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.
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431: Net Worth Of $3.9M - From Pizza Delivery to Wrangler Jeans & Louis Vuitton Shoes — The CFP Living Tax-Free in Puerto Rico
11/03/2025
431: Net Worth Of $3.9M - From Pizza Delivery to Wrangler Jeans & Louis Vuitton Shoes — The CFP Living Tax-Free in Puerto Rico
🎙️ SHOW NOTES In this episode, we sit down with Mike Milligan, CFP®, author, and founder of One Oak Financial — a nationwide planning firm based out of Norfolk, Virginia. Mike shares how he built his $3.9 million net worth through a combination of real estate, private placement deals, his financial planning firm, and strategic Roth IRA conversion planning — all while now living part-time as a Puerto Rico resident to optimize his tax strategy. Mike goes deep into the misunderstood world of Roths, explains how to think about taxes over your entire lifetime (not just this year), and reveals why so many wealthy people quietly invest outside the public markets. He also shares his perspective on life design — from traveling to 60+ countries, to eating Michelin-star meals, to buying $1,300 Louis Vuitton sneakers while still rocking $30 Wrangler jeans. Before becoming a CFP… Mike delivered pizzas at Little Caesars in college. Now he’s appearing on CNBC and Fox Business — and helping people build one-of-a-kind financial plans for one-of-a-kind lives. This episode blends tactical tax strategy, lifestyle design, and a philosophy for actually using your money while you’re alive. 💡 KEY TAKEAWAYS Mike’s net worth is $3.9 million, with more than one-third in real estate He believes the Roth is the most flexible, durable tax tool available He uses Puerto Rico residency to convert at lower tax brackets Wealth is built fastest via business and private deals, not just public markets He automates investments and keeps cash to buy assets “on sale” Money is a tool to create experiences, not the end goal Travel is one of his core pillars — he’s visited 63+ countries He values independence + creativity over corporate systems Childhood lesson: count every penny Best career hack: learn from people already living the life you want 🔊 SOUND BITES “I delivered pizzas.” “I wear Wrangler jeans and Louis Vuitton shoes.” “A Roth is just a tax strategy — the investments are unlimited.” “We want to spend our money, not just accumulate it.” “Most CPAs plan taxes for this year — not your lifetime.”
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430: Net Worth Of $1.3M - The Millionaire Machinist Who Makes Screws for Spines
10/27/2025
430: Net Worth Of $1.3M - The Millionaire Machinist Who Makes Screws for Spines
💡 Episode Summary In this episode of Millionaires Unveiled, we sit down with Blake, a machinist who quietly built a net worth between $1.2 and $1.3 million — all while never earning more than $75,000 a year. (He's now married with 2 kids and his wife is a Pharmascist). Blake breaks down his financial journey, from paying off over $200,000 in student loans from his wife's degree to investing steadily in his 401(k) and building a foundation of long-term wealth. Blake is in his mid to late 30's and started working as a machinist as a teenager and never went to college. He opens up about life in the machining trade, how early financial lessons shaped his habits, and the power of discipline, budgeting, and consistency. Blake shares his approach to debt payoff, retirement planning, and enjoying life while staying financially responsible. His story is proof that you don’t need a six-figure salary to become a millionaire — just focus, time, and a solid plan. 🧭 Key Takeaways Blake’s current net worth is $1.2–$1.3 million. The majority of his wealth is in retirement accounts. He and his wife paid off $200K in student loans before investing. Began investing in his 401(k) at age 21. Plans to retire between ages 50–55. They maintain a strong budget and savings routine. Their goal: $1–$2 million in a brokerage account by retirement. Compound interest and financial education are key drivers of success. Blake encourages young people to work hard, save early, and stay consistent. 🔊 Sound Bites “I never made over 75 grand.” “Budgeting is key.” “I married up, definitely.”
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429: Net Worth Of $13.9M - “I Never Made Six Figures…Now I'm Worth Almost $14 Million at 66 Years Young”
10/20/2025
429: Net Worth Of $13.9M - “I Never Made Six Figures…Now I'm Worth Almost $14 Million at 66 Years Young”
💡 Episode Summary: In this episode of Millionaires Unveiled, we sit down with Sam, who went from earning a modest income as an engineer to building a net worth of nearly $14 million. Sam shares how discipline, smart investing, and intentional time management helped him retire at age 56 with $3 million, and how that has since grown to $13.9 million through consistent, long-term strategies. He opens up about his approach to ETFs, real estate, and retirement accounts, and why avoiding debt and keeping overhead low were crucial to his success. Sam also discusses the mindset shifts that propelled him forward — from staying grounded in gratitude to surrounding himself with positive influences. Throughout the conversation, he offers practical, no-nonsense advice for anyone looking to achieve financial independence and live life on their own terms. 🧭 Key Takeaways: Sam retired at 56 with $3 million, which has now grown to $13.9 million. His investments focus on long-term ETF holdings and real estate. Maximizing retirement contributions played a major role in his wealth-building. He stresses the importance of keeping expenses low and avoiding debt. Mindset and positive influences are crucial for sustained success. Always have a Plan B for your business and investments. Avoid frivolous spending — focus on needs, not wants. Time management is a major factor in reaching financial goals. Early life experiences shaped his work ethic and financial discipline. Encourages young people to read, learn, and invest early. 🔊 Sound Bites: “Stay away from the toys.” “You have to have a plan B.” “Time management is key to success.”
