Millionaires Unveiled

Jace Mattinson, CPA

  • 44 minutes 16 seconds
    367: Net Worth Of $1.3M - Climbing Out Of A 200k Mountain Of Debt

    Summary

    Cori has a net worth of $1.3 million. It is spread across various asset classes and included a primary resisdence and a vacation home. She works in finance and plans to retire with her current company. She and her partner keep their finances separate. She shares her journey of paying off an ernormous amount of debt. One of the turning points for her was when she realized more than 1/3 of her take home pay was going to pay interest payments. One of her big goals is to retire early. 

     

    Sponsored by Shopify.com/unveiled

    22 July 2024, 11:00 am
  • 38 minutes 45 seconds
    366: Net Worth Of $6.0+M - Start.Build.Scale.Sell.Invest.Give - A Recipe For Success

    Summary

    In this episode, Mark shares his journey from starting a business to building a successful real estate portfolio. He has a net worth of $6.0+ million. Most is in paid for real estate now between his personal residence and several paid for rentals. He does have some money in the market and in cash. He doesn't have any debt. He emphasizes the importance of hard work, common sense, and surrounding yourself with good people. Mark discusses his transition from business ownership to real estate investments and the mindset shift that came with it. He shares his goals of reaching a net worth of $10 million and scaling his real estate portfolio. Mark also offers advice for beginners, including the importance of investing early and seeking financial education.

     

    15 July 2024, 11:00 am
  • 48 minutes 38 seconds
    365: Net Worth Of $3.3M - Overcoming $1+ million In Debt, Divorce & Failed Ventures

    Summary

    Chris has a net worth of $3.3 million. It is split between real estate and his business. He shares his journey from financial struggles to becoming a millionaire and achieving financial freedom. He teaches people how to become work optional and focuses on generating passive income. Chris emphasizes the importance of shifting from an accumulation mindset to an acceleration mindset. He discusses his real estate investments and the impact of the recession on his financial situation. He was nearly bankrupt and had to dig out of $1 million in debt.

    Despite facing challenges, Chris bounced back and rebuilt his wealth. He shares the mindset shift that propelled him towards success and the strategies he implemented to generate multiple income streams. In this conversation, Chris shares his insights on balancing lifestyle and building net worth, finding purpose and drive, and living with purpose while blessing others.

    He emphasizes the importance of mindset shift for building wealth and the need to create multiple streams of income. Chris also discusses the balance between safe investments and alternative investing. He shares his personal financial goals and highlights the importance of giving and charitable donations. He concludes with advice for beginners, emphasizing the importance of creating value for others and finding fulfillment in serving.

     

    8 July 2024, 11:00 am
  • 59 minutes 24 seconds
    364: Net Worth Of $1.8M - "Precision Is Not Required": $2 Bills & Lessons from Growing Up In Poverty to Retiring Early

    Summary

    In this episode, Jackie shares her journey from poverty to financial independence and early retirement. She originally appeared on the show on episode 149 with a net worth of $1.3 million. Today she's retired and has a net worth of $1.8 million. She discusses the importance of financial literacy and education, and how she became passionate about teaching others. Jackie also talks about her net worth growth since retiring and her investment allocation. She shares her experiences working at the voting polls during the 2020 presidential election and the significance of $2 bills in her life. Jackie emphasizes the importance of being transparent about money and the impact it can have on others. In this conversation, Jackie discusses her changing perspective on net worth and investments, unexpected expenses and renovations, regrets and lessons learned, spending on experiences, final advice and reflections, and her upcoming projects and podcast.

     

    1 July 2024, 11:00 am
  • 55 minutes 18 seconds
    363: Net Worth Of $1.0M+ - Fear Comes Before Success: Ex-Corp Attorney & Businessman Shares His Journey

    Summary

    Chris has a net worth of $1+ million. Most of it is in real estate but it wasn't always that way. He is a former corporate employee turned real estate investor. He discusses his transition from single-family houses to multifamily investing and the growth of his net worth. Chris emphasizes the importance of diversifying income streams and leveraging retirement accounts for real estate investments. He also highlights the benefits of using HSAs and ESAs for alternative investments. Chris shares his lifestyle balance and future plans, including potential involvement in development projects. Lastly, he discusses his unique approach to teaching financial literacy to his children. In this conversation, Chris shares insights and experiences related to vacations, life lessons, money, and personal growth. He talks about his vacation on the Island of Lanai and the lessons he learned from childhood. Chris also discusses his bucket list experience and the craziest thing he did to earn money. He reflects on the dumbest thing he wasted money on and shares his favorite triathlon. He concludes by offering freebies for listeners.

