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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 portf ...
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Millionaires Unveiled
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287: Net Worth of $1.0M - "As I progressed, the way I viewed myself had to change"
37:41
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Rachel has a net worth of $1.0 Million. She has two children with another on the way and works in accounting/finance. 60% is in investments and 40% is in home equity. She has a few stocks she does play with but a majority are in index funds. We discuss her mindset changes of the years, how her upbrining played a part in her journey and various othe…
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Millionaires Unveiled
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286: Net Worth of $29.5M - Distribution Magnate & Business Exit to Real Estate Investor
51:25
51:25
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51:25
James has a current net worth of $29.5 million. 90% of it is in real estate comprised of almost 50 single family homes and a few commercial properties. The rest is in his 401k and cash. James is in his mid 60's and is semi-retired. We discuss all the odd jobs he had until he started his business in his 30's to the growth and eventual exit he had wh…
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Millionaires Unveiled
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285: Net Worth of $1.7M - "I drive a Mercedes, wear Louboutins and ate steak for $600"
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45:00
Michelle has a net worth of $1.7 million mostly in real estate investments with a bit in the market. She currently has 13 doors and one syndication. She is in her early 30's. She is a realtor, a gardener and enjoys pole dancing. Her husband is a stay at home dad after being in the military for several years.…
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Millionaires Unveiled
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284: Net Worth of $7.2M - IRS Tax Audit, Generational Wealth & Real Estate with a Retired Banker & Salesman,
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Roger is a former banker, saleman and stay at home dad. He is in his late 60's. Most of his wealth has come since he was in his late 50's until now. He has a current net worth of $7.2 million. ~25% is in Notes. ~75% in equity in Real Estate. 35k monthly income with ~23k a month from real estate and ~12k from notes He also has 25k cash, 25k in T bil…
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Millionaires Unveiled
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283: Net Worth of $3.1M - Celebrity Artist + The Art of Business
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Lauren has a current net worth is $3.1 million. She's in her 50's and works in the Art industry with her husband and invests in Real Estate. She has 135k in cash, a Roth with 320k, 350k in a 401k, a HSA with 38k, a 529 with 104k, 600k in a self storage facility investment, just over 600k in equity in short term rentals, 350k in vacant land, just ov…
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Millionaires Unveiled
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282: Net Worth of $2.0M+ - New Co-Host & Entrepreneur
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Brad has a current net worth of $2.0+ million and is the new co-host of the podcast. He owns an advertising company but has done all sorts of things from selling time shares, working at Best Buy. He went to law school but never practiced law. He also played golf in college. At 28, he had 500k in school loans and had a big hole to dig out of. Today …
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Millionaires Unveiled
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281: Net Worth of $1.3M - "Be Content with the Journey"
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47:18
Danielle has a current net worth is $1.3 million. She is in her early 30's and works in public accounting. Her husband is former military and currently stays home with their children. *710k in retirement accounts between a 401k & Roth *170k in equity in her primary residence *250k taxable brokerage *HSA of 10k *529 of 123k *55k cash www.shopify.com…
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Millionaires Unveiled
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280: Net Worth of $1.1M - The King of the Mega Back Door Roth IRA
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This week we have Kristopher. He is in his early 30's. He has a net worth of $1.1 million. He is a Senior Software Engineer. He has 160k cash, 17k in a 529 account, 930k in equity investments, 30k is in his HSA, 290k traditional, 375k roth, 235k brokerage. He also has some unvested RSUs valued at 740k.…
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Millionaires Unveiled
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279: Net Worth of $2.0M - "I don't own a home or a car and I don't invest in the stock market"
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37:08
Jerry is in his early 30's and has a net worth of $2 million. He invests mainly in alternative asset classes like real estate notes, gold/silver, ect. He used to be a traditional financial advisor but now runs his own business in the financial advisory space and does not own a home or a car and prefers to rent and use Uber.…
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Millionaires Unveiled
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278: Net Worth of $8.0M - From $267 to an 8 Figure Exit in 32 Months
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Dom has a current net worth of $8.0 million. He is in his mid 30's and is a returning guest. He was on episode 80 in 2019 when his net worth was $1.1 million. He left his c-suite job and started a business and we discuss this process and scaling it quickly and selling a significant portio of it in under 3 years.…
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Millionaires Unveiled
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277: Net Worth of $1.1M - From Law Enforcement to Realtor & Investor
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41:23
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41:23