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428: Net Worth Of $17.5M - The Renter Who’s Made of Gold
10/14/2025
428: Net Worth Of $17.5M - The Renter Who’s Made of Gold
💡 Episode Summary In this episode of Millionaires Unveiled, we sit down with Brandon, founder and CEO of Thor Metals Group, to explore his journey from investment banking to building a multimillion-dollar empire in the world of precious metals. With a net worth north of $17.5 million, Brandon shares how he built his fortune through gold, silver, and strategic stock investments—while choosing to rent his home instead of buying. Brandon opens up about his philosophy that real estate can be a liability, why he believes gold is the “secret investment” most people overlook, and how fulfillment, not just money, drives his decisions. From early entrepreneurial ventures (including a trash business) to launching Thor Metals Group, his story blends financial mastery, life lessons, and a refreshingly honest take on success and happiness. 🧭 Key Takeaways Brandon Thor’s net worth sits around $17.5 million, much of it in physical gold and silver. He believes real estate is often a liability—he rents his high-value home instead of owning. His philosophy: “Gold is a quiet store of power” in a noisy investment world. Thor Metals Group was born from a desire for transparency and fairness in the metals trade. Brandon invests in both precious metals and select stocks, including a micro-betting company. Fulfillment and purpose drive his business decisions more than monetary goals. He warns against extravagant spending and emphasizes gratitude and personal growth. Spirituality and self-awareness play a growing role in how he defines success. 🔊 Sound Bites (Promo Clips / Social Pull Quotes) “I have about $17.5 million net worth.” “I think real estate’s a liability.” “I made $150 grand last month.” “I want to change this industry.” “It’s very humbling when you see your stack of gold tubes.” “Fulfillment is more valuable than wealth.” “I had a trash business — and I learned more from that than I ever did in banking.”
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427: Net Worth Of $10M+ - The 50/50 Split: When The Wealth Elevator Drops a Few Floors & Your Net Worth Drops Drastically
10/06/2025
427: Net Worth Of $10M+ - The 50/50 Split: When The Wealth Elevator Drops a Few Floors & Your Net Worth Drops Drastically
📝 Full Episode Description In this episode of Millionaires Unveiled, host Jace Mattinson sits down with real estate investor and educator Lane Kawaoka to talk about what happens when your net worth takes a 50% hit — and how to climb back stronger. Lane opens up about the impact of recent market shifts on his portfolio, the lessons he’s learned from holding through tough cycles, and the importance of understanding your “floor” in the wealth-building process. From workforce housing to multifamily syndications, he shares real strategies for navigating today’s volatile economy and building long-term stability. He also introduces his new book, The Wealth Elevator, a guide for accredited investors who want to move up the financial floors strategically, safely, and with purpose. Whether you’re just starting in real estate or already managing millions, this conversation delivers hard-earned insights — with a dose of humility and humor along the way. 💡 Key Topics Covered The 50% net worth drop and what caused it How to think through market cycles and holding periods Why diversification and patience are key in downturns Understanding “floors” in the Wealth Elevator model The future of workforce housing investments Rebuilding confidence and strategy after a financial hit 🔊 Memorable Quotes “We’re in a housing shortage.” “You have to have 110% running your business.” “You need to figure out what floor you’re on.” 📚 Guest Links Lane Kawaoka Real Estate Investor | Educator | Author of The Wealth Elevator 🌐 📘 🏆 About the Show Millionaires Unveiled reveals the real stories, numbers, and lessons behind everyday millionaires. Hosted by Jace Mattinson, each episode explores how high achievers build, preserve, and grow their wealth — through both wins and setbacks.
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426: Net Worth Of $1.3M - Back Again, Tell a Friend: Jesse & Ellie's Wealth Journey Continues
09/29/2025
426: Net Worth Of $1.3M - Back Again, Tell a Friend: Jesse & Ellie's Wealth Journey Continues
🔥 Episode Summary In this episode, Jesse and Ellie return to share their financial journey from a net worth of $800,000 to over $1.3 million in just two years. They discuss their investment strategies, the impact of parenthood on their financial decisions, and the transition to a single income household. The couple reflects on lifestyle changes after reaching millionaire status, their approach to teaching financial literacy to their children, and their future retirement plans. They also emphasize the importance of community giving and share valuable advice for aspiring millionaires. 🧠 Key Takeaways Their net worth increased from $800,000 to $1.3 million in two years. They prioritize maxing out their Roth IRAs and TSP contributions. They have hit their coast fire number, allowing them to invest less if desired. Community giving has become a focus for them since reaching millionaire status. They celebrate financial milestones with small treats and personal spending. Transitioning to a single income was manageable due to their high savings rate. Travel spending has increased, but they still prioritize experiences over extravagance. They teach their children about money through chores and saving. They maintain a consistent investment strategy, even during market downturns. Living on less than they make is a core principle of their financial philosophy. 🗣️ Quotes & Soundbites "We've started being more giving." "We just bought a cake first." "Live on less than you make." Sponsored by: Prizepicks.com Code: Millionaire
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425: Net Worth Of $1.0M - From Grocery Aisles to Millionaire Status: The Power of an ESOP, Personal Investing, Time & Dedication
09/22/2025
425: Net Worth Of $1.0M - From Grocery Aisles to Millionaire Status: The Power of an ESOP, Personal Investing, Time & Dedication
🔥 Episode Summary In this episode of the podcast, Brent shares his journey from working in retail to building a substantial net worth of over a million dollars. He discusses his investment strategies, the importance of financial education, and how he balances family life with career aspirations. Brent emphasizes the value of time over money and the significance of teaching financial literacy to his children. He also reflects on his marriage and how he and his wife manage their finances together. Throughout the conversation, Brent offers practical advice for listeners looking to improve their financial situation and achieve their goals. 🧠 Key Takeaways *Brent started working at a young age and prioritized saving. *He built his wealth through consistent investments and financial education. *Brent emphasizes the importance of tracking spending habits. *He believes that time is more valuable than money. *Marriage and financial partnership are crucial for success. *Brent encourages teaching children about money management. *He advocates for starting investments early, even with small amounts. *Brent's journey shows that anyone can achieve financial success with discipline. *He highlights the importance of gratitude and perspective on wealth. *Brent's story is a testament to the power of hard work and perseverance. 🗣️ Quotes & Soundbites "I think it's always one step away." "I would say just do what's right." "I think 10 million would be awesome." Sponsored by: Shopify.com/unveiled
