Brandon has a window washing business and makes about 50K a year. He started the company when he was 11 years old and has been growing it ever since. He also has investments in real estate (two townhomes and a plot of land). Brandon and his wife budget for about 3.5K monthly in living expenses. Brandon discusses the tradeoff of growing his business vs time and freedom, how he started in the window washing business, why small business has been a good thing for him, and the importance of finding v...
Oct 11, 2021•39 min
Cecilia has a current net worth of 1.5M, about 420K of which is in home equity; she also has 640K in retirement accounts. Cecilia shares her story of working in a corporate job before deciding to start her own coaching and development company. She is divorced and has two kids almost off to college. She is working on "what the next stage of life looks like." Cecilia also discusses her upbringing, keeping up with the Joneses, teaching kids about money, and budgeting.
Oct 04, 2021•46 min
Marvin and his wife have been married for about 15 years and have no children. Their current net worth is just over one million dollars, 785K of which is invested in retirement accounts; He also has 30K in home equity. Marvin shares his background which includes joining the military at the age of 17, working in learning and development, and adventure/travel. He also shares advice and insight about paying off personal debt, buying a timeshare, balancing two careers, and more.
Sep 27, 2021•49 min
Trae has a net worth of $2.3 Million. Of the 2.3M, 80% is invested in a small business software startup. Trae also has investments in the stock market, real estate, and crypto. He discusses his interest in small business and software, how he started in real estate, and how his high risk tolerance has influenced his financial success. Trae shares advice on lines of credit, work/life balance, financial independence, and his goals for the future.
Sep 20, 2021•52 min
This episode is unique in the sense that there are two guests; Stu and Jimmy, a father and son respectively, who discuss their personal and financial journeys. Stu has a net worth of 1.3M while his son has a net worth of about 300K. They discuss their mindset and attitude about money, the importance of life insurance, being on the same page as one's spouse, and the value of hard work. Stu and Jimmy also share general advice, what they've learned from each other, and their advice for teaching kid...
Sep 13, 2021•1 hr 16 min
Henry has a net worth of two million dollars. He's a serial entrepreneur and now coaches business owners. His previous businesses include computer sales, home theatres, spec homes, website sales, and a factoring business. He primarily invests in single stocks and mutual funds and shares his thoughts about why he doesn't invest in index funds. Henry also discusses annual spending (about 200K), working in partnerships, small businesses successes and failures, and financial lessons learned from his...
Sep 07, 2021•44 min
Mark works as a Fire Marshal and has a net worth of more than one million dollars. Without counting his government pension (estimated to pay him 9K a month upon retirement), he has a net worth of 960K. Mark has worked in the public fire service since he was 17 years old (now 50), and talks about his retirement plans, receiving a wake up call on how much is needed for retirement and balancing frugal living vs. spending. We also discuss HRA's and HSA's and the value of a future pension.
Aug 30, 2021•45 min
Jeremy has a current net worth of over $300 million dollars! His net worth is primarily held in his business, but he also has holdings in real estate and angel investments. Jeremy shares how his small business was started, the importance of goal setting and thinking big, and also tips for time management. We also discuss the meaning of money, Jeremy's history with angel investments, and how he teaches and motivates his children about living a purposeful life. Sponsor - Masterworks - www.masterwo...
Aug 23, 2021•54 min
Kevin has a net worth just over one million. Of the one million, over 80% is invested in the stock market, while the remainder is in cash (80K or one year of expenses) and other holdings. He shares details on his small business investments (20K) and the importance of contributing early to your 401(k). Kevin and his wife paid off over 40K of student loans and aggressively worked to increase their household income and savings rate. www.millionairesunveiled.com
Aug 16, 2021•50 min
John has a net worth of 4.2M. Of the 4.2M, 1.8M is invested in real estate split between his primary home and a condo rental. He as about 500K in his 401(k), and an additional 800K in other retirement accounts. John is 55 years old and first hit a net worth of 1M at the age of 39. He discusses teaching his kids about money, vacation costs, estimated spending after retirement, general mistakes and advice, and what it feels like being close to retirement. www.millionairesunveiled.com...
