Millionaires Unveiled

Jace Mattinson, CPA
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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. 25 DE AGO.

    424: Net Worth Of $1.2 & $1.0M - Fresh Pressed Finances: How the Wealth Juice Duo Built Millions

    🔥 Episode Summary In this episode, we’re joined by Cory and Ryan—two friends, first-generation millionaires, and the duo behind the Wealth Juice podcast. With net worths of $1.0M and $1.2M respectively, they pull back the curtain on how they built wealth the slow and steady way—without flashy investments, inheritance, or lucky breaks. Cory and Ryan walk us through their early financial habits, how their friendship helped hold each other accountable, and how they’ve managed to blend entrepreneurship, side hustles, and smart investing into a sustainable wealth-building strategy. Whether it’s real estate, index funds, or knowing when not to spend, these two keep it real, relatable, and refreshingly fun. If you’ve ever wondered what two regular guys with seven-figure net worths actually talk about when the mics are off… this is that conversation. 🧠 Key Takeaways First-Gen Millionaires: Both Cory and Ryan hit the $1M+ net worth milestone without a trust fund, family business, or viral startup. It was all strategy, grit, and accountability. Accountability Through Friendship: Sharing goals, challenges, and money conversations between friends helped them stay disciplined and motivated. Real Estate Reality Check: They talk candidly about their experiences with rental properties—the wins and the headaches. Business + Investing: Their portfolios are a mix of entrepreneurial ventures, traditional stock market investing (index funds/ETFs), and some alternative assets. Celebrate Small Wins: Progress wasn’t always glamorous, but they emphasize tracking the little wins that built big momentum. The Power of Personal Finance Content: Launching Wealth Juice has helped them not only educate others but clarify their own philosophies around money and mindset. Lifestyle Over Ego: Instead of chasing the flash, they focus on flexibility, freedom, and designing lives they actually want. 🗣️ Quotes & Soundbites “You don’t need to be flashy to build wealth—you need to be consistent.” “We’re just two guys who took personal finance seriously and made it fun.” “The spreadsheet tells one story, but your behavior tells the real one.” “Accountability is the underrated cheat code for financial success.”   Sponsored by: Shopify.com/unveiled Prizepicks.com Code: Millionaire

    1h2min

  2. 18 DE AGO.

    423: Net Worth Of $1.9M - Three Rentals and a Millionaire: Nate’s Property Plot Twist and The Not-So-Physio-Logical Path

    Summary In this episode, Nate shares his journey from a young physiotherapist to achieving a net worth of nearly $2 million. He discusses his early financial education, the influence of his family, and the lessons learned from his real estate investments. Nate reflects on the importance of celebrating milestones, the shift from a financially driven mindset to focusing on lifestyle and fulfillment, and the challenges faced in the real estate market. He also shares insights on his current portfolio, future plans, and the balance between saving and enjoying life. Takeaways *Nate has a net worth of approximately $1.9 million. *He learned financial habits from his family, emphasizing savings and delayed gratification. *Nate's journey into real estate began with a condo purchase that appreciated significantly. *He experienced challenges in real estate due to rising interest rates and market fluctuations. *Nate emphasizes the importance of celebrating financial milestones, even small ones. *He has shifted focus from purely financial goals to lifestyle and fulfillment. *Nate's real estate ventures taught him valuable lessons about due diligence and risk management. *He currently has three rental properties left and is considering divesting further. *Nate enjoys travel and seeks to maximize value through points and rewards. *He advises young individuals to build saving habits early to weather financial challenges. Sound bites "I think we are millionaires." "It's been a very circular process." "I was a literal lab rat." Keywords Cory, financial independence, real estate, net worth, lifestyle goals, investment strategies, personal finance, Vancouver, retirement planning, financial education

    38min

  3. 11 DE AGO.

    422: Net Worth Of Infinity: A Life Well Lived starting at $52 a Week; 80 Year Old With 6 Kids, 25 Grandkids, 18 Great Grandkids and Endless Grit

    Summary  Join us for a heartfelt conversation with Grandma Bunny, the last living grandparent of our host, as she shares her journey through 80 years of life, love, and lessons. From raising six children to overcoming life's unexpected challenges, Grandma Bunny's story is one of resilience and family values. Discover the financial wisdom and life lessons she imparts, and how she continues to live her best life at 80. Key Highlights: Grandma Bunny's early life and education in Rock Springs, Wyoming. The challenges and joys of raising a large family. Building a home from scratch and the financial strategies involved. Overcoming adversity after a life-changing accident. The importance of family support and staying active in later years. Memorable Quotes: "I am wealthy in other ways, not so much money-wise, but I have great kids who help me in many, many ways." "Stay active. Look for things to do. Look at opportunities to serve." Hashtags: #FamilyWisdom #Resilience #LifeLessons #MillionairesUnveiled Call to Action: Don't miss this inspiring episode! Listen now and share with someone who could use a dose of wisdom and encouragement.  Sponsored by:  Indeed.com/unveiled

    42min

  4. 4 DE AGO.