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424: Net Worth Of $1.2 & $1.0M - Fresh Pressed Finances: How the Wealth Juice Duo Built Millions
08/25/2025
424: Net Worth Of $1.2 & $1.0M - Fresh Pressed Finances: How the Wealth Juice Duo Built Millions
🔥 Episode Summary In this episode, we’re joined by Cory and Ryan—two friends, first-generation millionaires, and the duo behind the Wealth Juice podcast. With net worths of $1.0M and $1.2M respectively, they pull back the curtain on how they built wealth the slow and steady way—without flashy investments, inheritance, or lucky breaks. Cory and Ryan walk us through their early financial habits, how their friendship helped hold each other accountable, and how they’ve managed to blend entrepreneurship, side hustles, and smart investing into a sustainable wealth-building strategy. Whether it’s real estate, index funds, or knowing when not to spend, these two keep it real, relatable, and refreshingly fun. If you’ve ever wondered what two regular guys with seven-figure net worths actually talk about when the mics are off… this is that conversation. 🧠 Key Takeaways First-Gen Millionaires: Both Cory and Ryan hit the $1M+ net worth milestone without a trust fund, family business, or viral startup. It was all strategy, grit, and accountability. Accountability Through Friendship: Sharing goals, challenges, and money conversations between friends helped them stay disciplined and motivated. Real Estate Reality Check: They talk candidly about their experiences with rental properties—the wins and the headaches. Business + Investing: Their portfolios are a mix of entrepreneurial ventures, traditional stock market investing (index funds/ETFs), and some alternative assets. Celebrate Small Wins: Progress wasn’t always glamorous, but they emphasize tracking the little wins that built big momentum. The Power of Personal Finance Content: Launching Wealth Juice has helped them not only educate others but clarify their own philosophies around money and mindset. Lifestyle Over Ego: Instead of chasing the flash, they focus on flexibility, freedom, and designing lives they actually want. 🗣️ Quotes & Soundbites “You don’t need to be flashy to build wealth—you need to be consistent.” “We’re just two guys who took personal finance seriously and made it fun.” “The spreadsheet tells one story, but your behavior tells the real one.” “Accountability is the underrated cheat code for financial success.” Sponsored by: Shopify.com/unveiled Prizepicks.com Code: Millionaire
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423: Net Worth Of $1.9M - Three Rentals and a Millionaire: Nate’s Property Plot Twist and The Not-So-Physio-Logical Path
08/18/2025
423: Net Worth Of $1.9M - Three Rentals and a Millionaire: Nate’s Property Plot Twist and The Not-So-Physio-Logical Path
Summary In this episode, Nate shares his journey from a young physiotherapist to achieving a net worth of nearly $2 million. He discusses his early financial education, the influence of his family, and the lessons learned from his real estate investments. Nate reflects on the importance of celebrating milestones, the shift from a financially driven mindset to focusing on lifestyle and fulfillment, and the challenges faced in the real estate market. He also shares insights on his current portfolio, future plans, and the balance between saving and enjoying life. Takeaways *Nate has a net worth of approximately $1.9 million. *He learned financial habits from his family, emphasizing savings and delayed gratification. *Nate's journey into real estate began with a condo purchase that appreciated significantly. *He experienced challenges in real estate due to rising interest rates and market fluctuations. *Nate emphasizes the importance of celebrating financial milestones, even small ones. *He has shifted focus from purely financial goals to lifestyle and fulfillment. *Nate's real estate ventures taught him valuable lessons about due diligence and risk management. *He currently has three rental properties left and is considering divesting further. *Nate enjoys travel and seeks to maximize value through points and rewards. *He advises young individuals to build saving habits early to weather financial challenges. Sound bites "I think we are millionaires." "It's been a very circular process." "I was a literal lab rat." Keywords Cory, financial independence, real estate, net worth, lifestyle goals, investment strategies, personal finance, Vancouver, retirement planning, financial education
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422: Net Worth Of Infinity: A Life Well Lived starting at $52 a Week; 80 Year Old With 6 Kids, 25 Grandkids, 18 Great Grandkids and Endless Grit
08/11/2025
422: Net Worth Of Infinity: A Life Well Lived starting at $52 a Week; 80 Year Old With 6 Kids, 25 Grandkids, 18 Great Grandkids and Endless Grit
Summary Join us for a heartfelt conversation with Grandma Bunny, the last living grandparent of our host, as she shares her journey through 80 years of life, love, and lessons. From raising six children to overcoming life's unexpected challenges, Grandma Bunny's story is one of resilience and family values. Discover the financial wisdom and life lessons she imparts, and how she continues to live her best life at 80. Key Highlights: Grandma Bunny's early life and education in Rock Springs, Wyoming. The challenges and joys of raising a large family. Building a home from scratch and the financial strategies involved. Overcoming adversity after a life-changing accident. The importance of family support and staying active in later years. Memorable Quotes: "I am wealthy in other ways, not so much money-wise, but I have great kids who help me in many, many ways." "Stay active. Look for things to do. Look at opportunities to serve." Hashtags: #FamilyWisdom #Resilience #LifeLessons #MillionairesUnveiled Call to Action: Don't miss this inspiring episode! Listen now and share with someone who could use a dose of wisdom and encouragement. Sponsored by: Indeed.com/unveiled
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421: Net Worth Of $10M - Beyond Borders, Beyond Millions: A Deep Dive Into One Expats Global Wealth Strategy
08/04/2025
421: Net Worth Of $10M - Beyond Borders, Beyond Millions: A Deep Dive Into One Expats Global Wealth Strategy
Summary In this episode, Adam shares his unique journey as an expat entrepreneur, discussing his investment strategies, asset allocation, and the importance of maintaining liquidity in his financial portfolio. He has a net worth of $10+ million with most of it in his business. He reflects on the challenges and rewards of running a business, the significance of cash management, and the lessons learned from navigating investments in various countries. Adam emphasizes the value of experiences over material possessions and the importance of surrounding oneself with positive influences. He concludes with insights on entrepreneurship and the realities of growth in business. Takeaways Adam has lived overseas for 14 years, gaining a unique perspective on wealth. He focuses on helping expats and high-net-worth individuals with investments and wealth protection. His net worth is in the eight-figure range, primarily in company valuations and liquid assets. Adam prefers liquid assets over real estate due to tax disadvantages abroad. He believes cash should be seen as an opportunity for acquisitions rather than a long-term hold. Having cash on hand is crucial for business owners to seize unexpected opportunities. Investment strategies should adapt to changing economic conditions and personal circumstances. Travel and experiences provide lasting value compared to material possessions. Surrounding oneself with positive influences is essential for personal and professional growth. Entrepreneurship often requires patience and resilience, with success not always being linear.
