Millionaires Unveiled - podcast cover

Millionaires Unveiled

Jace Mattinson, CPAwww.millionairesunveiled.com
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.
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Episodes

417: Net Worth Of $5.0M - The Long Game & Paid Off RE: How a Government IT Pro Became a Real Estate Millionaire

Summary Dustin shares his journey from a stable government job to becoming a successful real estate investor with a net worth of over $5 million. He is in his 40's. He emphasizes the importance of cash flow, building a business around real estate, and helping others achieve financial independence through coaching and education. Dustin discusses his investment strategies, the significance of diversifying income streams, and the lessons learned from his experiences in the real estate market. Takea...

Jul 07, 202549 min

416: Net Worth Of $1.7M - Missouri Millionaire Returns: Sabbaticals, Simplicity, and $1.7M Net Worth

Summary In this episode, we explore the financial journey of Anthon, who has seen his net worth grow from $450,000 to over $1.7 million in seven years. He discusses his investment strategies, career evolution, and the importance of trusting the numbers in achieving financial confidence. Anthon shares insights on work-life balance, the impact of sabbaticals, and the lifestyle choices that have shaped his family's life. He emphasizes the significance of making sacrifices early in life to compound ...

Jun 30, 202556 min

415: Net Worth Of $1.1M - From Texas Roots to Living Lean in Cali: How Corey Turned Frugal Into Fortune By 30

Summary In this episode, Corey shares his journey from Texas to California, discussing his financial strategies, real estate investments, and the lessons learned along the way. He has a net worth of $1.1 million mostly in real estate. Corey is in his early 30's. He emphasizes the importance of patience and long-term thinking in achieving financial independence, while also navigating the challenges of living in a high-cost area. Corey reflects on his career progression, the trade-offs of living b...

Jun 23, 202542 min

414: Fatherhood & Finances: The Father's Day Special & A Millionaire’s Day Off

Summary In this conversation, the host engages with children about their perceptions of money and their fathers' work, followed by a discussion on the parental influence on financial education. The conversation transitions into the complexities of generational wealth and the importance of instilling financial lessons in children. Finally, reflections on fatherhood reveal how becoming a parent reshapes financial priorities and goals. Takeaways *Children have unique and innocent perspectives on mo...

Jun 16, 202531 min

413: Net Worth Of $7.0M - A CPA and a Cop Turned House Husband Walk Into a Motel...and Buy It

Summary In this episode, Tony (and Melissa) shares his unique journey from being a house husband to becoming a successful motel owner and real estate investor. He has a net worth of $7.0 million mostly in real estate. He discusses the challenges and rewards of managing motels, the importance of family in his business ventures, and how he has built a substantial net worth through strategic investments. Tony also reflects on his lifestyle changes post-retirement, including his travel experiences a...

Jun 09, 202538 min

412: Net Worth Of $1.0M - From Navy Vet to Tax Pro: Divorces, 230k in Debt, and a Millionaire Do-Over

Summary In this episode, Hubert shares his journey from military service to becoming a successful tax attorney and law firm owner. He has a net worth of ~$1.0 million with his pension. 500k is in his house and his law firm and the rest is in his pension & disability. He discusses the challenges of student debt, the complexities of divorce and its financial implications, and the importance of teaching financial literacy to the next generation. Hubert emphasizes the value of mentorship and wor...

Jun 02, 202550 min

411: Net Worth Of $2.1M - Hawaiian Hustle: Trucks, (Jiu-Jitsu) Tournaments, and Tenants

Summary In this episode, Lance shares his journey towards financial independence, detailing his diverse income sources and investment strategies. He has a net worth of $2.1 million mostly in real estate and the market. He discusses his experiences with real estate, the challenges of living in a high-cost area like Hawaii, and the importance of discipline and planning in achieving financial goals. Lance reflects on his lifestyle choices, the impact of location on his financial decisions, and his ...

