Millionaires Unveiled

Cheri has a net worth of over one million dollars which includes about 500K of equity in seven rental properties. She and her husband are self-employed and have never made over 75K annually. She shares her amazing story of perseverance, reinventing oneself, and financial savvy. Her goal is to have all seven rentals paid off in five years and reach a net worth of over 1.5 million.  Email us at - mi...

Mr. Nomad and his wife have a net worth of 1.2MM, most of which is in the equity market; they own one rental property that cash flows 8K annually. For the last three years they have been traveling the world and spending about 30-40K annually. They discuss their spending, previous incomes, asset allocation, and designing your ideal life.

Adam is 29 years old with a current net worth of 400K. He lives in Canada currently, but grew up in Eastern/Central Europe. Of the 400K, about 280K is invested in real estate while the remainder is in the equity markets. His goal is to be invested 50/50 in real estate/market investments going forward. We discuss his wife's first rental property, his current stock holdings, and his plans for the fu...

Ron has a current net worth of 1.35M, about 960K of which is invested in the stock market. He talks about discovering financial accountability and gaining control of his finances. He also shares what helped him to be a millionaire, his asset allocation, using a financial advisor, speaking with your kids about money, and more.

Rachel Cruze is the author of several books including her new book, "Know Yourself, Know Your Money: Discover WHY You Handle Money the Way You Do, and WHAT to Do about It!" We discuss money habits and how to change them for the better, teaching kids about money, work/life balance for a working mother, and what it was like to grow up as the daughter of Dave Ramsey. Check out Rachel's new book (http...

Taylor is a returning guest from episode 27 when he had a net worth of 500K. In the last 2.5 years he grew his net worth to one million dollars. He is 31 years old and works in finance for a startup company. He has 10% of his net worth in cash and 200K in home equity. He saves 7-10K a month. Taylor also discusses the decision of paying his home off early and his experience with hard money loans.

Tony has a current net worth of 2.5M, a large chunk of which is in his paid for house and a rental property. Tony discusses managing his career including work/life balance, deciding whether to pay off his house early, being a good/improving father, personal debt, the advantages of using a financial advisor, and more. Tony worked for Dave Ramsey for about 15 years and built a successful career; he'...

Harry has a net worth of 1.8MM. He was active duty in the army for ten years and served in the reserves for an additional 20+. He is invested primarily in index funds spread between both domestic and international holdings. Harry discusses saving and investing money and encourages all to invest even just a little; he believes there is never a perfect time to invest so investing little by little an...

Dan is a refugee with a current net worth of 3.8 million. He came to the U.S. at the age of 17 years old with $10 in his pocket. He obtained a marketing degree, found a job, and ended up staying with the same company for 34 years; he is recently retired. He became a millionaire at age 55 and has a significant amount of his wealth in retirement accounts.  Email us at - millionairesunveiled@gmail.co...

Will has a current net worth of 1.3M, of which 300K is his paid for house. Of the remaining amount, most of it is invested in the equity markets split 65% in domestic stocks and 35% in international stocks. We talk with Will about his decision to pay off or not pay off his primary home, career advice and accepting new opportunities, and whether his friends and family know of his "millionaire" stat...

Chad is an elected city treasurer and small business owner; he works as a financial fiduciary. As the city treasurer, he manages a 360MM investment account. He discusses his investment mindset for both his personal and city investments, including having a long-term approach. Chad also shares what to look for when hiring a financial advisor.  To learn more about Chad - https://www.pacificcapital.co...

Jason is a college professor with a current net worth of 625K. He is 47 years old, married, and has one child. Together with his wife they had about 280K in student loans - Jason shares his advice for how to pay them off, why to avoid them at all costs, and how he was able to not be discouraged while paying them off. He has 180K in home equity and works additional hours and over the summer to make...

David has net worth of one million dollars which is nearly all invested in self storage and other real estate. He shares his story of the first self storage deal - how he found it, fixed it up and flipped it around, and expanded on additional land. David now collects over 10K in passive income annually from three of his properties. He is 38 years old, has a background in engineering, and now works...