Aug 09, 2021•43 min
Graham and Abby are married with three children (including one with down syndrome) and have a net worth of just over one million dollars. They share their millionaire success story which includes investing early in retirement accounts, paying off debt, and frugal living. Together they have about 625K in the stock market (retirement accounts, HSA, ESA, etc..) and a paid for house valued at 275K. Graham and Abby discuss working together as a couple, paying off debt, and the question of whether the...
Aug 02, 2021•36 min
Justin has a net worth of 500K and is on his way to becoming a millionaire. Of the 500K, about 28% is in home equity. He is 32 years old and works in real estate. Justin share insight into his market investments, how much cash to hold and why (he prefers six months of living expenses). He also discusses what's worth spending more money on, his most expensive car purchase, who influenced him most in his life, and how his financial journey got started.
Jul 26, 2021•37 min
Logan has a current net worth of 3.75M, of which most is invested in real estate. He has 55 total units, primarily single family rental properties. Logan discusses how he got started in real estate which includes buying his first rental for about 40K. He paid off 110K in student loans and now works as a nurse anesthetist. He also shares details on renovating homes, finding good contractors and life insurance. www.millionairesunveiled.com...
Jul 19, 2021•46 min
Greg has a net worth of 1.9M, 1.2M of which is in different retirement accounts. Besides his paid for house, he has his wife hold no real real estate. Greg discusses paying off his home (15 year mortgage) in seven years and now being completely debt free. He shares how his journey started (via Dave Ramsey) and how he became a millionaire at the age of 39. Greg recently quit his full time job to work just two days a week and no enjoys more freedom and flexibility with his time.
Jul 12, 2021•39 min
Brian is a small business owner and CEO of his current company, GreenPal, a lawn mowing technology company. He has a net worth of 4M, most of which (3M) is invested in single family real estate which cash flows over 150K annually. He also has 300K invested in total stock market funds as well. Brian shares thoughts on growing his business with no debt, allocating money back into his business, and buying and holding real estate.
Jul 06, 2021•52 min
Jay has a net worth of 1.8M. He and his wife both have government jobs working for the department of defense. He saves 50% of his gross income and lives off of 20% of his gross income. He attended the Air Force and discussed the importance of marrying the right person. Jay also shares thoughts on risk tolerance, real estate investing (he has no real estate), living debt free, frugality and teaching children positive financial behavior.
Jun 28, 2021•48 min
Jeff, the wealthy custodian, has worked at the same school district for over 30 years. His max salary was 47K, and he has a net worth of over 1M which excludes his pension of over several hundred thousand. He is 55 years old and discusses all things portfolio allocation, the value of one's time, and the joy of simple living. Jeff also shared advice on creating assets that cash flow, why material items and money don't define you, and the importance of consistent investing and taking chances when ...
Jun 21, 2021•49 min
Brian and Amy have a current net worth of just over 450K. They spend about 30K annually and have a combined income of 170K. They discuss their money conversations prior to marriage, paying off student loans, and how they both started investing. Brian and Amy share general advice and mistakes which includes starting investing faster, buying a smaller house, and being more intentional about one's finances.
Jun 14, 2021•39 min
Jonathan has a current net worth of 2.2 Million. He is 40 years old and spends 175K annually. He reached his first million at the age of 37. He invests only in real estate, nothing in the stock market, because he wants to invest in what he can control. In real estate, he prefers mobile home parks. Jonathan shares great advice about the importance of mentors and connecting with those who can help you along the way.
Jun 07, 2021•35 min
Robert is 28 years old and has a current net worth of 1.2M. Of the 1.2M, 850K is in taxable accounts invested in various stock holdings; he also has a few rental properties. Robert graduated dentistry school with hefty student loans but immediately bought a practice from a retiring dentist. He has worked hard to run the practice more efficiently (including adding internet advertising and a website) and thus increased both revenues and net profit. Robert also shared his financial goal of 240K of ...
