

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 20, 2024 • 36min
358: Net Worth Of $10M+ - Money Guy Show Host, Brian Preston, Unveils His Cards, Net Worth & New Book
Brian Preston, host of the Money Guy Show, shares his journey to financial success and mindset shifts. He missed his goals of $1M by age 30 and $10M by age 50 by a year. Preston emphasizes the why behind financial goals, giving back, and his book 'The Millionaire Mission' for financial success.

May 13, 2024 • 38min
357: Net Worth Of $1.1M - We Have Separate Finances to Maintain Equality and Ownership in Our Marriage
Sarah, a teacher with a net worth of $1.1 million, shares her financial journey and mindset. She values security, living below means, and having separate finances in her marriage. Sarah advises starting small on your financial journey and finding joy in daily expenses.

4 snips
May 6, 2024 • 42min
356: Net Worth Of $2M - Slow & Steady - At The Same Fortune 500 Company For Entire Career
A man shares his remarkable journey to a $2 million net worth, achieved through steady investments and a long career at the same Fortune 500 company. He emphasizes the importance of patience, a shared financial vision with his partner, and the impact of pensions on retirement. Listeners gain insights into the value of early saving and conscious financial decisions that align with personal values. The conversation highlights balancing financial independence with enjoying life along the way.

Apr 29, 2024 • 41min
355: Net Worth Of $6.5M - Finding Balance Between Investing & Spending; When Another Million Doesn't Change Happiness Levels
Eric, a real estate investor with a net worth of $6.5 million, talks about finding balance in investing and spending. He shares his journey from reading Rich Dad Poor Dad to building a portfolio of 55 houses and a 10-unit apartment building. Transitioning to passive investments, like real estate syndications, Eric focuses on lifestyle and a hands-off approach.

Apr 22, 2024 • 52min
354: Net Worth Of $5M - Immigrant Day Trading to the American Dream
Anmol is an immigrant and has a net worth of $5 million. Most of it is in the market (About 70%) and most of the remainder in real estate. He is in his early/mid 30's. He became a millionaire in his 20's and it only took him a little over a year to get his 2nd million. He is a trader by profession.

Apr 15, 2024 • 46min
353: Net Worth of $10M - I Live Better Than A Billionaire
Guest Scott, a business owner with a net worth of $10M, shares his journey to true wealth and happiness. He discusses prioritizing peace and doing what he truly wants, controlling mind and emotions, asset allocation strategy, wealth building insights, and personal experiences like expensive meals and transformative moments in the jungle.

Apr 9, 2024 • 43min
352: Net Worth of $15M - Digging out of a hole for 4 straight years to 3x Inc. 500 CEO
Chris, a real estate entrepreneur with a $15M net worth, shares his three-payday system post-2008 crash. He emphasizes mentorship, training, and company values for success. Chris discusses running a family business, setting future goals, and changing financial habits. Surrounding oneself with the right people is essential for personal and professional growth.

Apr 1, 2024 • 53min
351: Net Worth of $2M+ - Navigating the One More Year Syndrome
A millionaire with a net worth of $2+ million shares his journey to financial independence and investment strategies, including why he paid off his home early. He plans to travel, work remotely, and live on dividend income. He emphasizes starting early, keeping expenses low, and transitioning to dividend investing for early retirement.

Mar 25, 2024 • 39min
350: Net Worth of $350M+ - "The Power of The Human Isn't What You Can Do With Money But Without It"
Summary In this episode, Chase has a net worth of $350+ million. Most is in private companies. He sold one of his largest ventures for hundreds of millions. He shares his journey in the payments industry and his approach to investments. He discusses his preference for liquidity and his investment strategy, which includes investing in private companies, stocks, and cryptocurrency. Chase also talks about his decision to rent instead of owning real estate and his focus on building and starting new companies. He shares the impact of a life-changing event on his perspective and his mission to change the charitable giving landscape. Chase emphasizes the importance of transparency in charitable giving and his goal to help a billion people through his new company, Wishes.

Mar 18, 2024 • 52min
349: Net Worth of $9M - Coupon Cutting While Ascending to Become a Decamillionaire
Summary In this episode, Chris and Jen, a military family with a net worth of over $5 million, discuss their journey to financial success. With their pensions they have a net worth over $9 million. They share how their parents taught them about money and the importance of investing. Their children also talk about their experiences with cash flow and investing. Chris and Jen explain their investment strategies, including buying and holding stocks and diversifying their portfolio. They discuss their favorite stocks and alternative investments, such as real estate and cryptocurrency. The couple also shares their approach to retirement accounts and making investment decisions together. In this conversation, Chris and Jen discuss their financial journey, including their experiences with investing, taking risks, and teaching their children about money. They share their goals for the future, such as starting a consulting business, and discuss the importance of financial literacy and early investing. They also talk about their financial milestones, including becoming millionaires and changing their spending habits. They offer advice for beginners, emphasizing the value of starting early and being resourceful with money. Takeaways *Teaching children about money and investing from a young age can set them up for financial success in the future. *Playing games like Cashflow and Monopoly can help children learn about saving, investing, and real estate. *Starting to invest in the stock market at a young age can lead to long-term wealth accumulation. *Diversifying investments and exploring alternative options, such as real estate and cryptocurrency, can provide additional opportunities for growth. Taking calculated risks and learning from failures is an important part of investing. *Setting clear goals and planning for the future can help guide financial decisions. *Teaching children about investing and involving them in financial discussions can help instill good money habits. *Investing in small businesses and exploring alternative investment opportunities can be part of a diversified portfolio. *Becoming a millionaire requires discipline, hard work, and smart financial choices. *Using credit cards strategically and taking advantage of military benefits can help maximize financial opportunities. *Starting early and being resourceful with money are key factors in building long-term wealth.