209 episodes

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.

Millionaires Unveiled Clark Sheffield, CPA and Jace Mattinson, CPA

    • Business
    • 4.7 • 15 Ratings

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.

    209: Net Worth of 1.25M - Divorced Dad, "W-2 Income is Not the Path to Wealth"

    209: Net Worth of 1.25M - Divorced Dad, "W-2 Income is Not the Path to Wealth"

    Dion has a current net worth of 1.25M. He was divorced at age 40 when he had a net worth of -90K. He turned around his financial situation and became a millionaire under 10 years later at the age of 48. He owns 14 rental units (no stock market investments) which provide annual net cash flow of 84K; his max W-2 salary has been 75K. Dion has also worked as a truck driver and police officer until he decided to find cash flow streams that weren't dependent on a job.

    • 54 min
    208: Net Worth of 5M - 2.5M in Tesla Stock

    208: Net Worth of 5M - 2.5M in Tesla Stock

    Al has a current net worth of five million dollars, of which 2.5M is invested in Tesla stock. He purchased about 1,000 shares of Tesla for $200,000 and the stock has skyrocketed since. Al became a millionaire at the age of 45, prior to investing in Tesla stock (he is now 47 years old). Al shares insight into the financial advisory business, his financial goals, the importance of one's time, and whether more money has brought less stress and more happiness. 

    • 47 min
    207: Net Worth of 230K - Window Washing Business Since Age 11

    207: Net Worth of 230K - Window Washing Business Since Age 11

    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 and the importance of finding value and enjoyment in one's work. 

    • 39 min
    206: Net Worth of 1.5M - What Does the Next Stage of Life Look Like?

    206: Net Worth of 1.5M - What Does the Next Stage of Life Look Like?

    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.

    • 45 min
    205: Net Worth of 1M - "Don't Buy a Timeshare" and No Real Estate Investments

    205: Net Worth of 1M - "Don't Buy a Timeshare" and No Real Estate Investments

    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.

    • 48 min
    204: Net Worth of 2.3M - "My Risk Tolerance is a Big Part of My Success"

    204: Net Worth of 2.3M - "My Risk Tolerance is a Big Part of My Success"

    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.

    • 51 min

Customer Reviews

4.7 out of 5
15 Ratings

15 Ratings

Sarah from Vancouver ,

My absolute favourite podcast!

I look forward to this podcast every week and listening to it is such a treat. It is jam packed with thought provoking ideas and I’ve learned so much from binging all of the back episodes. Keep up the amazing work!

ModernFImily ,

I look forward to this podcast each week

I love learning about the mindset and investment strategies from the various millionaires next door. This is truly one of my favourite podcasts each week. Keep it up!

poiuyy2445789 ,

Good subject for discussion

Hey guys,

I like you podcasts and listen to them regularly. Occasionally you have guests who don’t seem credible. For example episode 172 it seems pretty obvious that the interviewee is fabricating parts of his financial developments. You pressed him a bit on that but didn’t go very far with the challenge. As a listener I hope you are committed to promoting truthful information and avoid becoming a platform for misinformation.

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