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
262: Net Worth of $1.0M - Attorney turned Navy Pilot 03.10.2022 55:03
Joe has a current net worth of $1.0 million. He is in his early 30's and is a former attorney turned Navy Pilot. We discuss making a career switch, the life of a Navy Pilot and how plans change and evolve and how to adapt to a changing market environment. Sponsored by www.chime.com/millionaire
261: Net Worth of $1.1M - Generational Wealth & Berkshire Hathaway Meetings 26.09.2022 50:12
Jeff has a current net worth of $1.1 million. Half is in retirement accounts and he has zero debt except his mortgage. He is in his mid 40's and works as a Community College Administrator. He has attended several Berkshire Hathaway meetings as an investor and started his Roth IRA a year after they were available.
260: Net Worth of $1.3M - My goal is to own a Ferrari or Lamborghini 19.09.2022 34:26
Tyson has a current net worth of $1.3M. He lives in Austrailia and works as an electrician for the government. His wife works in retail. He became a millionaire in his late 20's and is now in his mid 30's. We have a great discussion on getting on the same page with his wife, his desire to own a supercar and the journey to $10 million or 200k in passive income for him.
259: Net Worth of $1.1M - Took a mortgage out after paying off his house 12.09.2022 37:41
Vlad has a current net worth of $1.1M. Vlad is a immigrant and has worked very hard to get to where he is. He has a remarkable story that you do not want to miss. We talk about all sorts of topics but one unique thing is Vlad chooses not to pay off his mortgage. In fact, he took a mortgage out on his new house after paying off he previous house.
258: Net Worth of $4.2M - Millionaire Update: Don't die with too much 09.09.2022 29:05
Sam has a current net worth of $4.2M. He appeared on episode 128 and had a net worth around $3.0M at the time. He is back on the show talking about purpose and responsibly building wealth while making sure you don't die with too much. https://www.financialsamurai. com/btnt/
257: Net Worth of $2.7M - Millionaire Update: Expand and Grow Yourself 08.09.2022 20:58
Michael has a current net worth of $2.7M. He appeared on episode 18 and had a net worth around $2.1M at the time. He is back on the show having FIREd more or less. We have a great conversation on continuing to grow and expand yourself once you hit some of your initial goals not only financially but in all aspects of life.
256: Net Worth of $1.0M - Millionaire Update: Know your strengths and weaknesses 07.09.2022 25:52
Donald has a current net worth of $1.0M. He appeared on episode 95 and had a net worth around 630k at the time. He is back on the show as a millionaire and tell how he did it, any changes he made and advice for others. We have a great conversation on sticking to a plan that you can execute.
255: Net Worth of $1.0M - Millionaire Update: Michael Returns 06.09.2022 25:26
Michael has a current net worth of $1.0M. He appeared on episode 129 and had a net worth around 700k at the time. He is back on the show as a millionaire and tell how he did it, any changes he made and advice for others. We have a great conversation about health and how that plays a factor into wealth building, insurance and when it may make sense to self insure.
254: Net Worth of $1.7M - The Crockpot Investor 29.08.2022 49:40
Jermaine has a current net worth of $1.7M. He has a majority in the market in various tax advantaged accounts and a paid for house. He drives a Tesla and is a Civil Engineer and his wife is a Elementary School Teacher. He bought his first house at 25. He feels he has made every mistake in the books and still turned out alright. We discuss all types of loans, leases, compound interest and staying t...
253: Net Worth of $1.7M - Stay-at-home Mom 22.08.2022 46:50
Grace has a current net worth of $1.7M. Of the $1.7M, 500k is in home equity and the rest is spread across all sorts of assets. She used to work for the goverment, but currently stays home with her children. She is the money nerd of the family and shares details on how she and her husband navigate their finances.
252: Net Worth of 3.8M - Software Sales and 1.3M in Home Equity 15.08.2022 46:45
Tim has a current net worth of 3.8M. Of the 3.8M, 1.3M is in home equity, ~600K in a brokerage account, 100K in cash, 350K in college savings accounts, He reached his first million in 11 years, and his second million just five years later. Tim works in software sales and shares details about his career, annual income, three fund portfolio and his on rental property.
251: Net Worth of 10M - First Million at Age 50 - "No Interest in Owning Real Estate" 08.08.2022 52:24
Mark has a net worth of $10M, of which $2.5M is in a pension. Of the remaining $7.5M, about 3M+ is invested in the stock market, 2M+ in retirement (in stock market as well) and 2M+ in home equity. Mark holds no rental real estate. Mark hit his first million at age 50 and hit his second million just four years later. We discuss happiness, motivation, when enough is enough, paying off 90K of student...
250: Net Worth of 100M - Access, Smarts, and Drive 01.08.2022 50:31
Jennifer has net worth of 100 million dollars. We discuss her background (grew up poor) and journey to her current situation. She shares her asset portfolio which includes stocks, real estate, private equity, hedge funds, a car wash and laundromat, small business, and more. Jennifer also talks about managing her time, finding investment opportunities, advice for women, and the upside of small busi...
