

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

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.

Jul 29, 2024 • 41min
368: Net Worth Of $1.1M - Playing More Offense Than Defense
Andrew, who has built a net worth of $1.1 million, reveals his financial journey marked by savvy investments and strategic planning. He shares his investment philosophy, emphasizing dollar-cost averaging and index funds as key players in his success. Andrew discusses the importance of tracking progress and setting financial goals, while also highlighting the role his spouse plays in their financial decisions. He offers valuable advice for newcomers, underscoring the need for financial education and mentorship in attaining financial freedom.

Jul 22, 2024 • 44min
367: Net Worth Of $1.3M - Climbing Out Of A 200k Mountain Of Debt
Corey shares her journey of overcoming $200,000 in debt and building a $1.3 million net worth through aggressive debt repayment and strategic investments. She plans to retire early and keeps her finances separate from her partner. One turning point was realizing the amount of money going to interest payments.

6 snips
Jul 15, 2024 • 39min
366: Net Worth Of $6.0+M - Start.Build.Scale.Sell.Invest.Give - A Recipe For Success
A millionaire shares his journey from business ownership to real estate investments with a net worth of $6.0+ million. He emphasizes the importance of hard work, surrounding yourself with good people, and setting goals to reach $10 million. The podcast explores diverse investment strategies of millionaires, entrepreneurship journey from military to business sale, financial goals through real estate investments, and valuable financial lessons learned.

Jul 8, 2024 • 49min
365: Net Worth Of $3.3M - Overcoming $1+ million In Debt, Divorce & Failed Ventures
Summary Chris has a net worth of $3.3 million. It is split between real estate and his business. He shares his journey from financial struggles to becoming a millionaire and achieving financial freedom. He teaches people how to become work optional and focuses on generating passive income. Chris emphasizes the importance of shifting from an accumulation mindset to an acceleration mindset. He discusses his real estate investments and the impact of the recession on his financial situation. He was nearly bankrupt and had to dig out of $1 million in debt. Despite facing challenges, Chris bounced back and rebuilt his wealth. He shares the mindset shift that propelled him towards success and the strategies he implemented to generate multiple income streams. In this conversation, Chris shares his insights on balancing lifestyle and building net worth, finding purpose and drive, and living with purpose while blessing others. He emphasizes the importance of mindset shift for building wealth and the need to create multiple streams of income. Chris also discusses the balance between safe investments and alternative investing. He shares his personal financial goals and highlights the importance of giving and charitable donations. He concludes with advice for beginners, emphasizing the importance of creating value for others and finding fulfillment in serving.

Jul 1, 2024 • 59min
364: Net Worth Of $1.8M - "Precision Is Not Required": $2 Bills & Lessons from Growing Up In Poverty to Retiring Early
Jackie shares her journey from poverty to financial independence, emphasizing financial literacy and education. She discusses net worth growth, $2 bills, working at voting polls, transparency about money, regrets, and upcoming projects including a podcast.

Jun 24, 2024 • 55min
363: Net Worth Of $1.0M+ - Fear Comes Before Success: Ex-Corp Attorney & Businessman Shares His Journey
Summary Chris has a net worth of $1+ million. Most of it is in real estate but it wasn't always that way. He is a former corporate employee turned real estate investor. He discusses his transition from single-family houses to multifamily investing and the growth of his net worth. Chris emphasizes the importance of diversifying income streams and leveraging retirement accounts for real estate investments. He also highlights the benefits of using HSAs and ESAs for alternative investments. Chris shares his lifestyle balance and future plans, including potential involvement in development projects. Lastly, he discusses his unique approach to teaching financial literacy to his children. In this conversation, Chris shares insights and experiences related to vacations, life lessons, money, and personal growth. He talks about his vacation on the Island of Lanai and the lessons he learned from childhood. Chris also discusses his bucket list experience and the craziest thing he did to earn money. He reflects on the dumbest thing he wasted money on and shares his favorite triathlon. He concludes by offering freebies for listeners.

Jun 17, 2024 • 38min
362: Net Worth Of $2.6M - How Becoming A Millionaire Changed My Life, My Mindset and My Purpose
Summary In this episode, CJ shares his background and current net worth of $2.6 million. He discusses his asset allocation, with the majority of his investments in retirement accounts, property, taxable brokerage, and cash. CJ explains that he primarily invests in index funds and shares his journey from individual stock picking to becoming a lazy investor. He talks about making his first investment a couple of years after college and being inspired by successful colleagues. CJ also mentions his early savings habits and the importance of financial literacy. Sponsored by: www.shopify.com/unveiled