350 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 Jace Mattinson, CPA

    • Business
    • 4.8 • 811 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.

    350: Net Worth of $350M+ - "The Power of The Human Isn't What You Can Do With Money But Without It"

    350: Net Worth of $350M+ - "The Power of The Human Isn't What You Can Do With Money But Without It"

    Summary
    In this episode, Chase has a net worth of $350+ million. Most is in private companies. He sold one of his largest ventures for hundreds of millions. He shares his journey in the payments industry and his approach to investments. He discusses his preference for liquidity and his investment strategy, which includes investing in private companies, stocks, and cryptocurrency. Chase also talks about his decision to rent instead of owning real estate and his focus on building and starting new companies. He shares the impact of a life-changing event on his perspective and his mission to change the charitable giving landscape. Chase emphasizes the importance of transparency in charitable giving and his goal to help a billion people through his new company, Wishes.
     

    • 38 min
    349: Net Worth of $9M - Coupon Cutting While Ascending to Become a Decamillionaire

    349: Net Worth of $9M - Coupon Cutting While Ascending to Become a Decamillionaire

    Summary
    In this episode, Chris and Jen, a military family with a net worth of over $5 million, discuss their journey to financial success. With their pensions they have a net worth over $9 million. They share how their parents taught them about money and the importance of investing. Their children also talk about their experiences with cash flow and investing. Chris and Jen explain their investment strategies, including buying and holding stocks and diversifying their portfolio. They discuss their favorite stocks and alternative investments, such as real estate and cryptocurrency.
    The couple also shares their approach to retirement accounts and making investment decisions together. In this conversation, Chris and Jen discuss their financial journey, including their experiences with investing, taking risks, and teaching their children about money. They share their goals for the future, such as starting a consulting business, and discuss the importance of financial literacy and early investing. They also talk about their financial milestones, including becoming millionaires and changing their spending habits. They offer advice for beginners, emphasizing the value of starting early and being resourceful with money.
    Takeaways
    *Teaching children about money and investing from a young age can set them up for financial success in the future.
    *Playing games like Cashflow and Monopoly can help children learn about saving, investing, and real estate.
    *Starting to invest in the stock market at a young age can lead to long-term wealth accumulation.
    *Diversifying investments and exploring alternative options, such as real estate and cryptocurrency, can provide additional opportunities for growth. Taking calculated risks and learning from failures is an important part of investing.
    *Setting clear goals and planning for the future can help guide financial decisions.
    *Teaching children about investing and involving them in financial discussions can help instill good money habits.
    *Investing in small businesses and exploring alternative investment opportunities can be part of a diversified portfolio.
    *Becoming a millionaire requires discipline, hard work, and smart financial choices.
    *Using credit cards strategically and taking advantage of military benefits can help maximize financial opportunities.
    *Starting early and being resourceful with money are key factors in building long-term wealth.
     

    • 51 min
    348: Net Worth of $12.5+M - I Started As a Janitor

    348: Net Worth of $12.5+M - I Started As a Janitor

    Summary
    Damon has a net worth of $12.5+ million. He is the founder of a successful marketing agency. He shares his journey from starting a car enthusiast website to becoming an entrepreneur. He discusses the importance of taking calculated risks and betting on oneself. Damon also talks about the value of real-world experience and mentorship in entrepreneurship, highlighting the limitations of traditional education. He emphasizes the need for entrepreneurs to find their passion and encourages his employees to pursue their own entrepreneurial goals.
    Damon shares his approach to asset allocation, including his investments in real estate and whole life insurance. He also discusses the balance between taking cash home and reinvesting in the business. In this conversation, Damon discusses his journey as an entrepreneur and the importance of prioritizing personal health. He shares insights into the benefits of whole life insurance and how it can serve as a retirement account.
    Damon also talks about the process of rediscovering personal interests and the impact it has on overall well-being. He highlights the unique selling points of his agency, emphasizing the importance of data analysis and documented processes. The conversation concludes with rapid-fire questions about Damon's experiences with money and his advice for aspiring entrepreneurs.
    Takeaways
    *Taking calculated risks and betting on oneself can lead to entrepreneurial success.
    *Real-world experience and mentorship are valuable in entrepreneurship, often surpassing the benefits of traditional education.
    *Encouraging employees to pursue their entrepreneurial goals can lead to a more loyal and productive team.
    *Diversifying asset allocation, including investments in real estate and whole life insurance, can contribute to long-term financial stability. Prioritizing personal health is crucial for long-term success and overall well-being.
    *Whole life insurance can serve as a retirement account and provide multiple benefits, including a death benefit, cash value, and the ability to withdraw funds.
    *Rediscovering personal interests outside of work and family is essential for personal growth and fulfillment.
    *Data analysis and documented processes are key factors that set Damon's agency apart from competitors.
     