May 27, 202547 min

410: Net Worth Of $10M+ - Ex-Hedge Funder Turned Housekeeper Built His Way to CEO

Summary In this episode, Daniel shares his journey from a hedge fund career to becoming a successful entrepreneur and inventor. He has a net worth of $10+ million with most tied up in his companies he founded or co-founded. He discusses his early experiences with money, the importance of mentorship, and the challenges he faced while starting his first businesses. He discusses leaving Wall Street to clean houses of the Silicon Valley Elite and how that lead him to becoming a CEO today. Daniel als...

May 19, 202545 min

409: Net Worth of $5+ - From The Crib to the Cash Flow: A Mother's Day Special

Summary In this special Mother's Day episode of the Millionaires Unveiled podcast, Jace and his family celebrate the role of mothers in their lives, sharing personal stories and lessons learned about money, values, and family dynamics. The conversation highlights the importance of financial literacy, hard work, and the impact of a mother's love and guidance on shaping their perspectives on life and finances. Through engaging discussions, the family reflects on their experiences and the legacy th...

May 12, 202548 min

408: Net Worth Of $10M+ - Retired at 34. Mocked by Wall Street. Now He’s Rich, Free, and Right

Summary In this conversation, Sam from Financial Samurai shares insights on wealth building, investment strategies, and the importance of intentional spending. He has a net worth over $10 million. He discusses his journey from a finance career to becoming a successful author and investor, emphasizing the significance of real estate and public equities in his portfolio. Sam also reflects on the mindset shift towards spending and investing in education for his children, culminating in the release ...

May 06, 202557 min

407: Net Worth Of $1.6M - Capsules to Campuses: How One Pharmacist Flipped Careers

Summary In this episode, Ryan shares his journey from being a pharmacist to achieving financial independence through real estate investing. He has a net worth of $1.7 million mostly in Real Estate. He discusses his unique strategy of renting properties by the bedroom, which significantly increased his cash flow. Ryan reflects on the challenges he faced with his first property, the importance of leveraging loans, and his plans for future growth in the real estate market. He also emphasizes the va...

Apr 28, 202533 min

406: Net Worth Of $1.7M - Airbnbonomics: Beds, Spreadsheets & Bankrolls

Summary In this episode, John shares his journey from being a financial advisor to becoming an Airbnb data analyst. He has a net worth of $1.7 million. Most is in his business and real estate/short term rental realted assets. He discusses the challenges he faced during the pandemic, how he scaled his Airbnb business, and the current state of the Airbnb market. John emphasizes the importance of data analysis in identifying profitable properties and shares insights on the evolving landscape of sho...

Apr 22, 202545 min

405: Net Worth Of $1.3M - Escaping Poverty in Brazil to a New Life In Australia

Summary In this episode, Gustavo shares his inspiring journey from Brazil to Australia, detailing his experiences as a software developer and investor. He discusses his initial foray into Bitcoin, the importance of diversifying investments across different countries, and the challenges he faced while adapting to a new culture and language. Gustavo also reflects on his family's financial growth and the lessons learned along the way, emphasizing the significance of changing one's environment and s...

Apr 14, 202552 min

404: Net Worth Of $10.0M+ - The Duel Journey of a Financial Planner & Restaurateur

Summary In this episode, David, founder and CEO of One Wealth Advisors and executive chairman of a restaurant company, shares insights into his financial journey, including his net worth, investment strategies, and experiences in the restaurant industry. He has a net worth of over $10 million spread across business, Real Estate and market investments. He is in his late 50's. He discusses the importance of asset allocation, the role of real estate in wealth building, and the nuances of financial ...

Apr 07, 202543 min

403: Net Worth Of $1.3M - Principal Regrets: A Frugal Fail in a Purple PT Cruiser

Summary In this episode, Marcus shares his journey as an educator and principal, detailing his financial growth, including his net worth and debt-free journey. He has a net worth of $1.3 million plus a sizable pension that could put his net worth closer to $3 million. A nice chunk is in real estate, the pension and then other investments. He discusses the importance of inheritance and family wealth transfer, his career path in education, and his future goals, including retirement planning and mu...

