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. −5 D

    382: Net Worth Of $10.0M - Former Stuntwoman & Model Turned Entrepreneur

    Summary Bunny has a net worth of $10 million. Most is in the value of her businesses but she does own some real estate and keeps a little inveted in the market. She is a successful entrepreneur and business coach. She shares her journey of owning and managing multiple companies. She started as a stuntwoman and model but eventually pursued a master's degree in counseling and psychology. Bunny currently owns seven companies and has had a total of 16 companies in the past 19 years. She emphasizes the importance of investing in her own businesses rather than the stock market, as it provides higher returns and tax advantages. Bunny also discusses the concept of seasons instead of balance and the value of focusing on priorities. Bunny shares her journey of identifying her expertise and focusing on her niche to maximize growth. She discusses how her heart condition motivated her to be greedy and selfish with her time, leading her to find ways to minimize effort and maximize return on investment. Bunny emphasizes the importance of being confident in your highest value and prioritizing what truly matters, such as family and personal fulfillment. She also talks about the significance of delivering value and making a positive impact in the world, rather than solely focusing on financial success. Takeaways *Investing in your own businesses can provide higher returns and tax advantages compared to investing in the stock market. *Prioritizing and focusing on what truly matters to you can lead to greater success and fulfillment. *Creating systems and delegating tasks can free up time and energy for more important activities. *Balance is a myth, and it's more about finding the right seasons and priorities in life. Identifying your expertise and focusing on your niche can lead to significant growth and success. *Being greedy and selfish with your time can motivate you to find ways to minimize effort and maximize return on investment. *Confidence in your highest value and prioritizing what truly matters, such as family and personal fulfillment, can lead to a more fulfilling and successful life. *Delivering value and making a positive impact in the world should be prioritized over solely pursuing financial success. Sound Bites "Investing in your own companies, you're getting 234% back." "Betting on yourself is the least risky thing you can do." "I still have a wealth advisor... as long as I'm beating that mother, I'm still winning." "How long do you think it took you to get to this area of identifying your expertise and being able to really capitalize on the growth that's possible from just focusing on your niche and what you're excellent at?" "How can I put in this minimum viable effort and get a maximum return?" "What's unique about your approach is that it's the exact opposite of lazy. You might think, oh, limited hours, but it's maximum productivity within limited hours so that you have maximum output basically across the board in your entire life, which is amazing."

    47 min

  2. 18 NOV.

    384: Net Worth Of $2.0M - Couponing to Millions And A Paid Off House Before 40

    Summary Josh and Emily, a couple from Arizona, share their financial journey and how they reached a net worth of over $2 million. They are in their early 40's. They paid off their home in 2018 and then purchased a rental property, which they turned into an Airbnb. They have been diligent savers and have maxed out their retirement accounts. They have also taught their children about money by having them contribute to their own expenses and giving them financial responsibilities. They are now focused on learning how to spend and enjoy their money while still maintaining their frugal habits. Takeaways -Paying off your home can provide a sense of peace and financial security. -Investing in real estate, such as purchasing a rental property, can be a good way to generate cash flow. -Maxing out retirement accounts and investing in the stock market can help grow wealth over time. -Teaching children about money from a young age can instill good financial habits and responsibility. -Finding a balance between saving and enjoying your money is important for a fulfilling life. Sound Bites "Paying off your house was a big goal for us. It gave us a lot of peace and security." "After paying off our house, we stumbled into the FIRE community and purchased a rental property." "We contribute max what we can to Roth IRAs every year plus my 401k." Sponsored by: indeed.com/unveiled shopify.com/unveiled

    40 min

  3. 12 NOV.

    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

  4. 4 NOV.

    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

  5. 28 OKT.

    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

  6. 21 OKT.

    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

  7. 15 OKT.

    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

  8. 7 OKT.

    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 tim 3 min
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Om

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.

Information

  • Skapad av
    Jace Mattinson, CPA
  • Aktiva år
    2017 - 2024
  • Avsnitt
    385
  • Åldersgräns
    Barnvänligt
  • Programmets webbplats
    Millionaires Unveiled

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