    • 48 min
    347: Net Worth of $1+M - A Modern Day Gold Digger Who Lost Over $1 million During Covid

    347: Net Worth of $1+M - A Modern Day Gold Digger Who Lost Over $1 million During Covid

    Summary
    Ben has a net worth of $1+ million. In this episode, Ben shares his background and current ventures, including running a marketing company and investing in mining. He discusses his net worth and asset allocation, highlighting his shift from real estate to business investments. Ben also explains his journey in real estate investing, from renovations to subdivisions and small developments. He shares his transition to business and the importance of return on cash. 
    Lastly, Ben talks about his unique investment in mines and his future goal of reaching a net worth of $10 million. In this conversation, Ben shares his passion for financial freedom and making an impact. He discusses his goals of achieving $10 million in liquid assets and helping young entrepreneurs through his business, Youth in Business. Benjamin also explores the psychological significance of the $10 million milestone and the importance of measuring impact. He shares his experiences with expensive purchases and the most fun he's had with money. Benjamin reflects on lessons from his childhood and the craziest things he's done to earn money. He discusses how his financial habits have changed since becoming a millionaire and shares a closely held belief that he recently changed. Finally, Benjamin offers advice for beginners, emphasizing the importance of learning to sell and embracing mistakes.
     
    Takeaways
    *Ben has a diverse background in running a marketing company, investing in real estate, and mining.
    *He emphasizes the importance of asset allocation and the need to spread investments across different strategies.
    *Ben shares his journey in real estate investing, from renovations to subdivisions and small developments.
    *He highlights the significance of return on cash and the potential for higher returns in business investments. Passion for financial freedom and making an impact drives Benjamin Jones.
    *His goals include achieving $10 million in liquid assets and helping young entrepreneurs through Youth in Business.
    *The $10 million milestone holds psychological significance as the next logical goal.
    Measuring impact is important, and Benjamin aims to help 100,000 young entrepreneurs next year.
    *Benjamin shares experiences with expensive purchases and the most fun he's had with money.
    Lessons from childhood include the value of hard work and the importance of learning to sell.
    *Benjamin reflects on the craziest things he's done to earn money and the financial habits he's changed since becoming a millionaire.
    *He recently changed his closely held belief that more people on a project lead to better results.
    *Advice for beginners includes learning to sell and embracing mistakes.
     
     

    • 40 min
    346: Net Worth of $17M - From Big Macs to Race Tracks: McDonalds with a Honda to Software with a Ferrari

    346: Net Worth of $17M - From Big Macs to Race Tracks: McDonalds with a Honda to Software with a Ferrari

    Summary
     
    David has a net worth of $17 million. Most is in his company but he does have over $1 million in real estate, some cars and cash. He shares his journey from being an engineer to becoming financially free through real estate investments and the creation of a software company.
     
     David also talks about his spending habits and the lifestyle changes he made after achieving financial freedom. He shares his decision to leave his job and the challenges he faced in transitioning to entrepreneurship. David emphasizes the importance of buying great real estate deals and managing properties himself. H
     
    e also discusses his plans for the future and managing risk in his investments. In this conversation, David Lecko shares his journey of managing finances, building personal wealth, and making luxury purchases like cars. He discusses his passion for racing and how it has become a meaningful hobby for him. David also talks about how his lifestyle changed over time and the challenges he faced in managing his spending habits. He expresses his love for Austin and the vibrant entrepreneurial community it offers. Finally, he shares advice for beginners, emphasizing the importance of reverse engineering a proven business model.
     
    Takeaways Financial freedom can be achieved by investing in real estate and creating passive income streams. Buying great real estate deals and managing properties yourself can be a successful investment strategy. Transitioning from a W2 job to entrepreneurship requires careful planning and a willingness to take risks. Managing risk in investments can be done by buying properties with good cash flow and focusing on a specific geographic area. Take control of your finances and pay yourself what you deserve for taking the risk to start a business. Find a meaningful hobby that requires you to be fully present and pushes you out of your comfort zone. Be mindful of your spending habits and make conscious decisions about luxury purchases. Build a community of like-minded entrepreneurs who understand and support your journey. Reverse engineer a proven business model to increase your chances of success.

    • 54 min
    345: Net Worth of $1.2M - Livin' La Vida Locum Tenen

    345: Net Worth of $1.2M - Livin' La Vida Locum Tenen

    Summary
    Sophia is a second generation immigrant. She has a net worth of $1.2 million divided between multiple asset classes. She is a traveling Nurse Practitioner in her mid 30's and has had quite the financial journey. 
    Takeaways
    -Traveling for work can bring a lot of financial benefits 
    -Working in a job you love will help set you up for financial success 
    Sponsored by:
    shopify.com/unveiled

    • 36 min

Customer Reviews

4.8 out of 5
811 Ratings

811 Ratings

why nickname this is dumb ,

Weekly Financial Motivation During My Long Runs

I’m a new listener to the podcast and I thoroughly enjoy hearing the experiences of different everyday millionaires each week. I’m training for a marathon in April so I often listen to several episodes at once while I’m logging 10, 15, 20 miles at once. Thanks for keeping me company on my long runs and for keeping me motivated towards achieving my family’s financial goals. I hope to be a guest of the podcast in the next 7-10 years! 😉

BLew321 ,

Better questions please

Love the guests and concept which is why I keep listening -- but please ask better questions and follow up questions! You’ve got a guy we’ve never heard of who’s claiming to have a $350m net worth but barely skim the surface of his story. Seems like host is just going through a list of questions he wrote down without even listening to the guest’s answers. He just says “that’s interesting” then moves on to the next question. Didn’t even ask what the guys accident was after he teased it for 5 straight minutes. Study Tim Ferriss and other good interviewers. Hoping it improves!

Avid listener33 ,

Concerned

The shows quality is definitely declining and the host disregarded Listeners concerns… lack vision here.

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