Chad is an elected city treasurer and small business owner; he works as a financial fiduciary. As the city treasurer, he manages a 360MM investment account. He discusses his investment mindset for both his personal and city investments, including having a long-term approach. Chad also shares what to look for when hiring a financial advisor. To learn more about Chad - https://www.pacificcapital.com/chad-willardson-3/
Mar 15, 2021•35 min
Jason is a college professor with a current net worth of 625K. He is 47 years old, married, and has one child. Together with his wife they had about 280K in student loans - Jason shares his advice for how to pay them off, why to avoid them at all costs, and how he was able to not be discouraged while paying them off. He has 180K in home equity and works additional hours and over the summer to make an extra 30-35K in income on top of his regular salary. Email us at - millionairesunveiled@gmail.co...
Mar 08, 2021•45 min
David has net worth of one million dollars which is nearly all invested in self storage and other real estate. He shares his story of the first self storage deal - how he found it, fixed it up and flipped it around, and expanded on additional land. David now collects over 10K in passive income annually from three of his properties. He is 38 years old, has a background in engineering, and now works 60+ hours a week to reach his financial goals. Email us at - millionairesunveiled@gmail.com Website...
Mar 01, 2021•37 min
Travis has a net worth of $2.7 million, of which $1.6 million is in real estate equity. He currently owns about 20 units which generate about 10K of monthly cash flow. He's 40 years old, and also holds about 550K in his 401(k). Travis shares his thinking on why tracking and building cash flow is more important than just a higher net worth. He also talks about his financial advisor and why that relationship is valued. Email us at - millionairesunveiled@gmail.com Website - www.millionairesunveiled...
Feb 22, 2021•52 min
Caleb has a current net worth of over eight million dollars. He has about 800K liquid in primarily cash and the remainder in his small business (7.6MM) of which he owns 100%. He has no stock market or real estate investments and has chosen to put most all of his net worth into his business. Caleb is passionate about four things in the financial process that can help make one successful 1) Clarity on what you want, 2) Efficiency - optimizing cash flow, 3) Consistency and 4) Use the money wisely t...
Feb 15, 2021•49 min
Max has a current net worth of 1MM and owns a gas station as well as a couple rental properties. He grew up poor in India and came to the United States as a teenager. He then went to different schools in the states while working as a hotel manager. When the hotel unexpectedly closed, Max was without a job and without any savings - he lived homeless on the streets for six months. He was able to regroup and has since grown his net worth to become a millionaire! He shares not only his story of pers...
Feb 08, 2021•42 min
Joel is an electrical engineer/software engineer and has a net worth of over 500K. We unveil his asset allocation and discuss rebalancing a stock portfolio (he recommends doing it quarterly or annually), maxing out retirement early/front loading the work, and his experience using a financial advisor. Joe shares his story which includes working multiple jobs, attending school while working, and exploring different job opportunities. Joel paid off over 40K of debt and is now well on his way to bec...
Feb 01, 2021•43 min
Andy Hill has a net worth of 1.1M and unveils his allocation and investment story. Andy worked in corporate event marketing for 15 years before quitting to work on his small business ( https://marriagekidsandmoney.com/ ). He has a paid for house (420K), 100K in cash, and about 500K in retirement accounts. In 2010 he had a net worth of negative 50K. Andy shares advice and his thoughts on paying off one's primary mortgage, investing in index funds, and starting a small business. Email us at - mill...
Jan 25, 2021•49 min
Kevin has a current net worth of 1.4MM and was kind enough to share his life and financial story. When Kevin was just 30 years old, his father passed away at the young age of 62. Without a will, Kevin and his brother traced down any and all financial records left by their father. Kevin has a great story of his own and shares motivating thoughts on frugality, savings, mindset and the importance of having a will or a trust.
Jan 19, 2021•52 min
David is a police officer with a current net worth of 2.1 million. He was in the Marines for eight years before working in corporate america and then becoming a police officer; He was 39-years-old when he became a millionaire. David invests heavily in precious metals (nearly 250K) and multifamily real estate. We discuss how his real estate holdings were hit in the economic downturn of 2008-2009 and how that changed his investing strategy. In 2006, David had a net worth of 600K and in 2009 it had...
