Millionaires Unveiled

by Clark Sheffield, CPA and Jace Mattinson, CPA

Millionaires Unveiled
  • Language: eng
  • Episodes: 19
  • Last: 5 Mar 2018
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.

Episodes (19)

  • 19: Net Worth of 5.1M - No Nonsense Landlord
    19: Net Worth of 5.1M - No Nonsense Landlord
    Play
    Published: 5 Mar 2018 Duration: 38:02
    Eric has a current net worth of over five million dollars which is evenly split between real estate and financial securities. He worked a corporate W-2 job (IT at a bank) until he was 50 years old. Following which, he transitioned to real e... Read more →
    Eric has a current net worth of over five million dollars which is evenly split between real estate and financial securities. He worked a corporate W-2 job (IT at a bank) until he was 50 years old. Following which, he transitioned to real e... Read more →

  • 18: Net Worth of 2.1M - Started and Sold an IT Support Business
    18: Net Worth of 2.1M - Started and Sold an IT Support Business
    Play
    Published: 26 Feb 2018 Duration: 30:34
    Today's guest, Michael, has a current net worth of 2.1M. He has 600K invested in financial securities between singles stocks, actively managed mutual funds, and index funds. He discusses his top holdings, strategies, and his conversion from... Read more →
    Today's guest, Michael, has a current net worth of 2.1M. He has 600K invested in financial securities between singles stocks, actively managed mutual funds, and index funds. He discusses his top holdings, strategies, and his conversion from... Read more →

  • 17: Net Worth of 2.7M - Annual Rental Income of One Million Dollars
    17: Net Worth of 2.7M - Annual Rental Income of One Million Dollars
    Play
    Published: 19 Feb 2018 Duration: 33:58
    This episode features Cory, a financial planner with a current net worth of 2.7M. 90% of his net worth is invested in real estate, primarily in smaller multifamily properties. He currently owns about 120 units - all of which are self manage... Read more →
    This episode features Cory, a financial planner with a current net worth of 2.7M. 90% of his net worth is invested in real estate, primarily in smaller multifamily properties. He currently owns about 120 units - all of which are self manage... Read more →

  • 16: Net Worth of 2.0M - Retired at 33
    16: Net Worth of 2.0M - Retired at 33
    Play
    Published: 12 Feb 2018 Duration: 40:19
    Justin retired at the age of 33 with 1.3M. He has a current net worth of 2.0M. 90% of his money is invested in index funds with 50% of that being in U.S. funds, and 50% in international funds. Besides a small percentage of his net worth in ... Read more →
    Justin retired at the age of 33 with 1.3M. He has a current net worth of 2.0M. 90% of his money is invested in index funds with 50% of that being in U.S. funds, and 50% in international funds. Besides a small percentage of his net worth in ... Read more →

  • 15: Net Worth of 3.1M - Early Retirement Now
    15: Net Worth of 3.1M - Early Retirement Now
    Play
    Published: 5 Feb 2018 Duration: 39:39
    Ern has a current net worth of 3.1M. Of that amount, 1.2M is invested in mutual funds, with about 1.0M in S&P 500 index funds. He discusses his preference for that fund and why he prefers index funds over actively managed mutual funds. He a... Read more →
    Ern has a current net worth of 3.1M. Of that amount, 1.2M is invested in mutual funds, with about 1.0M in S&P 500 index funds. He discusses his preference for that fund and why he prefers index funds over actively managed mutual funds. He a... Read more →

  • 14: Total Net Worth of 28.6M - First 10 Interviews Recap
    14: Total Net Worth of 28.6M - First 10 Interviews Recap
    Play
    Published: 29 Jan 2018 Duration: 14:28
    This episode aims to provide a brief summary of advice from each of the first 10 millionaire interviews. Each millionaire has a unique investing strategy and portfolio allocation. Check out our recent article on business insider titled, "We... Read more →
    This episode aims to provide a brief summary of advice from each of the first 10 millionaire interviews. Each millionaire has a unique investing strategy and portfolio allocation. Check out our recent article on business insider titled, "We... Read more →