249: Net Worth of 6.5M - 35 Duplexes, 25 Houses, and Some Multifamily 25.07.2022 34:46
Zach has a current net worth of 6.5M which is comprised of almost all real estate including 35 duplexes, 25 single family houses and some multifamily. We discuss how he started in real estate (which included working as a broker and finding investment opportunities for other investors), the typical numbers on one of his single family rentals, mistakes made and general advice to someone who wants to...
248: Net Worth of 3.5M - Credit Card Points and Real Estate Syndications 18.07.2022 42:22
Bob has a current net worth of $3.5M. Of that, he has over 1.5M invested in various retirement accounts, and 600K in real estate syndications. His biggest stock holding is Microsoft, of which he has 145K. Bob discusses credit card rewards and point spending, how he reached his first million at age 38 and his immigrant story with a burning desire to succeed. www.gusto.com/unveiled
247: Net Worth of 9.5M - Investing Through Your Roth IRA 12.07.2022 56:36
TJ has a current net worth of about $9.5M. Although he is very diversified in his holdings, the largest pieces are his ownership in two environmental companies, and a personal hard money lending company. He has about 4.2M in retirement accounts, 1.2M in a traditional brokerage account, and over 2.8M in loans made collateralized by real estate. We discuss investing through his Roth IRA, work/life b...
246: Net Worth of 1.1M - Small Business Franchise Owner 05.07.2022 33:26
Amber is a small business owner (commercial cleaning/janitorial services) with a net worth of $1.1 million. She has about 600K invested in the stock market and is holding 150K in cash. She shares her journey to millionaire including a mindset shift to buying assets that will make money in the future. Amber, at the age of 40, had a net worth of about 80K. We also discuss financial independence, sma...
245: Net Worth of 1M - Net Worth Goal of 12M 27.06.2022 42:12
Alan has a net worth of one million dollars. He's previously worked as a therapist and now works on the administrative side of the business. He has one duplex and two condo rental properties which cash flow about 20K per year. He discusses doing a Roth IRA conversion, how he lives on 60K per year, his goal to reach 12M net worth, and how tracking his net worth has helped him succeed.
244: Net Worth of 7M - What Will You Do With All that Money? 20.06.2022 53:34
Adam has a net worth of 7M, the bulk (5M+) of which is in retirement (1.5M+) and non-retirement (3.5M) accounts invested in the stock market. We discuss his entire allocation as well as his previous vs. current stock vs. bond split. He has a primary home worth about 1.5M and his first million came at age 32. Adam also shares his plans for the future, whether he budgets, how much cash he holds and...
243: Net Worth of 4.5M - Dollar Cost Averaging is the Holy Grail 13.06.2022 38:59
Mike has a net worth of 4.5M. He is 38 years old and has the majority of his net worth invested in the stock market divided between both retirement and non-retirement accounts. Mike works in sales and talks about the importance of compounded interest, dollar cost averaging, and paying yourself first. He shares his thoughts about paying off his primary residence early, the FIRE movement, and his fi...
242: Net Worth of 1.1M - Avoiding Financial Hardship at Age 32 06.06.2022 38:12
Seth is just 32 years old and has a net worth of 1.1M. Of the 1.1M, nearly 800K is in single family real estate; he has six rentals, four of which are paid off. Seth discusses his financial goals which includes passive income of 80K (currently 38K). He also talks about leverage and how he prefers to have paid for real estate over more real estate with leverage. Seth details what motivates him, inc...
241: Net Worth of 4.3M - Stock Market, Small Business, Sports Cards and Real Estate 30.05.2022 52:32
Adam has a net worth of 4.3M which is divided primarily between real estate (2M), stock market investments (1M), and his small business (1M). He also has educations savings accounts, a 529, HSA, and sports trading cards (valued at 50K). Adam shares how old he was at each million with his first million being at age 35. He discusses how he looks at real estate including analyzing a potential deal an...
240: Net Worth of 1.2M - University Professor Living Abroad 23.05.2022 45:26
Dan is a university professor living in Japan with a net worth of 1.2M. He discusses some of the investment differences and difficulties that arise from living out of the U.S. full time. He also shares the different investment mindsets between what he's observed in America vs. Japan. Dan has most of his net worth in real estate - both in his investment properties and those he's invested in as a li...
239: Net Worth of 650K - Trailer Park Plumber; Max Annual Income of 40K 16.05.2022 37:39
Mark is 53 years old, owns his own plumbing business and flips the occasional trailer/mobile park home. He never went to college and has never made over 40K annually; at one point he had 50K in credit card debt. His net worth is primarily held in mobile homes which he fixes up, then flips and finances to the next buyer. Mark shares his thoughts on taking career chances, starting early, and the ris...
238: Net Worth of 1.9M - The Risk/Reward of Penny Stocks 09.05.2022 34:38
Today's guest has a net worth of 1.9M which is broken out between real estate (five single family rentals that cash flow about 100K per year) and traditional stock market investments. Mr. Fig has no money in tax protected retirement accounts. He shares how he started in real estate (buying foreclosures following the 2008 market crash), and his new found interest in the stock market.
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