This week we have Matt. He is a realtor after being in law enforcement for much of his career. He has a net worth of $1.1 million of which 400k is in his brokerage, 120k cash, 600k Real Estate Equity between rentals and primary residence.By Jace Mattinson, CPA - Personal Finance/Listen Money Matters
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Millionaires Unveiled
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276: Net Worth of $10M - Business Owner & Private Wealth Advisor
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Rocco is 48 years old and is a business owner and private wealth advisor. His net worth is over $10 million divided up between business equity, public equities, real estate and a few other asset classes. www.shopify.com/unveiledBy Jace Mattinson, CPA - Personal Finance/Listen Money Matters
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Millionaires Unveiled
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275: Net Worth of $1.0M - Have a plan but you must execute that plan - I didn't have one until my mid 40's
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Saul is in his late 40's and works as an IT consultant. He is a newly minted millionaire with a net worth at $1.0 million. He has 412k in retirement between a 401k and IRA. 34k in cash, 227k in home equity, 329k in brokerage. He didn't have much a plan until his mid 40's and lived paycheck to paycheck while keeping up with the Jones for much of his…
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Millionaires Unveiled
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274: Net Worth of $1.3M - "We didn't do anything lavish other than buy a Mercedes"
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Brian is in his late 30’s with 3 kids. He is in Sales after orgininally becoming a Chiropractor. He has a net worth of $1.3 million with 470k in retirement, 350k in real estastate, 180k in primary residence, 20k in some 529’s, just shy of 200k in a brokerage and some cash.By Jace Mattinson, CPA - Personal Finance/Listen Money Matters
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Millionaires Unveiled
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273: Net Worth of $3.6M - Single, Female Engineer
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Ann is in her mid 50’s. Her net worth is $3.6 million. She is single and an engineer. She has 350k in a primary residence that is paid for, a 401k with 153k, $3.1 mil in a brokerage with 45% in IRAs, 12k HSA, the rest in cash. We have a phenomenal conversation with Ann about her career and how to navigate in it in a male dominated profession. We di…
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Millionaires Unveiled
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272: Net Worth of $2.8M - Music Store Owner
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David is a music store owner and has a net worth of $2.8 million. 270k cash, 20k in investments, 520k primary residence, 70k rental, 230k retirement, $1.6 million in the business. He grew up in a low to middle class home and never learned to handle money. He thought if he could afford payments, he could buy it.…
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Millionaires Unveiled
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271: Net Worth of $1.4M - There is a PRICE for Comfort and Complacency
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Paul lives in the northeast and is 40. He has a net worth of $1.4 million. 825k in 401k, Brokerage Account around 200k, Roth IRA 180k, HSA 8k, Crypto 5k, 100k Home Equity and 75k cash. We discuss his journey from losing his job to changing his frame of mind around employment and advocating for himself.…
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Millionaires Unveiled
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270: Net Worth of $2.0M+ - From Corporate America to Franchise Ownership & Consulting
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Jon has a current net worth of $2.0+ million. He is in his early 40's and is a former corporate executive turned Franchise Investor and Consultant. We discuss making a career switch and why he likes non-food franchises. We also get into the mindset around taking out a mortgage after having a paid off house and donor advised funds for charitable giv…
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Millionaires Unveiled
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269: Net Worth of $1.1M - Double Minority Persists Through Many Challenges
44:31
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JJ has a net worth of $1.1 million about half of which is in retirement accounts. He has about 300k in a brokerage and another 300k in equity in rental real estate. He has a technology background but is currently working in the private sector and manages his real estate.By Jace Mattinson, CPA - Personal Finance/Listen Money Matters
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Millionaires Unveiled
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268: Net Worth of $1.35M - Six figures in debt to millionaire in 5 years
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41:25
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41:25
Jennifer has a net worth of $1.35M. She has 800k in 401ks, 250k of that in Roth, a brokerage account around 230k, 30k in HSA, a little over 100k in cash. She is 38, married with no kids and lives in the Northeast. She works in HR and has lived all over the country and all over of the world.By Jace Mattinson, CPA - Personal Finance/Listen Money Matters
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Millionaires Unveiled
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267: Net Worth of $2.6M - Started at 18 putting 50 cents per hour in my 401k
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49:26
Brandon has a net worth of $2.6M. He has 900k in rental equity, 380k in primary residence, $1.2 mil 401k 260k of that is in Roth. He is in his early 40's. He is an electrician and also does motivational speaking after having a workplace accident.By Jace Mattinson, CPA - Personal Finance/Listen Money Matters
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Millionaires Unveiled
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266: Net Worth of $1.0M -"You've got to hit that one out of the park. Your spouse/partner has to be the right fit."
