Millionaires Unveiled

Jace Mattinson, CPA
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Millionaires Unveiled

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.

  1. 4 DNI TEMU

    383: Net Worth Of $1.8M - Mining for Millions

    Summary Zach is in his early 30's. He works in the mining industry and has a net worth of over $1.8 million, with a significant portion in tax-advantaged accounts. He started contributing to a Roth IRA at the age of 14 and has been maxing out his contributions ever since. Zachary has aggressively paid off his home mortgage and now owns his home outright. He has a goal of reaching $3 million in invested assets outside of his primary residence by the age of 45. Zachary emphasizes the importance of being intentional with money and treating personal finances like a business. Takeaways *Start investing early and contribute consistently to tax-advantaged accounts like a Roth IRA. *Aggressively pay off debt, such as a mortgage, to achieve financial freedom and peace of mind. *Set clear financial goals and create a plan to achieve them, considering short-term, mid-term, and long-term needs. *Be intentional with money and treat personal finances like a business, making decisions based on long-term financial success. *Consider opportunities in industries like mining, which offer good careers and salaries, and are essential for the global economy. Sound Bites "Start investing early and contribute consistently." "Aggressively pay off debt for financial freedom." "Set clear financial goals and create a plan."

    42 min

  2. 4 LIS

    382: Net Worth Of $13.5M - Hitting 7 Figures In Several Different Asset Classes

    Summary Olin is 40 years old and has a net worth of $13.5 million. It is spread amongst market investments, real estate, cash and his business. He is a digital marketing agency owner and shares his journey of building wealth through various investments. He started his career in digital marketing and eventually started his own business. He became a millionaire in different asset classes at different stages of his life, with real estate being the most recent. Olin's goal is to be financially independent by the age of 50, but he also enjoys the competitive nature of building wealth. He credits his interest in investing to his father, who taught him the value of investing in good companies and holding onto them. In this conversation, Olin Erickson discusses his approach to wealth accumulation and financial planning. He emphasizes the importance of investing in the stock market and diversifying assets. Olin also shares insights on family dynamics and how different individuals have varying financial perspectives. He discusses his target net worth and the balance between distributing profits and reinvesting in the business. Olin highlights the role of travel as a luxury and the enjoyment he derives from helping clients and employees succeed. He concludes with advice for those starting their financial journey: start early, invest in index funds, and avoid overthinking.   Sponsored by: Indeed.com/unveiled Shopify.com/unveiled

    44 min

  3. 28 PAŹ

    381: Net Worth Of $4.0M - "What Is Ordinary To You Is Amazing To Others"

    Summary Tom is 59 years old and has a net worth of $4.0 million. He shares his journey from being an engineer in the Navy to becoming an entrepreneur and investor. He discusses his investment portfolio, which is split between real estate and stocks. Tom emphasizes the importance of investing in oneself and continuously learning and growing. He also talks about the shift in his mindset from focusing on making money to making an impact. Tom shares valuable lessons he learned throughout his career and offers advice for those just starting their journey. www.interviewvalet.com/muv

    50 min

  4. 21 PAŹ

    380: Net Worth Of $5.3+M - Appreciating Loved Ones & Embracing Life

    Summary In this episode, Mark shares his journey to financial independence and early retirement. He retired from law enforcement after 28 years and now works part-time as a civilian investigator. Mark's net worth is over $5 million, with investments in taxable brokerage accounts, IRAs, UTMAs, and 529s. He also receives a pension of $100,000 per year. Mark inherited a large sum of money, which helped him achieve his financial goals. However, his journey was not without challenges, as his wife was diagnosed with stage 4 cancer and passed away around the same time he received his inheritance. Mark has found solace in keeping busy and enjoying life, including purchasing a Porsche and going on vacations. He emphasizes the importance of not taking life for granted and appreciating loved ones. Takeaways Maximizing contributions to retirement accounts and investing early can lead to financial independence. Inheritance can significantly impact one's net worth and financial goals. Life events, such as illness and loss, can change financial plans and priorities. Finding ways to keep busy and enjoy life after retirement is important for mental well-being. Appreciating loved ones and not taking life for granted is a valuable lesson. Sponsored by:  Shopify.com/unveiled

    39 min

  5. 15 PAŹ

    379: Net Worth Of $2.5M - An Engineer Wearing Luxury Brands From India to Australia

