118 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

    • Investing

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.

    118: Net Worth of 3M - Stay at Home Mom

    118: Net Worth of 3M - Stay at Home Mom

    Gigi and her husband have a current net worth of three million dollars. She is a stay at home mom, while her husband is an engineer. Gigi tells their financial story including how they budget, save for kids college, purchase (or receive) cars, and plan for retirement. She shares terrific advice about "knowing who you are" when investing, and making your money work for you. 

    Booknotes: https://booknotes.page.link/millionaires

    • 44 min
    117: Net Worth of 1.4M - Quit Like a Millionaire, Millenial Revolution

    117: Net Worth of 1.4M - Quit Like a Millionaire, Millenial Revolution

    Kristy and Bryce retired at the ages of 31 and 32 from their computer engineering jobs and have been traveling the world since 2015. They quit with a net worth of $1MM and have since grown that to $1.4MM. Their combined income ranged from 60K to 140K while working. We discuss their story, travels, investment mindset, backup plans for a market correction, and Kristy's background of growing up in China and living on 44 cents a day. 

    Booknotes: https://booknotes.page.link/millionaires

    • 43 min
    116: Net Worth of 1.3M - Family Therapist with Lease to Buy Options

    116: Net Worth of 1.3M - Family Therapist with Lease to Buy Options

    Shiloh has a current net worth of $1.3MM and is primarily invested in real estate. He has 45 single family homes, several of which have lease to buy options. He also has about 35 multi family units and holds about 300K in cash. Shiloh discusses his investment and career journey including starting his career making 35K annually. He also divulges his unique real estate strategy, talks about hard money lending, and unveils financial goals for the future.

    Booknotes: https://booknotes.page.link/millionaires

    • 46 min
    115: Net Worth of 1.4M - NYC Firefighter with a Side Hustle

    115: Net Worth of 1.4M - NYC Firefighter with a Side Hustle

    Today's show features Chris, an NYC public firefighter. He shares insight into his portfolio allocation, side businesses, and investing mindset. He discusses his career as a firefighter and what one can expect to make in the career. He shares that he and his family have a 50% savings rate and spend 120K annually. Chris also talks about learning from one's mistakes and if/when ge plans to use a financial advisor in the future.

    • 49 min
    114: Net Worth of 1.0M+ - Don't Be Afraid to Make Mistakes

    114: Net Worth of 1.0M+ - Don't Be Afraid to Make Mistakes

    Tom is a small business entrepreneur, consultant, therapist, and author among other things. He discusses starting his therapy business after leaving a comfortable corporate job. Tom shared how he bootstrapped the company, including finding clients and funding. He shares detailed %'s of his portfolio allocation which includes both marketable securities and real estate holdings. He has also written a book on effective communication called, "Task: Performance Based Communication" - https://amzn.to/2F30S1P

    • 54 min
    113: A Billionaire's Balance Sheet

    113: A Billionaire's Balance Sheet

    On this week's show we divulge a billionaire's balance sheet. We also discuss items that have stood out to us after interviewing more than 100 millionaires. Furthermore we talk about how much personal real estate to have as a percentage of one's net worth and budgeting. 

    • 22 min

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