Jun 01, 2021•39 min
Cheri has a net worth of over one million dollars which includes about 500K of equity in seven rental properties. She and her husband are self-employed and have never made over 75K annually. She shares her amazing story of perseverance, reinventing oneself, and financial savvy. Her goal is to have all seven rentals paid off in five years and reach a net worth of over 1.5 million. Email us at - millionairesunveiled@gmail.com Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled...
May 24, 2021•42 min
Mr. Nomad and his wife have a net worth of 1.2MM, most of which is in the equity market; they own one rental property that cash flows 8K annually. For the last three years they have been traveling the world and spending about 30-40K annually. They discuss their spending, previous incomes, asset allocation, and designing your ideal life.
May 17, 2021•46 min
Adam is 29 years old with a current net worth of 400K. He lives in Canada currently, but grew up in Eastern/Central Europe. Of the 400K, about 280K is invested in real estate while the remainder is in the equity markets. His goal is to be invested 50/50 in real estate/market investments going forward. We discuss his wife's first rental property, his current stock holdings, and his plans for the future.
May 10, 2021•37 min
Ron has a current net worth of 1.35M, about 960K of which is invested in the stock market. He talks about discovering financial accountability and gaining control of his finances. He also shares what helped him to be a millionaire, his asset allocation, using a financial advisor, speaking with your kids about money, and more.
May 03, 2021•45 min
Rachel Cruze is the author of several books including her new book, "Know Yourself, Know Your Money: Discover WHY You Handle Money the Way You Do, and WHAT to Do about It!" We discuss money habits and how to change them for the better, teaching kids about money, work/life balance for a working mother, and what it was like to grow up as the daughter of Dave Ramsey. Check out Rachel's new book (https://amzn.to/3sR6umb) and send an email to millionairesunveiled@gmail.com to enter the giveaway....
Apr 26, 2021•32 min
Taylor is a returning guest from episode 27 when he had a net worth of 500K. In the last 2.5 years he grew his net worth to one million dollars. He is 31 years old and works in finance for a startup company. He has 10% of his net worth in cash and 200K in home equity. He saves 7-10K a month. Taylor also discusses the decision of paying his home off early and his experience with hard money loans.
Apr 19, 2021•43 min
Tony has a current net worth of 2.5M, a large chunk of which is in his paid for house and a rental property. Tony discusses managing his career including work/life balance, deciding whether to pay off his house early, being a good/improving father, personal debt, the advantages of using a financial advisor, and more. Tony worked for Dave Ramsey for about 15 years and built a successful career; he's now starting his own personal finance company and has written a book.
Apr 12, 2021•45 min
Harry has a net worth of 1.8MM. He was active duty in the army for ten years and served in the reserves for an additional 20+. He is invested primarily in index funds spread between both domestic and international holdings. Harry discusses saving and investing money and encourages all to invest even just a little; he believes there is never a perfect time to invest so investing little by little and living below one's means is the path to success.
Apr 05, 2021•44 min
Dan is a refugee with a current net worth of 3.8 million. He came to the U.S. at the age of 17 years old with $10 in his pocket. He obtained a marketing degree, found a job, and ended up staying with the same company for 34 years; he is recently retired. He became a millionaire at age 55 and has a significant amount of his wealth in retirement accounts. Email us at - millionairesunveiled@gmail.com Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled...
Mar 29, 2021•42 min
Will has a current net worth of 1.3M, of which 300K is his paid for house. Of the remaining amount, most of it is invested in the equity markets split 65% in domestic stocks and 35% in international stocks. We talk with Will about his decision to pay off or not pay off his primary home, career advice and accepting new opportunities, and whether his friends and family know of his "millionaire" status. Email us at - millionairesunveiled@gmail.com s Website - www.millionairesunveiled.com Twitter - ...
Mar 22, 2021•43 min
