Millionaires Unveiled

Jack, with a current net worth of nearly $15 million is a land and real estate investor. He is an immigrant from Germany who started with nothing but student loan debt. He took a low paying job out of college and eventually started buying land. Jack has numerous single family rentals and shares how to best manage both single and multifamily investments. He shares his mistakes, advice, and strategi...

Pete currently lives in Australia and works as a financial advisor. His net worth is split into three different buckets - real estate, equity investments, and small business. He discusses his background and story including almost being an Australian Olympic swimmer before finding the financial planning industry. He was 35 years old when he hit his first million. Pete now travels extensively and en...

This episode features Jerry with a current net worth of 1.2M. He and his wife are both teachers and overcame student debt of almost $50K. At the age of 35, Jerry and his wife had a net worth of zero. Through contributing to retirement accounts and frugal habits, they have become millionaires. Jerry divulges his investment allocation which includes a 529 plan, an HSA, and 925K in the Vanguard total...

Maria Bruno is the head of U.S. wealth planning research at Vanguard. We discuss the current state of the market and specific trends Vanguard has discovered from their research. Maria shares insights on Roth vs. Traditional investments, Roth IRA conversions, required minimum distributions, and U.S. vs. international allocation. She also discusses Vanguard's investing principles and how much one sh...

Glenn, with a current net worth of $5.5M is a multifamily investor and syndicator. He started his real estate journey as a repair man and leasing agent and later started buying his own apartment complexes. Glenn shares his insightful and honest life story in which he had to start fresh from being over leveraged and losing a job during the 2008 recession. He shares a powerful story of the determina...

Tim Sykes is a penny stock trader who has earned millions after starting with just $12,000. Tim discusses the ins and outs of penny stock trading including how to get started, how much to invest, what to invest in, where to look, and the mindset to have. Tim also discusses success in both business and life and provides excellent advice on being honest and patient in both investing and life.

Steve, an entrepreneur in his young thirties, recently received a payout from his tech company. Besides his $200K in cash holdings, he also has $500K in home equity, $200K in the market, and an additional $200K in business equity. Of the money invested in the market, over 50% is invested in the S&P. He discusses his career path in technology and computer science, how equity in a new business works...

Dom, a 31-year-old executive has worked tirelessly to build up not only his income but also himself. He discusses how he was able to grow his income so quickly (combined income of $165K in 2012 to $475K in 2018), how he invests (32% primary residence, 17% S&P index fund, 17% other real estate, 22% company equity, 8% life settlements, 3% cash, 1% cars), and the mistakes he's made along the way. Dom...

Rich, with a current net worth of about $2.2M, is currently living abroad as an officer in the military. He has a portfolio of 20 single family rental homes. He currently makes about $100K a year in passive income from his rentals. Each home is worth about $80K and was often purchased for much less. Rich considers himself part of the FIRE community, specifically fatFIRE. He discusses how he built...

Today's guest, Kevin Bupp, is the host of the popular podcast, "Real Estate Investing for Cash Flow." We talk about real estate investing and primarily mobile home park investing. How are mobile home park investments different than single and multifamily investing? What are the pros and cons of the investment? How does one get started in the space? Kevin also discusses his financial and investment...

Damion Lupo, an entrepreneur, author, and real estate investor shares his story of reaching a net worth of $20 million before losing it all in the 2008 financial crisis. Damion talks about how he rebounded from the loss and now has a goal to free one million people from financial bondage. We also discuss mastering goals and having a purpose, the psychology of success, building confidence, and the...

Scott, an asset protection attorney with a net worth of seven million unveils his portfolio and investing strategy. He also owns a growing business which isn't included in his net worth calculation. We discuss how much one should reallocate back into his/her business, goals for the future, and when enough is enough. Scott also talks about what he looks for in a real estate investment, and provides...

Hunter, with a current net worth of $1.4M is a financial adviser. We discuss who needs a financial adviser, the benefits of having one, when one should hire an adviser and several of the common misconceptions related to the industry. Hunter has about $700K between two houses, $500K in the market between both traditional investment and retirement accounts as well as holdings in different single sto...

