Jace Mattinson, CPA

Millionaires Unveiled

Business EN ↓ 437 episodes

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

Business

Latest episode

Jun 29, 2026

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Episodes

37: Net Worth of 1.2M - 30-Year-Old Oil and Gas Engineer 09.07.2018

Tyler has a current net worth of 1.2M. He is 30 years old, lives in Canada, and is an engineer in the oil and gas sector. He discusses his portfolio allocation, passion for real estate, and how he was able to grow his net-worth so quickly. Tyler shares his appetite for risk and how taking risks early can lead to success. He unveils his investing strategies, financial mistakes, and offers advice fo...

36: Net Worth of 1.6M - Commercial Banker 02.07.2018

Today's guest, Shirts, has a current net worth of 1.6M. He hit millionaire status at the age of 34, but only averaged 65K in salary for the first seven years of his career. He's worked 15 years for the same company, and holds 1.1M in retirement accounts. He provides career advice for increasing one's income and unveils his financial mistakes. Shirts also shares the thought of, "When a bear (market...

35: Net Worth of 1.0M - Industrial Engineer with a Side Business 25.06.2018

Jack, an industrial engineer with a current net worth of 1.0M, is 30 years old with three kids. He works in the auto industry and helps his wife with a blog business on the side. He holds about 300K in his 401(K), 50K in his Roth IRA, and 14K in his HSA. His side business (blog) cash flows about 30K per month. As such, he plans to retire soon from his corporate job. During the interview with Jack,...

34: Net Worth of 1.3M - Mechanical Engineer 18.06.2018

Chris is 46 years old, has three children, and has a background in mechanical engineering. His current net worth is 1.3M. He works for a global fortune 500 healthcare company and holds about 900K in traditional IRAs and his 401(k). He has worked for the same company for over 22 years. He prefers VTSAX, the Vanguard total stock market index fund, and discusses why that's his fund of choice. He also...

33: Guest Interview - The Frugal Professor 11.06.2018

The Frugal Professor has a current net worth of 500K. He unveils his plan for financial success and what he's doing now to reach millionaire status. He has five kids, an MBA and PhD; He's currently a college professor at a large university. The professor also provides terrific financial advice for new college grads including: spend less than you earn, learn the tax code, invest savings wisely, and...

32: Net Worth of 2.2M - Buying Real Estate on Credit Cards 04.06.2018

Finance Stoic ( http://financestoic.com/ ) is a CPA in Canada with a current net worth of 2.2M and a net worth goal of 6.0M. He hit his first million at 37 years old and his second million just a couple years later. He's invested primarily in real estate and discusses how he started in real estate and how he financed multiple properties on credit cards. He unveils his plan for the future and the d...

31: Net Worth of 6.4M - Doctor who Overcame 500K of Debt 29.05.2018

Dr. Cory Fawcett has a current net worth of 6.4M. He's 60% in real estate, 30% in financial securities, and 10% in cash and other holdings. During his career as a doctor, he grew his annual income to 250K. After buying his practice and an RV, he had 500K in debt. Cory unveils his debt payoff techniques (just under 6 years to payoff 500K), real estate investing, and other keys to financial success....

30: Net Worth of 3.3M - From Marriage to Millionaire 21.05.2018

Meg and her husband have a current net worth of 3.3M. Both of them are bankers, and were savers/investors prior to being married (she had a net worth of 900K, and he 100K). They have about 1M in stocks/bonds and 1M in real estate. She discusses investing in real estate via syndications vs. buying/managing your own property. Meg also unveils her three legged stool investment approach and discusses...

29: Net Worth of 3.4M - Engineer who Turned Down a 1.2M Salary 14.05.2018

Steve, a retired engineer, has a current net worth of 3.4M. He shares his story and thoughtful insights on what has made him the classic "Millionaire Next Door." He worked at the same company for over 30 years, and discusses both the pros and cons of doing so. He shares the slogan, "Same House, Same Spouse, Same Car" and provides insight on how each of those pieces contributes to financial success...

28: Net Worth of 6.5M - Doctor with a Life Changing Tesla 07.05.2018

Doc G, today's guest, is a physician with a current net worth of 6.5M. As a physician with numerous side hustles, his income once reached about 1M per year; He currently makes about 250K per year. We discuss his side hustles and how much income they provide, how charitable giving has played a role in his wealth growth, and whether people treat him different once they find out he's wealthy. He also...

