204 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

    • Business
    • 4.8 • 583 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.

    204: Net Worth of 2.3M - "My Risk Tolerance is a Big Part of My Success"

    204: Net Worth of 2.3M - "My Risk Tolerance is a Big Part of My Success"

    Trae has a net worth of $2.3 Million. Of the 2.3M, 80% is invested in a small business software startup. Trae also has investments in the stock market, real estate, and crypto. He discusses his interest in small business and software, how he started in real estate, and how his high risk tolerance has influenced his financial success. Trae shares advice on lines of credit, work/life balance, financial independence, and his goals for the future.

    • 51 min
    203: Net Worth of 1.3M and 300K - A Father and Son Share Their Stories

    203: Net Worth of 1.3M and 300K - A Father and Son Share Their Stories

    This episode is unique in the sense that there are two guests; Stu and Jimmy, a father and son respectively, who discuss their personal and financial journeys. Stu has a net worth of 1.3M while his son has a net worth of about 300K. They discuss their mindset and attitude about money, the importance of life insurance, being on the same page as one's spouse, and the value of hard work. Stu and Jimmy also share what they've learned from each other and their advice for teaching kids about money.

    • 1 hr 16 min
    202: Net Worth of 2M - Net Worth at Age 31 was Zero

    202: Net Worth of 2M - Net Worth at Age 31 was Zero

    Henry has a net worth of two million dollars. He's a serial entrepreneur and now coaches business owners. His previous businesses include computer sales, home theatres, spec homes, website sales, and a factoring business. He primarily invests in single stocks and mutual funds and shares his thoughts about why he doesn't invest in index funds. Henry also discusses annual spending (about 200K), working in partnerships, small businesses successes and failures, and financial lessons learned from his parents.

    • 44 min
    201: Net Worth of 1M - 50-Year-Old Fire Marshal, Paid off 60K of Personal Debt

    201: Net Worth of 1M - 50-Year-Old Fire Marshal, Paid off 60K of Personal Debt

    Mark works as a Fire Marshal and has a net worth of more than one million dollars. Without counting his government pension (estimated to pay him 9K a month upon retirement), he has a net worth of 960K. Mark has worked in the public fire service since he was 17 years old (now 50), and talks about his retirement plans, receiving a wake up call on how much is needed for retirement and balancing frugal living vs. spending. We also discuss HRA's and HSA's and the value of a future pension.

    • 44 min
    200: Net Worth of 320M - Set Goals and Think Big!

    200: Net Worth of 320M - Set Goals and Think Big!

    Jeremy has a current net worth of over $300 million dollars! His net worth is primarily held in his business, but he also has holdings in real estate and angel investments. Jeremy shares how his small business was started, the importance of goal setting and thinking big, and also tips for time management. We also discuss the meaning of money, Jeremy's history with angel investments, and how he teaches and motivates his children about living a purposeful life. 

    • 54 min
    199: Net Worth of 1M - 32-year-old CPA

    199: Net Worth of 1M - 32-year-old CPA

    Kevin has a net worth just over one million. Of the one million, over 80% is invested in the stock market, while the remainder is in cash (80K or one year of expenses) and other holdings. He shares details on his small business investments (20K) and the importance of contributing early to your 401(k). Kevin and his wife paid off over 40K of student loans and aggressively worked to increase their household income and savings rate. 

    • 50 min

Customer Reviews

4.8 out of 5
583 Ratings

583 Ratings

Ploude Family ,

Awesome

Addicted to this show, listen to it every chance I get, helps me stay focused and energized through the daily grind. Thanks guys for all you do.

DirtGirl53 ,

Women interviews?

I scanned down the list of episodes. Almost all start with a male’s name. The few women listed are married and represent a couple being interviewed. Where are the independent women millioinaires? We are half the planet and therefore should be half of the episodes.

mekint ,

202 was miserable

Like most of the most of their stuff but they need to not let knotheaded gasbags like the guy they interviewed on Episode 202 onto the show. It does a disservice to listeners to hear that kind of arrogant, incorrect crap.

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