Mar 31, 202536 min

402: Net Worth Of $3.0M+ - Health, Wealth & Legacy

Summary In this episode, Nic shares his unique journey from working for free in family offices to building a successful career in real estate investment. He has a net worth of $3+ million. He discusses the importance of mentorship, networking, and hard work in achieving financial success. Nic emphasizes his focus on real estate as a wealth-building tool and outlines his goals for the future, including a target of one billion in assets under management. He also reflects on the legacy he wishes to...

Mar 24, 202546 min

401: Net Worth Of $2.7M - Tech, Tenants and Toyota vs Honda - Which One Wins?

Summary In this conversation, Courtney shares her journey to building a net worth of $2.7 million. Most of it is in real estate but does have some in other assets. She dives into her investing strategy, emphasizing the importance of diversification between real estate and retirement accounts. She discusses her evolving strategies to achieve financial independence, focusing on cash flow and ROI. Courtney is in her late 30's and also highlights the significance of aligning financial goals with lif...

Mar 17, 202538 min

400: Net Worth Of ~$1.0 Billion - From 70k On Credit Cards To A Ten Figure Net Worth: A Billionaires Journey From Humble Beginnings

Summary In this conversation, Steve shares his journey from modest beginnings in Utah to becoming a successful investor with a diverse portfolio that includes oil and gas, real estate, and a payments company called ProPay that has since sold. He discusses his investment strategies, the importance of patience and liquidity, and the lessons learned from various market cycles. Steve emphasizes the significance of quality assets and cash flow in building wealth, while also reflecting on the challeng...

Mar 10, 20251 hr 3 min

399: Net Worth Of $5.0M+ - Behind the Mic: A Personal Update + Retirement Discussion w/ Jace's Parents

Summary In this episode, the hosts Jace and Stacey share a personal financial update and Jace's parents make a reappearance as they discuss the complexities of retirement, particularly focusing on the baby boomer generation. They share personal financial updates, explore the emotional and mental challenges of transitioning into retirement, and highlight the importance of planning for a fulfilling life post-work. The conversation includes insights from the hosts' parents, who are navigating their...

Mar 03, 20251 hr 20 min

398: Net Worth Of $2.2M - Cashing in on Tulum, Mexico: Former Baseball Umpire to Engineer to RE Investor

Summary In this episode, Adriel shares his journey from being a baseball umpire to engineer to becoming a full-time real estate investor. He discusses his initial foray into real estate, the challenges he faced, and how he diversified his investments, including a vacation rental in Tulum, Mexico. Adriel also reflects on market changes and his future plans in the real estate sector. In this conversation, Adriel shares his journey in real estate investment, discussing his experiences with cryptocu...

Feb 24, 202545 min

397: Net Worth Of $1.2M - Debt, Bowling & Concerts: How These Social Workers Became Millionaires

Summary In this conversation, Mike and Leanne share their financial journey, discussing their experiences in paying off their primary residence, managing student loans, and navigating the complexities of joint finances. They are social workers and have a net worth of $1.2 million. They dive into their investment strategies, aspirations for retirement, and the challenges they faced as landlords. Additionally, they reflect on their careers in social work and how it has shaped their financial decis...

Feb 18, 202542 min

396: Net Worth Of $1.9M - Wheelin' & Dealin' to Millions at 23

Summary In this episode, Cameron shares his journey in the real estate industry, detailing his rapid rise to a net worth of nearly $2 million at just 23 years old. He discusses his investment strategies, the importance of liquidity, and how he built a successful real estate team. Cameron emphasizes the significance of delayed gratification and living within means while pursuing financial goals. He also reflects on his experiences in managing a diverse portfolio and his aspirations for the future...

