270 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 • 712 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.

    270: Net Worth of $2.0M+ - From Corporate America to Franchise Ownership & Consulting

    270: Net Worth of $2.0M+ - From Corporate America to Franchise Ownership & Consulting

    Jon has a current net worth of $2.0+ million. He is in his early 40's and is a former corporate executive turned Franchise Investor and Consultant. We discuss making a career switch and why he likes non-food franchises. We also get into the mindset around taking out a mortgage after having a paid off house and donor advised funds for charitable giving. 

    • 40 min
    269: Net Worth of $1.1M - Double Minority Persists Through Many Challenges

    269: Net Worth of $1.1M - Double Minority Persists Through Many Challenges

    JJ has a net worth of $1.1 million about half of which is in retirement accounts. He has about 300k in a brokerage and another 300k in equity in rental real estate. He has a technology background but is currently working in the private sector and manages his real estate. 

    • 44 min
    268: Net Worth of $1.35M - Six figures in debt to millionaire in 5 years

    268: Net Worth of $1.35M - Six figures in debt to millionaire in 5 years

    Jennifer has a net worth of $1.35M. She has 800k in 401ks, 250k of that in Roth, a brokerage account around 230k, 30k in HSA, a little over 100k in cash. She is 38, married with no kids and lives in the Northeast. She works in HR and has lived all over the country and all over of the world.  

    • 41 min
    267: Net Worth of $2.6M - Started at 18 putting 50 cents per hour in my 401k

    267: Net Worth of $2.6M - Started at 18 putting 50 cents per hour in my 401k

    Brandon has a net worth of $2.6M. He has 900k in rental equity, 380k in primary residence, $1.2 mil 401k 260k of that is in Roth. He is in his early 40's. He is an electrician and also does motivational speaking after having a workplace accident. 

    • 49 min
    266: Net Worth of $1.0M -"You've got to hit that one out of the park. Your spouse/partner has to be the right fit."

    266: Net Worth of $1.0M -"You've got to hit that one out of the park. Your spouse/partner has to be the right fit."

    Bradley has a net worth of $1.0M. He is pretty diversified between market investments, retirement accounts and real estate. He is a buy and hold type of guy. We discuss his journey from paying off debt to learning how to invest to what to do when your employer doesn’t have the investment options you would prefer. We have a great discussion on the selection of a spouse or partner. 

    • 39 min
    265: Net Worth of $2.5M - Crypto & Real Estate

    265: Net Worth of $2.5M - Crypto & Real Estate

    Ty & Chloe have a net worth of $2.5M. They are in their early 30's and are engaged. They have major crytop holdings and have been investing in crypto for quite a while. They both bought their first pieces of real in their 20's and have accumulated a nice chunk alongside their crypto. 

    • 47 min

Customer Reviews

4.8 out of 5
712 Ratings

712 Ratings

Conspiracy Guru ,

Deep Dive

I love this podcast because there isn’t any fluff. They use real numbers and people can relate to that. What good is an interview if people aren’t comfortable talking about their actual finances!

Rsubaru535 ,

Great Show, it’s inspirational BUT ….

It’s a great show and truly inspiring to hear stories of everyday people who have become millionaires BUT…I absolutely hate the intro ! It’s so cringe and annoying intro !

Titagin ,

Great info

Great stories from millionaires . Getting a lot of tips from their experiences . I do relate for people that started late in investing and managing their money . I’m from the Philippines and my family never talk about money . I had to make myself educated , so proud that slow and steady and becoming intentional with my money , I feel so secured and in peace for whatever emergencies come my way and maybe retire a little early . Thank you so much

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