Millionaires Unveiled

Rachel has a net worth of $1.0 Million. She has two children with another on the way and works in accounting/finance. 60% is in investments and 40% is in home equity. She has a few stocks she does play with but a majority are in index funds. We discuss her mindset changes of the years, how her upbrining played a part in her journey and various other great topics.  www.stamps.com/millionaire

James has a current net worth of $29.5 million. 90% of it is in real estate comprised of almost 50 single family homes and a few commercial properties. The rest is in his 401k and cash. James is in his mid 60's and is semi-retired. We discuss all the odd jobs he had until he started his business in his 30's to the growth and eventual exit he had when he sold it to a long term employee.    www.find...

Michelle has a net worth of $1.7 million mostly in real estate investments with a bit in the market. She currently has 13 doors and one syndication. She is in her early 30's. She is a realtor, a gardener and enjoys pole dancing. Her husband is a stay at home dad after being in the military for several years.

Roger is a former banker, saleman and stay at home dad. He is in his late 60's. Most of his wealth has come since he was in his late 50's until now. He has a current net worth of $7.2 million.  ~25% is in Notes.   ~75% in equity in Real Estate.  35k monthly income with ~23k a month from real estate and ~12k from notes He also has 25k cash, 25k in T bills, 46k in a HSA.  We discuss IRS tax audit, h...

Lauren has a current net worth is $3.1 million. She's in her 50's and works in the Art industry with her husband and invests in Real Estate.  She has 135k in cash, a Roth with 320k, 350k in a 401k, a HSA with 38k, a 529 with 104k, 600k in a self storage facility investment, just over 600k in equity in short term rentals, 350k in vacant land, just over 500k equity in a primary residence, and 50k ca...

Brad has a current net worth of $2.0+ million and is the new co-host of the podcast. He owns an advertising company but has done all sorts of things from selling time shares, working at Best Buy. He went to law school but never practiced law. He also played golf in college. At 28, he had 500k in school loans and had a big hole to dig out of. Today he has 200k savings, 800k in the market split 50/5...

Danielle has a current net worth is $1.3 million. She is in her early 30's and works in public accounting. Her husband is former military and currently stays home with their children.  *710k in retirement accounts between a 401k & Roth *170k in equity in her primary residence *250k taxable brokerage *HSA of 10k *529 of 123k *55k cash www.shopify.com/unveiled

This week we have Kristopher. He is in his early 30's. He has a net worth of $1.1 million.  He is a Senior Software Engineer. He has 160k cash, 17k in a 529 account, 930k in equity investments, 30k is in his HSA, 290k traditional, 375k roth, 235k brokerage. He also has some unvested RSUs valued at 740k. 

Jerry is in his early 30's and has a net worth of $2 million. He invests mainly in alternative asset classes like real estate notes, gold/silver, ect. He used to be a traditional financial advisor but now runs his own business in the financial advisory space and does not own a home or a car and prefers to rent and use Uber.   

Dom has a current net worth of $8.0 million. He is in his mid 30's and is a returning guest. He was on episode 80 in 2019 when his net worth was $1.1 million. He left his c-suite job and started a business and we discuss this process and scaling it quickly and selling a significant portio of it in under 3 years. 

This week we have Matt. He is a realtor after being in law enforcement for much of his career. He has a net worth of $1.1 million of which 400k is in his brokerage, 120k cash, 600k Real Estate Equity between rentals and primary residence. 

Rocco is 48 years old and is a business owner and private wealth advisor. His net worth is over $10 million divided up between business equity, public equities, real estate and a few other asset classes. www.shopify.com/unveiled

Saul is in his late 40's and works as an IT consultant. He is a newly minted millionaire with a net worth at $1.0 million. He has 412k in retirement between a 401k and IRA. 34k in cash, 227k in home equity, 329k in brokerage. He didn't have much a plan until his mid 40's and lived paycheck to paycheck while keeping up with the Jones for much of his early adult life. 

Brian is in his late 30's with 3 kids. He is in Sales after orgininally becoming a Chiropractor. He has a net worth of $1.3 million with 470k in retirement, 350k in real estastate, 180k in primary residence, 20k in some 529's, just shy of 200k in a brokerage and some cash. 

Ann is in her mid 50's. Her net worth is $3.6 million. She is single and an engineer. She has 350k in a primary residence that is paid for, a 401k with 153k, $3.1 mil in a brokerage with 45% in IRAs, 12k HSA, the rest in cash. We have a phenomenal conversation with Ann about her career and how to navigate in it in a male dominated profession. We discuss her journey and various plans that did and d...

David is a music store owner and has a net worth of $2.8 million. 270k cash, 20k in investments, 520k primary residence, 70k rental, 230k retirement, $1.6 million in the business. He grew up in a low to middle class home and never learned to handle money. He thought if he could afford payments, he could buy it.

Paul lives in the northeast and is 40. He has a net worth of $1.4 million. 825k in 401k, Brokerage Account around 200k, Roth IRA 180k, HSA 8k, Crypto 5k, 100k Home Equity and 75k cash. We discuss his journey from losing his job to changing his frame of mind around employment and advocating for himself. 

Jon has a current net worth of $2.0+ million. He is in his early 40's and is a former corporate executive turned Franchise Investor and Consultant. We discuss making a career switch and why he likes non-food franchises. We also get into the mindset around taking out a mortgage after having a paid off house and donor advised funds for charitable giving. 

JJ has a net worth of $1.1 million about half of which is in retirement accounts. He has about 300k in a brokerage and another 300k in equity in rental real estate. He has a technology background but is currently working in the private sector and manages his real estate. 

Jennifer has a net worth of $1.35M. She has 800k in 401ks, 250k of that in Roth, a brokerage account around 230k, 30k in HSA, a little over 100k in cash. She is 38, married with no kids and lives in the Northeast. She works in HR and has lived all over the country and all over of the world.  

Brandon has a net worth of $2.6M. He has 900k in rental equity, 380k in primary residence, $1.2 mil 401k 260k of that is in Roth.  He is in his early 40's. He is an electrician and also does motivational speaking after having a workplace accident. 

Bradley has a net worth of $1.0M. He is pretty diversified between market investments, retirement accounts and real estate.  He is a buy and hold type of guy. We discuss his journey from paying off debt to learning how to invest to what to do when your employer doesn't have the investment options you would prefer. We have a great discussion on the selection of a spouse or partner. 

Ty & Chloe have a net worth of $2.5M. They are in their early 30's and are engaged. They have major crytop holdings and have been investing in crypto for quite a while. They both bought their first pieces of real in their 20's and have accumulated a nice chunk alongside their crypto. 

Tyson has a net worth of $3.0M. He is 51 and works as an Oil & Gas Operations Manager. He has a paid for house worth ~150k, ~450k in company stock and the rest in various market invesments and tax advantaged accounts. 

Justin has a net worth of $1.9M. He took various teaching jobs before finding a career as a famous voice over artist. He is a jack of all trades and we discuss his journey to get to where he is today both professionally and financially.