     

    24 June 2024, 11:00 am
  • 38 minutes 6 seconds
    362: Net Worth Of $2.6M - How Becoming A Millionaire Changed My Life, My Mindset and My Purpose

    Summary

    In this episode, CJ shares his background and current net worth of $2.6 million. He discusses his asset allocation, with the majority of his investments in retirement accounts, property, taxable brokerage, and cash. CJ explains that he primarily invests in index funds and shares his journey from individual stock picking to becoming a lazy investor. He talks about making his first investment a couple of years after college and being inspired by successful colleagues. CJ also mentions his early savings habits and the importance of financial literacy.

    Sponsored by:

    www.shopify.com/unveiled 

    17 June 2024, 11:00 am
  • 38 minutes 36 seconds
    361: Net Worth Of $5.3M - I Didn't Purchase My First Car Until I Was Over 60 Years Old

    Summary

    Charles, a military reservist and pharmaceutical representative, shares his financial journey and insights. His net worth is $5.3 million and he is in his early 60's. He has a primary residence worth about $1.4 million and retirement accounts that are $2.9 million plus a pension that is valued around $1.0 million. Charles and his wife have flipped multiple personal residences over the years, allowing them to build wealth. They also prioritize contributing to retirement accounts and have achieved a million-dollar net worth through their 401(k)s and IRAs. Charles emphasizes the importance of financial education and teaching his children about money management. He also highlights the value of gratitude, generosity, and taking care of one's health. Charles offers advice for young investors, encouraging them to start early and stay the course.

     

    10 June 2024, 11:00 am
  • 51 minutes 11 seconds
    360: Net Worth Of $2M - I Bought A Rolex to Celebrate Becoming a Millionaire

    Summary

    In this episode, the Cash Flow King shares his journey from working in the consumer packaged goods industry to becoming a financial advisor. He has a net worth of $2.0 Million and is 39 years old. He discusses his net worth, investment portfolio, and the shift in his investment strategy. He also delves into the concept of turnkey rentals and the challenges of growing his real estate portfolio. The conversation covers the journey to financial independence, wealth building, lifestyle changes, and the balance between enjoying the present and planning for the future. It also delves into the role of debt, lessons from childhood, and advice for those starting out. The guest shares insights on his personal finance podcast and the concept of cashflow.

    This is not Matthew Motil - The pseudonym is the same but it is a different individual. 

    Sponsored by: 

    www.shopify.com/unveiled

    3 June 2024, 11:00 am
  • 43 minutes 18 seconds
    359: Net Worth Of $8.1M - Multimillion Dollar Beats: When Music, Real Estate & Business Collide

    Summary

    DJ Bander, a musician, music producer, and entrepreneur, shares his journey of building wealth through a combination of real estate, music, and finance. He discusses his background in finance, political science, and music, and how these disciplines have influenced his career. DJ Bander currently has a net worth of approximately 8.1 million, with investments in commercial real estate, industrial properties, a marketing agency, and stocks. He prefers to rent his primary residence and focuses on investment properties. DJ Bander emphasizes the importance of living below your means, reinvesting capital, and building passive income through bonds and rental properties. DJ Bander shares his journey to becoming a millionaire and offers advice for success. He started by working as a brand ambassador and gradually built his resume and network in the music industry. He reinvested his earnings into his brand and used social media ads to grow his following. DJ Bander emphasizes the importance of hard work and grinding it out, rather than relying on a single big hit. He became a millionaire in his late twenties through real estate investments and his engineering and music production businesses. He plans to scale his marketing agency, expand into different investment areas, and help others build wealth.

     

    28 May 2024, 2:08 pm
  • 35 minutes 43 seconds
    358: Net Worth Of $10M+ - Money Guy Show Host, Brian Preston, Unveils His Cards, Net Worth & New Book

    Summary

    Brian Preston, co-host of the Money Guy Show, has a net wroth of $10+ million. He discusses his journey to financial success and the mindset shifts that have occurred along the way. He shares his goals of reaching a net worth of $1 million by age 30 and $10 million by age 50, and how he missed those goals by a year. Preston emphasizes the importance of mindset and the why behind financial goals, as well as the impact of giving back and creating a positive influence. He also discusses his book, 'The Millionaire Mission,' which provides a step-by-step guide to achieving financial success.

     

    20 May 2024, 11:00 am
  • 37 minutes 44 seconds
    357: Net Worth Of $1.1M - We Have Separate Finances to Maintain Equality and Ownership in Our Marriage

    Summary

    Sarah, a teacher, shares her journey to becoming a millionaire and her financial mindset. She has a current net worth of $1.1 million spread across various investement. She grew up in a wealthy area but her family struggled financially. Sarah and her husband have separate finances and believe in maintaining equality and ownership. They prioritize security and living below their means. Sarah has a side hustle as a financial coach and tutor. She values small daily expenses that bring her happiness. Sarah's advice is to take the first step on your financial journey and start small.

     

    13 May 2024, 11:00 am
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