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Millionaires Unveiled

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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.

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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Location:

United States

Description:

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.

Language:

English


Episodes

56: Net Worth of 3.3M - Lost 200K in the Market This Week

11/19/2018
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Jake, 41 years old, has a current net worth of 3.3M. He has a 700K house, about 2M in retirement accounts (including roth and traditional holdings) as well as investments in REITs, 529 plans, angel investments, and one rental property. Within his retirement accounts, he primarily invests in index funds. He has four children and discusses how he teaches them about money as well as his current thoughts on generational wealth. Jake also unveils his financial independence and retirement goals.

Duration:00:39:11

55: Guest Interview - Tom Wheelwright on Taxes

11/12/2018
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Tom Wheelwright, CPA is best known for making taxes fun and understandable. He specializes in helping entrepreneurs and investors build wealth through permanently reducing taxes. We discuss the new tax law including issues of divorce and alimony, real estate depreciation, car depreciation, business structuring, and how involved one should be with their own taxes. Check out his recent book "Tax Free Wealth: How to Build Massive Wealth by Permanently Lowering Your...

Duration:00:14:17

54: Net Worth of 1.4M - Single Mom and Teacher With Four Kids

11/5/2018
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In this episode Frogdancer Jones shares her story of financial success. Following her divorce 21 years ago, she started her journey with less than $100, a mortgage to pay, and four young kids. She discusses how frugality played a large impact on her success and how her teaching career, with an average salary of 70K, helped cover her needs. She shares motivational ideas for saving money, her portfolio allocation, and offers advice to those in a similar financial and life situation.

Duration:00:25:33

53: Net Worth of 1.2M - Marketing Manager and Ponzi Scheme Victim

10/29/2018
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Rick is a Canadian marketing manager with a net worth of 1.2M. He is married with two kids and has worked for the same company for 15 years. He holds 550K in a paid for house, about 350K in investments, and nearly 250K in his employee pension fund. Of the 350K, 90% are held in equity securities and 10% in bonds. He further breaks out his investments between US, Canadian, and international holdings. He unveils his investing philosophy and financial mistakes.

Duration:00:29:25

52: Net Worth of 5.0M - "I Didn't get Here by Contributing to a 401(k)"

10/22/2018
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This episode features Beau with a current net worth of 5M. He holds about 3M in an HR outsourcing firm - his core business. He also has 800K invested in the market, a paid for house valued at about 700K, and other small business ventures and land. We discuss his journey and strategy as an entrepreneur during which he's owned several businesses including an auto parts store, health clubs, and nutrition stores. We also discuss Beau's take on teaching his children about money and his financial...

Duration:00:39:16

51: How About $100 Million?

10/15/2018
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In this episode we provide a recap of our last 10 interviews and discuss the lessons and trends we've learned from interviewing nearly 50 millionaires. Thus far, our interviewees have a combined net worth of nearly $100 million. We also provide updates on the show including future guest interviews with Robert Kiyosaki and Tom Wheelwright.

Duration:00:38:09

50 : Net Worth of 4.2M - Military Millions and a Government Pension

10/8/2018
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Today's episode features "Still-In" from MilitaryMillions.com. He has served in the military for 17 years, and has a current net worth of 4.2M including a government pension valued at 1.2M. His paid off house is worth over 400K, and he holds over 2M in traditional investments held primarily in Vanguard funds. We discuss his current allocation between Stocks and Bonds, and Domestic vs. International. "Still-In" unveils his investing strategies, cash holdings, and thoughts for financial...

Duration:00:33:59

49: Guest Interview - Real Estate with Coach Carson

10/1/2018
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Today's guest, Coach Carson, is an active real estate investor, coach, and author of the new book, "Retire Early with Real Estate" (https://www.amazon.com/Retire-Early-Real-Estate-Investing/dp/1947200038/). We discuss how he started investing, his current real estate portfolio, and tips for investing success. He provides advice on goal setting, health insurance, teaching kids about money, leverage, and when enough is enough. His blog is www.coachcarson.com.

Duration:00:38:01

48: Net Worth of 2.4M - Debt Free Doctor

9/24/2018
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Today's guest, debt free doctor, has a current net worth of 2.4M. He discusses his story of overcoming 250K of debt and unveils how he's been able to financially strive since being debt free. He has numerous investment vehicles including, but not limited to, home equity, real estate syndications and crowdfunding, taxable investments, IRAs, 529 plans, and HSAs. He invests primarily in Vanguard index funds.

