Jace Mattinson, CPA
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.
Author
Jace Mattinson, CPA
Category
Podcast website
Latest episode
Jun 29, 2026
Where to listen?
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Episodes
162: Net Worth of 10M - Music Teacher Who Quit After Passive Income was 100K 30.11.2020 42:37
Lloyd Edge is a music teacher turned real estate investor. He has a current net worth of over 10MM USD. He decided to invest in real estate while teaching when he decided that he wouldn't be able to retire with enough money from just teaching alone. He lives in Australia and worked as a teacher for 15 years prior to quitting. Lloyd became a millionaire at the age of 38 and currently makes over 25...
161: Net Worth of 1.0M - Jace Shares His Millionaire Story! 23.11.2020 1:27:53
Jace is interviewed on his own show to share his millionaire story! He unveils his portfolio allocation which includes 400K in retirement accounts along with holdings in both small business and real estate. He discusses mindset, goal-setting, intentionality, and how it all started from working a paper route and a lawn care business. Jace also shares general mistakes and advice from his financial p...
160: Net Worth of 1.3M - Married Couple Discusses Their Financial Success 16.11.2020 41:58
Rina and Justin are the guests of this week's episode; they have a net worth of 1.3MM. Together they have eight rental properties, five single family homes and three townhouses; five of the eight properties are paid off. Together, the rental properties cash flow about 5.5K a month. Justin also serves actively in the Navy and they currently live abroad. They have a net worth goal of 12MM. Email us...
159: Net Worth of 800K - Eight Children and a Stay at Home Wife 09.11.2020 38:59
Tom has a net worth of 800K. He was the oldest of 13 children and now has eight kids of his own; his wife does not work outside the home. He is 39 years old, has two rental properties (single family homes worth 330K and 530K) and about 220K in retirement accounts. He currently lives overseas in Japan and shares how he was able to successfully save and invest while having a large family and living...
158: Net Worth of 5.0M - The Importance of Coaching and Mentoring 02.11.2020 39:18
Today's guest, Chris, has a net worth of over five million dollars. He is invested nearly all in real estate. He employs a real estate strategy of lease-to-own and owner financing on primarily single family homes. We discuss how Chris first started in real estate, how one of his deals may work, and the importance of having a good coach or mentor in your life. Book - https://smartrealestatecoach.c...
157: Net Worth of 2.7M - Electrical Engineer, Lost 700K During COVID 26.10.2020 50:47
Daniel has a current net worth of 2.7MM, 1MM of which is invested in retirement accounts. He works as an electrical engineer and is 44 years old. Daniel shares that he lost about 700K during COVID which has since rebounded. He discusses his investment allocation (mostly index funds), averaging into the market, paying off his primary residence early, and the importance of starting to invest early....
156: Net Worth of 500K - Started at McDonalds Making $5.25 Per Hour 19.10.2020 36:41
Leslie has a net worth of $500K. He's an immigrant from Cameroon and a new real estate investor. Of the $500K, 40% is invested in real estate while the remainder is in cash and stock market investments. We discuss personal improvement and mindset, how Leslie got his start, and what makes him happy now. He also shares how he got started in real estate and the specific moment when he decided to make...
155: Net Worth of 2.5M - First Million at Age 32, Second Million at Age 35 12.10.2020 33:27
John has a current net worth of 2.5MM. He has about 800K invested in his paid off primary home, 400K in retirement accounts, and the remainder in brokerage accounts. Upon college graduation he had several job offers and chose to work for a smaller company in which he was able to move up the chain and receive equity. He discusses his career path, asset allocation, and what happiness means for him....
154: Lessons Learned From Interviewing Over 150 Millionaires 05.10.2020 52:37
This interview is different than our normal weekly interviews. Instead of interviewing a millionaire and hearing about their financial journey and story, we were interviewed and share what has stood out to us from interviewing over 150 millionaires. This original interview appeared on the Earn and Invest Podcast - https://www.stitcher.com/podcast/paul-david-thompson/earn-and-invest/e/77084639 Ema...
153: Net Worth of 1.6M - Brazilian Immigrant - "That's the Key... No Debt" 28.09.2020 42:05
Daniel is an immigrant from Brazil and has a net worth of 1.6M. He shares his portfolio allocation which includes investment and retirement accounts, education savings accounts, real estate rentals, and cash. Daniel is married with two sons and lives in Arizona. He talks about the impact of COVID on his finances which included losing about 200K in the market. Daniel also discusses the importance...
152: Guest Interview - Gino Barbaro - Lost 172K on His First Real Estate Deal 21.09.2020 38:27
Today's guest is Gino Barbaro. He is a multifamily real estate investor and former restaurant owner and operator. He shares how he started in real estate, details on his first few deals, and how to get started in real estate now. Gino also discusses losing 172K on one of his first real estate deals - a mobile home park. He provides terrific advice about real estate including, "buy right, manage ri...
151: Net Worth of 7.5M - When is Enough Money Really Enough? 14.09.2020 40:21
Today's show is a follow-up with Doc G. He originally appeared on the show in May of 2018 on episode 28. During that interview, he had a net worth of $6.5MM and now has $7.5MM. He discusses why he quit his job, when enough is enough, and what has stood out to him since. He has about 700K in home equity and money in retirement and non-retirement accounts as well as in real estate and cash holdings....
