

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 7, 2024 • 1h 3min
378: Net Worth Of $37M - Changing a Family Tree: My Dad Never Made More than Minimum Wage Yet All 10 of Us Became Millionaires
Discover the inspiring journey of a $37 million millionaire who emerged from a minimum-wage upbringing. His father's work ethic fueled the success of him and his siblings, all achieving millionaire status. From being a Navy pilot to building a scaffold company, he faced early setbacks but pivoted to smart investments, including tech startups like PlantSnap. As he shares strategies for profitability and diversification, listeners gain insight into wealth-building, family investment dynamics, and the importance of patience in financial growth.

Sep 30, 2024 • 43min
377: Net Worth Of $1.3M - Building Wealth: It's Easier Than You Think
Lawrence, a federal auditor in his early 40s, shares his inspiring turnaround from over $150,000 in debt to a net worth of $1.3 million. He reveals practical tips on using tax-advantaged accounts and cutting expenses, particularly on food. Communication with a supportive spouse plays a key role in his financial journey. Lawrence dreams of retiring with $6 million, traveling the world, and helping others achieve financial security. He emphasizes that building wealth is easier than many believe, breaking down barriers to financial success.

Sep 23, 2024 • 40min
376: Net Worth Of $2.0M+ - Millionaire at 24. Hedge Funds, Gyms, Hormozi
Summary Tim has a net worth of $2.0+ million. He started his career in finance, starting a hedge fund in his early 20s that grew to over $350 million in equity. He transitioned into technology and fitness, building a successful gym franchise. He then joined GymLaunch and helped grow it into a multi-million dollar business. Tim is in his early 40's and is now an investor, consultant, and coach, helping small business owners unlock value in their businesses. He believes in the infinite banking concept and focuses on cashflow and tax mitigation. Tim's journey showcases his entrepreneurial spirit and ability to adapt to different industries. Tim became a millionaire at the age of 24 and has maintained a seven or eight-figure net worth since then. He achieved this through his successful hedge fund business and strategic investments. Tim emphasizes the importance of hard work, taking calculated risks, and having a strong mindset. He believes that financial freedom comes when investment income exceeds monthly expenses. Tim also shares his experiences with expensive purchases, lessons learned from childhood, and his changing beliefs about success. Sponsored by: Shopify Shopfiy.com/unveiled

Sep 16, 2024 • 51min
375: Net Worth Of $193M - I'd Be A Billionaire If I Didn't Get Fired From Facebook
Summary Noah has a net worth of $193 million. Most is in his company but he does have several million in cash, market investments, real estate and some crypto. He is a successful entrepreneur and founder of AppSumo. Noah shares his journey from working at Intel and Facebook to building his own businesses, discussing his net worth, investment strategies, and the importance of entrepreneurship. He emphasizes the significance of enjoying wealth, the philosophy of active versus passive income, and the lessons learned throughout his career. Noah also reflects on his lifestyle changes, future goals, and the importance of asking for what you want in life. Sponsored by: Indeed. Need to Hire? You Need Indeed. Indeed.com/unveiled

Sep 9, 2024 • 47min
374: Net Worth Of $1.05M - I Allow Money To Be A Tool I Use, But I Don't Let It Possess Me
Josh, a newly minted millionaire and former Marine, shares his inspiring journey from military life to a successful finance career. He discusses the importance of viewing money as a tool for achieving financial freedom rather than a possession. Listeners will find insights on evolving investment strategies, the significance of time over money, and the emotional challenges of transitioning careers. Josh emphasizes responsible wealth distribution and the need for meaningful living, illustrating how true fulfillment often lies beyond financial success.

Sep 3, 2024 • 48min
373: Net Worth Of $14.5M - From Non-Profits to Startup CEO to Hitting 8 Figures in My 70's
Riggs, the CEO of OriginClear, has a remarkable net worth of $14.5 million, reflecting his journey from the nonprofit sector to the startup world. He shares insights on overcoming challenges in the industrial water space and the importance of innovation. Riggs emphasizes the need for a compelling idea and solid organizational development for success. He discusses creating investment opportunities for both accredited and unaccredited investors. Additionally, he offers essential advice for aspiring entrepreneurs, highlighting the significance of apprenticeship and adaptability.

Aug 26, 2024 • 48min
372: Net Worth Of $1.05M - Lights, Camera, Net Worth (Millionaire)
Ryan and Haley, a couple thriving in the entertainment industry, share their financial journey to a net worth of over $1 million. They discuss their investment strategies, including contributions to Roth IRAs and HSAs, and their aspirations for early retirement. The couple emphasizes the importance of shared financial values and disciplined saving. They also reflect on their frugal habits, unique job experiences, and the influence of their upbringing on their financial mindset, all while prioritizing experiences over material possessions.

Aug 19, 2024 • 59min
371: Net Worth Of $15M - From Federal Prison to Serial Entrepreneurship
In this chat, Byron, a fractional CFO and CPA with a net worth of $15 million, shares his inspiring journey from federal prison to becoming a successful entrepreneur. He discusses the importance of understanding numbers and tax strategies in business. Byron emphasizes the value of partnerships and resilience, encouraging aspiring entrepreneurs to embrace failure. He dreams of becoming an angel investor, supporting innovative ideas. With anecdotes about his first job and lavish experiences, he provides insights into balancing luxury with practical life lessons.

Aug 12, 2024 • 56min
370: Net Worth Of $2.2M to Zero - The Need of Money & The Right Mindset: Losing It All and Building Back
In this engaging conversation, Jordan, a realtor and investor, shares his dramatic journey from a net worth of $2.2 million to effectively zero due to market corrections in Canada. He discusses the emotional and financial challenges of liquidating properties and reflects on critical investment mistakes. Jordan offers insights into the Canadian real estate landscape, including how interest rates impact families and contrasts with U.S. practices. With a focus on resilience, he shares plans for rebuilding his wealth and lessons learned about family and finance.

Aug 5, 2024 • 46min
369: Net Worth Of $2.8M - My Salary Started at 18k and Never Eclipsed 65k
James, a retired law enforcement employee, boasts a net worth of $2.8 million. He shares his journey from an $18,000 salary, emphasizing the power of early and consistent investing. Discover his strategies using retirement accounts and how compound interest transformed his finances. James offers sage advice for young investors, stressing the importance of hard work and financial independence. His insights reveal that financial savvy, not a high salary, can lead to wealth. Join him in exploring the choices that reshaped his life.