Duration:00:33:34

47: Net Worth of 1.4M - Custodian with a 40K Salary

9/17/2018
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This episode features Jeff, a school custodian with a net worth of 1.4M. He has worked for the same school district for over 30 years and currently makes 40K a year. He has 1M in retirement accounts, and 180K in home equity. We discuss happiness and confidence levels as savings and net worth grew, sacrifices made along the way, and how he was able to reach millionaire status. Jeff shares his life and investing strategy, and unveils his current portfolio allocation.

Duration:00:32:25

46: Net Worth of 1.5M - Small Business Owner with Two Rentals

9/10/2018
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Eric is a small business owner with investments in both the stock market and real estate. He grew up in a middle class family, served in the military for four years following high school, and studied finance in college. He has about 300K invested in the market, 100K in cash, 10K in Gold and Silver, and 1M in real estate (He currently owns two rental properties). Eric discusses his investments, small business ownership, generational wealth, and his financial goals.

Duration:00:25:27

45: Net Worth of 3.1M - IT Consultant with a Porsche

9/4/2018
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John has a current net worth of 3.1M, is in his late 40's, and is married with two children. At the age of 30, he had a net worth of nearly zero. His investments are split between financial securities and real estate. On the securities side, he has a 401(k), IRA's, and college savings accounts; they are primarily invested in target date retirement funds. On the real estate side, he owns two primary homes and three rental homes which he self manages. We also discuss generational wealth and...

Duration:00:33:51

44: Guest Interview - Dividend Diplomats

8/27/2018
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The Dividend Diplomats are two twenty something friends with a shared interest of dividend investing and frugal living. On this guest episode we discuss the benefits of dividend investing, why they've chosen dividend investing, and how much they each earn from their investments. They explain "dividend aristocrats" and which companies fall into this category. Both Lanny and Bert divulge how they got started, and their financial goals for the future.

Duration:00:32:17

43: Net Worth of 1.2M - CPA with Timeshares and a Work-Life Balance

8/20/2018
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Today's episode features a CPA who has worked in both public and private accounting. She has continually strived to be frugal, invest, and grow her net worth. She has a current net worth of 1.2M. Dora mentions that she used to be a workaholic, but now works for the government in a job with better work-life balance. Her range of income during her working life has been $19,000 - $180,000. We discuss her financial history, investing strategies, and plans for the future.

Duration:00:25:51

42: Net Worth of 3.0M - First Million at Age 45

8/13/2018
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Today's episode features a radiologist with a current net worth of 3.0 million. He hit his first million at age 45 and his second million just two years later. He holds 500K in his 401K, 500K in a standard brokerage account, and 500K in syndicated real estate deals. We discuss the mantra that doctors are bad with money and how he thinks that's changing. Furthermore, he shares his investing insights, how to work on the side, and his goals for financial success.

Duration:00:29:11

41: Net Worth of 1.9M - Almost a Millionaire, then Inherited a Million

8/6/2018
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KT has a current net worth of 1.9M. He's 51 years old with the goal to retire in four years, at age 55. He was almost a millionaire, and then inherited one million dollars from his father. KT discusses the inheritance, gives advice for those who receive one, and talks about the art of saying no. He's invested in numerous different real estate deals, has 250K in home equity, and holds up to almost 15% of his net worth in cash.

Duration:00:30:05

40: Review of Recent Episodes - 28.2M Combined Net Worth

7/30/2018
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In this episode we do a quick recap of the last 13 interviews, episodes 27-39. Not counting the two guest interviews, the combined net worth of the 11 millionaires interviewed in this segment is 28.2M. We discuss investing trends, different strategies, and share a brief summary of each interview.

Duration:00:34:10

39: Guest Interview - Millennial Investor Worth 450K

7/23/2018
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Anthon is a millennial with a current net worth of 450K. He currently works in software sales and has been working full time for five years. His allocation is 45% real estate, 30% financial securities, 15% cash and 10% in other categories including cryptocurrency. He owns a second home which cash flows about $500 per month. Anthon discusses his current portfolio, what he's doing to grow his investments, and how he plans to increase and maintain income producing assets.

Duration:00:26:38

38: Net Worth of 1.3M - Product Manager Still Paying Rent

7/16/2018
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Adam, a product manager, has a current net worth of 1.25M. He has 200K in retirement accounts and over one million in other brokerage and investment accounts. He's a big proponent of the Vanguard Total Stock Market Index Fund (VTSMX) - a fund that claims over 40% of his holdings. He also as over 20% in Vanguard Total International Stock Index Fund (VGTSX). Adam also has around 5% of his portfolio (nearly 75K) in cryptocurrency. He spends about 55K per year and hit is first million at age 35.

Duration:00:23:13

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

7/9/2018
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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 for those trying to follow in his footsteps. He had a high school GPA of 4.0 and a college GPA of...

Duration:00:28:50