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Millionaires Unveiled
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 portfol... More
Millionaires Unveiled interviews and tells the stories of everyday millionaires. We provide detailed insight into their investing strategies and current portfol... More
Available Episodes
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- 296: Net Worth of $3.5M - "Marry Well" + W-2 to the MOONKevin has a net worth of $3.5 million. He is in his early 50's and works in corporate America his whole career in the Consumer Packaged Goods Industry. His house is paid off and worth about 850k. He has ~$1.2 million IRA, 450k in a 401k and another 400k in a brokerage account, 50k in cash and 70k in an IRA BDA, 200k in 529's, 250k sports card collection plus a few other assets. Sponsor: OneSkin Get 15% off OneSkin with the code MILLIONAIRE at https://www.oneskin.co/ #oneskinpod5/30/20231:04:58
- 295: Net Worth of $1.7M - CPAs enjoying a mini retirement on a beach in HawaiiJoe and Ashley have a net worth of $1.7 million. Half is in real estate which includes a paid for house, 25% in retirement and 25% in other investments. What started as a pipe dream is reality now as they have been living in Hawaii for the past couple of years. Joe is taking a mini retirement after working as an accountant in Private Equity Administration. Ashley still works in Private Equity Administration as an accountant.5/22/202347:47
- 294: Net Worth of $3.7M - "Don’t try that but it worked for me"Stu has a current net worth of $3.7 million. He is in his early 40's and works as a firefighter and his wife is a nurse. 29k TFSA 25k Education Savings Account. Pension 200k Wife Pension 60k Cash 45k. Real Estate equity $3.36 million. Sponsor: OneSkin Get 15% off OneSkin with the code MILLIONAIRE at https://www.oneskin.co/ #oneskinpod Get in touch with Stu: [email protected]5/15/202350:34
- 293: Net Worth of $3.5M - Retired FirefighterRobert is in his early 50's and has a current net worth of around $3.5 million. He has $2.1 million outside of his pension. 400k of that is a paid for house and the rest is across other assets in retirement accounts and a few other investments. His pension may be worth anywhere between 600k to $2.0 million so his range of net worth could be ~$2.8 to $4.1 million. He is a retired firefighter and worked in that field for 23 years. Prior to that he had what many would consider a traditional corporate career. He and his wife have never had kids.5/8/202340:21
- 292: Net Worth of $10M - I Sold all My Real Estate and Wrote a BookDoc G has a current net worth around $10 million. This is all in the stock market now and his primary residence. He sold all of his real estate in the past couple of years and wrote a book. We discuss his journey into retirement from being a full time physician and what his life and outlook is like now.5/1/202346:46
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About Millionaires Unveiled
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.
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