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420: Net Worth Of $1.7M - From LinkedIn to Lockboxes: The Tech Bro Turned Airbnb Pro & Millionaire Before 30
07/28/2025
420: Net Worth Of $1.7M - From LinkedIn to Lockboxes: The Tech Bro Turned Airbnb Pro & Millionaire Before 30
Summary In this episode, Connor shares his journey from a corporate tech career to becoming a successful real estate investor, focusing on short-term rentals. He has a net worth of $1.7 million. Most of it is in Real Estate but he does have some in the market. He discusses his investment strategies, the importance of cash reserves, and how he manages his properties. Connor emphasizes the significance of calculated risks and personal growth in achieving financial success and fulfillment in life. Takeaways He primarily invests in short-term rentals, owning about a dozen properties. Cash reserves are crucial for managing real estate expenses and risks. Connor emphasizes the importance of reinvesting in properties to maintain competitiveness. He targets a 20% cash on cash return for new investments. Connor transitioned from a stable tech career to real estate for personal fulfillment. He believes success is about achieving one's highest potential. Calculated risks are essential for growth and opportunity. Connor values the importance of family and personal life in his journey. He encourages others to take risks and follow their intuition.
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419: Net Worth Of $7.0M - Divorced, Debt-Free, and a RE Mogul: How Chuck E. Cheese Turned Cheddar Into Millions
07/21/2025
419: Net Worth Of $7.0M - Divorced, Debt-Free, and a RE Mogul: How Chuck E. Cheese Turned Cheddar Into Millions
Summary In this episode, Joseph Shalaby, founder and CEO of e-Mortgage Capital, shares his journey from a challenging upbringing to becoming a leading figure in the mortgage industry. He has a net worth of ~$7 million mostly in RE and his business. He discusses the importance of being debt-free, his experiences during the 2008 financial collapse, and how he rebuilt his career. Joseph emphasizes the significance of hard work, personal growth, and maintaining family values while navigating the complexities of entrepreneurship. He also shares insights on current market trends and his future goals for his business. Takeaways *Joseph Shalaby is the founder and CEO of e-Mortgage Capital. *He emphasizes the importance of being debt-free despite being in the mortgage industry. *Joseph experienced a foreclosure due to HOA fines, which shaped his financial mindset. *He started his first mortgage company after being taken advantage of in the industry. *The 2008 financial collapse forced him to pivot and rebuild his career. *Joseph launched e-Mortgage Capital in 2015 after working in the loss mitigation sector. *He aims to grow his company to a billion dollars in revenue per month. *Joseph values family and instills a strong work ethic in his children. *He believes in the importance of being an early adopter in business. *Joseph emphasizes the need to outwork everyone to achieve success. Sponored by: Shopify.com/unveiled
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418: Net Worth Of $2.0M - Crushing Quotas and Carpool With 4 Kids: One Mom’s Multimillion Dollar Journey
07/14/2025
418: Net Worth Of $2.0M - Crushing Quotas and Carpool With 4 Kids: One Mom’s Multimillion Dollar Journey
Summary Today we sit down with Tiffany, a senior manager in customer success and a mother of four, who shares her journey to achieving a net worth of over $2 million most of which is in her primary residence and retirement investments. Tiffany discusses her strategic approach to real estate investments, the importance of financial education, and how she balances career and family life. Discover how Tiffany and her husband, both savers at heart, have navigated their financial path from buying foreclosed homes to planning for their children's future. Key Takeaways: Tiffany's early start in real estate and the impact of buying foreclosures. The role of mutual funds and retirement accounts in building wealth. Insights into managing finances with a variable income. The importance of financial literacy and open discussions about money with children. Tiffany's approach to balancing work, family, and personal growth. Hashtags: #FinancialSuccess #RealEstateInvesting #WealthBuilding #FamilyFinance Tune in to hear Tiffany's full story and gain valuable insights into building a secure financial future. Don't forget to subscribe and leave a review! Sponsored by: Shopify.com/unveiled
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417: Net Worth Of $5.0M - The Long Game & Paid Off RE: How a Government IT Pro Became a Real Estate Millionaire
07/07/2025
417: Net Worth Of $5.0M - The Long Game & Paid Off RE: How a Government IT Pro Became a Real Estate Millionaire
Summary Dustin shares his journey from a stable government job to becoming a successful real estate investor with a net worth of over $5 million. He is in his 40's. He emphasizes the importance of cash flow, building a business around real estate, and helping others achieve financial independence through coaching and education. Dustin discusses his investment strategies, the significance of diversifying income streams, and the lessons learned from his experiences in the real estate market. Takeaways *Dustin started investing in real estate in 2006. *He emphasizes the importance of cash flow over appreciation. *Dustin has over 30 properties, including single-family homes and apartment complexes. *He believes in building a business around real estate investments. *Dustin coaches others to invest in real estate and achieve financial independence. *He prefers to have properties managed by others to scale his business. *Dustin's goal is to help 1 million people invest in real estate. *He believes that higher interest rates can benefit real estate investors by pricing out competition. *Dustin encourages others to start investing regardless of market conditions. *He aims to set up his children for success through real estate.
