, Chris experimented with using a financial adviser vs. managing the money himself. After three years, he discovered that he was better-off managing the money himself.
