Millionaires Unveiled

Jace Mattinson, CPA
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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.
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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.
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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.
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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.  
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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.
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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.  
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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 
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Jun 10, 2024 • 39min

361: Net Worth Of $5.3M - I Didn't Purchase My First Car Until I Was Over 60 Years Old

Summary Charles, a military reservist and pharmaceutical representative, shares his financial journey and insights. His net worth is $5.3 million and he is in his early 60's. He has a primary residence worth about $1.4 million and retirement accounts that are $2.9 million plus a pension that is valued around $1.0 million. Charles and his wife have flipped multiple personal residences over the years, allowing them to build wealth. They also prioritize contributing to retirement accounts and have achieved a million-dollar net worth through their 401(k)s and IRAs. Charles emphasizes the importance of financial education and teaching his children about money management. He also highlights the value of gratitude, generosity, and taking care of one's health. Charles offers advice for young investors, encouraging them to start early and stay the course.  
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Jun 3, 2024 • 51min

360: Net Worth Of $2M - I Bought A Rolex to Celebrate Becoming a Millionaire

The Cash Flow King, a financial advisor with a net worth of $2 million, shares his journey from the CPG industry to wealth building through real estate investments. Topics include net worth, investment portfolio, turnkey rentals, financial independence, lifestyle changes, debt management, and advice for beginners. The podcast also delves into balancing enjoyment with financial planning, the significance of business partnerships, and the challenges of expanding a property portfolio amidst market hurdles.
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May 28, 2024 • 43min

359: Net Worth Of $8.1M - Multimillion Dollar Beats: When Music, Real Estate & Business Collide

DJ Bander, a musician and entrepreneur with a net worth of $8.1M, discusses building wealth through real estate, music, and finance. He shares advice on living below your means, reinvesting capital, and building passive income. DJ Bander highlights the importance of hard work, multiple income streams, and scaling investments for long-term success.

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