

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

Jun 24, 2024 • 55min
363: Net Worth Of $1.0M+ - Fear Comes Before Success: Ex-Corp Attorney & Businessman Shares His Journey
Summary Chris has a net worth of $1+ million. Most of it is in real estate but it wasn't always that way. He is a former corporate employee turned real estate investor. He discusses his transition from single-family houses to multifamily investing and the growth of his net worth. Chris emphasizes the importance of diversifying income streams and leveraging retirement accounts for real estate investments. He also highlights the benefits of using HSAs and ESAs for alternative investments. Chris shares his lifestyle balance and future plans, including potential involvement in development projects. Lastly, he discusses his unique approach to teaching financial literacy to his children. In this conversation, Chris shares insights and experiences related to vacations, life lessons, money, and personal growth. He talks about his vacation on the Island of Lanai and the lessons he learned from childhood. Chris also discusses his bucket list experience and the craziest thing he did to earn money. He reflects on the dumbest thing he wasted money on and shares his favorite triathlon. He concludes by offering freebies for listeners.

Jun 17, 2024 • 38min
362: Net Worth Of $2.6M - How Becoming A Millionaire Changed My Life, My Mindset and My Purpose
Summary In this episode, CJ shares his background and current net worth of $2.6 million. He discusses his asset allocation, with the majority of his investments in retirement accounts, property, taxable brokerage, and cash. CJ explains that he primarily invests in index funds and shares his journey from individual stock picking to becoming a lazy investor. He talks about making his first investment a couple of years after college and being inspired by successful colleagues. CJ also mentions his early savings habits and the importance of financial literacy. Sponsored by: www.shopify.com/unveiled

Jun 10, 2024 • 39min
361: Net Worth Of $5.3M - I Didn't Purchase My First Car Until I Was Over 60 Years Old
Summary Charles, a military reservist and pharmaceutical representative, shares his financial journey and insights. His net worth is $5.3 million and he is in his early 60's. He has a primary residence worth about $1.4 million and retirement accounts that are $2.9 million plus a pension that is valued around $1.0 million. Charles and his wife have flipped multiple personal residences over the years, allowing them to build wealth. They also prioritize contributing to retirement accounts and have achieved a million-dollar net worth through their 401(k)s and IRAs. Charles emphasizes the importance of financial education and teaching his children about money management. He also highlights the value of gratitude, generosity, and taking care of one's health. Charles offers advice for young investors, encouraging them to start early and stay the course.

Jun 3, 2024 • 51min
360: Net Worth Of $2M - I Bought A Rolex to Celebrate Becoming a Millionaire
The Cash Flow King, a financial advisor with a net worth of $2 million, shares his journey from the CPG industry to wealth building through real estate investments. Topics include net worth, investment portfolio, turnkey rentals, financial independence, lifestyle changes, debt management, and advice for beginners. The podcast also delves into balancing enjoyment with financial planning, the significance of business partnerships, and the challenges of expanding a property portfolio amidst market hurdles.

May 28, 2024 • 43min
359: Net Worth Of $8.1M - Multimillion Dollar Beats: When Music, Real Estate & Business Collide
DJ Bander, a musician and entrepreneur with a net worth of $8.1M, discusses building wealth through real estate, music, and finance. He shares advice on living below your means, reinvesting capital, and building passive income. DJ Bander highlights the importance of hard work, multiple income streams, and scaling investments for long-term success.

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.