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39:20
Bradley has a net worth of $1.0M. He is pretty diversified between market investments, retirement accounts and real estate. He is a buy and hold type of guy. We discuss his journey from paying off debt to learning how to invest to what to do when your employer doesn’t have the investment options you would prefer. We have a great discussion on the s…
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Millionaires Unveiled
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265: Net Worth of $2.5M - Crypto & Real Estate
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47:09
Ty & Chloe have a net worth of $2.5M. They are in their early 30's and are engaged. They have major crytop holdings and have been investing in crypto for quite a while. They both bought their first pieces of real in their 20's and have accumulated a nice chunk alongside their crypto.By Jace Mattinson, CPA - Personal Finance/Listen Money Matters
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Millionaires Unveiled
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264: Net Worth of $3.0M - Oil & Gas Operations Manager
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35:29
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Tyson has a net worth of $3.0M. He is 51 and works as an Oil & Gas Operations Manager. He has a paid for house worth ~150k, ~450k in company stock and the rest in various market invesments and tax advantaged accounts.By Jace Mattinson, CPA - Personal Finance/Listen Money Ma
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Millionaires Unveiled
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263: Net Worth of $1.9M - From Teaching to Famous Voice Over Artist
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39:12
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Justin has a net worth of $1.9M. He took various teaching jobs before finding a career as a famous voice over artist. He is a jack of all trades and we discuss his journey to get to where he is today both professionally and financially.By Jace Mattinson, CPA - Personal Finance/Listen Money Ma
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Millionaires Unveiled
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262: Net Worth of $1.0M - Attorney turned Navy Pilot
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55:03
Joe has a current net worth of $1.0 million. He is in his early 30's and is a former attorney turned Navy Pilot. We discuss making a career switch, the life of a Navy Pilot and how plans change and evolve and how to adapt to a changing market environment. Sponsored by www.chime.com/millionaireBy Jace Mattinson, CPA - Personal Finance/Listen Money Matters
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Millionaires Unveiled
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261: Net Worth of $1.1M - Generational Wealth & Berkshire Hathaway Meetings
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50:12
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Jeff has a current net worth of $1.1 million. Half is in retirement accounts and he has zero debt except his mortgage. He is in his mid 40's and works as a Community College Administrator. He has attended several Berkshire Hathaway meetings as an investor and started his Roth IRA a year after they were available.…
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Millionaires Unveiled
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260: Net Worth of $1.3M - My goal is to own a Ferrari or Lamborghini
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34:26
Tyson has a current net worth of $1.3M. He lives in Austrailia and works as an electrician for the government. His wife works in retail. He became a millionaire in his late 20's and is now in his mid 30's. We have a great discussion on getting on the same page with his wife, his desire to own a supercar and the journey to $10 million or 200k in pas…
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Millionaires Unveiled
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259: Net Worth of $1.1M - Took a mortgage out after paying off his house
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Vlad has a current net worth of $1.1M. Vlad is a immigrant and has worked very hard to get to where he is. He has a remarkable story that you do not want to miss. We talk about all sorts of topics but one unique thing is Vlad chooses not to pay off his mortgage. In fact, he took a mortgage out on his new house after paying off he previous house.…
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Millionaires Unveiled
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258: Net Worth of $4.2M - Millionaire Update: Don't die with too much
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Sam has a current net worth of $4.2M. He appeared on episode 128 and had a net worth around $3.0M at the time. He is back on the show talking about purpose and responsibly building wealth while making sure you don't die with too much. https://www.financialsamurai.com/btnt/By Jace Mattinson, CPA - Personal Finance/Listen Money Matters
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Millionaires Unveiled
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257: Net Worth of $2.7M - Millionaire Update: Expand and Grow Yourself
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Michael has a current net worth of $2.7M. He appeared on episode 18 and had a net worth around $2.1M at the time. He is back on the show having FIREd more or less. We have a great conversation on continuing to grow and expand yourself once you hit some of your initial goals not only financially but in all aspects of life.…