This interview features Allison, a nurse with a net worth of $1.7M. Her husband also works as an engineer. Together they have eight single family rentals, half of which are paid off; the rentals cash flow about $50K annually. They hold about one $1M in equity investments and nearly $700K in real estate. Allison also invests in her 401(k) and a thrift savings plan. Within her equity investments, 90...

Today's guest interview features Robert Kiyosaki, the famous author of "Rich Dad Poor Dad." Robert discusses his investing mindset, the importance of continuing education, and the game of getting rich. He also unveils the assets in which he invests, and his view on debt. He shares what it takes to be successful and how failures can be turned into a success. Robert also talks about his new book, Fa...

Steve is 31 years old with a current net worth of 500K. He has 100K in home equity, 100K in the Vanguard index fund, VTSAX, 230K in retirement accounts, and about 40K total in educations savings accounts, cash, and a 529 plan. He and his wife (school teacher) have one child and spend about 50K per year; they currently save about 60K per year. Steve discusses how he was able to grow his income, how...

Taylor is a financial adviser and small business investor. He has opened/invested in an insurance company, consulting practice, and a healthcare provider. He discusses his portfolio allocation including the criteria used to invest in small businesses; he doesn't own any index or mutual funds. He also provides terrific advice on how to work with one's spouse on money and how being on the same page...

Brad, co-host of the popular personal finance podcast, ChooseFI explains how the podcast got started and what it means to be "financially independent." He talks about intent, how much one needs to retire on a certain lifestyle, and how to get started toward financial independence. He also shares insights on his investment portfolio, health insurance advice for those who are retired or self employe...

Sarah Fallaw, co-author of the new book, The Next Millionaire Next Door, and daughter of Thomas Stanley, author of The Millionaire Next Door, shares insights and data from both the new book, her experiences, and her father. We discuss her recent millionaire studies including how millionaires spend and save their money, what cars they drive, their level of education, and income levels. She divulges...

Andy, with a current net worth of 4.0M, started investing in his 20's. He has 2.7M in retirement accounts, 780K in real estate, 50K in a 529 plan, 260K in music royalties, and 150K in cash. Andy discusses his path to wealth, how he acquired four rental properties, and provides terrific advice for being financially prepared. To learn more about Andy, check out his interview with the Dave Ramsey tea...

Keith, the wealthy accountant has a current net worth of approximately 12.5M. Keith discusses his story and path to wealth including his humble beginnings as a farmer. Keith hit his first million at age 31 and unveils his route to financial success which included primarily small business and real estate investments. He provides terrific advice on how to build your net worth, how to stay focused, a...

Marc has a current net worth of 1.7M. After quitting his job at the age of thirty, he started building and selling websites. He has since sold six websites ranging in price from $10,000 to $500,000; he has sold several sites for six figures. Marc discusses his unique journey to wealth, the strategy around building websites and knowing when to sell, and how to value one's website or blog. Marc also...

Today's guest interview features Joe from the stacking benjamins podcast. We discuss numerous topics including how the show got started (where the inspiration came from), thoughts on the FIRE movement (how much one needs to retire), where to get started on investing, and why people now tend to be more open with money. We also discuss Joe's background as a financial adviser, who needs one, and the...

Today's episode features Chris Hogan, a member of the Dave Ramsey team. Chris discusses his new book, Everyday Millionaires, in which a third party study of 10,000 millionaires was conducted. He discusses numerous items from the book including the top three careers (engineer, accountant, and teacher), how to get of debt, the average savings rate of millionaires (15%) and millionaire salaries. He a...

Jude, with a net worth of around five million, was homeless in his late teens. Through a series of events, he decided to change his life and began working at a hospital. Shortly thereafter, he started his first business which ultimately failed. He bounced back and started another business which helped kickoff his success. Jude currently has holdings in businesses, real estate (single family, multi...