Jan 11, 2021•50 min
Neal Bawa has a current net worth of between five and ten million dollars. He shares his story and investment allocation which includes primarily real estate but also gas stations, hotels, fourplexes, and stock market equities. He discusses how COVID has impacted his collection and vacancy rates and also how he started in real estate. Neal is a big believer in Karma, and building up a reserve of good things to come in the future. Check out his free course at: https://www.udemy.com/course/realfoc...
Jan 04, 2021•43 min
Jonathan is a financial advisor at Lionsgate Advisors. We discuss the financial planning industry, who needs a financial advisor, and why he believes the industry has a bad rap. Jonathan also shares the importance of having a clear vision and goal for where you want to be. We also discuss the "order of operations" of investing - where to save and invest the next dollar.
Dec 28, 2020•42 min
Dan has a current net worth of about 10M, of which 30% is invested in gold and 20% in cash. Dan shares his story about almost going bankrupt in 2008 to working his way out and growing his net worth rapidly. He now focuses on passive income and preserving capital, but shares thoughts on investment risk, taking chances, and high savings rates. Ten years ago he had a net worth of 15K. Check out his website at: https://www.futuremoneytrends.com/ Email us at - millionairesunveiled@gmail.com Website -...
Dec 21, 2020•48 min
Chloe works as a nurse and has a current net worth of 640K. Of the 640K, 110K is in cash and the remaining 510K is invested in the stock market. Chloe discusses her background which includes earning scholarships and grants while attending a public school and incurring no student loan debt. She shares mistakes and advice and talks about managing investment risk tolerance with her husband. Chloe has a current goal of reaching 1M by age 40 with a longer term goal of 1.5M in net worth. Email us at -...
Dec 14, 2020•38 min
David has a current net worth of 6.4M. Of the 6.4M, about 3M is in real estate, and 3M in retirement accounts between both his and his wife's IRA. He recently retired and has several rental properties. David had an initial net worth goal of 5MM when he was first married and has now shifted to focusing on passive income vs. net worth. He made his first million in 11 years, and his second million 6.5 years later. Email us at - millionairesunveiled@gmail.com Website - www.millionairesunveiled.com T...
Dec 07, 2020•42 min
Lloyd Edge is a music teacher turned real estate investor. He has a current net worth of over 10MM USD. He decided to invest in real estate while teaching when he decided that he wouldn't be able to retire with enough money from just teaching alone. He lives in Australia and worked as a teacher for 15 years prior to quitting. Lloyd became a millionaire at the age of 38 and currently makes over 250K in annual passive income. Email us at - millionairesunveiled@gmail.com Website - www.millionairesu...
Nov 30, 2020•43 min
Jace is interviewed on his own show to share his millionaire story! He unveils his portfolio allocation which includes 400K in retirement accounts along with holdings in both small business and real estate. He discusses mindset, goal-setting, intentionality, and how it all started from working a paper route and a lawn care business. Jace also shares general mistakes and advice from his financial path and how he was able to reach millionaire status at such a young age. Email us at - millionairesu...
Nov 23, 2020•1 hr 28 min
Rina and Justin are the guests of this week's episode; they have a net worth of 1.3MM. Together they have eight rental properties, five single family homes and three townhouses; five of the eight properties are paid off. Together, the rental properties cash flow about 5.5K a month. Justin also serves actively in the Navy and they currently live abroad. They have a net worth goal of 12MM. Email us at - millionairesunveiled@gmail.com Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled...
Nov 16, 2020•42 min
Tom has a net worth of 800K. He was the oldest of 13 children and now has eight kids of his own; his wife does not work outside the home. He is 39 years old, has two rental properties (single family homes worth 330K and 530K) and about 220K in retirement accounts. He currently lives overseas in Japan and shares how he was able to successfully save and invest while having a large family and living on a single income. Email us at - millionairesunveiled@gmail.com Website - www.millionairesunveiled....
Nov 09, 2020•39 min
Today's guest, Chris, has a net worth of over five million dollars. He is invested nearly all in real estate. He employs a real estate strategy of lease-to-own and owner financing on primarily single family homes. We discuss how Chris first started in real estate, how one of his deals may work, and the importance of having a good coach or mentor in your life. Book - https://smartrealestatecoach.com/ebook/ Email us at - millionairesunveiled@gmail.com Website - www.millionairesunveiled.com Twitter...