150: Net Worth of 1.5M - 38-Year-Old Immigrant with Four Rentals 08.09.2020 41:42
Peter has four rental properties and his primary residence (which he paid off in four years). Of the rentals, one is paid off and the others have healthy leverage ratios. He came to the United States at the age of 9 and has worked primarily for a cable network company. We discuss Peter's allocation (including 200K in his 401(k)), what brings him happiness, and his usage of solar panels. For a big...
149: Net Worth of 1.3M - Black Single Mom, Never Made Six Figures 31.08.2020 54:01
Jackie has a net worth of $1.3MM and recently retired from her corporate job. She has a fantastic story of determination and focus to become financially independent/free. Jackie talks about her upbringing in poverty, being a first generation college graduate, having a daughter, and working in corporate America. She has almost $1MM in retirement accounts and about $140K in her HSA. Check out her we...
148: Net Worth of 1M+ - Entrepreneur; How Much to Invest Back Into Your Business 24.08.2020 38:32
Nathan is an entrepreneur who has started several business and has a net worth of over one million dollars. We discuss his entrepreneurial journey and how he has started each of his businesses with less than $5K. He shares how he invests money outside of his business and his thinking for how much to put back into the business. We also discuss advertising methods and when to hire a virtual assistan...
147: Net Worth of 1.0M - "Don't Buy More House than You can Afford" 17.08.2020 43:47
Today's guest, Doug has a net worth of about one million dollars. He started his financial journey with Dave Ramsey and is diversified between the stock market, HSA, real estate, and an employee stock ownership plan (ESOP). We discuss his ESOP plan and how it works as well as his decision to start investing in real estate. Doug shares details on his portfolio allocation as well as details behind h...
146: Net Worth of 2.4M - Air Force Pilot - "Money is Just a Tool" 10.08.2020 56:09
Phillip has a net worth of 2.4M. He's an Air Force pilot, and his wife also works as a pilot for a major airline. He is 39 years old and has several rental properties which cash flow 3K a month. Phil talks about self managing his rentals, the platform he used to buy them, and the numbers behind the purchases. He talks about money being a tool, and that family and experiences are what matter most. ...
145: Net Worth of 5.4M - Retired Chiropractor, Net Worth at 33 was $0 03.08.2020 49:28
John is a retired chiropractor with a net worth of over five million dollars. Additionally, he has monthly passive income of 20K. At the age of 30, he set a goal to have passive income of 220K annually. His financial motivation kicked in at the age of 30 when he read the book, "Think and Grow Rich." At the age of 33, he had a net worth of $0. He discusses his mindset shift, investing strategy, and...
144: Guest Interview - Chris Hogan - Debt for Real Estate Investing and International Index Funds 27.07.2020 34:03
Chris Hogan, author of the books "Everyday Millionaires" and "Retire Inspired" joins us for today's episode. He talks about the three things that hold people back from success, how much one needs to retire, and why an emergency fund is no longer optional. Chris also talks about debt in real estate investing and why he considers it a risk. We talk about the impact of COVID on personal finances and...
143: Net Worth of 1.6M - Bought Tesla at $34 Per Share 20.07.2020 42:47
Today's guest, Randy, has a net worth of 1.6M. Of his nearly one million dollars in market investments, 20% is invested in single stocks including Tesla, Apple, and Amazon. 50% of his stock investments are in VTSAX. He also has one rental property which breaks even. He's in his late 40's and share the importance of continual education and creating a plan for one's life. Email us at - millionaire...
142: Net Worth of 1M - Discovering Dave Ramsey After Significant Consumer Debt 13.07.2020 48:23
Dennis is an IT sales professional with a net worth of over one million dollars. He takes a three bucket investing approach which includes, a) cash, b) 60-40 stocks to bonds, and c) a nearly 100% equity bucket. Dennis talks about whether to pay off one's home, and how he was able to overcome $283K of debt. He's currently 40 years old and had a college GPA of 2.67. Email us at - millionairesunveil...
141: Net Worth of 500K - Being Broke is a Choice, Eight Single Family Rentals 06.07.2020 46:40
Alex has a current net worth of 500K and owns eight single family rentals and one multifamily investment property. He didn't start saving and investing until he was about 30 years old. Alex shares the details of his real estate deals including the strategy behind his single family rentals. He discusses the value of passive income, real estate vs. equity investments, and provides investing advice....
140: Net Worth of 2.2M - Airline Pilot Who Didn't Make 100K Until Age 46 29.06.2020 54:44
John is an airline pilot for a major airline and has a current net worth of 2.2M. On average, he made just 18K in his twenties, 50K in his 30's, and 90-100K on average in his 40's. He became a millionaire at the age of 46 - the same age he first made 100K. 73% of his 401K and Roth holdings are in single stocks while the remainder are in mutual and index funds. He discusses the cost of flight schoo...
139: Net Worth of 1.3M - 30-Year-Old Living in a 75K Townhouse 21.06.2020 55:18
Matt has a current net worth of over $1.3 million dollars. Together with his wife, they have a household income of about 250K which has increased steadily over the years. He discusses why he invests virtually nothing in international stock, the importance of Roth IRA's for children, and how being financially successful has removed stress from his life. Matt currently works as a portfolio manager a...
138: Guest Interview - Who do You Want Your Future Self to be? 15.06.2020 41:31
Today's guest is Dr. Benjamin Hardy, author of "Personality Isn't Permanent" and "Willpower Doesn't Work." Ben brings a different lesson to the show in working to control the outcome of your life. He shares that personalities can constantly change, addictions and past hardships can be overcome, and the vision one sets for their future self is a critical piece of success. Check out his new book at...
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