    Summary Chris is an engineer living in Sydney, Australia, with a net worth of $2.5 million. He has built his wealth through a combination of real estate investments, retirement accounts, cash savings, ETFs, and other investments. Chris started investing in real estate in 2017 and has acquired five properties since then. He also emphasizes the importance of investing in superannuation, a tax-advantaged retirement account in Australia. Chris plans to continue investing in ETFs and other options to diversify his portfolio and achieve his goal of a $5 million net worth and $100,000 in passive income in the next 7 to 10 years. He believes in the power of hard work, skill, and a positive mindset to create wealth. Takeaways *Investing in real estate can be a lucrative way to build wealth *Superannuation is a tax-advantaged retirement account in Australia *Regular saving and investing are key habits for financial success *A positive mindset and hard work are essential for achieving financial goals *Diversification is important for managing risk in investments *Tracking net worth and expenses can help in financial planning *Travel and creating memories are worth the investment *Believe in yourself and your ability to achieve your goals Sound Bites "A part of all I earn is mine to keep." "I developed my formula which was, I named it as SETFIP, SETFIP. S stands for the superannuation, then it's ETF and IP is the investment property." "A part of all your time is yours to keep." Sponsored by: Prizepicks.com/millionaire

    41 min

  6. 7 PAŹ

    378: Net Worth Of $37M - Changing a Family Tree: My Dad Never Made More than Minimum Wage Yet All 10 of Us Became Millionaires

    Summary Dan is 73 and has a net worth of $37 million. Most of it is in private equity including his business but does have some cash, some investements in the market and some real estate. He shares his background growing up in a large family where all of his siblings became millionaires and how his father's work ethic influenced his success. He went on to become a Navy pilot and later started his own companies. He experienced both successes and challenges, including a recession that led to the loss of his business. He then shifted his focus to investing in private companies, including PlantSnap, an app for plant recognition. The app has seen significant growth and is valued at five times its 12-month sales. Dan shares his journey of building a successful scaffold company and making smart investments. He took in $4 million in outside capital when his company was already successful, allowing him to expand and grow even more. Eventually, he bought back the company from the investors for a fraction of its value. Dan emphasizes the importance of focusing on profitability and maximizing distribution to investors. He has diversified his investments and built a family office with his siblings. Dan plans to retire and is preparing for his ultimate exit by saving and investing in other companies. Sound Bites "My dad never earned over minimum wage. He always had side hustles... His motto was, a job worth doing is worth doing well." "I started my first company manufacturing a housewares product... On the third day, they hired me as an engineering specialist." "I bought the scaffold company and that was 36 years ago. And I'm still involved with that company." "Wow, that's amazing." "We'll take your company from $15 million to many times that." "You bought your company back for pennies on the dollar." Sponsored by  Shopify.com/millionaire  Prizepicks.com/millionaire

    1 godz. 3 min

  7. 30 WRZ

    377: Net Worth Of $1.3M - Building Wealth: It's Easier Than You Think

    Summary Lawrence is in his early 40's and works as a federal auditor. He shares his journey from having over $150,000 in debt in 2014 to a net worth of $1.3 million. He started by utilizing tax-advantaged accounts like 401(k)s and HSAs to lower his tax liability and increase his refund. Lawrence also focused on reducing his expenses, particularly food costs, and separating happiness from spending money. His goal is to retire with a net worth of around $6 million, travel the world, and give back to others to help them achieve financial security. He discusses his strategies for saving and investing, including maxing out his retirement accounts and utilizing an HSA as an investment vehicle. Lawrence emphasizes the importance of having a supportive spouse and open communication about finances. He also talks about his plans for the future, including reaching a net worth of $2 million and considering early retirement. Sponsored by:  Indeed.com/unveiled

    43 min

  8. 23 WRZ

    376: Net Worth Of $2.0M+ - Millionaire at 24. Hedge Funds, Gyms, Hormozi

    Summary Tim has a net worth of $2.0+ million. He started his career in finance, starting a hedge fund in his early 20s that grew to over $350 million in equity. He transitioned into technology and fitness, building a successful gym franchise. He then joined GymLaunch and helped grow it into a multi-million dollar business. Tim is in his early 40's and is now an investor, consultant, and coach, helping small business owners unlock value in their businesses. He believes in the infinite banking concept and focuses on cashflow and tax mitigation. Tim's journey showcases his entrepreneurial spirit and ability to adapt to different industries. Tim became a millionaire at the age of 24 and has maintained a seven or eight-figure net worth since then. He achieved this through his successful hedge fund business and strategic investments. Tim emphasizes the importance of hard work, taking calculated risks, and having a strong mindset. He believes that financial freedom comes when investment income exceeds monthly expenses. Tim also shares his experiences with expensive purchases, lessons learned from childhood, and his changing beliefs about success. Sponsored by: Shopify Shopfiy.com/unveiled

    40 min
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O programie

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.

Informacje

  • Twórca
    Jace Mattinson, CPA
  • Lata aktywności
    2017 - 2024
  • Odcinki
    383
  • Klasyfikacja
    Dla wszystkich
  • Witryna programu
    Millionaires Unveiled

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