Nov 02, 2020•39 min
Daniel has a current net worth of 2.7MM, 1MM of which is invested in retirement accounts. He works as an electrical engineer and is 44 years old. Daniel shares that he lost about 700K during COVID which has since rebounded. He discusses his investment allocation (mostly index funds), averaging into the market, paying off his primary residence early, and the importance of starting to invest early. Email us at - millionairesunveiled@gmail.com Website - www.millionairesunveiled.com Twitter - @Mill_...
Oct 26, 2020•51 min
Leslie has a net worth of $500K. He's an immigrant from Cameroon and a new real estate investor. Of the $500K, 40% is invested in real estate while the remainder is in cash and stock market investments. We discuss personal improvement and mindset, how Leslie got his start, and what makes him happy now. He also shares how he got started in real estate and the specific moment when he decided to make a real change in his life towards a promising future. Email us at - millionairesunveiled@gmail.com ...
Oct 19, 2020•37 min
John has a current net worth of 2.5MM. He has about 800K invested in his paid off primary home, 400K in retirement accounts, and the remainder in brokerage accounts. Upon college graduation he had several job offers and chose to work for a smaller company in which he was able to move up the chain and receive equity. He discusses his career path, asset allocation, and what happiness means for him. John became a millionaire at age 32, and hit his second million at the age of 35.
Oct 12, 2020•33 min
This interview is different than our normal weekly interviews. Instead of interviewing a millionaire and hearing about their financial journey and story, we were interviewed and share what has stood out to us from interviewing over 150 millionaires. This original interview appeared on the Earn and Invest Podcast - https://www.stitcher.com/podcast/paul-david-thompson/earn-and-invest/e/77084639 Email us at - millionairesunveiled@gmail.com Website - www.millionairesunveiled.com Twitter - @Mill_Unve...
Oct 05, 2020•53 min
Daniel is an immigrant from Brazil and has a net worth of 1.6M. He shares his portfolio allocation which includes investment and retirement accounts, education savings accounts, real estate rentals, and cash. Daniel is married with two sons and lives in Arizona. He talks about the impact of COVID on his finances which included losing about 200K in the market. Daniel also discusses the importance of being on the same page with one's spouse when it comes to finances. Email us at - millionairesunve...
Sep 28, 2020•42 min
Today's guest is Gino Barbaro. He is a multifamily real estate investor and former restaurant owner and operator. He shares how he started in real estate, details on his first few deals, and how to get started in real estate now. Gino also discusses losing 172K on one of his first real estate deals - a mobile home park. He provides terrific advice about real estate including, "buy right, manage right, and finance right."
Sep 21, 2020•38 min
Today's show is a follow-up with Doc G. He originally appeared on the show in May of 2018 on episode 28. During that interview, he had a net worth of $6.5MM and now has $7.5MM. He discusses why he quit his job, when enough is enough, and what has stood out to him since. He has about 700K in home equity and money in retirement and non-retirement accounts as well as in real estate and cash holdings. Email us at - millionairesunveiled@gmail.com Website - www.millionairesunveiled.com Twitter - @Mill...
Sep 14, 2020•40 min
Peter has four rental properties and his primary residence (which he paid off in four years). Of the rentals, one is paid off and the others have healthy leverage ratios. He came to the United States at the age of 9 and has worked primarily for a cable network company. We discuss Peter's allocation (including 200K in his 401(k)), what brings him happiness, and his usage of solar panels. For a big chunk of his career, Peter made 30-50K and at times worked multiple jobs to get ahead. Email us at -...
Sep 08, 2020•42 min
Jackie has a net worth of $1.3MM and recently retired from her corporate job. She has a fantastic story of determination and focus to become financially independent/free. Jackie talks about her upbringing in poverty, being a first generation college graduate, having a daughter, and working in corporate America. She has almost $1MM in retirement accounts and about $140K in her HSA. Check out her website at http://moneyletters2.com/ and the video below. https://www.marketwatch.com/video/divorce-in...
Aug 31, 2020•54 min
Nathan is an entrepreneur who has started several business and has a net worth of over one million dollars. We discuss his entrepreneurial journey and how he has started each of his businesses with less than $5K. He shares how he invests money outside of his business and his thinking for how much to put back into the business. We also discuss advertising methods and when to hire a virtual assistant. Email us at - millionairesunveiled@gmail.com Website - www.millionairesunveiled.com Twitter - @Mi...
Aug 24, 2020•39 min