  • 13: Guest Interview - THE MONEY GUYS
    13: Guest Interview - THE MONEY GUYS
    Play
    Published: 22 Jan 2018 Duration: 41:29
    Brian and Bo are fee only financial advisers and co-hosts of the successful personal finance podcast, "The Money Guy Show." On their show, they discuss a wide range of timely financial topics and aim to restore order to your financial chaos... Read more →
    Brian and Bo are fee only financial advisers and co-hosts of the successful personal finance podcast, "The Money Guy Show." On their show, they discuss a wide range of timely financial topics and aim to restore order to your financial chaos... Read more →

  • 12: Net Worth of 2.0M - Mr. 1500 Days to Retirement
    12: Net Worth of 2.0M - Mr. 1500 Days to Retirement
    Play
    Published: 15 Jan 2018 Duration: 48:56
    Mr. and Mrs. 1500, with a current net worth of two million dollars, are the guests on today's podcast. At the age of 39, Mr. 1500 had a goal to retire in 1500 days - something he accomplished. Their investments are bifurcated, almost evenly... Read more →
    Mr. and Mrs. 1500, with a current net worth of two million dollars, are the guests on today's podcast. At the age of 39, Mr. 1500 had a goal to retire in 1500 days - something he accomplished. Their investments are bifurcated, almost evenly... Read more →

  • 11: Net Worth of 1.8M - Female Real Estate Tycoon
    11: Net Worth of 1.8M - Female Real Estate Tycoon
    Play
    Published: 8 Jan 2018 Duration: 33:20
    Jennifer is 31 with a current net worth of 1.8M. Of that amount, 1.5M is real estate, composed mostly of duplexes and triplexes. She started her career in real estate development and now has 18 total units. She talks about her investing str... Read more →
    Jennifer is 31 with a current net worth of 1.8M. Of that amount, 1.5M is real estate, composed mostly of duplexes and triplexes. She started her career in real estate development and now has 18 total units. She talks about her investing str... Read more →

  • 10: Net Worth of 3.9M - Plumber Millionaire
    10: Net Worth of 3.9M - Plumber Millionaire
    Play
    Published: 1 Jan 2018 Duration: 28:50
    John worked for 11 years in sales for a fortune 500 company prior to quitting his job and starting a plumbing business. He discusses his path to millionaire status - one that took over 30 years. He unveils his decisions along the way, and h... Read more →
    John worked for 11 years in sales for a fortune 500 company prior to quitting his job and starting a plumbing business. He discusses his path to millionaire status - one that took over 30 years. He unveils his decisions along the way, and h... Read more →

  • 9: Net Worth of 1.1M - Inheritance of Wealth
    9: Net Worth of 1.1M - Inheritance of Wealth
    Play
    Published: 25 Dec 2017 Duration: 33:42
    This interview shares the story of Marco, who after his father's passing, inherited close to one million dollars. Prior to the inheritance, and at the age of 25, he was living paycheck to paycheck with very little investment knowledge and e... Read more →
    This interview shares the story of Marco, who after his father's passing, inherited close to one million dollars. Prior to the inheritance, and at the age of 25, he was living paycheck to paycheck with very little investment knowledge and e... Read more →

  • 8: Net Worth of 6.0M - Multifamily Real Estate
    8: Net Worth of 6.0M - Multifamily Real Estate
    Play
    Published: 18 Dec 2017 Duration: 28:06
    Jason is a multifamily real estate investor with a current net worth of six million dollars. He has 95% of his net worth invested in real estate, and has no plans to invest in the financial markets. Jason went to law school, passed the bar ... Read more →
    Jason is a multifamily real estate investor with a current net worth of six million dollars. He has 95% of his net worth invested in real estate, and has no plans to invest in the financial markets. Jason went to law school, passed the bar ... Read more →