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416: Net Worth Of $1.7M - Missouri Millionaire Returns: Sabbaticals, Simplicity, and $1.7M Net Worth
06/30/2025
416: Net Worth Of $1.7M - Missouri Millionaire Returns: Sabbaticals, Simplicity, and $1.7M Net Worth
Summary In this episode, we explore the financial journey of Anthon, who has seen his net worth grow from $450,000 to over $1.7 million in seven years. He discusses his investment strategies, career evolution, and the importance of trusting the numbers in achieving financial confidence. Anthon shares insights on work-life balance, the impact of sabbaticals, and the lifestyle choices that have shaped his family's life. He emphasizes the significance of making sacrifices early in life to compound wealth and offers advice for those starting their financial journey. Takeaways *Anthon's net worth grew from $450K to $1.7M in seven years. *Real estate and stocks are key components of his portfolio. *Sabbaticals have allowed him to focus on family and personal interests. *Trusting the numbers is crucial for financial confidence. *He emphasizes the importance of work-life balance. *Anthon's lifestyle choices reflect a desire for flexibility and enjoyment. *He believes in making sacrifices early to compound wealth. *Investing in experiences is as important as financial investments. *The psychology of wealth impacts lifestyle choices and decisions. *It's never too late to start your financial journey. Sponsored by: Shopify.com/unveiled
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415: Net Worth Of $1.1M - From Texas Roots to Living Lean in Cali: How Corey Turned Frugal Into Fortune By 30
06/23/2025
415: Net Worth Of $1.1M - From Texas Roots to Living Lean in Cali: How Corey Turned Frugal Into Fortune By 30
Summary In this episode, Corey shares his journey from Texas to California, discussing his financial strategies, real estate investments, and the lessons learned along the way. He has a net worth of $1.1 million mostly in real estate. Corey is in his early 30's. He emphasizes the importance of patience and long-term thinking in achieving financial independence, while also navigating the challenges of living in a high-cost area. Corey reflects on his career progression, the trade-offs of living beneath his means, and his aspirations for the future, including his consulting work and the pursuit of financial flexibility through real estate. Takeaways *Corey moved from Texas to California, emphasizing the value of flexibility. *His net worth is approximately $1.1 million, diversified across cash, real estate, and investments. *Corey invests primarily in ETFs, avoiding high-risk assets like Bitcoin. *He started investing right out of college and has shifted his focus to real estate. *His first real estate investment was a rental property in Arkansas in 2021. *Corey values living beneath his means to sustain his lifestyle in California. *He believes in the importance of patience and long-term planning in finance. *Corey runs a consulting business focused on personal finance education. *He aims for $80,000 a year in passive income for financial freedom. *Corey stresses that financial success is achievable through strategic decisions and hard work.
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414: Fatherhood & Finances: The Father's Day Special & A Millionaire’s Day Off
06/16/2025
414: Fatherhood & Finances: The Father's Day Special & A Millionaire’s Day Off
Summary In this conversation, the host engages with children about their perceptions of money and their fathers' work, followed by a discussion on the parental influence on financial education. The conversation transitions into the complexities of generational wealth and the importance of instilling financial lessons in children. Finally, reflections on fatherhood reveal how becoming a parent reshapes financial priorities and goals. Takeaways *Children have unique and innocent perspectives on money. *Parental influence is crucial in shaping financial education. *Generational wealth can create challenges if not managed well. *It's important to teach children the value of hard work. *Financial lessons should start early in life. *Experiences and memories are more valuable than material gifts. *Open conversations about money can empower children. *Investing early can lead to greater financial freedom later. *Traditions and experiences create lasting family bonds. *Financial education should be a priority in schools.