Feb 10, 202542 min

395: Net Worth Of $1.5M - Nursing Home Admin, 2.7 GPA, Real Estate

Summary In this episode Brandon shares his journey from a modest upbringing in East Texas to becoming a successful nursing home administrator and real estate investor with a net worth of $1.5 million most of which is in single family rentals and duplexes. He is in his early 30's. He discusses his strategies for building wealth through real estate, the importance of education and family support, and his experiences in the nursing home industry. Brandon emphasizes the value of hard work, persevera...

Feb 03, 202538 min

394: Net Worth Of $1.4M - The Millionaire Carpenter: Never Made Over $70K, Broke His Back, Lost $80k In A Bad Partnership

Summary In this episode, Ben shares his inspiring journey from living without running water to achieving a net worth of $1.4 million through real estate investments. He discusses his early experiences in construction, the challenges he faced in his first property purchase, and the lessons learned from partnerships and investments. Ben emphasizes the importance of taking action, learning from mistakes, and maintaining a balance between work and personal life as he continues to grow his real estat...

Jan 27, 202534 min

393: Net Worth Of $4.6M - Broke to Bougie: Divorce, Restart, and The High Life With Christian Louboutins

Summary In this episode of the Millionaires Unveiled podcast, host Jace interviews John, a tech professional with a remarkable financial journey. John shares his background as a first-generation immigrant from Argentina, his current net worth of $4.6 million, and the strategies he employed to build his wealth. The conversation delves into his experiences with home equity, investment portfolios, and the importance of financial literacy. John discusses the balance between enjoying life and maintai...

Jan 21, 202548 min

392: Net Worth Of $3.0M - Working At Red Lobster to 500 Units And A Few Million

Summary In this episode, Glenn shares his inspiring journey from working at Red Lobster to becoming a successful real estate investor with a net worth of around $3 million. Most is in real estate and real estate related assets. 500k is in private notes. He discusses the pivotal moments that led him to pursue real estate, including his strategic investments in single-family homes and mobile home parks. Glenn emphasizes the importance of focusing on income-producing assets and shares insights on t...

Jan 13, 202538 min

391: Net Worth Of $862M - 2024 Millionaire Insights: A Year In Review

Summary In this episode Jace and Stacey reflect on the highlights of 2024, discussing the impressive net worth of guests, the impact of inflation on wealth, and the diverse stories of millionaires. Jace emphasizes the importance of financial planning, the various paths to wealth, and the shifts in asset allocation among millionaires. The conversation provides valuable insights into personal finance and investment strategies for listeners. The collective net worth of all the guests this year hit ...

Jan 06, 202555 min

390: Net Worth Of $10M - Finding Purpose & Meaning

Summary In this episode, Doc G shares insights on his journey post-retirement, discussing his evolving mindset towards spending, the transition from accumulating wealth to decumulating it, and the emotional challenges of withdrawing from his portfolio. He has a net worth of $10 million. His diversification hasn't changed much since he first appeared on the show in the early days when his net worth was just over half of what it is today. He shares how he has started withdrawing from his portfolio...

Dec 30, 202426 min

389: Net Worth Of $1.0M - MMA, Car Repo & Business Ownership

Summary Billy and Melissa have a net worth of $1.0 million. This is in various investments including the market and real estate. They are in their late 30s and are business owners. They recently relocated from a high cost of living area to a low cost of living area to participate in geoarbitrage. They started in a big hole that included over 100k in debt and had a car repossessed at one point. They emphasized the importance of staying the course, overcoming adversity and continuous improvment. T...

Dec 23, 202449 min

388: Net Worth Of $2.3M - Wearing My Rolex & Driving My Kia

Summary Dennis, a cybersecurity professional, shares his financial journey and strategies. He has a net worth of around $2.3 million, with a breakdown of 900k+, in retirement, 300k+ in cash equivalents, 400k in his house, and the remainder in a brokerage and some collectibles. Dennis primarily invests in Roth accounts and believes in the simplicity and peace of mind it provides. He started investing in his late 20s and became debt-free in 2017 after paying off $85,000 in consumer debt. Dennis al...

Dec 16, 202447 min
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