  • 7: Guest Interview - Former Multimillionaire & Tech Entrepreneur
    7: Guest Interview - Former Multimillionaire & Tech Entrepreneur
    Play
    Published: 11 Dec 2017 Duration: 36:13
    Trent is a former multimillionaire and current tech executive, consultant, and entrepreneur. His story is different than most of our guests, and his current net worth is below a million dollars. He initially started by dropping out of colle... Read more →
    Trent is a former multimillionaire and current tech executive, consultant, and entrepreneur. His story is different than most of our guests, and his current net worth is below a million dollars. He initially started by dropping out of colle... Read more →

  • 6: Net Worth of 1.0M - Retired at 36
    6: Net Worth of 1.0M - Retired at 36
    Play
    Published: 4 Dec 2017 Duration: 41:23
    This episode features Marc, a former financial planner. He worked for just over fifteen years, before retiring at the age of 36. After one year in retirement, he found himself bored and decided to return to the workplace. He has a current n... Read more →
    This episode features Marc, a former financial planner. He worked for just over fifteen years, before retiring at the age of 36. After one year in retirement, he found himself bored and decided to return to the workplace. He has a current n... Read more →

  • 5: Net Worth of 6.5M - The White Coat Investor
    5: Net Worth of 6.5M - The White Coat Investor
    Play
    Published: 26 Nov 2017 Duration: 34:54
    Dr. James Dahle, MD operates the successful blog titled “The White Coat Investor.” He’s an emergency physician residing in Utah and has a current net worth of between five and eight million dollars. He’s also written a book titled, “The Whi... Read more →
    Dr. James Dahle, MD operates the successful blog titled “The White Coat Investor.” He’s an emergency physician residing in Utah and has a current net worth of between five and eight million dollars. He’s also written a book titled, “The Whi... Read more →

  • 4: Net Worth of 1.1M - Five Single Family Rentals
    4: Net Worth of 1.1M - Five Single Family Rentals
    Play
    Published: 19 Nov 2017 Duration: 40:55
    This episode features Paul and his current net worth of 1.1M. Paul grew up in a poor to middle class family and dealt with a family bankruptcy at a young age. Following the bankruptcy, he was determined to take care of his finances going fo... Read more →
    This episode features Paul and his current net worth of 1.1M. Paul grew up in a poor to middle class family and dealt with a family bankruptcy at a young age. Following the bankruptcy, he was determined to take care of his finances going fo... Read more →

  • 3: Net Worth of 1.6M - 90% in one Commercial Property
    3: Net Worth of 1.6M - 90% in one Commercial Property
    Play
    Published: 15 Nov 2017 Duration: 33:10
    Mo has a current net worth of 1.6M. He lives in India, but travels often to the United States for work. He owns and leases a large commercial office property which is composed of 90% of his net worth. We ask him if that makes him nervous (h... Read more →
    Mo has a current net worth of 1.6M. He lives in India, but travels often to the United States for work. He owns and leases a large commercial office property which is composed of 90% of his net worth. We ask him if that makes him nervous (h... Read more →

  • 2: Net Worth of 3.6M - Software Start-up
    2: Net Worth of 3.6M - Software Start-up
    Play
    Published: 15 Nov 2017 Duration: 34:39
    Chris has a current net worth of 3.6M. Most of his net worth came from the sale of a computer software company for 3M. Chris dives into how this business got started, and what he did to make it successful. He provides fantastic tips and in... Read more →
    Chris has a current net worth of 3.6M. Most of his net worth came from the sale of a computer software company for 3M. Chris dives into how this business got started, and what he did to make it successful. He provides fantastic tips and in... Read more →

  • 1: Introduction
    1: Introduction
    Play
    Published: 14 Nov 2017 Duration: 14:16
    This episode offers a brief introduction including who we are, what the show is about, and what you'll gain from listening. 
    This episode offers a brief introduction including who we are, what the show is about, and what you'll gain from listening. 

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