27: Guest Interview - 500K Net Worth, 29-Year-Old Aspiring Millionaire 30.04.2018

This interview features Taylor, a 29-year-old aspiring millionaire, with a current net worth of 500K. He has 350K in investments with the majority in ETF's and index funds allocated to both retirement and non-retirement accounts. He earned 30K annually in his first full-time job out of college, but returned to school for an MBA and has a current annual income of over 100K. Taylor discusses charita...

26: How We Invest and Interview Recaps 23.04.2018

This episode provides more detail about us, as well as interview summaries of our last ten millionaire interviews. We discuss our backgrounds, investing strategies, and plans for the Millionaires Unveiled podcast. We briefly introduce a new project, the Millionaire Scorecard, share insights on upcoming episodes, and discuss our multifamily investment opportunities. We review our most recent millio...

25: Net Worth of 6.5M - It's Never too Late to Start 16.04.2018

Edna is a Canadian real estate investor with a current net worth of 6.5M. She's invested almost entirely in real estate and has built her portfolio to over 400 doors with a value close to 47 million dollars. Before becoming a full-time investor, Edna was a financial adviser. She opens up about her life story, how and when she started investing, and provides tips to financial success. Please see th...

24: Net Worth of 1.6M - Attorney with Precious Metals 09.04.2018

OthalaFehu and his wife have a current net-worth of 1.6M. Both he and his wife work as government attorneys and primarily invest in Vanguard index funds across retirement and non-retirement accounts. They also own 80 dividend paying individual stocks, and hold 3% of their net-worth in precious metals. We also discuss investing strategies for both HSA's and 529 college saving plans. 

23: Net Worth of 1.5M - Millenial Millionaire, The Green Swan 02.04.2018

This episode features JW, one who has worked in corporate America for almost a decade and saved/invested annually to build his net worth. He chooses to invest primarily through index funds, and more recently purchased and currently manages a small business. He discusses working with family, buying and growing a small business, and overall risk tolerance. 

22: Guest Interview - $100K+ Per Month Blog 26.03.2018

Michelle runs the successful blog titled, "Making Sense of Cents." In 2017, she made over $1.5M blogging, and currently makes over $100K per month. She discusses how the blog got started, financial and business decisions made along the way, how she invests her money, and what she's doing now to grow her business. She also provides financial advice for both individuals and business owners and revea...

21: Net Worth of 2.2M - Biggest Mistake was Buying a House 19.03.2018

Today's show features a couple focused on financial independence. They are both 36 years old and have a current net worth of 2.2M. They invest primarily in two classes of index funds, the S&P 500 and International. They currently hold no real estate investments besides their primary residence - a purchase they call their biggest financial mistake. Their current financial goal is to make 50K of pas...

20: Net Worth of 2.5M - Physician With A Three Trick Investment Pony 12.03.2018

Neil is a radiologist with a current net worth of 2.5M. He's been out of residency and working as a doctor for six years. He allocates his investments between both financial securities (70%) and bonds (30%). His 350K primary residence is fully paid off. Neil unveils his current physician salary, and the salary he received in residency. He also provides great advice to new doctors, and those still...

19: Net Worth of 5.1M - No Nonsense Landlord 05.03.2018

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 estate investing full time. He now owns and self manages 25 units split among fourplexes, duplexes, and one single family home - all purchased in the last nine y...

18: Net Worth of 2.1M - Started and Sold an IT Support Business 26.02.2018

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 single stocks to index funds. He was able to start and sell an IT support business which helped kick start his financial success. Michael also has three single...

17: Net Worth of 2.7M - Annual Rental Income of One Million Dollars 19.02.2018

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 managed. One of his first financial goals was to own ten rental properties and collect one million dollars in rent annually. He has since achieved this goal and unvei...

16: Net Worth of 2.0M - Retired at 33 12.02.2018

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 a REIT, Justin has no other real estate investments. He and his wife both worked corporate jobs and maxed out their combined income at 140K. They both worked fo...

15: Net Worth of 3.1M - Early Retirement Now 05.02.2018

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 also talks about deferred compensation (150K) and option trading (650K). Ern also has about 500K in home equity. He provides great advice on when to take risks a...

14: Total Net Worth of 28.6M - First 10 Interviews Recap 29.01.2018

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've interviewed nearly 50 millionaires about how they invest their money - here are 5 strategies anyone can implement." - Link below. http://www.businessinsider...

13: Guest Interview - The Money Guys 22.01.2018

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. On this interview, they share their personal financial benchmarks and unveil the biggest financial mistakes and missed opportunities they see. They also revea...

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