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413: Net Worth Of $7.0M - A CPA and a Cop Turned House Husband Walk Into a Motel...and Buy It
06/09/2025
413: Net Worth Of $7.0M - A CPA and a Cop Turned House Husband Walk Into a Motel...and Buy It
Summary In this episode, Tony (and Melissa) shares his unique journey from being a house husband to becoming a successful motel owner and real estate investor. He has a net worth of $7.0 million mostly in real estate. He discusses the challenges and rewards of managing motels, the importance of family in his business ventures, and how he has built a substantial net worth through strategic investments. Tony also reflects on his lifestyle changes post-retirement, including his travel experiences and financial habits, while offering valuable advice for aspiring entrepreneurs. Takeaways *Tony transitioned from a house husband to a motel owner. *He invested profits from motels into real estate. *His daughter is his business partner in the motel venture. *Tony's net worth is approximately $7 million. *He emphasizes the importance of family in his business. *Tony's journey involved significant risk and research. *He enjoys a luxurious travel lifestyle post-retirement. *Tony's financial habits have evolved since becoming a millionaire. *He aims to create a legacy for his children and grandchildren. *Tony advises others to find their passion and pursue it. Sponsored by: Indeed Indeed.com/unveiled
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412: Net Worth Of $1.0M - From Navy Vet to Tax Pro: Divorces, 230k in Debt, and a Millionaire Do-Over
06/02/2025
412: Net Worth Of $1.0M - From Navy Vet to Tax Pro: Divorces, 230k in Debt, and a Millionaire Do-Over
Summary In this episode, Hubert shares his journey from military service to becoming a successful tax attorney and law firm owner. He has a net worth of ~$1.0 million with his pension. 500k is in his house and his law firm and the rest is in his pension & disability. He discusses the challenges of student debt, the complexities of divorce and its financial implications, and the importance of teaching financial literacy to the next generation. Hubert emphasizes the value of mentorship and work-life balance, as well as his aspirations for the future, including retirement and generational wealth for his children. Takeaways *He served in the Navy and later became a tax law professor. *Divorce can have significant financial implications, especially regarding tax liabilities. *Starting his own law firm in 2018 was a pivotal moment in his career. *He emphasizes the importance of financial literacy for children. *Hubert's military benefits provide him with financial security. *He believes in maintaining a work-life balance for himself and his employees. *Mentorship is crucial for success in any career. *Teaching kids the value of money is essential for their future success. *Hubert aims to retire comfortably while being involved in his family's life. Sponored by: Shopify shopify.com/millionaire
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411: Net Worth Of $2.1M - Hawaiian Hustle: Trucks, (Jiu-Jitsu) Tournaments, and Tenants
05/27/2025
411: Net Worth Of $2.1M - Hawaiian Hustle: Trucks, (Jiu-Jitsu) Tournaments, and Tenants
Summary In this episode, Lance shares his journey towards financial independence, detailing his diverse income sources and investment strategies. He has a net worth of $2.1 million mostly in real estate and the market. He discusses his experiences with real estate, the challenges of living in a high-cost area like Hawaii, and the importance of discipline and planning in achieving financial goals. Lance reflects on his lifestyle choices, the impact of location on his financial decisions, and his future aspirations as he navigates life in his early 50s. Lance shares insights into his financial journey, work-life balance, and the importance of lifelong learning. He discusses his enjoyment of work, the significance of hobbies, and the lessons learned from childhood about hard work and dedication. Lance reflects on his experiences in the trucking industry, his competitive spirit in jiu-jitsu, and the financial decisions that have shaped his life. He emphasizes the need for balance between saving for the future and enjoying life today, while also highlighting the value of continuous learning in all aspects of life. Takeaways *Lance has a net worth of approximately $2.1 million. *His investments are primarily in traditional and conservative assets. *He acquired rental properties through strategic planning and hard work. *Lance believes in leveraging debt for investment purposes. *He emphasizes the importance of discipline in financial planning. *Living in Hawaii presents unique financial challenges but also opportunities. *Lance's lifestyle allows him to enjoy the beauty of Hawaii without the need for frequent vacations. *He started investing in his mid-30s after being inspired by financial literature. *Lance's journey into real estate began with properties in disrepair that he renovated. *He continues to set new financial goals as he progresses in his journey. I'm still in the accumulation stage of my financial journey. *I wake up every morning, I go to the gym. *I don't know what retirement would look like. *I've been in logistics and trucking my whole life. *I try to compete about six times a year. *The trip to Colombia was $25,000. *I probably spent 10 to $20,000 on comic books. *If you have work ethic, there's no telling what you can accomplish. *Life is happening today, find balance. *Never think that you've learned everything you need to learn.
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410: Net Worth Of $10M+ - Ex-Hedge Funder Turned Housekeeper Built His Way to CEO
05/19/2025
410: Net Worth Of $10M+ - Ex-Hedge Funder Turned Housekeeper Built His Way to CEO
Summary In this episode, Daniel shares his journey from a hedge fund career to becoming a successful entrepreneur and inventor. He has a net worth of $10+ million with most tied up in his companies he founded or co-founded. He discusses his early experiences with money, the importance of mentorship, and the challenges he faced while starting his first businesses. He discusses leaving Wall Street to clean houses of the Silicon Valley Elite and how that lead him to becoming a CEO today. Daniel also delves into the creation of SkunkLock, a revolutionary bike lock designed to combat theft, and emphasizes the significance of financial independence and smart investment strategies in today's economy. Takeaways *Daniel started his career as an entrepreneur and inventor. *He emphasizes the importance of calculated risks for financial independence. *Daniel's first investment was in an index tracking ETF. *He transitioned from finance to entrepreneurship at a young age. *Mentorship played a crucial role in his entrepreneurial journey. *SkunkLock was created out of frustration with bike theft. *Daniel aims to help others achieve financial independence. *Understanding investment strategies is essential in today's economy. *He believes in the importance of reducing losses in investments. *Daniel encourages seeking mentorship to accelerate personal growth. Sponsored by: Prizepicks.com Code: Millionaire Shopify Shopify.com/unveiled
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409: Net Worth of $5+ - From The Crib to the Cash Flow: A Mother's Day Special
05/12/2025
409: Net Worth of $5+ - From The Crib to the Cash Flow: A Mother's Day Special