Travis has a net worth of $2.7 million, of which $1.6 million is in real estate equity. He currently owns about 20 units which generate about 10K of monthly cash flow. He's 40 years old, and also holds about 550K in his 401(k). Travis shares his thinking on why tracking and building cash flow is more important than just a higher net worth. He also talks about his financial advisor and why that rel...

Caleb has a current net worth of over eight million dollars. He has about 800K liquid in primarily cash and the remainder in his small business (7.6MM) of which he owns 100%. He has no stock market or real estate investments and has chosen to put most all of his net worth into his business. Caleb is passionate about four things in the financial process that can help make one successful 1) Clarity...

Max has a current net worth of 1MM and owns a gas station as well as a couple rental properties. He grew up poor in India and came to the United States as a teenager. He then went to different schools in the states while working as a hotel manager. When the hotel unexpectedly closed, Max was without a job and without any savings - he lived homeless on the streets for six months. He was able to reg...

Joel is an electrical engineer/software engineer and has a net worth of over 500K. We unveil his asset allocation and discuss rebalancing a stock portfolio (he recommends doing it quarterly or annually), maxing out retirement early/front loading the work, and his experience using a financial advisor. Joe shares his story which includes working multiple jobs, attending school while working, and exp...

Andy Hill has a net worth of 1.1M and unveils his allocation and investment story. Andy worked in corporate event marketing for 15 years before quitting to work on his small business ( https://marriagekidsandmoney.com/ ). He has a paid for house (420K), 100K in cash, and about 500K in retirement accounts. In 2010 he had a net worth of negative 50K. Andy shares advice and his thoughts on paying off...

Kevin has a current net worth of 1.4MM and was kind enough to share his life and financial story. When Kevin was just 30 years old, his father passed away at the young age of 62. Without a will, Kevin and his brother traced down any and all financial records left by their father. Kevin has a great story of his own and shares motivating thoughts on frugality, savings, mindset and the importance of...

David is a police officer with a current net worth of 2.1 million. He was in the Marines for eight years before working in corporate america and then becoming a police officer; He was 39-years-old when he became a millionaire. David invests heavily in precious metals (nearly 250K) and multifamily real estate. We discuss how his real estate holdings were hit in the economic downturn of 2008-2009 an...

Neal Bawa has a current net worth of between five and ten million dollars. He shares his story and investment allocation which includes primarily real estate but also gas stations, hotels, fourplexes, and stock market equities. He discusses how COVID has impacted his collection and vacancy rates and also how he started in real estate. Neal is a big believer in Karma, and building up a reserve of g...

Jonathan is a financial advisor at Lionsgate Advisors. We discuss the financial planning industry, who needs a financial advisor, and why he believes the industry has a bad rap. Jonathan also shares the importance of having a clear vision and goal for where you want to be. We also discuss the "order of operations" of investing - where to save and invest the next dollar. 

Dan has a current net worth of about 10M, of which 30% is invested in gold and 20% in cash. Dan shares his story about almost going bankrupt in 2008 to working his way out and growing his net worth rapidly. He now focuses on passive income and preserving capital, but shares thoughts on investment risk, taking chances, and high savings rates. Ten years ago he had a net worth of 15K. Check out his w...

Chloe works as a nurse and has a current net worth of 640K. Of the 640K, 110K is in cash and the remaining 510K is invested in the stock market. Chloe discusses her background which includes earning scholarships and grants while attending a public school and incurring no student loan debt. She shares mistakes and advice and talks about managing investment risk tolerance with her husband. Chloe has...

David has a current net worth of 6.4M. Of the 6.4M, about 3M is in real estate, and 3M in retirement accounts between both his and his wife's IRA. He recently retired and has several rental properties. David had an initial net worth goal of 5MM when he was first married and has now shifted to focusing on passive income vs. net worth. He made his first million in 11 years, and his second million 6....