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Millionaires Unveiled
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256: Net Worth of $1.0M - Millionaire Update: Know your strengths and weaknesses
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Donald has a current net worth of $1.0M. He appeared on episode 95 and had a net worth around 630k at the time. He is back on the show as a millionaire and tell how he did it, any changes he made and advice for others. We have a great conversation on sticking to a plan that you can execute.By Jace Mattinson, CPA - Personal Finance/Listen Money Matters
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Millionaires Unveiled
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255: Net Worth of $1.0M - Millionaire Update: Michael Returns
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25:26
Michael has a current net worth of $1.0M. He appeared on episode 129 and had a net worth around 700k at the time. He is back on the show as a millionaire and tell how he did it, any changes he made and advice for others. We have a great conversation about health and how that plays a factor into wealth building, insurance and when it may make sense …
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Millionaires Unveiled
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254: Net Worth of $1.7M - The Crockpot Investor
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Jermaine has a current net worth of $1.7M. He has a majority in the market in various tax advantaged accounts and a paid for house. He drives a Tesla and is a Civil Engineer and his wife is a Elementary School Teacher. He bought his first house at 25. He feels he has made every mistake in the books and still turned out alright. We discuss all types…
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Millionaires Unveiled
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253: Net Worth of $1.7M - Stay-at-home Mom
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Grace has a current net worth of $1.7M. Of the $1.7M, 500k is in home equity and the rest is spread across all sorts of assets. She used to work for the goverment, but currently stays home with her children. She is the money nerd of the family and shares details on how she and her husband navigate their finances.…
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Millionaires Unveiled
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252: Net Worth of 3.8M - Software Sales and 1.3M in Home Equity
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Tim has a current net worth of 3.8M. Of the 3.8M, 1.3M is in home equity, ~600K in a brokerage account, 100K in cash, 350K in college savings accounts, He reached his first million in 11 years, and his second million just five years later. Tim works in software sales and shares details about his career, annual income, three fund portfolio and his o…
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Millionaires Unveiled
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251: Net Worth of 10M - First Million at Age 50 - "No Interest in Owning Real Estate"
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Mark has a net worth of $10M, of which $2.5M is in a pension. Of the remaining $7.5M, about 3M+ is invested in the stock market, 2M+ in retirement (in stock market as well) and 2M+ in home equity. Mark holds no rental real estate. Mark hit his first million at age 50 and hit his second million just four years later. We discuss happiness, motivation…
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Millionaires Unveiled
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250: Net Worth of 100M - Access, Smarts, and Drive
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50:31
Jennifer has net worth of 100 million dollars. We discuss her background (grew up poor) and journey to her current situation. She shares her asset portfolio which includes stocks, real estate, private equity, hedge funds, a car wash and laundromat, small business, and more. Jennifer also talks about managing her time, finding investment opportuniti…
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249: Net Worth of 6.5M - 35 Duplexes, 25 Houses, and Some Multifamily
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Zach has a current net worth of 6.5M which is comprised of almost all real estate including 35 duplexes, 25 single family houses and some multifamily. We discuss how he started in real estate (which included working as a broker and finding investment opportunities for other investors), the typical numbers on one of his single family rentals, mistak…
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Millionaires Unveiled
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248: Net Worth of 3.5M - Credit Card Points and Real Estate Syndications
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42:22
Bob has a current net worth of $3.5M. Of that, he has over 1.5M invested in various retirement accounts, and 600K in real estate syndications. His biggest stock holding is Microsoft, of which he has 145K. Bob discusses credit card rewards and point spending, how he reached his first million at age 38 and his immigrant story with a burning desire to…
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Millionaires Unveiled
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247: Net Worth of 9.5M - Investing Through Your Roth IRA