Summary In this special Mother's Day episode of the Millionaires Unveiled podcast, Jace and his family celebrate the role of mothers in their lives, sharing personal stories and lessons learned about money, values, and family dynamics. The conversation highlights the importance of financial literacy, hard work, and the impact of a mother's love and guidance on shaping their perspectives on life and finances. Through engaging discussions, the family reflects on their experiences and the legacy they hope to instill in future generations. Takeaways *Mothers play a crucial role in shaping family values. *Financial literacy is essential for children. *It's important to have open conversations about money. *Hard work and education are key lessons to instill in children. *A rich life is defined by more than just money. *Consistency and kindness are vital traits to emulate. *Budgeting and financial planning are necessary for success. *Legacy involves passing down values and lessons to future generations. *Experiential spending can enhance life quality. *Navigating financial discussions in marriage requires teamwork. Sponsored by: Prizepicks.com Code: Millionaire
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408: Net Worth Of $10M+ - Retired at 34. Mocked by Wall Street. Now He’s Rich, Free, and Right
05/06/2025
408: Net Worth Of $10M+ - Retired at 34. Mocked by Wall Street. Now He’s Rich, Free, and Right
Summary In this conversation, Sam from Financial Samurai shares insights on wealth building, investment strategies, and the importance of intentional spending. He has a net worth over $10 million. He discusses his journey from a finance career to becoming a successful author and investor, emphasizing the significance of real estate and public equities in his portfolio. Sam also reflects on the mindset shift towards spending and investing in education for his children, culminating in the release of his new book, 'Millionaire Milestones.' Sam shares his insights on building wealth, the importance of compounding, and the milestones necessary for achieving financial independence. He discusses the structure of his book, 'Millionaire Milestones', and emphasizes the significance of saving and investing strategically. Sam also reflects on his personal experiences, aspirations for family travel, and the lessons learned from childhood that shape his financial philosophy. He encourages listeners to be intentional with their finances and to seek knowledge from those who have succeeded before them. Takeaways *Sam's new book focuses on building wealth for freedom. *His net worth grew from $3 million to over $8.5 million. *Diversification in investments is key to financial stability. *Maxing out 401k and Roth IRA is essential for retirement. *Taxable brokerage accounts should be prioritized for flexibility. *Real estate provides stability and utility compared to stocks. *Intentional spending became a focus after age 45. *Investing in education is a valuable long-term investment. *The importance of adapting investment strategies over time. *Sam's journey reflects the balance between saving and enjoying life. The experience of 30 years in finance is invaluable. *It's important to read and learn from others' experiences. *Investment milestones are crucial for financial growth. *Compounding interest significantly increases wealth over time. *Financial independence allows for freedom of expression and action. *Intentional living and travel can enrich family experiences. *Spending should be intentional and meaningful. *Childhood lessons shape financial perspectives. *The journey to wealth requires consistent effort and strategy. *Engaging with mentors can accelerate financial learning. Sponsored by: Indeed Indeed.com/unveiled Shopify Shopify.com/unveiled
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407: Net Worth Of $1.6M - Capsules to Campuses: How One Pharmacist Flipped Careers
04/28/2025
407: Net Worth Of $1.6M - Capsules to Campuses: How One Pharmacist Flipped Careers
Summary In this episode, Ryan shares his journey from being a pharmacist to achieving financial independence through real estate investing. He has a net worth of $1.7 million mostly in Real Estate. He discusses his unique strategy of renting properties by the bedroom, which significantly increased his cash flow. Ryan reflects on the challenges he faced with his first property, the importance of leveraging loans, and his plans for future growth in the real estate market. He also emphasizes the value of mentorship and teaching others about real estate investing, providing insights and advice for aspiring investors. Takeaways Ryan retired at 31 through real estate investing. He bought one property a year, focusing on student rentals. Renting by the bedroom significantly increased his cash flow. Ryan learned from his mistakes, losing $30,000 on his first property. He uses DSCR loans to finance properties without W-2 income. Ryan aims to reach 100 doors in his portfolio. He teaches others how to invest in student housing. Choosing the right college markets is crucial for success. Every year you wait to invest pushes back your timeline. Ryan underwrites deals based on cash flow, not appreciation. Sponsored by: Shopify Shopify.com/unveiled Prizepicks.com Code: Millionaire
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406: Net Worth Of $1.7M - Airbnbonomics: Beds, Spreadsheets & Bankrolls
04/22/2025
406: Net Worth Of $1.7M - Airbnbonomics: Beds, Spreadsheets & Bankrolls
Summary In this episode, John shares his journey from being a financial advisor to becoming an Airbnb data analyst. He has a net worth of $1.7 million. Most is in his business and real estate/short term rental realted assets. He discusses the challenges he faced during the pandemic, how he scaled his Airbnb business, and the current state of the Airbnb market. John emphasizes the importance of data analysis in identifying profitable properties and shares insights on the evolving landscape of short-term rentals. John discusses the evolving landscape of Airbnb and real estate, particularly in the aftermath of COVID-19. He emphasizes the importance of thorough research and strategic investment in profitable markets, while also sharing his personal philosophy on business and life. John highlights the significance of continuous learning and teamwork in achieving success, and he reflects on his own journey in the Airbnb business, including the challenges and lessons learned along the way. Takeaways John is an Airbnb data analyst with a near 100% success rate. He transitioned from financial advising to the Airbnb business model. John initially used rental arbitrage to enter the Airbnb market. The pandemic significantly impacted his Airbnb operations, leading to a pivot. He created a free course on Airbnb data analysis that gained traction. John's experience led him to work with TechVestor, a short-term rental investment fund. He emphasizes the importance of sales and operations in scaling an Airbnb business. The current Airbnb market is experiencing saturation in some areas. John believes that understanding data is crucial for success in the Airbnb market. He is now focused on helping others acquire properties through his company, STR Search. The real estate market has shifted significantly post-COVID. Many investors are not conducting proper research before buying properties. Airbnb is not dead; it requires strategic planning and effort. Continuous education is crucial for personal and professional growth. Building a strong team is essential for business success. Profitability in Airbnb is achievable with the right approach. Investing in real estate should follow a successful business foundation. Living within means can lead to a more sustainable lifestyle. Market trends can change rapidly; adaptability is key. Success comes from focusing on daily actions rather than long-term goals. Sponsored by: Shopify shopify.com/unveiled Prizepicks Prizepicks.com Code: Millionaire