    421: Net Worth Of $10M - Beyond Borders, Beyond Millions: A Deep Dive Into One Expats Global Wealth Strategy

    Summary In this episode, Adam shares his unique journey as an expat entrepreneur, discussing his investment strategies, asset allocation, and the importance of maintaining liquidity in his financial portfolio. He has a net worth of $10+ million with most of it in his business. He reflects on the challenges and rewards of running a business, the significance of cash management, and the lessons learned from navigating investments in various countries. Adam emphasizes the value of experiences over material possessions and the importance of surrounding oneself with positive influences. He concludes with insights on entrepreneurship and the realities of growth in business. Takeaways Adam has lived overseas for 14 years, gaining a unique perspective on wealth. He focuses on helping expats and high-net-worth individuals with investments and wealth protection. His net worth is in the eight-figure range, primarily in company valuations and liquid assets. Adam prefers liquid assets over real estate due to tax disadvantages abroad. He believes cash should be seen as an opportunity for acquisitions rather than a long-term hold. Having cash on hand is crucial for business owners to seize unexpected opportunities. Investment strategies should adapt to changing economic conditions and personal circumstances. Travel and experiences provide lasting value compared to material possessions. Surrounding oneself with positive influences is essential for personal and professional growth. Entrepreneurship often requires patience and resilience, with success not always being linear.

    42min

  5. 28 DE JUL.

    420: Net Worth Of $1.7M - From LinkedIn to Lockboxes: The Tech Bro Turned Airbnb Pro & Millionaire Before 30

    Summary In this episode, Connor shares his journey from a corporate tech career to becoming a successful real estate investor, focusing on short-term rentals. He has a net worth of $1.7 million. Most of it is in Real Estate but he does have some in the market. He discusses his investment strategies, the importance of cash reserves, and how he manages his properties. Connor emphasizes the significance of calculated risks and personal growth in achieving financial success and fulfillment in life. Takeaways He primarily invests in short-term rentals, owning about a dozen properties. Cash reserves are crucial for managing real estate expenses and risks. Connor emphasizes the importance of reinvesting in properties to maintain competitiveness. He targets a 20% cash on cash return for new investments. Connor transitioned from a stable tech career to real estate for personal fulfillment. He believes success is about achieving one's highest potential. Calculated risks are essential for growth and opportunity. Connor values the importance of family and personal life in his journey. He encourages others to take risks and follow their intuition.

    43min

  6. 21 DE JUL.

    419: Net Worth Of $7.0M - Divorced, Debt-Free, and a RE Mogul: How Chuck E. Cheese Turned Cheddar Into Millions

    Summary In this episode, Joseph Shalaby, founder and CEO of e-Mortgage Capital, shares his journey from a challenging upbringing to becoming a leading figure in the mortgage industry. He has a net worth of ~$7 million mostly in RE and his business. He discusses the importance of being debt-free, his experiences during the 2008 financial collapse, and how he rebuilt his career. Joseph emphasizes the significance of hard work, personal growth, and maintaining family values while navigating the complexities of entrepreneurship. He also shares insights on current market trends and his future goals for his business. Takeaways *Joseph Shalaby is the founder and CEO of e-Mortgage Capital. *He emphasizes the importance of being debt-free despite being in the mortgage industry. *Joseph experienced a foreclosure due to HOA fines, which shaped his financial mindset. *He started his first mortgage company after being taken advantage of in the industry. *The 2008 financial collapse forced him to pivot and rebuild his career. *Joseph launched e-Mortgage Capital in 2015 after working in the loss mitigation sector. *He aims to grow his company to a billion dollars in revenue per month. *Joseph values family and instills a strong work ethic in his children. *He believes in the importance of being an early adopter in business. *Joseph emphasizes the need to outwork everyone to achieve success. Sponored by: Shopify.com/unveiled

    42min

  7. 14 DE JUL.

    418: Net Worth Of $2.0M - Crushing Quotas and Carpool With 4 Kids: One Mom’s Multimillion Dollar Journey

    Summary Today we sit down with Tiffany, a senior manager in customer success and a mother of four, who shares her journey to achieving a net worth of over $2 million most of which is in her primary residence and retirement investments. Tiffany discusses her strategic approach to real estate investments, the importance of financial education, and how she balances career and family life. Discover how Tiffany and her husband, both savers at heart, have navigated their financial path from buying foreclosed homes to planning for their children's future. Key Takeaways: Tiffany's early start in real estate and the impact of buying foreclosures. The role of mutual funds and retirement accounts in building wealth. Insights into managing finances with a variable income. The importance of financial literacy and open discussions about money with children. Tiffany's approach to balancing work, family, and personal growth. Hashtags: #FinancialSuccess #RealEstateInvesting #WealthBuilding #FamilyFinance Tune in to hear Tiffany's full story and gain valuable insights into building a secure financial future. Don't forget to subscribe and leave a review! Sponsored by: Shopify.com/unveiled

    40min

  8. 7 DE JUL.

    417: Net Worth Of $5.0M - The Long Game & Paid Off RE: How a Government IT Pro Became a Real Estate Millionaire

    Summary Dustin shares his journey from a stable government job to becoming a successful real estate investor with a net worth of over $5 million. He is in his 40's. He emphasizes the importance of cash flow, building a business around real estate, and helping others achieve financial independence through coaching and education. Dustin discusses his investment strategies, the significance of diversifying income streams, and the lessons learned from his experiences in the real estate market. Takeaways *Dustin started investing in real estate in 2006. *He emphasizes the importance of cash flow over appreciation. *Dustin has over 30 properties, including single-family homes and apartment complexes. *He believes in building a business around real estate investments. *Dustin coaches others to invest in real estate and achieve financial independence. *He prefers to have properties managed by others to scale his business. *Dustin's goal is to help 1 million people invest in real estate. *He believes that higher interest rates can benefit real estate investors by pricing out competition. *Dustin encourages others to start investing regardless of market conditions. *He aims to set up his children for success through real estate.

    49min
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Sobre

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.

Informações

  • Criado por
    Jace Mattinson, CPA
  • Anos de atividade
    2017 - 2025
  • Episódios
    424
  • Classificação
    Livre
  • Site do podcast
    Millionaires Unveiled

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