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TJ has a current net worth of about $9.5M. Although he is very diversified in his holdings, the largest pieces are his ownership in two environmental companies, and a personal hard money lending company. He has about 4.2M in retirement accounts, 1.2M in a traditional brokerage account, and over 2.8M in loans made collateralized by real estate. We d…
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246: Net Worth of 1.1M - Small Business Franchise Owner
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Amber is a small business owner (commercial cleaning/janitorial services) with a net worth of $1.1 million. She has about 600K invested in the stock market and is holding 150K in cash. She shares her journey to millionaire including a mindset shift to buying assets that will make money in the future. Amber, at the age of 40, had a net worth of abou…
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Millionaires Unveiled
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245: Net Worth of 1M - Net Worth Goal of 12M
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Alan has a net worth of one million dollars. He's previously worked as a therapist and now works on the administrative side of the business. He has one duplex and two condo rental properties which cash flow about 20K per year. He discusses doing a Roth IRA conversion, how he lives on 60K per year, his goal to reach 12M net worth, and how tracking h…
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Millionaires Unveiled
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244: Net Worth of 7M - What Will You Do With All that Money?
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Adam has a net worth of 7M, the bulk (5M+) of which is in retirement (1.5M+) and non-retirement (3.5M) accounts invested in the stock market. We discuss his entire allocation as well as his previous vs. current stock vs. bond split. He has a primary home worth about 1.5M and his first million came at age 32. Adam also shares his plans for the futur…
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Millionaires Unveiled
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243: Net Worth of 4.5M - Dollar Cost Averaging is the Holy Grail
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Mike has a net worth of 4.5M. He is 38 years old and has the majority of his net worth invested in the stock market divided between both retirement and non-retirement accounts. Mike works in sales and talks about the importance of compounded interest, dollar cost averaging, and paying yourself first. He shares his thoughts about paying off his prim…
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Millionaires Unveiled
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242: Net Worth of 1.1M - Avoiding Financial Hardship at Age 32
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Seth is just 32 years old and has a net worth of 1.1M. Of the 1.1M, nearly 800K is in single family real estate; he has six rentals, four of which are paid off. Seth discusses his financial goals which includes passive income of 80K (currently 38K). He also talks about leverage and how he prefers to have paid for real estate over more real estate w…
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Millionaires Unveiled
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241: Net Worth of 4.3M - Stock Market, Small Business, Sports Cards and Real Estate
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52:32
Adam has a net worth of 4.3M which is divided primarily between real estate (2M), stock market investments (1M), and his small business (1M). He also has educations savings accounts, a 529, HSA, and sports trading cards (valued at 50K). Adam shares how old he was at each million with his first million being at age 35. He discusses how he looks at r…
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Millionaires Unveiled
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240: Net Worth of 1.2M - University Professor Living Abroad
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Dan is a university professor living in Japan with a net worth of 1.2M. He discusses some of the investment differences and difficulties that arise from living out of the U.S. full time. He also shares the different investment mindsets between what he's observed in America vs. Japan. Dan has most of his net worth in real estate - both in his invest…
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Millionaires Unveiled
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239: Net Worth of 650K - Trailer Park Plumber; Max Annual Income of 40K
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Mark is 53 years old, owns his own plumbing business and flips the occasional trailer/mobile park home. He never went to college and has never made over 40K annually; at one point he had 50K in credit card debt. His net worth is primarily held in mobile homes which he fixes up, then flips and finances to the next buyer. Mark shares his thoughts on …
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Millionaires Unveiled
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238: Net Worth of 1.9M - The Risk/Reward of Penny Stocks
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34:38
Today's guest has a net worth of 1.9M which is broken out between real estate (five single family rentals that cash flow about 100K per year) and traditional stock market investments. Mr. Fig has no money in tax protected retirement accounts. He shares how he started in real estate (buying foreclosures following the 2008 market crash), and his new …