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405: Net Worth Of $1.3M - Escaping Poverty in Brazil to a New Life In Australia
04/14/2025
405: Net Worth Of $1.3M - Escaping Poverty in Brazil to a New Life In Australia
Summary In this episode, Gustavo shares his inspiring journey from Brazil to Australia, detailing his experiences as a software developer and investor. He discusses his initial foray into Bitcoin, the importance of diversifying investments across different countries, and the challenges he faced while adapting to a new culture and language. Gustavo also reflects on his family's financial growth and the lessons learned along the way, emphasizing the significance of changing one's environment and seeking different perspectives. Takeaways Gustavo moved to Australia to learn English and improve his life. He has a net worth of $1.3 million, largely due to Bitcoin investments. Investing in Bitcoin was not initially planned but became a significant part of his portfolio. Diversification across Brazil, Australia, and the US was crucial for financial stability. Gustavo faced challenges adapting to life in Australia, including language barriers. He emphasizes the importance of financial literacy and investment education. Gustavo's wife became more involved in investments after hiring a financial advisor. Growing up in Brazil, financial literacy was not a common topic. He believes changing one's environment can lead to significant personal growth. Gustavo encourages learning from others' mistakes to avoid making the same ones. Sponsored by: Zocdoc Zocdoc.com/millionaire Prizepicks Prizepicks.com Code: Millionaire
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404: Net Worth Of $10.0M+ - The Duel Journey of a Financial Planner & Restaurateur
04/07/2025
404: Net Worth Of $10.0M+ - The Duel Journey of a Financial Planner & Restaurateur
Summary In this episode, David, founder and CEO of One Wealth Advisors and executive chairman of a restaurant company, shares insights into his financial journey, including his net worth, investment strategies, and experiences in the restaurant industry. He has a net worth of over $10 million spread across business, Real Estate and market investments. He is in his late 50's. He discusses the importance of asset allocation, the role of real estate in wealth building, and the nuances of financial planning. David emphasizes the significance of serving others and the balance between concentration and diversification in wealth management. He also reflects on personal experiences and lessons learned throughout his career. Takeaways *David Steele is the founder and CEO of One Wealth Advisors. *He has a substantial portion of his net worth tied up in private companies. *Concentration creates wealth, while diversification preserves it. *Real estate plays a significant role in his net worth. *He advises clients to keep six months of expenses in cash. *David emphasizes the importance of being a fiduciary in financial planning. *He has successfully built a restaurant business alongside his financial practice. *David believes experiences with loved ones are worth spending on. *He started his financial planning practice in 1991. *David's journey reflects the balance between passion and business acumen. Sponored by: Indeed.com/unveiled Shopify.com/unveiled
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403: Net Worth Of $1.3M - Principal Regrets: A Frugal Fail in a Purple PT Cruiser
03/31/2025
403: Net Worth Of $1.3M - Principal Regrets: A Frugal Fail in a Purple PT Cruiser
Summary In this episode, Marcus shares his journey as an educator and principal, detailing his financial growth, including his net worth and debt-free journey. He has a net worth of $1.3 million plus a sizable pension that could put his net worth closer to $3 million. A nice chunk is in real estate, the pension and then other investments. He discusses the importance of inheritance and family wealth transfer, his career path in education, and his future goals, including retirement planning and multi-generational wealth. Marcus emphasizes the significance of financial literacy and experiences over material possessions, providing insights into his life and financial philosophy. Takeaways Marcus has been an educator for 24 years and is also an author. Marcus and his wife embarked on a debt-free journey four years ago. They paid off three houses in under four years and all their cars. Marcus plans to retire at 50 and mentor principals on a voluntary basis. He has a doctorate and teaches aspiring principals at the college level. The couple aims to build multi-generational wealth for their children and grandchildren. Marcus emphasizes the importance of financial literacy for youth. He believes experiences are the best way to spend money. Marcus's financial overhaul was influenced by reading Dave Ramsey's principles. Sponsored by: shopify.com/unveiled
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402: Net Worth Of $3.0M+ - Health, Wealth & Legacy
03/24/2025
402: Net Worth Of $3.0M+ - Health, Wealth & Legacy
Summary In this episode, Nic shares his unique journey from working for free in family offices to building a successful career in real estate investment. He has a net worth of $3+ million. He discusses the importance of mentorship, networking, and hard work in achieving financial success. Nic emphasizes his focus on real estate as a wealth-building tool and outlines his goals for the future, including a target of one billion in assets under management. He also reflects on the legacy he wishes to leave for his children, prioritizing knowledge and hard work over mere financial inheritance. Nic shares his insights on financial habits, personal growth, and the importance of experiences over material possessions. He discusses his investment strategies, the lessons learned from childhood, and the impact of education on financial decisions. Nic emphasizes the significance of cash flow in investments and reflects on his early entrepreneurial ventures. He also shares his changing perspective on homeownership and offers advice for aspiring entrepreneurs in today's economic landscape. Takeaways Nic's early exposure to entrepreneurship shaped his career aspirations. He worked for free to gain valuable experience and mentorship. Real estate became his primary focus due to its cash flow potential. Networking with high net worth individuals was crucial for his success. He aims to achieve one billion in assets under management. Health, wealth, and legacy are his primary focus areas. He believes in teaching his children the value of hard work. Philanthropy will play a larger role in his future plans. His investment strategy is centered around single-family mortgages and industrial real estate. He values the lessons learned from his mentors and aims to pass them on. Working hard pays the highest dividends. Don't be patient; get there as fast as you can. Experiences are more valuable than material possessions. Invest with intention and clarity on outcomes. Understanding cash flow is crucial for financial success. Education can yield both positive and negative returns. Early entrepreneurial ventures can teach valuable lessons. Homeownership can provide joy and stability for families. Learning about the economy opens up opportunities. There is more opportunity now than ever before. Sound Bites "I was willing to work for free to learn." "I kept my group of friends very small." "Patience is not a virtue." "Experiences are worth 2x, 5x, 20x." "Education has been on both sides." "I realized I hated it." "Buying a home was an insane blessing." "I geek out on powerlifting." Sponsored by: Prizepicks.com Code: Millionaire
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